Legacy and jobs

Title: Legacy Administrator

Salary: £30,000 - £34,000

Location: UK Hybrid - 2 to 3 days in the Haywards Heath Office

Contract: Permanent

Hours: This is a full-time role with some flexibility around hours worked and some

home working

Responsibilities

The Legacy Administrator will support the smooth running of the Legacy Team, key responsibilities include:

• Processing incoming legacy post daily, scanning and uploading documents to the First-Class database. (Post is received in a variety of ways).
• Monitoring the legacy inbox, responding to calls and emails, and managing electronic filing.
• Processing all legacy income, liaising with the Database Team to ensure correct allocation and maintaining the legacy pipeline.
• Managing a personal caseload of pecuniary legacies in the UK and Ireland, liaising with executors and solicitors (training provided).
• Issuing formal receipts for income received.
• Building strong relationships with co-beneficiary charities and, with support, liaising with external professionals to minimise costs and maximise opportunities.
• Maintaining and updating the legacy database with new notifications and relevant information.
• Supporting team operations, including preparing agendas for weekly meetings and covering colleagues during annual leave.

The main responsibilities are not meant to be an exhaustive list of tasks. The need for flexibility is required and the job holder is expected to carry out any other related duties that are within the employee’s skills and abilities whenever reasonably instructed. Please read the job description for further information.

Job Holder Requirements

Essential

• Proven experience in general office administration, ideally within a fundraising or finance environment.
• Familiarity with and ability to work within General Data Protection Regulation (GDPR) requirements.
• Working knowledge of database systems and experience using them effectively.
• Demonstrable telephone customer service experience.
• Strong understanding of confidentiality, empathy, and diplomacy.
• Excellent communication skills, both written and verbal, with the ability to remain calm and professional under pressure.
• Proficiency in Microsoft Office applications (Word, Excel, Outlook).
• High level of attention to detail and accuracy.
• Strong time management skills and ability to prioritise tasks effectively.
• Ability to work cooperatively and flexibly within a team.
• Commitment to equality of opportunity for disabled people.

Desirable

• Previous experience in a legacy administration or charity environment.
• Knowledge of fundraising processes and practices.
• Advanced database management skills.
• Ability to adopt a sensitive and empathetic approach when dealing with solicitors, supporters, and family members.

Next Steps

To apply for this exciting opportunity, please complete an application via our recruitment portal. We are particularly interested in learning of your motivations for applying. Please note that there will be an expectation that you can work from our modern and collaborative offices in Haywards Heath, West Sussex (RH16 3BW) two to three days per week.

We anticipate that remote interviews will take place via Microsoft Teams, and part of the evaluation process may include a task to be completed by shortlisted candidates.

Closing date: 7 December 2025

As an equal opportunity employer, we actively encourage applications from all sections of the community. Sightsavers is a Disability Confident Leader and qualified people with a disability are particularly encouraged to apply.

Sightsavers is an employer that does not tolerate any form of harassment and has zero tolerance for sexual exploitation and abuse. All potential candidates will be subjected to rigorous background checks and controls.

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..

Are you ready to lead a meaningful programme that connects people’s memories and legacies with lasting impact?

We have an exciting opportunity for a Legacy Giving Manager to shape and deliver our legacy and in-memory strategy, inspiring supporters to see how gifts in Wills and donations made in remembrance can transform lives. This is a wonderful opportunity to lead a talented team, oversee high-quality campaigns, and ensure every supporter experience reflects our values.

Key Responsibilities:

• Develop and deliver the Legacy & In-Memory Giving programme, aligning it with the wider Individual Giving strategy
• Lead and motivate a dedicated team, supporting collaboration and professional growth
• Implement data-driven and audience-led legacy and in-memory marketing campaigns that grow pledger numbers and increase engagement
• Responsible for legacy case management and be the strategic lead for our legacy consultancy partner, ensuring compliance and efficiency
• Support the development and management of stewardship programmes for enquirers, pledgers and in-memory donors, providing sensitive and effective supporter care
• Embed a culture of legacy and in-memory giving increasing awareness and knowledge
• Support the delivery of events to inspire new supporters and strengthen relationships with existing ones
• Monitor performance, analyse results, and use insights to continually enhance the programme

About You:

• Experienced in developing and delivering legacy or individual giving strategies across multiple channels
• Proven experience of team leadership and line management
• Excellent communicator, able to build positive relationships with colleagues, agencies, and solicitors
• Experienced in donor stewardship, with an understanding of how to create meaningful supporter journeys
• Organised and proactive, able to manage multiple projects and deadlines with accuracy and care
• Ability to analyse data and apply insights to improve campaigns and outcomes
• Experienced in budget management, forecasting, and reporting

About Us:

Our vision is a world free from MND. Our mission is to improve care and support for people with MND, their families and carers. We fund and promote research that leads to new understanding and treatments and brings us closer to a cure for MND. The Association also campaigns and raises awareness so the needs of people with MND, and everyone who cares for them, are recognised, and addressed by wider society.

What We Offer:

• 28 days holiday, increasing to 33 days after 5 years, plus Bank Holidays
• Access to UK Healthcare, including dental, eyecare, health screenings, and therapies
• 24/7 GP access via phone and video
• Life assurance and confidential counselling helplines
• Salary sacrifice schemes (Cycle to Work, Buy/Sell Annual Leave)
• Access to Benefit Hub for discounts on everyday shopping
• Enhanced pension scheme
• Opportunities for training and personal development
• Hybrid working

The full job description and further information about working for the MND Association is available in the candidate pack.

Interviews will take place in January 2025.

We are committed to equality, diversity, and inclusivity. We work to remove barriers for everyone affected by MND, employees, volunteers, and stakeholders.

As part of the Disability Confident Scheme, we guarantee interviews for disabled applicants who meet the role's requirements.

Hybrid Working and Flexibility: Expectation to attend the office 1 day per week, with flexibility to attend more when required. Monthly travel to Northampton is also expected as part of this role.

Legacy Officer

These are exciting times for the Charity, and we now have an excellent opportunity for a proactive and customer-focused Legacy Officer to join the busy Legacy Administration Team.

Position: Legacy Officer

Location: Devon/Hybrid (onsite attendance currently anticipated to be 2-3 days per week)

Hours: Full-time, 35 hours per week, 08.30-16.30, Monday-Friday.

Salary: £35,373 per annum

Contract: Permanent contract starting as soon as possible

Closing Date: Sunday 21 December 2025. However, we reserve the right to close this role early if a suitable candidate is found.

Interview Date: Sidmouth centre on the 15th & 16th January 2026.

About the Role

As Legacy Officer, you will manage a proportional share of legacy cases, predominantly comprising residuary, life interest, discretionary and specific legacies, including a small proportion of those which are contentious and identifying and resolving complex case issues.

Depending on experience and any complexities and associated risk to the Charity, you will have autonomy to make decisions daily; including financial decisions associated with estate assets which include properties and investments (which are typically hundreds of thousands and on occasion millions of pounds), enhancing the Sanctuary’s reputation as a good recipient of legacies by building good relationships with professionals, Lay Executors, as well as friends and family involved in each administration. You will be supervised on more complex cases and high value legacies, to progress personal development.

About You

You will have a relevant qualification recognised by the Legacy profession; ILM Certificate in Charity Legacy Administration (CiCLA) or equivalent (STEP or ILEX) and/or significant previous experience of working in legacy administration at an equivalent level and a substantial knowledge of legacy or probate administration.

Ideally you will be proficient in the use of FirstClass 4 and commensurate knowledge of MS Office including Excel and have up to date knowledge of charity law (as it applies to charity legacies), taxes applicable to estates and probate/trust law and processes and data protection relating to charity administration.

As part of the process, you will be asked to upload your CV and Cover Letter once you click to apply.

Benefits include:

• Competitive pension.
• Life assurance
• Healthshield.
• 31 days holiday (including Bank holidays), rising to 34 will each full year of service.
• Wellbeing team.
• Recorded Pilates and Yoga classes.
• Long service awards.
• Healthshield plan
• Free parking.
• Subsidised restaurant and shop.

About the Organisation

The sanctuary is one of the UK’s largest international animal welfare charities, currently supporting projects in over 35 countries worldwide, working for a world where donkeys and mules live free from suffering and their contribution to humanity is fully valued.

The Charity is a Disability Confident Employer, committed to safeguarding and promoting the welfare of vulnerable people (children and adults) and expects all staff and volunteers to undertake this commitment. Applicants will be subject to safer recruitment processes, including an application for a Disclosure and Barring Service (DBS) check where required for the post.

You may also have experience in areas such as Junior Legacy Officer, Senior Legacy Officer, Legacy Case Officer, Legacy Administration Officer, Legacy Giving Officer, In Memory, Legacy and In Memory Officer, Legacy and In Memory Giving Officer, Gifts in Wills, Trusts and Legacies, Probate. #INDNFP

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation

Role Overview
The Talent Set are delighted to partner with a charitable organisation on a fantastic Interim Legacy Fundraising Executive role. This position offers a valuable opportunity to lead legacy fundraising initiatives, helping to secure vital resources that support the organisation’s mission and long-term impact.

Key Responsibilities

• Develop and implement strategies to attract and secure legacy donations.
• Cultivate and maintain relationships with prospective donors and their advisors.
• Create engaging communication materials to promote legacy giving opportunities.
• Collaborate with relevant teams to optimise fundraising campaigns and stewardship activities.
• Monitor and report on fundraising progress, adjusting approaches as needed.
• Ensure compliance with relevant policies and ethical standards in all activities.

Person Specification

• Proven experience in legacy or estate fundraising within the charity sector.
• Excellent interpersonal and communication skills, capable of building trust with diverse stakeholders.
• Strong organisational skills with the ability to manage multiple projects simultaneously.
• Self-motivated and proactive, with a focus on achieving results.
• Ability to work effectively both independently and as part of a team.
• Understanding of ethical fundraising practices and relevant regulations.

What’s on Offer
£136.36 - £145.45 per day

How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

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

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.

Survival International is looking for a skilled, enthusiastic Individual Giving Officer, focused on high donors, foundations and legacy givers. If you excel in relationship-building, creative planning, and meticulous organisation, this is your chance to be part of a movement making a difference for Indigenous peoples worldwide.

Focused on engaging with and inspiring individual donors, rather than submitting bids and filing reports, this role gives you the space for creativity and initiative. As part of a small but highly motivated and effective team, you will get to work with and learn from a varied and supportive group of colleagues. 

We are open to recruiting a more experienced candidate, or one earlier in their career - the salary will be set in the upper or lower half of the advertised range accordingly. For a more experienced candidate, we are also open to this being a part-time post.

For further details, please download the Job Description and the Application Form. The Application Form is downloadable via the 'How to apply' button.

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, days in the office in Bermondsey, London will be agreed with the line manager. 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.

As an Individual Giving Manager, your role will have overall responsibility for the operational delivery of the Individual Giving strategy. You will use proven fundraising techniques across print and digital to grow and diversify our programme, engaging with both new and existing audiences to support our work with children with brain injury and neurodisability.

You will also be responsible for developing and implementing legacy marketing plans, utilising channels including direct marketing, digital and events. Alongside this, your role will focus on our mid value programme, producing and developing campaigns and stewardship plans aimed specifically for this audience.

The Individual Giving team are a small and ambitious team who sit within Public Fundraising and form part of a wider Fundraising and Communications directorate. The team is responsible for generating around £1m in income a year, through recruiting new donors and building relationships with existing donors, including legacies and mid value supporters. We have ambitious plans for growth and, as part of a supporter marketing remit, are developing more holistic relationships with our supporter base.

Reporting to the Senior Individual Giving Manager, you will take overall responsibility for planning, managing and delivering innovative and impactful supporter campaigns across a range of channels. With the ability to resolve everyday challenges and obstacles independently, you will be expected to deliver a range of Direct Marketing fundraising campaigns through the full creative process, from briefing to concept, through to final delivery, as well as reviewing results and making recommendations. You will also be responsible for developing and implementing legacy marketing plans, utilising channels including direct marketing, digital and events. Alongside this, your role will focus on our mid value programme and producing and developing campaigns and stewardship plans aimed specifically for this audience.

Interview Date: 17 December 2025

Duties and Responsibilities:

Campaign project management:

• Plan, manage and deliver innovative and impactful supporter campaigns across a range of channels, including donor development, supporter acquisition and prize led fundraising activities.
• Support the Senior Individual Giving Manager in the setting of budgets and achieve income targets outlined in annual plans.
• Produce, take ownership of and implement medium to long-term product strategies for elements of the development and/or acquisition programmes – delivering all associated campaign activities, assessing the performance of each product against response and income targets, and managing these on an ongoing basis in order to meet or exceed targets.
• Produce clear and succinct briefs to agencies, suppliers and internal stakeholders.
• Use marketing judgement to proof, edit and develop compelling creative, and make sound decisions on proposals and testing plans.
• Work closely with the Data Manager, as well as Supporter Care, Communications, Events and Partnerships Fundraising to successfully deliver campaigns and evaluations.
• Continually test and learn across campaigns to improve performance, consistently looking to improve ROI and lifetime value across the programme.
• Manage contract and campaign agreements with external agencies, ensuring activities are delivered in a compliant way, adhering to GDPR and fundraising regulation including the Code of Fundraising Practice.

Management of supporter journeys:

• Develop effective welcome and supporter journeys, to help minimise attrition and increase the average lifetime value of donors.
• Ensure that new supporters are thanked and welcomed appropriately, with an emphasis on testing early-stage engagement.
• Support the creation and testing of an integrated supporter journey programme that is segment and channel based, in collaboration with colleagues across the wider Fundraising department.

Reporting and analysis:

• Closely monitor campaign results and provide updates on performance.
• Produce post-campaign analysis reports.
• Work with the Data Manager to develop and update existing reporting mechanisms.
• Make recommendations to improve the performance of future campaigns based on evidence and data.

Legacy marketing and administration:

• Develop and implement legacy marketing plans utilising channels including direct marketing, digital and events.
• Liaise with the wider Public Fundraising team to brief speakers and identify new speakers or ‘Legacy Ambassadors’ to help promote legacy fundraising at key events.
• Build one to one relationships with potential legacy donors, including taking them on tours of The Children’s Trust to showcase our service provision.
• Management of legacy administration including liaison with solicitors, executors, other charities (who are benefitting from the same estate) and family members.

Mid value programme:

• Work with Senior Individual Giving Manager to develop and implement the mid value donor fundraising strategy.
• Build and steward relationships with our mid value donors, developing relationships which inspire donors and supports them towards making significant gifts to The Children’s Trust and encourages long-term support.
• Identify and develop mid value prospects, as well as potential major donor prospects from within the mid value cohort for stewardship by the Philanthropy team.
• Collaborate with colleagues to build appropriate supporter journeys for mid value prospects and donors.
• Consider innovative ways of engaging mid value donors and prospects, such as targeted communications and events.

Developing insight, product development, competitor analysis and industry  perspective:

• Use existing research and insight, and where appropriate, undertake and commission new projects to derive new / further insight and analysis.
• Identify, research and develop new products, creative ideas and fundraising initiatives.
• Keep up to date with industry developments and act upon direct and digital marketing trends and statistics.

About Us

The Children’s Trust is the UK’s leading charity for children with acquired brain injury, providing expert rehabilitation, education, therapy, and care at our national specialist centre in Tadworth, and to children and their families across the UK, via our Brain Injury Community Service.

Boasting a beautiful 24-acre site in Surrey, we are located just outside of London, close to the M25 (accessible via Junction 8, A217 to Tadworth) and easily accessible via National Rail, by way of: Clapham Junction, Sutton, and Epsom.

Staff Benefits

The work we do is highly rewarding, and in addition to an attractive salary, we offer a valuable range of benefits on our staff flexible benefits platform, on-site nursery, free eye tests, enhanced Maternity and Paternity Pay, time out days for those experiencing menopause symptoms and time off for gender reassignment.

We also offer additional annual leave days for those with long service, with entitlements ranging from 35 to 41 days (including bank holidays) depending on your length of service.

Other benefits include free on-site parking; a staff shuttle service from Epsom and Sutton train stations to Tadworth Court, subsidised cafeteria, on-site staff accommodation (subject to availability), the ability to retain your NHS pension (where applicable), Teacher’s pension (where applicable) or the opportunity to join an alternative scheme, and the opportunity to develop your career in a supportive and collaborative environment.

Rehabilitation of Offenders

Many roles at The Children’s Trust are exempt from the provisions of Section 4 (2) of the Rehabilitation of Offenders Act 1974, by virtue of the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (as amended in 2013 and 2020) and as such, are subject to an Enhanced DBS check.  Successful applicants will be required to complete an Enhanced Disclosure & Barring Service (DBS) check, which will disclose all unspent convictions and adult cautions and any spent convictions or adult cautions that would not be protected.  The exceptions to this are our retail roles within The Children’s Trust shops, which are subject to Basic DBS checks which will disclose unspent convictions or adult cautions.

Equal Opportunity Employer

To help us achieve our ambition to give children and young people with brain injury and neurodisability the opportunity to live the best life possible, we want to accurately reflect the UK’s diverse population. We want equity, diversity, and inclusion to be at the heart of everything we do, and our people, services, and culture to reflect the diverse needs of all. Through our diversity and inclusion strategy, we have made a commitment to increase the diversity of our charity and create an inclusive culture. We have networks across the organisation working to ensure that these aims are met - including an LGBTQIA2S+ group, Ethnic Diversity Group, and Spark – our broad EDI group. Read more about our EDI work here. We welcome applications from all who share our ambition regardless of background. We will strive to ensure that any reasonable adjustments are made in respect of interview and working arrangements.

Online Searches

In accordance with statutory safeguarding and child protection guidance, online searches will be conducted for shortlisted candidates before interview. The online searches will be conducted by a person who is independent of the interview and selection process and will focus on relevant information returned via searches of the candidate’s name (and variations thereof). Social media searches will be limited to professional platforms such as LinkedIn. Any concerns relating to suitability for work with children and young people will be forwarded to the interview panel, for discussion during the interview.

As a Relationship Fundraiser, you’ll play a vital role in supporting the Relationship Manager to strengthen and grow meaningful connections with individual donors, helping to advance North Yorkshire Hospice Care’s mission across Saint Michael’s Hospice, Herriot Hospice and Just ‘B’. You’ll help identify potential supporters, understand what inspires them to give, and contribute to thoughtful, personalised engagement strategies that ensure every donor feels valued, appreciated and connected to the impact of their generosity. With a focus on in-memory giving, regular giving, legacy gifts and general donations, you’ll help maximise opportunities for supporter engagement and secure sustainable income for our care.

Your work will span a range of fundraising activity: supporting sensitive and impactful in-memory campaigns, helping to deliver strong regular giving appeals, aiding the smooth management of general donations, and acting as an ambassador for legacy giving across the organisation. You’ll use CRM systems to maintain accurate donor information, tailor communications and deepen relationships, while collaborating closely with colleagues in marketing, events and volunteer management to deliver a cohesive supporter experience. You’ll also help with evaluating and improving fundraising processes, gathering case studies, reporting on KPIs and ensuring that donor journeys and stewardship activities are consistently warm, personalised and meaningful.

To excel in this role, you’ll be a natural relationship builder with excellent communication skills and a passion for delivering outstanding supporter care. Organised and detail-focused, you’ll have experience managing fundraising or engagement campaigns, analysing data for insights and working confidently across multiple projects. With strong written and verbal communication, proficiency in Microsoft 365 and CRM systems, and a proactive, results-driven approach, you’ll bring professionalism, empathy and enthusiasm to every interaction. Knowledge of fundraising regulations, digital engagement and legacy marketing is important, as is a commitment to continuous learning, inclusion and representing our values with authenticity.

For 140 years, the Forces Employment Charity has proudly supported Service leavers, veterans, and their families in building successful civilian careers. We provide veterans with life-long, life-changing support, jobs, and training opportunities, regardless of circumstances, rank, length of service, or reason for leaving.​

By working for FEC, you will become part of a vibrant team living the charity’s values: Expert, Supportive, Passionate, Open and Honest, Resilient, and Collaborative.​

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Brief role description 

​​​The Senior Individual Giving Officer plays an integral role within the Fundraising team at the Forces Employment Charity (FEC). As part of the Marketing, Communication and Fundraising Directorate, you will be responsible for the delivery of the core elements of the individual giving programme, developing engaging products and activity across multiple channels to support income generation, identifying new audiences, optimising responses, growing the supporter base and contributing to the lifetime value of supporters.​​

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Interested? Want to know more about the Charity?​ Check out our website​

​​Eager to know more about the role? ​Have a look at the Job Description attached 

​​What’s in it for you? ​Check out our Benefits.​

​​Have we convinced you to apply? ​If so, submit your CV and Covering Letter by Tuesday 16 December 2025.

​Got questions about the role? Get in touch with the People Team 

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Please note: Applications will be reviewed and interviews conducted throughout the duration of this advert; therefore, we may at any time bring the closing date forward. We encourage all interested applicants to apply as soon as possible. 

​​​If you are an internal applicant, please ensure you have made The People Team aware before applying. ​

We are committed to equal opportunities and improving the working lives of our staff by fostering an inclusive, supportive environment where everyone, including those with disabilities, can thrive, develop, and achieve their full potential. We actively encourage applications from individuals with diverse backgrounds and ensure reasonable adjustments are made to support candidates with disabilities throughout the recruitment process. ​

We actively recruit citizens of all backgrounds, but the nature of our work in specific departments means that residency and security requirements can be more tightly defined than others. You will be asked about this throughout the recruitment process.

Responsibilities include:

• Strategic Direction: Lead PBI UK, representing it to external stakeholders, including funders, policymakers, collaborators and the legal community. Oversee day-to-day operations to align with the strategic and operational evolution of the broader PBI. In collaboration with staff and the Board, ensure PBI’s sustainable development and maintain effective internal policies and practices.
• Fundraising and Communications: Collaborate with PBI UK staff to create an annual fundraising plan and oversee its implementation, covering both private (individuals, major donors, legacies, corporates, community) and public (trusts, foundations, some institutional) streams. Lead major donor relations, support staff in engaging trusts and individual donors, supervise key proposals, and network strategically to find new fundraising opportunities for PBI UK. Success will require overseeing and supporting the development and implementation of a communications strategy, ensuring effective supervision regarding communication with stakeholders and external representation before a wide range of stakeholders jointly with PB UK staff.
• People and Culture: Supervise and oversee development of the PBI UK Office team, monitoring performance, training and wellbeing of staff and recruitment strategies.
• Financial Management, Risks and Controls: Jointly with the Finance Manager, monitor, supervise and analyse the financial situation of PBI UK in line with budgets and risks identified by the Board, escalate any relevant actions to the Board and undertake forecasting and pipelining to ensure appropriate and compliant financial controls and systems are in place.
• Policy and Advocacy: Jointly with the Advocacy Manager, supervise the development and implementation of PBI UK’s advocacy and policy strategy with strategic partners including human rights defenders, law firms, other NGOs, FCDO representatives and other civil society organisations/coalitions. Work with the PBI UK team to develop operational projects and opportunities. Give strategic direction and practical support to the implementation of advocacy on policy, countries and cases.
• Liaison with Broader PBI: Lead liaison with PBI’s International Office and other global bodies, ensuring that PBI UK evolves in a way which contributes to PBI’s global evolution, and maintaining good relationships with other PBI teams.
• Liaison with PBI’s Boards and Ambassadors: Work closely with the Finance Manager and PBI UK staff in the production of PBI UK’s annual budget and plan, using PBI UK’s resources effectively and efficiently. Ensure effective implementation of Board decisions, with receipt of clear delegation of authority. Develop relevant policies for Board approval and ensure compliance, and keep the Chair informed of all important matters. Make recommendations to the Board on the appointment of new trustees (including necessary skills).
• Business Strategy and People Management: Successfully implement the strategy and fulfil the objectives of PBI UK with the guidance of the Board and the support of PBI UK staff. Develop a strong working relationship with the IC and other PBI bodies.

Established in 2004, our mission at Warm Wales is to alleviate fuel poverty and bring about affordable warmth.  To do this we will:

• advocate and influence

• support and educate

• innovate and inspire.

We work closely with the public and private sectors to maximise funding opportunities which enable individual and area-wide energy efficiency schemes.  We want to empower people to make the right choices and decisions for themselves to enable them to alleviate fuel poverty and become more resilient.  We are working to improve health and wellbeing by creating homes which provide a healthy and warm living environment.

The role

Warm Wales is seeking a proactive and knowledgeable Fundraising Manager to play a key role in supporting our ambitions.  You will lead income generation efforts for our forward-thinking charity. You will be responsible for identifying new sources of income and building strong relationships with new supporters.  This post is central to generating external income through the development and submission of high-quality grant applications and contract proposals.

Reporting to the CEO, this is an exciting and rewarding role for someone who is looking to work with significant impact in a small organisation.

Key Duties & Responsibilities

General Income Generation

• Co-produce annual philanthropy and fundraising targets and take the lead responsibility to instigate and co-ordinate the activity that will achieve them.

• Develop a sustainable and diverse fundraising portfolio of individual giving, corporate, community, events, legacies and timely appeals

• Develop and manage campaigns activities that jointly raise funds and awareness of the charity

• Generate progress reports for the CEO and Board regularly, proactively identifying progress against expectations.

• Oversee the development of effective donor journey plans to ensure excellent stewardship, engagement and retention of donors

• Build long-lasting relationships with key philanthropists, donors, and funders.

• Work proactively with colleagues to research, identify and scope a portfolio of compelling projects and proposals that will appeal to donors and funders.

• Work with colleagues to identify and source sustainable income streams for fundable elements of core, project, and community engagement activities.

• Work closely with communication colleagues to develop appropriate communications campaigns and activities for different supporter groups.

• Contribute towards the charity’s communications and marketing strategy ensuring fundraising is embedded.

• Develop, maintain, and implement relevant policies and procedures in line with our strategy.

Grants and Foundations

• Build and maintain relationships with key representatives of trusts, foundations and other funding bodies to increase their awareness and understanding of Warm Wales.

• Investigate funding and development opportunities and make recommendations for applications

• Review funder requirements and ensure timely, compliant submissions

• Lead on funding applications and bids, working with the wider team to develop competitive bids

• Help to develop accurate costings and budgets for applications

• Ensure applications meet funder requirements and internal policies

Corporate Partnerships

• Understand the motivations that encourage companies to give, and the importance of strong stewardship

• Focus on identification of and engagement of new corporate partnerships to increase income.

• Develop a strong, live pipeline of prospects, confidently networking and presenting to prospects, and provide strong stewardship to foster long-term and sustainable relationships.

• Write high quality proposals and deliver presentations to corporate partners to secure long-term income from partnerships such as charity of the year and payroll giving

• Ensure all supporter records are accurate, compliant, and up to date on our supporter database, and documenting all corporate engagement activity

Individual Giving

You will oversee our Individual Giving plans as a charity and deliver on plans to develop regular giving, In Memory and legacy supporters.

 Person Specification

·  Experience of third sector fundraising.

·  Experience of achieving ambitious but realistic fundraising targets.

·  Experience of developing and managing a diverse fundraising portfolio.

·  Ability to write, organise and present information clearly and accurately for various audiences.

·  Ability to work independently, use own initiative and prioritise demands on workload to meet deadlines.

·  Good understanding of CRM systems and maintaining a fundraising database.

·  Ability to work proactively and respond positively to new opportunities and projects.

·  Ability to build and maintain positive, collaborative and trusting relationships with internal and external stakeholders.