Legacy and jobs
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Wallace & Gromit’s Grand Appeal is seeking a talented individual to fill a brand-new role in our fundraising team: Individual Giving Assistant.
This role is a fantastic opportunity for an individual with great attention to detail to start or further their fundraising career in a fast-paced, ambitious and creative charity by bringing their skill and passion for people to a role that makes a real difference every day.
- You'll play a vital part in the smooth running of our Individual Giving and supporter care operations, helping manage donations, lotteries, raffles, legacies and in-memory giving.
- You’ll help deliver our ambitious fundraising programme and inspire more people than ever to support our work, while delivering exceptional support to our incredible community of fundraisers and donors.
- You’ll keep our donor database accurate and compliant.
- You’ll help make sure our fundraising runs efficiently across the charity.
Above all, you’ll help ensure every supporter and donor feels part of something extraordinary.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Head of individual giving and legacies
When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed.
About the Role
We’re looking for a passionate and strategic Head of Individual Giving and Legacies to lead one of the most impactful areas of our fundraising programme.
This is a pivotal leadership role within Sense’s Fundraising and Marketing team, responsible for developing and delivering our individual giving and legacy strategies, currently generating over 70% of Sense’s voluntary income.
You’ll lead on innovation, insight, and supporter experience - diversifying income streams, driving loyalty, and ensuring that every supporter feels valued and inspired. Working closely with senior leaders and your talented team, you’ll shape how Sense engages with the public, strengthening relationships that transform lives for years to come.
We offer flexible working arrangements. You’ll need to be able to travel occasionally within the UK, including to our London and Birmingham offices, and to attend events, sometimes during evenings or weekends.
Key Responsibilities
- Develop and deliver Sense’s Individual Giving and Legacy strategies, growing income through appeals, regular giving, lottery, and legacy marketing.
- Lead, inspire, and develop a high-performing team of fundraising and marketing professionals, fostering creativity, accountability, and collaboration.
- Diversify and grow the individual giving portfolio, driving acquisition, retention, and supporter value.
- Use data and insight to inform strategy, improve efficiency, and enhance supporter journeys.
- Oversee budgets, forecasts, and performance targets to achieve ambitious income goals.
- Cultivate strategic partnerships and manage supplier relationships to maximise ROI.
- Embed a culture of innovation and co-production across the team, encouraging new ideas and continuous improvement.
- Champion the importance of legacy giving across Sense, building understanding and engagement across teams.
- Ensure compliance with GDPR, the Data Protection Act 2018, and Sense’s privacy policies.
About You
You’ll be a confident, creative, and values-driven leader - someone who combines strategic vision with hands-on delivery. You’ll have the experience to lead successful individual giving and legacy programmes, and the passion to engage supporters in Sense’s mission in new and inspiring ways.
You will bring:
- Extensive management experience across individual giving and legacy fundraising with a track record of achieving growth.
- Strong leadership skills, with experience developing high-performing teams and driving collaboration.
- Proven experience in strategic planning, budgeting, and performance management.
- Excellent communication, negotiation, and stakeholder management skills.
- Analytical ability and proficiency with fundraising systems, data analysis, and tools such as Power BI or MS Dynamics.
- A commitment to innovation, inclusion, and supporter-centric fundraising.
Desirable experience includes working in the charity or not-for-profit sector and familiarity with multi-channel fundraising campaigns.
About Sense
We believe that every disabled person should have the opportunity to connect with others and be included in the world. We use our knowledge and expertise to deliver personalised, creative and flexible support at every stage of life. Sense is proud to be a disability confident leader.
Working at Sense can be incredibly rewarding; we offer the opportunity to work in a large, diverse and successful charity where people can develop their skills, knowledge and careers in a supportive and flexible environment. In addition, we have excellent training and development, the opportunity for you to join our Group Personal Pension scheme and a generous annual leave entitlement.
To apply
Please use the link below to complete your application. Managers will use your application to shortlist candidates for interview; in relation to the Personal Specification. Therefore, it is very important you complete this section thoroughly. We would recommend that you read the job description and person specification before applying.
Please note to avoid disappointment, we advise you to submit your application as soon as possible as we reserve the right to close posts at any time.
No agency submissions please: any submissions without prior authorisation from the Sense Recruitment Team will be treated as our own and as such no fee will be payable.
Sense is committed to safeguarding and promoting the welfare of vulnerable children and adults and expects all employees to share this commitment. Therefore, all offers of employment, where appropriate, are subject to a DBS check; level dependent on the nature of the role.
We believe that every disabled person should have the opportunity to connect with others and be included in the world.



Salary: £43,000 - £45,000
Contract: Permanent – Full Time
Location: London (Hybrid – 2 days per week in office)
Closing Date: Rolling
Benefits: 28 days annual leave (plus bank holidays), up to 9% pension contribution, wellness and professional development support
Are you ready to lead a transformative legacy programme from the ground up? We’re recruiting for a Legacy Manager to join a forward-thinking health-focused organisation. This is a unique opportunity to shape a new legacy strategy, grow a £1m income stream and embed legacy giving into the organisation’s culture.
In this pivotal role, you’ll:
- Design and implement a comprehensive legacy strategy
- Develop engaging marketing campaigns to inspire legacy support
- Build and nurture relationships with legacy pledgers and prospects
- Collaborate with an external administrator to manage legacy income and ensure excellent stewardship
What we’re looking for:
- Proven experience in legacy fundraising and marketing
- Excellent communication and relationship-building skills
- Strategic thinker with budget management expertise and a results-driven mindset
For an informal chat about the role, please contact Emma.
Ashby Jenkins Recruitment is a specialist charity recruitment agency. We’re committed to equity and inclusion across the sector and take a relationship-led approach to matching candidates with meaningful roles. Learn more about our diversity pledge on our website.
Please note: If we receive a high volume of applications, the organisation may close the recruitment process early.
To discuss this opportunity further, please quote reference 2730EI
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We are looking for a Legacy and Administration Manager to join our Finance and Operations team on a part-time basis (2 days per week). This role will report to the Director of Finance and Operations.
Job Purpose
Legacies are one of the most vital sources of income for Operation Smile UK, helping us continue our work supporting patients with cleft around the world. We’re now looking for a Legacy Administration Manager to join our dedicated team and ensure that every gift left to the charity is managed with care, professionalism, and in line with the wishes of our supporters.
Key Responsibilities
- Manage a portfolio of residuary, specific, and reversionary legacy cases from initiation to completion, optimising income while upholding all legal, ethical, and organisational standards.
- Communicate with empathy and professionalism with executors, solicitors, and beneficiaries’ families, including handling enquiries and confirming receipt of legacy notifications.
- Review estate documentation and valuations, determine the charity’s entitlement, and verify that all due funds are correctly received.
- Ensure that all relevant charity tax reliefs are properly applied for, including Inheritance Tax, Capital Gains Tax appropriations, and Income Tax (form R185).
- Maintain accurate and up-to-date records of all legacy income and correspondence within OSUK’s CRM system and Finance Tracker.
- Track the status of ongoing cases, pursue outstanding actions, and take prompt steps to address issues or disputes as they arise.
- Collaborate closely with internal teams—such as Finance, Supporter Care, and Partnerships—to promote strong stewardship and compliance.
- Refer or escalate complex or high-impact matters to the Director of Finance and Senior Finance Manager when necessary.
- Contribute to team meetings, process improvements, and the development of best practice.
Person Specification
· Strong interpersonal skills with the ability to build positive relationships and communicate clearly and sensitively, both in writing and verbally.
· Proven experience in legacy administration within the charity sector or in probate and estate law.
· Highly organised, with the capability to prioritise and manage a diverse caseload effectively.
· Exceptional attention to detail, ensuring accuracy in financial transactions, documentation, and data entry.
· Skilled in interpreting wills, estate accounts, and related legal documents.
· Competent in reviewing estate accounts to verify the correct application of Inheritance Tax (IHT) and Capital Gains Tax (CGT) and to ensure estates are properly finalised.
· Proficient user of Microsoft Office and customer relationship management (CRM) systems.
· Review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered.
· Certificate in Charity Legacy Administration (ILM) or legal/paralegal qualification.
Recruitment
We are actively interviewing for this role on a rolling basis as suitable applicants apply. If you're interested in this role, it is advisable to apply as soon as possible.
Disability Confident Committed Employer
We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.
At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.
If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).
Equality, Diversity & Inclusion
Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation.
We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.
We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process.
Please outline your experience working with legacies and specify your certification within your cover letter.
The client requests no contact from agencies or media sales.
Job title: Legacy Executive
Reporting to: Head of legacy Giving
Salary: £28,000 per annum
Hours of work: 37.5 hours per week
Location: Royal Trinity Hospice, Clapham
About Compton
Compton is the UK’s leading fundraising consultancy - with seven decades of experience managing successful annual, capital and legacy campaigns for charities and not-for-profit organisations. Our clients recognise Compton as ‘the trusted name in fundraising’, thanks to the transformational contributions we make. We are proud of our history and track record, and the ‘Compton Way’ continues to deliver extraordinary fundraising results, even in today’s challenging operational and economic conditions.
Position vacancy
Trinity is the UK’s oldest hospice and serves a community of 750,000 in central and southwest London. Trinity delivers specialist end of life and palliative care at the hospice and in the community and support and counselling services for their family and friends. Their ability to deliver this outstanding care to patients and their families is reliant on the Compton fundraising team assigned at Trinity delivering ambitious funding results. Trinity is a key client, and we have a long record of success in generating income and sustainable growth across all income streams.
The Legacy Executive plays pivotal role in delivering exceptional fundraising services for our client Royal Trinity Hospice. You will be responsible for delivering excellent stewardship and supporter care – both of which are essential to achieving Trinity’s (and Compton’s) fundraising objectives.
You will inspire and support individuals in engaging with Legacy Giving, developing relationships that encourage a gift in their Will to Trinity. You will support in the development and management of legacy focused campaigns and products as well as exploring new opportunities for income growth.
The successful candidate will be expected to:
- Support the Head of Legacy Giving to identify, develop and maximise fundraising (and income) opportunities through fundraising products and events, and developing supporter relationships.
- Provide first class stewardship and donor care, ensuring donors and supporters feel supported and appropriately thanked.
- Manage general queries from internal departments and supporters
- Inspire new supporters while maintaining and developing existing relationships.
- Assist with the administration and management of Legacy products, such as Gifts in wills guide and free will schemes.
- Assist with developing marketing materials e.g. flyers, Mailchimps, newsletters etc. which adhere to brand guidelines.
- Assist with the planning and implementation of Legacy mailings and events.
- Ensure that effective administrative systems and procedures are maintained including accurate and up to date supporter records on the charity database - Raiser’s Edge.
- Initiate and maintain excellent internal relationships, such as with Fundraising colleagues, the
- Communications team, and the Hospice clinical teams.
- Collaborate as part of the wider Fundraising team providing support and participating in other duties where required such as attending events outside of normal working hours
- Work in a hybrid model of three days in the office and two days from home.
Experience, knowledge, skills and characteristics required (R) / desired (D):
- Understanding of the key components of hospice fundraising. (D)
- Proven ability to build strong relationships with individuals and organisations. (R)
- Experience in organising and promoting fundraising events. (D)
- Excellent written and verbal communication skills, with a commitment to outstanding supporter care. Ability to craft compelling fundraising copy. (R)
- Strong organisational skills and ability to manage multiple tasks independently to meet deadlines and objectives. (R)
- Proficiency in Microsoft Office and experience using donor databases, ideally Raiser’s Edge. (R)
- Basic understanding of GDPR principles, especially around consent, data handling, and supporter communications. (R)
- Passion for delivering exceptional supporter experiences and continuously improving the legacy journey. (R)
Company benefits
- Annual leave 25 days plus bank holidays
- Non-contributory life assurance scheme
- Standard Life pension scheme with Company contributions starting at 3%
- Employee Assistance Programme
Applications will only be accepted via the Charity Job website.
We will be interviewing week commencing 15 December..
The client requests no contact from agencies or media sales.
Opportunity to join a global team fighting for a new era where people, wildlife and the planet thrive.
As the Senior Legacy Marketing Manager you will be responsible for the day to day implementation of the UK Legacy Marketing programme and also develop the UK and International Legacy Marketing strategy.
This is a Surrey based hybrid role with 2 days a week in the office.
The Charity
A passionate charity with a strategy focused on mobilising a movement and delivering key legislative reforms. The charity offer a range of benefits including flexible working, learning and development opportunities, a generous 10% pension and an employee assistance programme.
The Role
Develop and refine UK and international legacy strategies.
Lead KPI reporting and recommend investment opportunities.
Stay updated on best practices and sector trends.
Plan and execute legacy campaigns via direct mail, email, social media, events, and publications.
International Legacy Support
Create adaptable marketing assets for local teams.
Support local campaign execution and enquiry handling.
Engage external agencies where needed.
The Candidate
Proven experience in legacy marketing and strategy.
Strong understanding of direct and digital marketing.
Excellent communication, copywriting, and strategic planning skills.
Proficiency in CRM systems (ideally Salesforce) and Microsoft Office.
IMPORTANT NOTE
Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.
We apologise that we cannot contact everybody in person but thank you in advance for your interest.
Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.
Location: Contracted to our Peterborough office with the flexibility for hybrid working
Contract type: Permanent
Hours: Full time: 37.5 hours or part time considered (minimum 30 hours per week)
Salary: £39,000 - £45,000 FTE depending on experience
Benefits: We want all our employees to feel valued and engaged and are committed to offering a positive working culture along with a good work-life balance. As well as ensuring we pay our employees fairly, we offer the following benefits: Flexible working, Generous annual leave, Private Medical Insurance, including dental and optical, Pension Scheme, Sick Pay, Death in Service, Employee Assistance Programme, Bike Loan Scheme, Cycle2Work Scheme, Eyecare, Discount Portal.
Closing date: Sunday 30 November 2025. We may extend the advert, but please apply as soon as possible.
Telephone interviews will be held week commencing 1 December 2025
Interviews will be held week commencing 8 December 2025
No agencies please
Be a part of an energetic and vibrant team who are driven by the desire to improve the lives of people living with kidney disease. Our vision is the day when everyone lives free from kidney disease.
We are looking for a legacy administration manager to play a crucial part in maximising and securing legacy income for Kidney Research UK. You’ll ensure timely, sensitive and accurate receipt of funds while protecting the charities interests and reputation.
The legacy administration manager will be responsible for a varied caseload of legacies, ranging from pecuniary gifts through to more complex residuary estates, and occasionally contentious cases.
You will have proven experience of charity legacy administration, a solid understanding of inheritance tax, estate accounts, along with the ability to make decisions on complex issues. You’ll also need to be resilient under pressure and able to handle sensitive conversations with compassion, diplomacy and professionalism.
If you are interested in the position, please complete the online application form and submit together with your CV.
We are committed to providing equal opportunities for everyone and encourage applications from all sections of the community.
About Kidney Research UK:
Kidney Research UK is the leading charity in the UK focused on funding research into the prevention, treatment and management of kidney disease. Our vision is the day when everyone lives free from kidney disease and for more than 60 years the research, we fund has been making an impact. But kidney disease is increasing as are the factors contributing to it, such as diabetes, cardiovascular disease and obesity, making our work more essential than ever.
At Kidney Research UK we work with clinicians and scientists across the UK, funding and facilitating research into all areas of kidney disease. We collaborate with partners across the public, private and third sectors to prevent kidney disease and drive innovation to transform treatments.
Over the last ten years we have invested more than £71 million into research. We lobby governments and decision makers to change policy and practice to ensure that the estimated 7.2 million people living with all stages of kidney disease in the UK have access to the most effective care and treatment, and to make kidney disease a priority.
Most importantly, we also work closely with patients, ensuring their voice is heard and is at the centre of everything we do, from deciding which research to invest in to how we plan our priorities and our work across the charity.
Those patient contributions are vital, always helping us and our partners to understand what life is like with kidney disease, always ensuring we see the patient behind the treatment and always reminding us that behind every statistic and every number is a person – the patients and the carers who inspire our mission and push us forward to make a difference and change the future of kidney disease.
You may also have experience in the following: Legacy Administration Manager, Legacy Officer, Legacy Executive, Legacy Specialist, Gifts in Wills Manager, In Memoriam Giving, Estate Administration, Probate and Estates, Charity Legacy Income, Legacy Fundraising, Charity, Charities, Third Sector, Not for Profit, NFP, etc.
REF-225 038
Location: Rochester Airport, Kent
Department: Individual Giving and Lotteries Directorate
Salary: £35,000 to £38,000 per annum (FTE)
Hours: Full-Time, Monday to Friday, 37 hours per week
Contract Type: Permanent
We are Air Ambulance Charity Kent Surrey Sussex (KSS), and we fight every day to save lives. We are Team KSS, a close-knit team of dedicated, skilled, sector-leading experts with an incredible level of expertise. We are passionate about what we do which drives us to always deliver our very best.
We’re driven by our purpose of saving lives and ensuring the best possible outcomes for our patients. Last year alone we responded to over 3,100 incidents. We are fearless and tireless in fighting to save every life.
Our charity headquarters and forward operating base are located at Rochester Airport, with our aircraft hangar and maintained at Redhill Aerodrome. When the call comes, we can reach any part of Kent, Surrey or Sussex in under 30 minutes.
MAIN PURPOSE OF ROLE:
We are now seeking a highly organised and motivated Legacy Administration Manager to join our team. The role will manage and administer legacy gifts left to the charity ensuring that legacy income is maximised, recorded, and received in a timely manner that is compliant with relevant regulations.
INCLUSION AND DIVERSITY:
KSS is committed to creating an equal, diverse and truly inclusive culture where everyone feels welcome and able to be their authentic selves.
We believe that everyone has the right to live without fear or prejudice, and be treated fairly, and with respect and dignity regardless of race, age, gender, disability, sexual orientation, social class, religion and belief.
We reserve the right to close the position early if the role is filled.
Benefits package is correct at the time this advert was published.
Benefits: 25 days annual leave rising with service Occupational/Enhanced Sick Pay Enhanced Parental Leave Access to the Blue Light Card and Blue Light Events Access to the Wellbeing Hub Group Personal Pension Scheme Group Life Assurance Cover Group Income Protection Cover Critical Illness Cover Employee Assistance Programmes Development opportunities
REF-224 993
We’re looking for an Assistant Legacy Officer to join our sector-leading Legacy Management Team. This is a unique opportunity to help steward one of the most meaningful forms of giving - ensuring every legacy is honoured with care, precision, and respect.
In this vital role, you’ll:
- Manage your own caseload of pecuniary legacies, ensuring accurate and timely administration.
- Liaise with solicitors, executors, and supporters to resolve queries and uphold our legacy policies.
- Support the team in maintaining BHF’s reputation as a trusted and professional legacy recipient.
- Help maximise income from bequests, directly supporting our life-saving research.
- Demonstrate ability to engage sensitively with bereaved families.
- Confidently balance workload demands and ensure completion within required timeframes.
Legacies account for over half of our income, making this role central to our mission to beat heart and circulatory diseases for good.
About You
You’ll have experience in legacy administration or managing large volumes of client records using a case management system. You’re confident working with data and understand the importance of accuracy and sensitivity, especially when dealing with personal or financial information.
Your communication skills are excellent and you approach conversations with empathy and professionalism. You’re comfortable using Microsoft Office and other IT systems, and you know how to stay organised and manage competing priorities in a busy environment.
You enjoy working as part of a team and are always open to learning and sharing ideas. You thrive in fast-paced, purpose-driven settings and are motivated by making a positive impact.
If you have worked in a charity setting or have experience with legacy administration or managing bulk client data - we’d love to hear from you.
Working arrangements
This is a fixed term contract ending on 30 September 2026 covering Family Leave.
This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London Office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.
About Us
Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.
We value and respect every individual’s unique contribution, celebrate diversity, and make inclusion part of what we do every day.
Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.
Benefits
To find out more about the benefits available at the BHF please download our benefits document at the bottom of our advert page.
Need more help balancing your work and home life? Talk to us about what flexibility is available at the application or interview stage.
Interview process
First stage interviews will be held over MS Teams week commencing 24th November.
As part of our commitment to be an inclusive employer and ensure fairness and consistency in selecting the best candidate for this role, the BHF will use anonymous CV software as part of the application journey.
Should you need any adjustments to the recruitment process, at either application or interview, please contact us.
Due to the nature of this role our recruitment process requires that successful candidates are asked to consent to an Enhanced DBS check and any offer of employment will be subject to a satisfactory check being completed.
Please note that we are unlikely to be able to sponsor applicants in respect of this role due to the role not meeting the minimum salary criteria to be eligible for sponsorship.
Our vision is a world free from the fear of heart and circulatory diseases.
The client requests no contact from agencies or media sales.
Our client works to advance how we see and understand visual arts, as an internationally renowned centre for the teaching, research of art history and a major public gallery. The institute has recently secured the largest gift in their history, and is imminently launching the Campaign in its history. As such, the Advancement team is growing, and the institute is now recruiting a Development Lead (Legacies).
The Development Lead (Legacies) is a newly created position that will develop the legacy strategy for the organisation and own a growing area of strategic importance, leading the delivery of a compelling, pro-active legacy giving programme to support the institute's long-term ambitions. The strategy you will develop will be multi-year in its scope and will increase legacy income through fundraising, marketing and stewardship, and will integrate legacy giving into broader fundraising and alumni engagement plans.
The selected candidate will have proven experience in legacy fundraising with a track record of developing and implementing successful legacy giving strategies, with demonstrable experience too of securing significant legacy pledges. You will have experience of developing annual and multi-year strategic plans that drive forward in-year activity with long-term growth.
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process then please contact Ryan Burdock at Prospectus.
If you feel you meet some of the criteria but not all, we really hope you'll enquire and learn more. Prospectus can advise and support on each part of the role and hopefully your application, so we look forward to hearing from you.
In order to apply please submit your CV in the first instance. Should your experience be suitable, we will arrange for a meeting to brief you on the role. You'll then have all the information you need to formally apply. We are looking forward to connecting with you soon.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Legacy Giving Officer
Do you love building relationships with people? Are you a confident communicator with great listening skills?
Do you have experience of working in a client-facing role such as sales, account management or customer service?
We are looking for a Legacy Officer to join the team, so if this sounds like you then apply today!
Position: Legacy Giving Officer (internally known as Legacy Relationship Executive)
Location: Milton Keynes/Hybrid
Hours: Full time (36.5 hours per week with one evening per week)
Contract: Permanent
Salary: £30,874 per annum, depending on experience plus a good range of benefits
Closing Date: Wed 4th Dec 2025. We reserve the right to interview candidates and close the ad ahead of the closing date should a strong candidate be identified
About the Role
We are looking for a Legacy Relationship Executive to grow the future legacy income of World Vision through building relationships with some of our longest serving supporters and asking them to consider leaving a gift in their will and following up our supporters who have expressed an interest to convert them to pledgers.
World Vision has over 100,000 supporters around the UK and this job focuses on our supporters who have been supporting us for over 10 years and really love sponsoring a child and helping our cause.
This role involves mainly thanking our sponsors and ensuring they are getting the best experience, keeping them informed, updated and asking them to consider a gift in their will.
It’s a role where you can really build some excellent and meaningful relationships and the people you are calling quite often have time to chat and want to talk to you!
The role IS for you if:
· You have an engaging, warm phone manner and a passion for excellence in making a difference to the lives of the children who we serve.
· Have a good level of written English and results driven
· Are comfortable being on the phone and have had previous telemarketing experience in either sales, account management or customer service
As an active Christian, this role offers you the opportunity to integrate your Christian faith and be sensitive to its various expressions across cultures and denominations. Inspired by our Christian faith, we serve alongside children of all faiths and none through long-term development projects, emergency responses and advocacy in almost 100 countries.
In addition to the salary offered, we offer:
· A flexible and supportive working culture
· Pension scheme (with employer contributions)
· Generous holiday allowance
· Free parking (Milton Keynes office)
· Opportunities for faith-based gatherings, prayer, and devotionals
· A welcoming, purpose-driven team who are passionate about making a difference
About the Organisation
World Vision is an international children’s charity working with children, their communities, and with supporters and partners, in almost 100 countries. Through long-term development projects, emergency responses and advocacy we’ve helped bring lasting change to millions of children, over more than 60 years. As a Christian organisation, everything we do is motivated by our faith as we strive to reflect God’s unconditional love.
An offer of employment is conditional upon the successful completion of applicable background checks, including a criminal records check.
World Vision is proud to be an Equal Opportunity Employer. We value diversity and aspire to reflect this in our workforce. We particularly welcome applications from under-represented sections of the community. World Vision UK also operates flexible working policies and practices. As a Disability committed employer we encourage qualified individuals with a disability to apply and request a reasonable adjustment if you are unable or limited in your ability to use or access as a result of your disability.
Please note the organisation can only consider applicants who presently have the right to work in the UK and all candidates must be personally committed to the Christian faith and be able to respect, uphold and work within our client’s Christian mission, values, culture and faith statements. This individual will represent and speak on behalf of a Christian charity and as such the Occupational Requirement for an active Christian faith is justified under the Equality Act 2010 Schedule 9, Part 1, clause 3.
You may also have experience in areas such Relationship Officer, Telemarketing, Sales, Account Management, Customer Service, Customer Service Agent, Customer Service Officer, Customer Care Agent, Customer Care, Account Manager, Client Engagement, Supporter Engagement.
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
You will be required to attend the office for a minimum of 2 days per week with the option to work remotely for the remaining 3 days.
Christian Aid exists to create a world where everyone can live a full life, free from poverty. We are a global movement of people, churches and local organisations who passionately champion dignity, equality and justice worldwide. We are the changemakers, the peacemakers, the mighty of heart.
We're committed to building a diverse and inclusive workplace, and recognise the value this brings in forming strong, creative and high performing teams. We welcome applications from all sections of the community, and from those with experience from outside of the voluntary sector. And no, you don't have to be Christian to work here - we encourage people of all faiths and none to apply. We just ask that everyone lives out our values of dignity, equality, justice and love. We value a good work-life balance, so we're open to part-time and flexible working. We also offer hybrid working for our office-based colleagues and the option of being a homeworker for most of our roles too.
Learn about our vision, mission and values
About the role
The Legacy Case Assistant role is pivotal in supporting the award winning Legacy Case Management team to deliver our transformational legacy income of £15 million each year. Legacies are Christian Aid's largest single source of voluntary income and are one of our key fundraising priorities. As we look ahead to an exciting period of growth across the legacy sector, the role of the Legacy Case Management team has never been more important.
About you
This is an exciting opportunity for someone with excellent attention to detail and a flair for managing a busy administration workload. A good communicator, you will be at ease liaising with both internal teams and external personal and professional executors. This is a varied role, from maintaining records on our database and managing a small caseload to producing monthly reports for the team. You will be proactive, working with initiative and prioritising your workload to meet monthly deadlines. You will be joining a friendly and hardworking Legacy Case Management team at a really exciting time for gifts in Wills at Christian Aid.
Further information
At Christian Aid we strive to be an inclusive and diverse employer and recognise the value that this brings in helping to build strong, creative and high performing teams.
We are actively encouraging racialised minorities, LGBTQ+, people with disabilities, returning parents or carers who are re-entering work after a career break, people with caring responsibilities, people from low socioeconomic backgrounds, women, and older workers to apply. This is because these groups are under-represented within our teams, especially at senior level, and we recognise and value the contributions members of these groups make to strong, creative and high performing teams.
We have a strong Christian ethos and we encourage applications from all faiths. Applicants will be expected to demonstrate an understanding of and sympathy with Christian Aid's faith identity.
All successful candidates will require a DBS/police check appropriate to the role and location and a Counter Terrorism Sanction check as part of your clearance for commencing your role with us. We also participate in the Inter Agency Misconduct Disclosure Scheme. In line with this Scheme, we will request information as part of the referencing process from job applicants' previous employers about any findings of sexual exploitation, sexual abuse and/or sexual harassment during employment, or incidents under investigation when the applicant left employment. By submitting an application, the job applicant confirms their understanding of these recruitment procedures.
This role requires applicants to have the right to live and work in the country where this position is based and undertake the role that you have been offered. If you are successful and we make you an offer for the role, we will be required to conduct a right to work check on your immigration status in the UK. We will contact you regarding the documentation you will need to provide to evidence this.
You can expect a wide range of rewards and benefits, please refer to the benefits booklet for your location to see our full list of employee benefits.
For Salary details for this role, please refer to the Salary band by location.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Are you a strong marketer who can help us achieve our vision of making legacy giving a social norm across the UK?
At Remember A Charity, we're looking for a marketer with exceptional communication and planning skills, who will be inspired by the opportunity to play this key role in a small but dynamic team.
Remember A Charity (part of the Chartered Institute of Fundraising)
Hours: Full Time (35 hours per week). Requirement to work outside of regular office hours occasionally, as required, with time off in lieu.
Key benefits:
- Leave: 25 days per year (rising to 30 with service) + bank holidays.
- Pension scheme: After probation ends, we offer up to 7.5% employers’ contribution to our stakeholder pension scheme.
- Enhanced sick pay from day one.
- Great work/life balance through flexible and remote-first working.
- We also focus on staff wellbeing, training and development and support you with your volunteering.
- See our benefits list for all other details
Location: This is predominantly a home-based role, coming into the office in Bermondsey, London 1 day per week. Occasional travel will be required to scheduled meetings/training/events.
The Chartered Institute is proud to be an equal-opportunity employer committed to a diverse and inclusive workplace where we can all be ourselves and succeed on merit. We particularly welcome applications from those who are significantly underrepresented in our sector, such as Black, Asian, people of colour, or from a specific minoritised ethnicity, neurodivergent, oppressed, or marginalised individuals or groups.
About us
Remember A Charity
Remember A Charity is a vibrant behaviour change campaign that aims to inspire the public to leave a charitable gift in their Will. Working collaboratively, the campaign’s mission is to do what no organisation can do alone, growing the legacy market and normalising charitable gifts in Wills.
Why grow legacy giving? Charitable gifts in Wills are one of the largest sources of voluntary income in the UK, raising £4.5 billion for good causes each year. As such, it’s a crucial source of income for thousands of charities, particularly in the current economic climate.
Established in 2000, Remember A Charity now represents almost 200 member charities, who work together to drive change through inspiring consumer campaigns, strategic partnerships with solicitors, Will-writers and professional advisers, and by lobbying government to enhance the wider legacy giving environment. The consortium encompasses a diverse range of charities, giving them the platform, resources and guidance to maximise their legacy fundraising. Remember A Charity works all year round to promote legacy giving, also running Remember A Charity Week each September as a central focal point for public awareness activity.
Our four key strategic pillars are:
- Inspiring the UK public to leave a charitable legacy
- Embedding legacy giving across Will-writing and estate planning
- Influencing government & decision-makers to protect and nurture the future of charitable legacies
- Equipping & enabling our members to maximise their legacy fundraising
Remember A Charity is part of the Chartered Institute of Fundraising and our goals align with its strategic priority of growing charitable giving.
Chartered Institute of Fundraising (CIOF)
The Chartered Institute of Fundraising is the UK's professional membership body for fundraisers, championing excellence, providing professional development and education, and fostering connections across the sector. We've launched a new ten-year strategy to tackle critical challenges like diminishing income, increasing demand for services, and issues such as fundraiser burnout and lack of investment that are impacting charities nationwide. We believe that every fundraiser should feel valued and nurtured.
This strategy focuses on four key pillars with clear five and ten-year targets: attracting, retaining, and nurturing fundraising talent to combat the "revolving door"; reframing the narrative to change perceptions of fundraising and drive investment; driving excellent fundraising practice, setting standards, ethics and guidance to build public trust; and fostering a culture that inspires more people to give to reverse declining donor numbers. Our ultimate aim is to double our impact in a decade, ensuring a sustainable future for both fundraisers and charities.
Role Background
This is a unique opportunity to use your creativity and marketing expertise to help charities across the UK grow their legacy giving and increase their resilience for the years ahead. The Marketing Manager will work within a small and talented staff team at Remember A Charity to expand its reach, grow its network and build engagement among its key audiences: charities, professional advisers and the giving public. The priorities for the Marketing Manager are to develop and deliver a marketing and communications plan in line with the campaign strategy.
Reporting Structure
Reports to: Lucinda Frostick, Director of Remember A Charity
Job Description
Job purpose: To lead and develop Remember A Charity’s marketing and communications programme, in line with our core mission of making legacy giving a social norm. This core focus of the role is on growing and engaging our audiences across the charity sector (members and non-members) and professional adviser communities (solicitors, Will-writers, wealth advisers).
The Marketing Manager will also contribute to the development of our consumer PR, marketing and digital programmes, led by the Director and Digital Communications Manager respectively.
This role would suit a confident and creative individual who is enthused by the opportunity of helping charities across the UK to grow and develop their long-term income. The successful candidate will work closely with the campaign’s members, professional advisers and, of course, colleagues within Remember A Charity and the wider CIOF.
Key Accountabilities:
- Lead the planning, delivery, and evaluation of marketing activities targeting charity sector and professional adviser audiences, aligned with organisational strategy and KPIs.
- Develop and deliver communications for charity members and Campaign Supporters.
- Collaborate with internal colleagues and external agencies to support the execution of consumer-facing marketing and PR campaigns.
- Create compelling assets and resources to support recruitment, engagement, and retention of members and professional partners.
- Ensure external communications and creative outputs are consistent with the Remember A Charity brand.
- Represent the organisation, exhibiting and/or presenting at relevant events or meetings.
Responsibilities by area:
Charity sector
- Creation of promotional assets to support member acquisition and retention.
- Plan and deliver a dynamic member comms programme, including e-bulletins, impact reports and others.
- Help colleagues to coordinate and present at select member events.
- Manage sector-facing social media accounts (LinkedIn, X, and Bluesky).
- Support the Director with sector-facing editorial content.
- Gather and showcase member testimonials and case studies.
- Develop and promote guidance and resources to help members maximise their legacy fundraising.
- Enhance and develop the members’ area of the website, ensuring content is up to date and relevant.
Professional Advisers
- Responsibility for the marketing budget for professional advisers.
- Planning and delivery of marketing activity to grow our professional adviser network and maximise our impact, in line with our KPIs.
- Manage and grow the Campaign Supporter scheme for solicitors and Will-writers, delivering engaging communications and digital content that keeps charitable giving front of mind.
- Promote the importance of referencing the charitable option during Will-writing to professional advisers through events, direct marketing, social media, and advertising.
- Coordinate the campaign’s Legal Sector Advisory Group, organising quarterly meetings and fostering strong relationships with key stakeholders.
- Identify and pursue opportunities to engage wider professional audiences and influential groups within and beyond the legal sector, including but not limited to, wealth managers, Will-writing software providers, local government, regulatory and trade bodies (e.g. CILEX, CLC, NALP).
- Collaborate with CPD content providers to deliver training programmes on charitable Will-writing.
- Coordinate quarterly webinars for professional advisers on relevant Will-writing topics, working with internal and external partners.
- Create materials and promotional assets for professional advisers and campaign partners to equip them to advocate for legacies.
Consumers
- Contribute to the planning and delivery of consumer marketing and PR activity.
- Support members in making best use of the consumer-facing assets provided for them to use during Remember A Charity Week and beyond.
- Equip Campaign Supporters and Will-writing partners with resources to promote legacy giving during Remember A Charity Week and beyond.
All
- Collaborate with the team to review campaign activity and success measures against KPIs.
- Maintain and update website content for charity and professional adviser audiences.
- Uphold brand consistency across all external communications and creative outputs.
About You
Experience & Skills
- Experience of planning and delivering successful marketing programmes.
- Knowledge of the UK charity sector and/or legal market.
- Experience working in a customer-facing environment or dealing with a wide range of members and stakeholders.
- Effective presentation and networking skills.
- Familiarity updating webpages and using simple web-based design / delivery tools such as Canva and Mailchimp.
- Computer literacy (Word, Excel, PowerPoint etc.) and experience of using a CRM system,
- Budget management preferable but not essential
Attributes
- Confident and clear communicator, with strong writing skills and a creative solutions-driven approach.
- Excellent organisational skills, including the ability to work independently and prioritise, managing time effectively.
- Team player, but also a confident self-starter, able to work independently when necessary.
- A positive attitude, with the ability to keep calm when managing multiple projects.
Reflecting the CIOF’s values
Passionate: Takes immense pride in their work and is driven by a strong desire to achieve success for our mission.
Professional: Consistently champions and upholds the highest standards, operating with unwavering integrity and ethical conduct.
Enabling: Proactively supports others, feels empowered to take ownership, identifies effective solutions, makes sound decisions, and collaborates seamlessly across teams.
Enterprising: Demonstrates an openness to explore new solutions and is deeply committed to excelling in all areas of their work.
Respectful: Acts with honesty and fairness, consistently treating all individuals with consideration, dignity, and respect.
Circumstances
- Based in the UK.
- Able to work/travel outside office hours on occasions (i.e. attending conferences and meetings).
If you would like to discuss access requirements or have any questions about the role, please contact us directly.
The client requests no contact from agencies or media sales.
About the role
We’re searching for a Regular Giving and Legacy Giving Manager to oversee a sector-leading, multi-channel appeal programme to increase numbers of gifts and donors to the University. Following the launch of Imperial’s bold and ambitious strategy we are preparing to launch a comprehensive fundraising campaign. The Regular Giving and Legacy Giving team will play a pivotal role in bringing about a step-change in regular, mid-value and legacy donations to the University.
The postholder will oversee and implement the overall strategy and supporter journey for alumni and donors primarily through direct mail, telephone, email and social media.
This is an exciting role with opportunities for the postholder to oversee an award-winning acquisition campaign, a brand new mid-value programme and a successful legacy marketing programme. The post holder will be instrumental in building collaboration with the Alumni Engagement team to promote philanthropy and take alumni on a journey to their first gift.
If you are a talented fundraising professional, who loves to collaborate, and has a proven track record in delivering excellent regular giving programmes in either the Higher Education or charity sector, we would love to hear from you.
What you would be doing
Working across the Regular Giving & Legacy Giving team, you will oversee supporter journeys for donors, working on cases for support, appeal development and data segmentation. You will have the opportunity to pilot new ideas as well as delivering a mature and sector-leading programme. Working across Advancement, you will build relationships with key internal stakeholders especially the Alumni Engagement team, Major Gift, and Event teams to capitalise on opportunities to embed regular giving and legacy messaging in all University activities.
What we are looking for
- Successful track record, in direct-marketing fundraising in Higher Education or the charity sector
- Proven track record of line management and professionally developing members of staff
- Ability to build strong relationships and collaboration among key stakeholders and teams
- Significant and demonstrable experience of managing and organising projects to agreed budgets, targets and timescales
- Significant and demonstrable experience of developing and evaluating compelling and response driven copy and creative
- Significant and demonstrable experience of interrogating, analysing, manipulating and interpreting large, complex data sets for targeting and segmentation purposes
- Experience of liaising with and managing a variety of internal and external stakeholders and obtaining buy in and support for projects
- Experience of working with external agencies (creative agencies, fundraising consultants, copywriters, mailing houses and printers)
- Experience of working effectively in a changing, fast paced and innovative environment.
What we can offer you
- The opportunity to continue your career at a world-leading institution and be part of our mission to use science for humanity.
- Benefit from a sector-leading salary and remuneration package (including 41 days’ annual leave and generous pension schemes).
- Access to a range of workplace benefits including a flexible working policy from day one, generous family leave packages, on-site leisure facilities and cycle-to-work scheme.
- Interest-free season ticket loan schemes for travel.
- Be part of a diverse, inclusive and collaborative work culture with various staff networks and resources to support your personal and professional wellbeing.
Further information
This is a full-time open-ended post (not less than 35 hours per week).
Closing date: 19 November 2025
Purpose
The Fundraising Development Officer supports the delivery of our individual giving programme, helping to nurture current supporters and attract new ones.
You will be responsible for building our regular giving support, implementing supporter journeys and co-ordinating our annual appeals. You will also work closely with the Head of Fundraising in developing our major donor plans, and support with other individual giving channels, including in-memory giving and legacy giving.
We are looking for someone who has great communication and relationship management skills, and a collaborative approach. You will be a self-motivated, proactive and analytical individual with the ability to build, manage and develop relationships across teams.
While a background in fundraising is desirable, it is not essential. If you bring the right skills and are willing to learn, we'd love to hear from you.
Key responsibilities and duties
- Manage our ‘Friends of Charlie Waller’ regular giving scheme, building the supporter numbers and engagement with the charity.
- Deliver exceptional supporter care to our regular supporters, recognising opportunities for deeper engagement and potential for further support.
- Implement the supporter journeys for regular and one-off donors, creating communications to engage them with the cause and understand the impact.
- Co-ordinate and deliver our appeals cycle, working closely with colleagues across the charity to collate appeal content, including case studies, statistics and images.
- Support the delivery and development of our major donor plans, identifying prospects within our supporter base and assisting with stewardship plans.
- Support the delivery and development of our plans for building in-memory and legacy giving, including the administering of gifts, stewardship of supporters and contributing to cultivation events.
- Provide regular updates on progress against agreed objectives and contribute to wider departmental fundraising reports as required.
- Attend CWT events as appropriate to establish new contacts, develop existing relationships, and raise the profile of CWT with potential supporters.
- Ensure that systems and processes are effective, and that our database is being updated and utilised as the central source of information.
- Ensure compliance to data protection, safeguarding, confidentiality and relevant organisational policies and procedures.
- Routine call handling as part of the wider office administrative team.
- Other duties as may be reasonably prescribed by the trust, appropriate to the grade and responsibilities of the post.
To apply
If you would like an informal discussion about the role with our Head of Fundraising, this can be arranged via email to recruitment(at)charliewaller(dot)org
The deadline for applications is 12 noon on Monday 24th November 2025.
Please submit via your chosen job website, or send your CV and a supporting statement to recruitment(at)charliewaller(dot)org. We ask that you structure your supporting statement, by providing relevant information under person specification bullet points (combining these if multiple points are effectively responded to by one experience). Please try to keep your supporting statement to a maximum of 800 words, excluding headers. Applications will not be considered without a supporting statement.
You will hear back from us by Friday 28th November, if not before and should you be shortlisted, an interview will take place w/c 1st December and will involve a competency interview along with a short written task relevant to the role.
We will provide details about the task 24 hours in advance to allow candidates time to prepare and we will also provide 50% of the interview questions in advance so that all candidates can perform at their best.
Please see the attached job description for our person specification.
To educate young people and those around them about their mental health and wellbeing.
The client requests no contact from agencies or media sales.


