Legacy And Jobs
The purpose of this role is to engage, cultivate and secure support from major gifts, grants, legacies and partnerships across Essex and Hertfordshire which will help shape, deliver and protect our vital life-changing service for the future. In particular it will focus on enabling the vision of EHAAT’s innovative Centre for Excellence.
This is an exciting time at EHAAT. Over the past two years, a strategy has been devised and initiated to develop major giving as a new stream of funding for the charity. As we enter the next phase of the strategy, this role presents a unique opportunity to build on the initial success of this programme and shape its future, alongside a committed and growing Development Board and a dedicated team, and with the support of the trustees and executive team. At the same time, we are bringing together for the first time other important areas of our fundraising, including legacies, trusts and foundations, and corporate partnership under the leadership of the Head of Philanthropy & Partnerships to build a strong and focused team delivering across philanthropic giving for the charity.
The successful candidate will have a proven track record of working with senior level prospects and givers in a charitable context, as well as experience across other areas including legacies, trusts and foundations and corporate fundraising. A genuine team player, they will demonstrate strategic thinking, creativity and leadership, to inspire and motivate key individuals and to build strong, long-lasting relationships with the charity. In addition, they will have management experience to unite, develop and lead the team to achieve challenging targets and deliver long term philanthropic goals.
We are offering an exciting opportunity to work in close collaboration with the CEO, Chairman, trustees, senior volunteers and clinical teams to play a vital role in delivering compelling projects that will have life changing impact.
Key Responsibilities
- Lead and develop the strategy to build philanthropic giving at EHAAT in consultation with the CEO, Executive Team, Trustees and Development Board, to support the charity’s objectives and long term aims.
- Deliver a fundraising plan across the Philanthropy & Partnerships team, including major giving, legacies, trusts and foundations and corporate partnerships, to achieve agreed strategic objectives.
- Provide excellent executive support and guidance to the Development Board and the Chair, and take a leading role in building the Board further by identifying and recruiting to its membership and the wider pool of Ambassadors.
- Ensure philanthropic giving to the charity is strengthened through in-depth research, compelling proposals, wellcrafted approaches for gifts and excellent stewardship.
- Deliver regular activity and income reports and participate in the budgeting and forecasting of income in this area.
- Lead and support the Philanthropy & Partnerships team, enabling team members to fulfil their potential and meet agreed objectives through collaborative and shared working.
- Work across the charity to collaboratively create exciting and impactful propositions for funding, impact reports, and stewardship opportunities, in particular relating to the Centre for Excellence.
- Implement and regularly review an effective gift policy and undertake all necessary due diligence prior to accepting gifts, ensuring donations and grants are correctly allocated and used, and conditions met.
- Develop and maintain a detailed knowledge of EHAAT's current work and future strategic plans.
- Identify potential relationships and opportunities across the fundraising team, recognising where there is overlap.
- Act as a source of expertise in major gift fundraising for the charity, advising trustees, development board and executive team on managing key philanthropic relationships and partnerships.
EHAAT is a charity which provides vital life-saving care to critically ill and injured patients across Essex, Hertfordshire and the surrounding areas.
The client requests no contact from agencies or media sales.
The role requires an organised and proactive person to join the Individual Giving team to increase loyalty and life-time value from MSF donors. You will be specifically supporting on fulfilment, appeals, Dispatches – MSF’s supporter magazine - legacy marketing, supporter events, thanking, and analysis & reporting.
This exciting role includes interviewing field staff, to gather information, news and stories from the field, to be shared through fundraising communications.
The Individual Giving is an integral part of the wider fundraising department at MSF, which is also made up of the Philanthropy and Fundraising Operations teams. In 2023 a team of around 35 people delivered income of over £77 million.
Hours: 37.5 hours per week, Mon-Fri
Duration: Permanent
Location: London - hybrid (at least 2 days in office per week)
Salary: £32,869.50 per annum
Job Purpose:
This role is vital for our high performing Individual Giving Team to operate effectively and efficiently. The successful candidate will be an integral part of a top performing fundraising team, for an International Humanitarian cause.
The Supporter Development Officer will manage and develop MSF’s fulfilment programme, ensuring MSF donors receive excellent communications including thanking processes, building excellent relationships with third party suppliers, and working in collaboration with other teams.
The role currently provides administration support to the legacy consultant, ensuring excellent care and quality communications for legacy pledgers.
The Supporter Development Officer provides weekly reports and analysis across all campaigns, sharing results with the wider team to help improve insight across channels.
Please download the job description and person specification below for full details of the role.
Knowledge, Skills & Experience:
- Experience working in the UK charity sector, in a fundraising capacity, and/or direct marketing.
- Self-starter who has the confidence to introduce ideas and provide support across a wide range of projects, within a fast paced and demanding team, exercising good judgment, and using own initiative.
- Experience in project management.
- Excellent time management and planning skills with an ability to carry out different tasks simultaneously and prioritise time and resources accordingly.
- Experience in relationship management and liaising with external suppliers.
- Excellent communication and interpersonal skills with an ability to build relationships with internal and external contacts.
- Ability to maintain accuracy, combined with excellent attention to detail.
- A systematic and organised approach with a proven ability to follow things through and meet targets in line with established schedules and deadlines.
- Responsible attitude to dealing with sensitive and confidential information.
- Flexibility to take on other related tasks combined with a willingness to learn.
- Excellent fluency in written and spoken English.
- Experience working across multiple teams to deliver objectives.
- Experience in the practical use of personal IT equipment and Microsoft Office 365 suite. The ability to effectively collaborate and communicate within a hybrid working environment utilising Teams, SharePoint, One Drive and Yammer.
Right to work - Candidates must have the right to work in the UK. Employment sponsorship will NOT be offered by MSF UK for this role.
MSF UK is an equal opportunities employer. We are committed to diversity and creating an inclusive environment for all employees. We encourage applications from all sections of our diverse community.
How to Apply:
Please apply on our website by submitting a copy of your CV together with a letter of motivation (please upload as one document) by the closing date:
21 April 2024, 11.59pm (GMT)
Incomplete applications will not be considered.
We look forward to receiving your application!
The client requests no contact from agencies or media sales.
The salary quoted is for the London office but if based at home, the salary will be £52,950.
Early applications are encouraged as this role will close at 12 noon on the 17th of April 2024.
About us
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.
Learn about our vision, mission and values
About the role
This is an exciting opportunity to lead a brilliant Legacy and In Memory team at an organisation that is investing in and championing legacy giving at all levels. We are a passionate and ambitious team, with a team culture that we're proud of, and together we are transforming legacy giving at Christian Aid. This role will inspire and nurture a talented team of legacy marketing and case management specialists, as well as influencing at all levels across the wider Fundraising and Supporter Engagement department. We have a huge opportunity to engage our loyal, long term supporter base with legacy giving as well as explore opportunities to grow new legacy audiences, particularly through church partnerships. This role will drive our significant growth ambitions for legacy income (currently circa £15m) as well as inspire and collaborate to integrate legacy fundraising across the wider organisation.
About you
You'll be an inspirational team leader with significant experience in leading successful fundraising and/or marketing teams and strategies. You will be a people focused manager who is at ease motivating and supporting your team so that they can be at their best. You will have a track record of delivering excellent fundraising campaigns and supporter experience to nurture and inspire long term support. With a flair for building relationships, both internally and externally, you will forge partnerships to unlock new legacy audiences and be an expert collaborator in order to amplify the legacy message through integrating with wider team activities and campaigns. Finally, you will bring a passion and understanding of the role that legacy giving has in transforming the work that we do to tackle injustice across the world.
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 and none (with the exception of Director positions where there is a genuine occupational requirement to be a practicing Christian - Exempted under the Equality Act 2010).
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, including a generous holiday allowance, a season ticket loan, and flexibility that will ensure you enjoy a good work/life balance
Actively Interviewing
This organisation is scheduling interviews as the applications come in. Don’t miss your opportunity, apply now!
This new Legacies Manager role is an exciting opportunity to deliver Speech and Language UK's first proactive legacy programme, which is a key part of their new strategy.
For 1.9 million children in the UK, learning to talk and understand words feels like an impossible hurdle. Speech and Language UK helps children with communication disabilities and provides a unique combination of specialist therapy, teaching and care for children, information for families, and training for teachers and other professionals.
To deliver their new strategy, the charity have created several exciting new roles, all aimed at embedding a relationship fundraising approach to engaging and inspiring institutional, high net worth and long-term supporters.
As Legacies Manager, you will develop, manage and grow the organisation’s legacies portfolio, including securing legacy pledges and stewarding donors who have chosen to leave a legacy gift.
There is an option to work remotely (UK-based) or hybrid (2dpw in Islington office) for this 21 hours a week, part-time role – please discuss options and FTE implications with Joe.
As Legacies Manager, you will:
- Work alongside the Head of Philanthropy and Partnerships to develop and implement Legacies operational plans to maximize income in line with agreed targets
- Lead and manage relationships with legacy supporters to achieve and exceed income targets
- Provide insight and learning so that the charity can optimize its initiatives both in lifetime-giving and legacy fundraising
- Build and maintain excellent relationships with a portfolio of actual and potential legacy supporters
Ideal skills and experience:
- Proven track record in legacy giving
- Demonstrated success in developing and maintaining relationships with legacy supporters
- Strong understanding of relationship fundraising and legacy giving, including the latest trends and opportunities
- Passion to support Speech and Language UK’s mission and values
Benefits include:
- 28 days per year (including 3 Christmas closure days) plus all bank holidays. 2 additional days annual leave after 5 years’ continuous service
- Life Assurance – x4 annual salary
- Perkbox – Online and instore discounts ranging from retail to restaurants, cinema tickets and fitness.
- 24/7 employee assistance helpline, up to 4 structured counselling sessions, wellbeing resources and much much more!
- Free annual flu vaccinations
For 1.9 million children in the UK, learning to talk and understand words feels like an impossible hurdle. Speech and Language UK provides children and young people with the skills they need so they aren't left behind, waiting to be understood. Prospectus are delighted to be helping this wonderful organisation in their search for a part time Legacies Manager.
A newly created role the Legacies Manager will be responsible for developing and delivering the charity’s first proactive legacy programme which will include securing legacies pledges and stewarding donors who have chosen to leave a legacy gift. Promoting the cause and crafting compelling legacy propositions will be key.
The successful candidate will have a proven track record in legacy giving with tangible success in developing and maintaining relationships with legacy supporters. This role requires someone with a strong understanding of relationship fundraising and a keenness to remain on top of the latest trends and opportunities.
If you are keen on creating lasting legacies, savvy with donor engagement strategies and adept at storytelling to inspire generosity then this could be your perfect opportunity!
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. We welcome candidates from a diverse range of backgrounds. Please let us know if we can help you with the application process in any way. We are more than happy to make any reasonable adjustments to enable all interested candidates to apply. If you have any disability and would like assistance with completing an application then please contact Jessica Stoddart at Prospectus.
If you are interested in applying to this position, please submit your CV in the first instance. Should your experience be suitable, we will send you the full job description and will arrange for a call and/or 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.
Are you detail-oriented, with a passion for animal welfare? Do you thrive in an environment where sensitivity and accuracy are paramount? If so, this Legacy Officer role at IFAW UK could be your calling.
The International Fund for Animal Welfare (IFAW) is a global leader in animal welfare and conservation.
We work tirelessly to protect animals and their habitats around the world. We help animals and people thrive together. Our UK office works to tackle various animal welfare issues at home and abroad. Legacy gifts play a vital role in sustaining our critical work worldwide.
You would be responsible for your share of the legacy administration portfolio in the UK, using the FirstClass database and our donor CRM system. You would report to the Global Legacy Administration Manager on a day-to-day basis.
Role and Responsibilities
As our legacy officer, you will be responsible for:
· Managing a caseload of legacy gifts: This includes pecuniary, residuary and life interest legacies, ensuring IFAW receives its full entitlement in a timely manner. This may at times include a small selection of complex or contentious cases, to work on with support from your manager.
· Working closely with solicitors, executors, and beneficiaries: You’ll provide accurate and sensitive support throughout the probate process, building trust and ensuring a smooth experience for all parties involved.
· Maintaining meticulous records and reports: You’ll ensure accurate financial and contact records are kept, reports are generated on time, and compliance with all legal and regulatory requirements is met. You’ll raise data integrity or GDPR suggestions and take corrective action, as agreed.
· Providing recommendations for action: You’ll provide your suggestions to move forward any legacy case where action needs to be sanctioned by management or Trustees, or where there may be a risk to the charity's reputation.
· Assisting with monthly/annual reconciliation and audit: This includes following our financial rules to make appropriate accruals, adjustments, and provide audit-ready case files.
· Liasing with other teams within IFAW: When appropriate, you’ll work collaboratively with other teams, such as Finance, Donor Relations or the Legal team, to ensure a seamless process for legacy gifts, and to promote the legacy team’s recognition and standing in the organisation through internal communication.
· Staying up to date on relevant legislation and best practices: You’ll be a member of the ILM and regularly keep abreast of changes in the world on legacy case management, to ensure IFAW’s legacy administration remains efficient and compliant
Qualifications and Education Requirements
· 1+ years of experience in legacy administration: You’ll have a strong understanding of probate laws, Wills, trust, and estate administration. Experience of using FirstClass is desirable.
· Achieved or willing to work towards certification: You have or will work towards gaining the ILM’s Certificate in Charity Legacy Administration (CiCLA).
Core Competencies
· Excellent attention to detail: You’re numerate, meticulous and ensure accuracy in all your work.
· Strong communication and interpersonal skills: You can build rapport with solicitors, executors, and bereaved families, providing sensitive and clear communication.
· Proactive and organized: You can manage multiple tasks effectively and keep up with work and deadlines without compromising quality.
· Know when to ask for help: You’re comfortable working unsupervised and as part of a team and you can identify when cases are complex and when you should consult with your manager.
· IT proficiency: You’re comfortable using CRM’s like FirstClass and other relevant software for record-keeping and reporting. You understand Microsoft 365 software like Word and Excel.
· Passion for animal welfare: You understand the impact of IFAW’s work and are motivated to contribute to our mission.
UK Office Benefits
- 8 % employer pension contribution
- 25 days’ holiday + public holidays + 5 discretionary days
- Cycle to work scheme
- Newly renovated, modern office
- Dog friendly office
Closing date for receipt of applications is 01 April 2024
The client requests no contact from agencies or media sales.
We are looking for a Legacy and In Memory Lead for an incredible hospice, to be responsible for managing the implementation of the legacy (gifts in Wills) and in memory strategies and developing annual delivery plans.
This is a Hybrid role with 4 days a week in the Essex office.
The Charity
A passionate and collaborative hospice, dedicated to working in partnership with the community and committed to providing high quality, safe and supportive specialist palliative care services.
You will be joining an organisation known for its supportive and inclusive working culture, offering fantastic benefits including generous annual leave entitlement which increases with length of service and a commitment to supporting staff in achieving a work-life balance.
The Role
Lead the delivery of planned activities and promotion of legacy and in memory fundraising products to achieve budget net income and grow the active support base.
Project manage all elements required to deliver planned activities.
Work closely with the Marketing team to develop on and offline marketing materials for legacy and in memory fundraising activities.
Support with line management of the Supporter Care Assistant where necessary.
The Candidate
Significant demonstrable and relevant experience of in memory and/or legacy fundraising.
Experience of developing and promoting in memory and/or legacy fundraising products.
Experience of using a variety of on- and offline channels to deliver successful marketing campaigns to acquire and develop donors / customers.
Experience of managing income and expenditure budgets.
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, 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.
We are looking for a Part time Legacies Manager (21 hours per week), for an inspiring children's welfare charity to develop, manage and grow the organisation's legacies portfolio.
This is a London hybrid role with one day a week in the office.
The Charity:
A warm and collaborative charity, dedicated to supporting children and young people with gaining the skills to grow confidence and thrive in the world.
You will be joining a friendly and ambitious organisation, offering fantastic benefits including flexible Working, annual leave - 28 days per year (including 3 Christmas closure days) plus all bank holidays, opportunities for continuous professional development, as well as much more!
The Role:
Develop and implement strategic plans for legacy fundraising.
Make direct approaches to potential donors via phone calls, one-to-one meetings, presentations, cultivation, and networking events.
Build and maintain excellent relationships with a portfolio of actual and potential legacy supporters.
Ensure effective donor recognition and stewardship strategies are in place to encourage long-term commitment.
The Candidate:
Proven track record in legacy giving.
Demonstrated success in developing and maintaining relationships with legacy supporters.
Strong understanding of legacy giving, including the latest trends and opportunities.
Ability to create compelling legacy messaging and asks.
IMPORTANT NOTE
Our aim is to respond to all successful applications within 5 days. If you haven't been contacted within 5 days your application has been unsuccessful, 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.
We are looking for a Part time Legacies Manager (21 hours per week), for an inspiring children's welfare charity to develop, manage and grow the organisation's legacies portfolio.
This is a London hybrid role with one day a week in the office.
The Charity:
A warm and collaborative charity, dedicated to supporting children and young people with gaining the skills to grow confidence and thrive in the world.
You will be joining a friendly and ambitious organisation, offering fantastic benefits including flexible Working, annual leave - 28 days per year (including 3 Christmas closure days) plus all bank holidays, opportunities for continuous professional development, as well as much more!
The Role:
Develop and implement strategic plans for legacy fundraising.
Make direct approaches to potential donors via phone calls, one-to-one meetings, presentations, cultivation, and networking events.
Build and maintain excellent relationships with a portfolio of actual and potential legacy supporters.
Ensure effective donor recognition and stewardship strategies are in place to encourage long-term commitment.
The Candidate:
Proven track record in legacy giving.
Demonstrated success in developing and maintaining relationships with legacy supporters.
Strong understanding of legacy giving, including the latest trends and opportunities.
Ability to create compelling legacy messaging and asks.
IMPORTANT NOTE
Our aim is to respond to all successful applications within 5 days. If you haven't been contacted within 5 days your application has been unsuccessful, 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.
Macular disease is the biggest cause of sight loss in the UK, with around 300 people diagnosed every day. The Macular Society is the only charity determined to beat the fear and isolation of macular disease with world class research, and the best advice and support.
To support people affected by macular disease now, the Macular Society provides a range of support, information and services. Our research programme is focused on finding new treatments and a cure to Beat Macular Disease forever.
Our Head of Legacy and In Memory Fundraising leads a small, dedicated and highly-skilled team. Working with the Associate Director of Fundraising and Marketing, the role is responsible for building and developing our vital legacy and in memory programme. The role includes the development of innovative and engaging marketing strategies - including recruitment and stewardship across legacies and in memory - investigating new audiences and channels and requires excellent budgetary management including detailed income forecasting.
With an ambitious approach and natural empathy, you will relish the opportunity to use your extensive knowledge of legacy based fundraising to increase income and optimise opportunities. If you lead by example to create a caring, approachable and supportive environment for all – by listening to each other and working together and enjoy driving through improvements to enable team to deliver, then we would love to hear from you.
In return, we provide a great working culture – we do something worthwhile and are proud to work together to Beat Macular Disease – as recognised by our inclusion in The Sunday Times Best Places to Work 2023 list.
We offer flexible working options, 26 days annual leave, rising to 27 after one years’ service, the ability to buy or sell annual leave, supportive family policies, and 6% pension contribution.
We are passionate about treating people fairly and as equals, doing so is instinctive to us. To Beat Macular Disease for all we know we have work to do. That’s why we are keen to hear from people of all backgrounds who have the skills and experience we are looking for. We particularly encourage applications from people from under-represented groups, to help ensure what we do and how we do it is inclusive – for everyone.
Interviews: First stage interviews to be held week commencing 15 April 2024
As part of our selection process, we will be asking candidates to deliver a short presentation during 1st stage interview.
The client requests no contact from agencies or media sales.
We are looking for a Head of Legacy and In Memory to join an incredible health charity, to lead a team to build and develop their vital legacy and in memory programme.
This is a flexible hybrid role, ideally with weekly attendance in the Hampshire office.
The Charity
A passionate membership charity, recognised in The Sunday Times Best Places to Work 2023 list, who provide a range of support, information and services, with a dedicated research programme focused on finding new treatments and a cure for those most in need of it. Youd be joining a warm and welcoming team, with a collaborative work culture, offering some fantastic benefits including flexible working options, 26 days annual leave rising to 27 after a year, the option to buy or sell annual leave, supportive family policies, and 6% pension contribution.
The Role
Develop the Legacy strategy with a thorough understanding of pieplines and reforecasting to deliver over £3m annual income.
Lead a team of three direct reports, and two additional reports, including a freelancer.
Create and implement multi-channel campaigns to recruit new legacy supporters from warm audiences and increase the number of legacies notified from these sources.
Introduce new transformational projects and explore new avenues and audiences for legacy and in memory giving, reaching beyond audiences already known.
Create and implement a detailed in memory and tribute fundraising plan based on analysis of donor sources, income and activity.
Act as a Gifts in Wills and in memory ambassador across the organisation.
The Candidate
Proven experience and a successful track record at a senior level in legacy fundraising, including the creation, development and implementation of strategic fundraising plans.
Excellent relationship management and programme delivery skills.
Ability to produce accurate budgets and regular forecasts and to communicate complex financial information.
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.Head of Legacy and In Memory.
Closing date: 4th April.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
We have an exciting opportunity for the right candidate to join our Legacy fundraising team at Alzheimer’s Society. The charity has an enviable track record with income seeing exponential growth over the last 5 years achieving over £40m in 2023/24. Legacy income accounts for 25% of the total income for the Society and this is an exciting time to join our team as we continue to grow.
Working with the Legacy Case Team you will maximise income through good file management whilst at the same time seeking out opportunities to add value through diligent case work.
We would love to welcome more outstanding people to join our exciting journey to make the greatest difference for people affected by dementia.
Alzheimer's Society have recently been named on the Sunday Times Best Places to Work 2023! We have achieved excellent scores for workplace happiness, pride, and job satisfaction. This is a fantastic achievement and we're incredibly proud as this is fantastic indication of how far we’ve travelled over the past few years.
About you:
- We are looking for a highly organised and enthusiastic individual with excellent attention to detail.
- You will have an excellent knowledge of Wills, Probate and Trust Law, proven experience in legacy administration and file management together with the ILM Certificate in Charity Legacy Administration or equivalent qualification.
- Experience in using First Class 4 application, Microsoft office applications and a proven ability to manage your own workload.
- To be responsible for personal learning and development, to support the learning and development of others and the whole organisation.
About Alzheimer's Society
At Alzheimer's Society, we believe passionately that life doesn't end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.
Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.
Wohl Legacy
Part time Finance Director
Salary circa £90,000 FTE (2.5 – 3 days per week)
Remote / Occasional travel to London
The Wohl Legacy is comprised of three independent charities all founded by the late Maurice and Vivienne Wohl. The Wohl Legacy invests in and partners with numerous organisations and communities in the fields of Medical Advancement, Care and Welfare, Jewish and Communal Life, Jewish Education, and Pathways to Employment, working with these organisations to ensure lasting change.
Our partners may be those on the ground acting to make change happen or thought and learning partners who share a common vision. Facilitating relationships between organisations, key funders and interested parties is an integral part of the Wohl approach; we seek the best possible outcomes to the challenges that communities face, to enable them to grow and thrive.
We are looking for a proactive and highly capable Finance Director to join our small organisation and provide 360 degree support to the Chief Executive Officer. The organisation has gone through a period of modernisation and we are looking for someone who will continue to seek to improve and streamline processes and find more agile ways of working.
This position is responsible for the full finance function and responsibilities include:
- Overall responsibility for the development and successful delivery of the Finance function;
- Leading on financial planning, preparing annual budgets and quarterly management accounts;
- Preparing year end SORP accounts and liaising with the auditors; producing the Annual Report and Financial Statements; reporting to Finance, Audit and Risk Committee, Investment Committee and the Board of Trustees;
- Liaising with investment managers to obtain regular reports of performance and undertaking new investment movement analysis;
- Ensuring the Foundation’s policies are kept up to date and compliant;
- Communicating complex financial information and influencing and building rapport with a range of internal and external stakeholders.
The successful candidate will be a qualified accountant with experience of the UK charity or not for profit sector, advanced knowledge of SORP and charity VAT. You will have led a strategic finance function, produced statutory accounts, management accounts, financial reports and analysis. You will have demonstrable commercial acumen, a strong understanding of business and strategic issues, and the ability to appropriately challenge and advise budget holders. You will have excellent communication skills and a passion for helping us achieve our vision.
Timings:
- Application deadline: Sunday 21st April
- Shortlisting: week commencing 29th April
- 1st stage interviews: week commencing 6th May
- 2nd stage: week commencing 13th May
To apply, please send your CV and supporting statement via the link. For an informal conversation about the role please contact Bryony Thomas via the Allen Lane agency website.
At Tearfund, we are growing a global community of people who want to enter a whole life response to poverty. One incredibly valuable and powerful way supporters can respond is through leaving a gift in their will.
Tearfund is looking for a Senior Legacy Marketing Officer to increase awareness of the opportunity to leave a gift and inspire supporters to take up this opportunity. This role also has responsibility for developing Tearfund's In Memory Giving offer and growing the number and value of these donations.
We have a clear legacy proposition, increased investment in legacy marketing and an ambition to ensure that every Tearfund supporter has the chance to consider making a lasting transformation by leaving a legacy to Tearfund.
We are looking for a candidate who:
- Holds a strong knowledge of fundraising or marketing principles and can apply these to Tearfund's legacy programme
- A clear interest in and passion for legacy fundraising, committed to seeing this area of fundraising grow and develop as an engagement opportunity and income stream
- Able to create and implement a marketing plan that uses resources effectively to achieve agreed legacy fundraising outcomes (e.g. increased reach, awareness, enquiries and pledgers)
- Able to lead and motivate other marketing professionals assigned on an agile basis to work on legacy and in memory projects
Do you match the above? Then please get in touch - we would love to hear from you!
This is a full time role, with part time hours considered.
This post may also be offered as a secondment opportunity for internal candidates.
We particularly welcome applications from people with disabilities and those from Black, Asian or Minority Ethnic (BAME) backgrounds (in our UK workforce) as these groups are currently under-represented at Tearfund.
This role is eligible for hybrid working and you will be required to work from a designated Tearfund office and from your home by agreement with the line manager
All applicants must be committed to Tearfund's Christian beliefs
The recruitment process will include specific checks related to safeguarding. In addition, personal identification information will be submitted against a Watchlist database to check against criminal convictions as a counter-terror measure.
The client requests no contact from agencies or media sales.
Are you passionate about making a real difference in the world? Do you want to leverage your skills to combat homelessness for children and young people? Then we have the perfect opportunity for you.
We are looking to recruit an Individual Giving and Gifts in Wills Manager to manage and deliver the Individual Giving and Gifts in Wills (Legacy and In Memoriam) income streams for the Centre. This is an exciting role in our Fundraising team that will manage income pipelines and associated expenditure required to raise income, provide monthly monitoring and use data to analyse fundraising results. This role will also develop and implement strategies to retain, recruit and acquire new supporters.
In addition, you will also provide excellent stewardship to an aging supporter base and ensure the people who donate to the Centre receive a wonderfully warm and personal donor experience, engaging and inspiring donors with stories and updates about the work.
Please refer to the job description for further information.
To apply, please submit a CV and cover letter. You must account for any gaps in your employment history. In your cover letter please outline how you meet the requirements of the role, why you would like to work for us and address the following two questions:
1. What experience or interest in legacy fundraising do you have?
2. Please describe your experience of success fundraising within the Individual Giving income stream, including employing strategies to retain, engage and recruit new donors? Please discuss the range of direct marketing channels you have used including digital.
We are committed to safeguarding and promoting the welfare of children. The Centre requires job applicants, staff and volunteers to complete a criminal records self-declaration and undertake a DBS check.
The client requests no contact from agencies or media sales.