Legacy and jobs

Job Purpose

This role sits at the heart of Operation Smile UK’s five-year strategy to deliver transformational growth across all income streams. As Retention Fundraising Lead, you will be instrumental in delivering on three of the four core strategic priorities:

1. Build Regular Giving – retain and maximise value from the regular giving base

2. Drive All Donors to Legacy – ensure donors experience best-in-class stewardship, increasing their loyalty to the charity with an objective of feeding into legacy and long-term giving goals.

3. Maximise Growth Through Digital Fundraising Integration – leading the expansion and optimisation of digital growth for all existing supporters.

The Retention Lead is responsible for delivering Operation Smile UK’s strategic individual giving retention and legacy marketing programme. This role is key to driving income growth from our existing donors from the point of recruitment, maximising value and minimising attrition from the regular giving pool and generating and retaining legacy actions and prospects.

You will lead on the strategy, planning, delivery and evaluation of retention campaigns, with full accountability for managing significant budgets, agency partnerships and performance metrics.

You will support the development of the Legacy strategy, be instrumental in planning legacy activity and delivering legacy marketing for the existing supporter base across all income streams and methods of support, from Partnerships, Volunteers and public fundraisers.

This is a senior, hands-on role suited to an experienced Individual giving fundraiser with strong commercial acumen and a data-driven mindset.

Key Responsibilities

Strategic Campaign Leadership

• Develop and implement the retention strategy, aligned with income targets and supporter growth objectives.
• Lead on the planning and delivery of campaigns across cash, donor stewardship, legacy prospecting and stewardship, welcome, conversion, reactivation and upgrade appeals.
• Lead on strategic development of the cultivation journey to ensure Operation Smile maximise growth through digital channels.
• Monitor and report on campaign performance, providing insight-driven recommendations to optimise results.
• Drive testing and innovation to expand existing approaches and introduce new ones within acceptable risk and return parameters.

Budget Ownership & Performance Monitoring

• Take full responsibility for retention and legacy budget management, income forecasting and cost control.
• Set, monitor, and evaluate key performance indicators (KPIs), reporting against ROI, value and response, retention and conversion metrics and long-term value across all supporter groups channels.
• Collaborate with the Senior Database Manager and the Director of Data and Technology to develop and maintain performance dashboards (e.g., Power BI) and support strategic data analysis, including both short term and long-term channel performance evaluation.

Line Management

• Provide day-to-day leadership and support to the Retention team, ensuring clarity of objectives, effective workload management, and professional development opportunities.
• Conduct regular 1:1s, annual appraisals, and performance reviews for direct reports, supporting their growth and accountability.
• Foster a collaborative and inclusive team culture, encouraging innovation, learning, and high standards of delivery.
• Provide strategic and operational direction to external agencies or freelancers working on retention projects.

Agency & Partner Management

• Manage day-to-day relationships with external fundraising and creative partners.
• Lead on the relationship with the external fulfilment agency working with multiple internal stakeholders to ensure an effective partnership is in place.
• Lead briefings, content sourcing, agent training, stakeholder approvals, and quality assurance processes.
• Negotiate contracts and hold suppliers accountable for delivery and performance.

Cross-Team and Market Integration

• Represent the retention and legacy programme in cross-functional planning meetings and contribute to a unified team culture focused on strategic delivery.
• Work closely with the Acquisition and Digital lead to deliver a seamless supporter journey from point of recruitment to donor communications.
• Work closely with the Philanthropy Manager to develop and manage the pipeline of HV/Major donors.
• Work closely with the Legacy administrator, Philanthropy Manager and Volunteer Manager to develop the legacy pipeline.
• Work closely to ensure all digital communications are aligned and support the retention strategy
• Act as a key liaison with colleagues across Operation Smile global markets, sharing insights and exploring opportunities to align strategy, co-develop creative, or pilot cross-market initiatives.

Compliance, Risk & Best Practice

• Ensure all campaigns meet legal, ethical and data protection requirements (e.g., GDPR, Fundraising Regulator).
• Act as a key contributor to organisational risk assessments relating to income performance and supplier performance.
• Keep up to date with sector trends, innovations and benchmarks to maintain best practice.

Person specification

Essential Experience

• Extensive experience (ideally 5+ years) in Individual Giving, Legacy or fundraising acquisition roles.
• Proven success delivering multi-channel (including digital) retention campaigns for both cash, legacy and regular giving donors with strong ROI.
• Experience managing external agencies and suppliers to high performance standards.
• Strong background in regular giving retention.
• Demonstrable experience managing and reporting on retention budgets.

Skills & Attributes

• Strategic thinker with excellent campaign planning and execution skills.
• Highly numerate and confident using data for decision-making and optimisation.
• Strong project and stakeholder management abilities.
• Proactive, self-starting approach with high levels of ownership and accountability.
• Excellent communication and interpersonal skills, able to represent the organisation externally.

Desirable

• Understanding of retention and supporter journey optimisation.
• Familiarity with CRM, Dot digital and data system Donorfy.
• Experience with Power BI or other reporting tools.

First-round interviews are set for the week of 9th March 2026. We strongly encourage early applications.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process. 

Location: Any UK Trust office (2 days per week required in the office)

Interviews: 19th or 20th of March via MS Teams

The King’s Trust is looking for a proactive, creative, and organised Individual Giving and Legacies Executive to help deliver inspiring fundraising campaigns, grow our individual giving audience, and nurture lasting supporter relationships.

From working with third parties to craft compelling copy to coordinating stakeholder input, analysing results and spotting opportunities to improve, you’ll play a key role in delivering fundraising activity that makes a real difference. You’ll help embed our stewardship values, ensuring every supporter has an outstanding experience and feels connected to the impact of their support. You’ll also contribute ideas to grow new income streams and expand our reach.

We are looking for a strong communicator with experience generating engaging and persuasive fundraising content that inspires action. You’ll be highly organised, confident managing multiple projects at once, and comfortable working with colleagues across fundraising, data and supporter services teams.

You’ll have…

• Excellent written communication, organisation, and project management skills.
• Ability to build strong relationships and collaboration with varied stakeholders.
• Experience of direct marketing and supporter communications.
• Experience creating stewardship engagement materials.

If you’re passionate about powerful storytelling, brilliant supporter experiences, and impactful fundraising that helps transforms young lives, we’d love to hear from you!

What happens next?  

Please submit a CV, and Cover Letter that includes your experience, transferrable skills and motivation to work for The King's Trust! The Team will be in touch about the next steps shortly after the closing date. 

Why do we need Individual Giving & Legacies Executives? 

Last year, we helped more than 40,000 Young People, with three in four young people on our programmes moving into a positive outcome in work, education or training. The young people we help face a range of challenges, such as unemployment, mental health issues or some who have been in trouble with the law. We believe all young people should have the chance to succeed, and that young people are the key to a positive and prosperous future for all of us. We want to continue having a positive impact on young people’s lives and we couldn’t do this without the important work of Individual Giving & Legacies Executives! 

Perks for working at The Trust! 

• Great holiday package! 30 days annual leave entitlement, plus bank holidays. Office closure on the days between Christmas and New Year 
• Flexible working! Where operationally possible, our roles require a combination of office days and working from home (please speak to the hiring manager about this particular role)
• You can volunteer for and/or attend events – The King's Trust Awards, Pride, active events etc. 
• In-house learning platform! Develop your skills for your career and your role 
• Benefits platform! Everything from health and financial well-being support to discounts on your favourite restaurants, shops and cinemas. 
• Personal development opportunities through our Networks – KT CAN (Cultural Awareness Network), KT GEN (Gender Equality Network), KT DAWN (Disability & Wellbeing Network), and PULSE (LGBTQIA+ Network). 
• Fantastic Family leave! Receive 13 weeks of full pay and 13 weeks of half pay for maternity and adoption leave. Receive 8 weeks of full pay for paternity leave. 
• Interest-free season ticket loans 
• The Trust will contribute 5% of your salary to the Trust Pension Scheme 
• Generous life assurance cover (4 x annual salary) 

The role 

We’re seeking an Individual Giving and Legacy Assistant to join our growing Individual Giving and Legacy team.

In this role, you’ll support the team to deliver multi-channel campaigns that recruit supporters and you’ll provide amazing stewardship, so our supporters have a great experience.

We’re working towards a world where everyone with pancreatic cancer survives to live long and well, but we can’t do it alone. In this role, you’ll be responsible for:

• Dealing with supporter enquiries in an empathetic and efficient manner.
• Assisting the team to deliver campaigns across email, print and social media
• Following processes to ensure our supporter journeys go out effectively 

About You 

• You will have experience providing administrative support to an individual or team
• You will be able to plan and schedule multiple priorities and meet deadlines
• You will have good communication skills and interpersonal skills

If this sounds like you – we’d love to hear from you!

About working for us

This is a fast-paced organisation that is committed to making a difference. 

Being a part of our team is being part of a thriving, positive, dynamic, successful, and welcoming community that is making an impact. We will support you and develop you should you wish this, and you get the opportunity to be involved in activities outside the scope of your immediate role. We care about your health and well-being and your work-life balance, and you will feel that your contribution is valued and matters. 

About us  

We are Pancreatic Cancer UK. We go above and beyond for everyone affected by this disease.

Right now, half of people with pancreatic cancer die within three months of diagnosis. Families are left with only hope to hold onto. They need more. So we do more.

We bring more break throughs through research, more change through campaigning and more support through our expert nurses.

We make more noise because people have gone unheard. We are relentless because the disease is ruthless. We care more because people feel forgotten.

Because people with pancreatic cancer need more than hope.

Underpinning this vision are our three values: 

• Courage
• Compassion
• Community

We cannot achieve our vision without employing people who are committed to our vision, strategy, and values. 

At Pancreatic Cancer UK (PCUK) our ambition is to create an inclusive working environment that reflects the communities and audiences that we engage with and where everyone can be their true selves, where they feel respected, championed, heard, and supported.  We want our workforce to achieve their potential, understand their contribution and feel proud of their impact by creating a culture and organisation that is genuinely inclusive by advancing equality, diversity, inclusion, and belonging through our policies and practices. 

We believe diversity drives great outcomes by encouraging the different points of view that come from a diverse workforce. We want to hear from and engage with people whose experience of dealing with this disease may be very different depending on their individual circumstances and background. We can think of no better way to do this than by making sure this role fully represents our intent; therefore, we are especially keen to consider applications from suitable applicants who consider themselves to be in areas that appear underrepresented within the charity sector.

Safeguarding

PCUK is committed to safe and fair recruitment processes that safeguard and protect those we work with, support and serve. We make sure all our staff are selected, vetted (DBS/Criminal record checks where appropriate), trained, and supervised fairly and to a high standard so that they can provide safe, effective and compassionate care. Where we work with volunteers, we extend the same support in order to ensure that they are working within our ethos and standards.

Hybrid-working: 

Our London office is a place to connect, collaborate and celebrate with colleagues, we recognise that flexibility around where you work is just as important. We are currently working hybrid with a minimum of 2-3 days in the office. This is an office-based role where you may be required to be in the office more frequently to attend activities and meetings depending on the needs of the role.  

How to apply 

• You can download the Job Description and Person Specification for full details of the role on our website's advert. If you have any questions about this role that we’ve not answered, please get in touch with Danielle Morgan (contact details are on our website's advert).
• To apply, please complete the online application form, setting out why you are interested in the role and how you meet the person specification criteria. This information will be used to select candidates for interviews. 
• You will need to have the right to work in the UK as we are not able to provide sponsorship for this role.
• Please note that the 1st round interview will be held remotely on Monday 16th and Tuesday 17th March. The 2nd round will be in person in our office near London Bridge / Monument station on the 25th March.

No agencies/sales call please – as a charity we work hard to keep our costs down and therefore will not be engaging agencies to support this recruitment. 

We have an exciting opportunity for someone to join our high performing Legacy Management Team as a Legacy Officer.

About the role

Legacies form a key source of income for the British Heart Foundation (BHF), raising around £100m a year for our life saving research. 

As a Legacy Officer, you’ll manage and protect this income, optimising the BHF’s income from gifts in Wills.

Joining a thriving team, you’ll be responsible for the day-to-day administration of legacies in accordance with the law, best practice and BHF’s processes and procedures. You'll manage your own caseload of largely residuary legacies. You will answer enquiries from solicitors and individuals in connection with bequests and assist in all matters relating to the department’s work.

About you
 
You'll either have experience in legacy management within the charities legacy sector; or be a Qualified private client Solicitor; or be a Qualified member of the Society of Trust and Estates Practitioners; or be a Qualified Chartered Legal Executive with experience of Wills and probate.

A self-starter with excellent communication skills, and strong interpersonal skills, you'll bring proven experience of working within private client / legacy management. You’ll have a high level of empathy able to develop strong relationships with colleagues and contacts.

With high levels of financial numeracy, previous experience working in a fast-paced environment, and excellent IT skills, you’ll also have excellent attention to detail with strong time management skills and the ability to prioritise your workload and deliver to deadlines.

Our ambition is to build, develop and empower a talented and diverse team. Join us at BHF and be part of a supportive environment where you can thrive both personally and professionally.

Working arrangements

This is a fixed term contract for 7 months covering family leave.

Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.

This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.

Belonging at BHF 

We celebrate and value the diversity of the communities we serve, recognising that embracing different perspectives and backgrounds strengthens our organisation and drives innovation. By fostering an inclusive environment where everyone feels respected and supported, we are better equipped to achieve our mission of helping people have a healthier heart for longer.

Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.

Context

Our vision is to bring hope to every one of our patients across London, when they need us most, where they need us most. Our mission is to use everything we know, our specialist skills and unmatched experience to save lives and ensure the best outcomes for every one of our patients and their families. We’re a charity that works alongside the NHS and our life-saving service is made possible by our supporters.

This is an exciting time to join London’s Air Ambulance Charity. In early 2025, we launched our new 15-year strategy, setting the direction for the service to our 50th anniversary in 2039. This strategy gives us the opportunity to tell the unique story of the service – we see more incidents requiring life-saving care at the scene than any other air ambulance service. London brings unique challenges and our new strategy requires us to tell a broader story of what we do and the impact we have.

Alongside this, we’ve developed an ambitious Engagement Strategy to put the people of London at the heart of our fundraising and marketing. Legacy giving is a critical part of our long-term sustainability, and this role is central to embedding a culture of legacies across the organisation. We’re at the early stages of our legacy programme, so this role presents a real opportunity for someone to grow and develop a successful income stream, as well as ensuring our supporters have meaningful opportunities to make a lasting impact.

About the role

The Senior Legacy Manager will lead the development and delivery of London’s Air Ambulance Charity’s legacy programme, ensuring legacy giving is embedded across fundraising and marketing activity and is front of mind across the organisation.

This role is responsible for managing our legacy marketing programme, working closely with the marketing team to deliver compelling, sensitive and effective activity. The postholder will also oversee our outsourced legacy administration partner, ensuring legacy gifts are processed efficiently, compliantly and in line with best practice, through regular performance monitoring and review.

Working across the Fundraising and Marketing Directorate, the Senior Legacy Manager will champion legacies as a vital form of support, collaborating closely with all teams in the directorate. This will include working with the major donor team to identify and develop high-value legacy opportunities and supporting the community engagement team to integrate in-memory and legacy messaging into the community talks programme and engagement activity within the community.

The role also plays a key part in connecting our legacy and in-memory programmes, working with the community engagement team and the Deputy Director to develop a joined up in-memory strategy that ensures a coherent and compassionate supporter experience.

About the person

You’ll be an experienced and confident legacy fundraising professional with a passion for building long-term impact. You’ll be a strong collaborator who can influence across teams and seniority levels, and a persuasive advocate for the importance of legacy giving. You’ll combine strategic thinking with hands on delivery, ensuring legacy activity is well planned, insight led and supporter centred. Comfortable working across disciplines and a self-starter, you’ll play a key role in embedding a culture of legacies across London’s Air Ambulance Charity.

Legacies are at the heart of what we do, providing around £100 million each year to fuel pioneering cardiovascular research. As our next Legacy Manager, you’ll be instrumental in safeguarding and maximising these vital funds, ensuring every gift leaves a lasting mark on the fight against heart disease.

Working with a collaborative team of Legacy Managers and reporting into the Head of Legacy Management, you’ll help shape strategy and drive innovation. You’ll manage a diverse, stimulating caseload, ensuring compliance with best practice and the law with confidence.  You’ll forge strong relationships across BHF and beyond, inspiring colleagues and future supporters with your technical knowledge and empathetic approach.

You’ll also lead and nurture two Assistant Legacy Officers and our Legacy Administrator, fostering a culture where every team member thrives. From time to time, you may be asked to step up for the Head of Legacy Management, showcasing your leadership and vision.

About you

We’re seeking a candidate with significant experience in legacy management within the charity sector, or a recognised professional qualification (Qualified private client Solicitor, Qualified member of the Society of Trust and Estates Practitioners, or Qualified Chartered Legal Executive with experience of Wills and probate).

You’ll have advanced knowledge of law and legacy administration. You will have experience in managing complex casework across Wills, probate, trusts, tax, estate management, and multi-jurisdictional processes.

You’ll be outstanding stakeholder manager, able to manage sensitive or contentious cases with empathy, engaging compassionately with families, executors, and stakeholders while protecting our reputation.

You will have:

• Demonstrated strategic thinking with a track record of delivering results, driving innovation, and optimising legacy income.
• Extensive experience in private client and legacy management, including mentoring and developing teams through best practice sharing.
• Resilient and adaptable approach, able to manage varied and demanding workloads while maintaining meticulous attention to detail in legal and financial matters.
• Excellent stakeholder engagement and relationship-building skills with supporters, solicitors, co-beneficiaries, and internal teams.
• Outstanding verbal and written communication, including clear presentation of complex issues and communicating BHF’s mission, and
• High financial numeracy, strong IT skills (Microsoft Office essential; First Class 4 desirable).

This is your chance to join a dynamic, supportive environment where your expertise is valued and your impact is tangible, to help build a world where everyone has a healthier heart for longer.

Working arrangements  

This is a 12-month fixed-term contract covering family leave.

Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.

This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause. 

About us 

Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer. 

Belonging at BHF 

We are committed to fostering a workplace where everyone feels valued and supported. Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real difference together.

As Legacy and In-Memory Manager you will be responsible for leading your team to drive transformational change, through the delivery of our legacy and in-memory growth strategy. 

You will set objectives and oversee team activity to deliver the entire legacy journey with the aim of achieving significant long-term growth in revenue income to support our ambitious plans to bring Maggie’s cancer care to everyone who needs us. 

You will be responsible for working collaboratively with teams from across Maggie’s to engage them in the importance of legacy and in-memory giving. 

You will manage external agencies and suppliers to deliver excellent work, on time and to budget.  You will also manage end-to-end, multi-channel campaigns including the delivery of these through colleagues and agencies.

Please note that interviews will take place on Wednesday 11th and Thursday 12th March in our Hammersmith office.

Please see the attached job description for further details.

Woodgreen Pets Charity has been helping pets and their owners live happier, healthier lives for over 100 years. From rehoming and community support to education and advocacy, our work is powered by dedicated people and a focus on reaching communities so that our voice can play an important role in shaping conversations about animal welfare.

We are in an exciting period of growth and transformation and are looking to appoint a Legacy Engagement Manager to our team on a 12-month fixed term basis.  Responsible for developing and implementing our Legacy and In Memory marketing strategies, supporter journeys, and operational plans, our successful applicant will support Woodgreen’s Senior Development Manager to evaluate campaigns and activities, drawing conclusions and making recommendations to support us in securing a growing pipeline of legacy pledgers.

By developing and delivering campaigns in the retention/stewardship stages of the legacy supporter journey they will increase In-Memory income and report and evaluate retention and stewardship activities against objectives and KPIs, ensuring that key learnings are used to inform future development activity.  Planning and developing Woodgreen’s supporter journeys across Legacy, Pet Promise and In Memory our successful candidate will ensure alignment with both Woodgreen’s acquisition strategy and Individual Giving communications and journey.

If you are;

• Experienced in developing and implementing supporter journey programs, events and direct marketing campaigns.
• Enjoy working with data and fundraising databases to develop and measure effective marketing strategies and activities.
• Have substantial analytical skills and attention to detail, specifically in relation to supporter relationships, retention and development management.

And have a good knowledge of best practice legacy marketing and fundraising strategies coupled with a knowledge of, and commitment to, compliance with fundraising codes of practice, fundraising regulator guidelines and data protection regulations we would love to hear from you!

This is a full time 12 month fixed-term opportunity, working 37.5 hours per week on a hybrid basis with the expectation that our successful candidate will work from our Godmanchester site approximately 1 - 2 days a month dependant on business need.  The starting salary for this position will be £35,598 - £43,507 per annum depending on experience.  This is complemented by;

• 36 days annual leave per year (inclusive of bank holidays) rising by 1 day each year to a maximum of 40 days after five years
• Up to 8% employer pension contributions
• Support towards healthcare costs (cashplan)
• Employee wellbeing package to include free access to Headspace
• Life assurance (4x salary)
• Benefits hub – exclusive discounts on popular brands
• 25% discount in our charity shops

Please note that you will need to have existing Right to Work in the UK to apply for this opportunity as we are unable to provide visa sponsorship.

Woodgreen is committed to making our recruitment processes accessible to all and, as part of this, we are flexible in the ways we give and receive information. If you would like to apply using a different format, please contact the Recruitment Team and we will do our best to put any reasonable adjustments in place.

Early application is encouraged as this position may close sooner than the stated deadline if a suitable candidate is found.

Woodgreen is committed to safeguarding children and adults at risk and protecting anyone that comes into contact with us from harm. We expect all employees and volunteers to share this commitment.

PMRGCAuk is a small national charity dedicated to supporting people affected by polymyalgia rheumatica (PMR) and giant cell arteritis (GCA). We have a big impact, supporting patients with our small staff team and with the help of a proactive team of volunteers and working closely with leading rheumatologists and researchers to improve diagnosis and treatment of these conditions. As we continue to grow, we are looking for a passionate and dynamic Fundraising Officer.

Key focus of the role

This is a newly created role designed to develop and support our fundraising activities, particularly in the areas of legacy fundraising and grants and trusts, as well as increasing our membership, working alongside our small team. We are a small charity with big ambitions and this role is designed to help us grow and become sustainable in the future.

Key Responsibilities

Legacies:

· To develop a comprehensive legacy fundraising strategy and workflow, in collaboration with the Director and the Fundraising Committee.

· To work with colleagues to raise the profile of legacy fundraising, including production of materials, social media content, website development, etc.

· Work across the charity to ensure legacies are integrated across relevant channels to reach key audiences

· Build a portfolio of case studies in conjunction with the Deputy Director to showcase how legacy giving has impacted the community

Trust and Grants

· Identify and research a pipeline of potential Trust and Grant funders to secure financial support for the charity

· Work with the Director, trustees and other colleagues to develop fundraising applications for new and existing projects

· Develop compelling funding applications with service-user insight to Trust and Grant funders

· Manage and track existing funding received and complete appropriate reporting protocols to the relevant funders

· Produce timely and engaging project reports to inspire future funders and clearly measure impact of any funding received.

Membership

· To develop a strategy to increase membership, including professional membership

· To increase membership, including professional membership in conjunction with the wider PMRGCA team of staff and volunteers

General

· To lead on the development and establishment of a ‘shop’ on our website to generate additional funds.

· Support with other fundraising initiatives within the organisation, for example, Marathon in a Month, Big Give.

· Achieve agreed income targets, with a focus on securing funding from Trusts and Grants, as well as an increase in legacy donations and increased membership

Who We're Looking For:

• A proactive self-starter with experience of legacy and trusts and grants fundraising
• Someone with experience of working in a small voluntary organisation who recognises the needs to be flexible and adaptable
• Someone with knowledge of the UK voluntary sector and a passion for improving health outcomes.
• A strong communicator with excellent writing, project management, and financial skills.
• Someone who is confident with IT systems

Part time – 22.5 hours per week (equivalent to 3 days)

Salary range £27,000-£30,000 FTE (pro-rata 0.6 £16,200- £18,000)

Fixed term contract – 2 years

Location: Home based with occasional travel to meetings in London

This is a fixed-term contract for a period of two years. The fixed-term nature of the post reflects the charity’s current operational and financial planning cycle. Any extension beyond this date will be at the charity’s discretion based on organisational need and affordability.

Closing date: 5th March 2026

Please apply by sending a copy of your CV and a cover letter (no more than 2 sides) outlining why you feel you would be the perfect fit for this role and what you could bring to the organization.

Potential applicants are sometimes put off if they don’t meet 100% of the requirements. We think individual experience, skills and passion make all the difference, so if you meet the majority of the criteria, we’d love to hear from you.

We reserve the right to close the vacancy earlier if we receive sufficient applications so, please submit your application as soon as possible.

Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.

We’re looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of Marie Curie’s most significant income streams. This is a senior operational role suited to someone with large-charity experience, a strong commercial mindset, and the confidence to manage a high-volume, high-value caseload in a fast-paced environment.

You’ll oversee a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases. Alongside this, you’ll personally manage approximately 50 complex and contentious matters, including litigation-related cases, ensuring Marie Curie’s interests are protected through robust decision-making, cost-benefit analysis and close collaboration with our legal team.

What You’ll Do

• Lead, support and develop three Legacy Officers, ensuring high performance, quality assurance and clear progression pathways.
• Hold oversight and accountability for 900+ legacy cases, ensuring accuracy, compliance and timely administration.
• Manage a personal caseload of 50 complex and contentious matters, including litigation, disputes and reputationally sensitive issues.
• Work closely with the legal team, executors, solicitors and co-beneficiaries to protect Marie Curie’s entitlement.
• Apply strong commercial judgement, undertaking cost-benefit analysis and making informed decisions on behalf of the charity.
• Monitor KPIs, SLAs and quality standards, ensuring consistent excellence across the team.
• Provide expert technical guidance on wills, probate, tax, trusts and multi-jurisdictional UK estate administration.
• Support process improvement, systems optimisation and operational best practice.
• Deputise for the Legacy Administration Manager when required.

Skills & Experience Needed

• Proven line management experience, including performance management, coaching and developing staff.
• Significant experience in a large charity legacy administration team, ideally handling income of £20m+ annually.
• Demonstrable experience managing contentious and complex legacy cases, including litigation and dispute resolution.
• Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions.
• Strong commercial mindset, able to assess risk, analyse costs and make confident, informed decisions.
• High-volume caseload management experience, with exceptional organisational skills and the ability to prioritise under pressure.
• Excellent stakeholder management, able to influence solicitors, executors, co-beneficiaries and internal teams.
• Exceptional attention to detail, especially when reviewing legal documentation, estate accounts and financial information.
• Strong systems capability, ideally with experience using FirstClass4 or similar legacy administration platforms.

Please see full job description

Application & Interview Process

• As part of your online application, you will be asked for a CV. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
• Close date for applications: Sunday 4th January 2026 

Salary: £41,000 + London Allowance (£3,500)

Contract: Contract, 12 months

Based: Homebased (can be based in London office 2 days per week)

Benefits you’ll LOVE:

• Flexible working. We’re happy to discuss flexible working at the interview stage.
• 25 days annual leave (exclusive of Bank Holidays)
• Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%)
• Loan schemes for bikes; computers and season tickets
• Continuous professional development opportunities.
• Industry-leading training programmes
• Wellbeing and Employee Assistance Programmes
• Enhanced bereavement, family friendly and sickness benefits
• Access to Blue Light Card membership
• Subsidised Eye Care

At Marie Curie, our values are central to everything we do. They guide how we care for people, how we work together, and how we make decisions every day. We are committed to creating a workplace that is safe for everyone — staff and volunteers alike — supportive, inclusive and rewarding.  We take stringent steps to ensure that anyone who joins our organisation are suitable for their roles and are committed to safeguarding all our people from harm. We actively consider our impact on the planet, embedding sustainability into everyday decisions to create a lasting, positive difference for the individuals we care for and the world we share.

We believe everyone should have the opportunity to thrive and fulfil their potential. Marie Curie is deeply committed to diversity, equity and inclusion, recognising both the social justice imperative and the strength a diverse workforce brings.  We actively encourage applications from people of all cultures, perspectives and lived experiences.

We are happy to make reasonable adjustments throughout the recruitment process. If you require any support, please contact us at .

Every application we receive is personally reviewed by a member of our Talent Acquisition team, and in return, we ask that your application authentically reflects you — your experience, perspective and voice.

About you

Do you want to use your skills to make it possible for people with myeloma to live longer and better lives?  We are looking for someone with experience of delivering high quality supporter journeys and delivering fundraising projects and activities to join our Legacy & In Memory Giving team. Helping to grow income and supporting and delivering the Legacy & In Memory Giving fundraising strategy. 

You will have excellent communication, organisational and IT skills with good attention to detail and be able to follow procedures accurately.  Being successful in building effective relationships, self-motivated with the ability to manage a wide range of tasks under pressure and committed to making a difference is essential.

Previous experience of working in a cancer or healthcare charity, talking to bereaved and vulnerable supporters and using Raiser’s Edge or a similar CRM system would be an advantage but not essential.

About the role

The Legacy & In Memory Giving Fundraiser will help support and deliver the Legacy and In Memory Giving fundraising strategy.  You will have compassionate communication skills, especially when talking to supporters who are recently bereaved and you will develop and deliver outstanding stewardship programmes that offer support and drive retention.

This role requires using data and insight to help deliver the Legacy marketing programme, whilst also supporting the day-to-day Legacy and estate administration, dealing with solicitors, legal representatives and executors.  You will proactively develop In Memory Giving fundraising, maximising the fundraising products, channels and messaging already available, as well as identifying new opportunities that are suitable for the Legacy & In Memory audience.

The role will also include working with colleagues, maximising cross team collaboration and ensuring appropriate Legacy and In Memory stewardship across all fundraising specialisms.

About us

Myeloma UK is the only UK charity focused on the incurable blood cancer, myeloma and its related conditions.  We provide support and influence access to treatments, while researching a cure.  Thanks to life-extending treatments and support, today many people affected by myeloma are able to live longer and to live well.  Together, we support, so no one faces myeloma alone. 

We are committed to bringing together the best and brightest people to help us ensure that every person affected by myeloma has an empowered present and a hopeful future.

Our ultimate goal is to find a cure and make myeloma history. Until then, our mission is to help every person living with myeloma, live well, for as long as possible. We are committed to diagnosing myeloma earlier, discovering and sharing knowledge, transforming the patient experience and influencing positive change.

Our culture

Wellbeing and staff engagement are at the heart of our culture.  We offer employees a range of benefits including a pension salary exchange scheme, flexitime, flexible working which includes both home and hub-based office working, health plan, employee assistance plan and holiday purchase scheme. We are committed to providing learning and development opportunities for all our employees.

How to apply

If you think you would be a great fit for this role, get in touch and tell us more about yourself by sending the following:

1. A cover letter telling us more about you and what you think makes you a good fit for this role

2. A CV that sets out your career history, with key responsibilities and achievements

Applications close on 9am on 16 March 2026 and interviews will be held w/c 23 March 2026

Myeloma UK is an equal opportunities employer and always welcomes applications from suitably qualified and eligible candidates regardless of:

· sex

· race

· disability

· age

· sexual orientation

· gender reassignment

· religion or belief

· marital status

· or pregnancy and maternity

Please note, you will be asked to provide evidence of your eligibility to work in the UK prior to interview selection.

About CoppaFeel!

CoppaFeel! are the UK’s only youth focused breast cancer awareness charity, and we’re on a mission to get every 18-24 year old checking their chest. We educate people on the signs of breast cancer and encourage them to check their chests monthly, so that if they notice something unusual they are empowered to contact their GP and advocate for themselves.

We do this because when diagnosed early, breast cancer treatments are more effective and survival rates are higher. Early detection can save lives.

Breast cancer does not need to be detected late, and as long as we are here and continue to be supported by people like you, we will do all we can to make sure this doesn’t continue to happen.

The Role 

The Individual Giving and Legacy Manager will report into the Head of Public Fundraising and sits within the wider CoppaFeel! Fundraising Team. In this pivotal role you will leverage your individual giving digital skills, knowledge and passion to drive our fundraising efforts to new heights. Your innovative approach and data-led mindset will grow our income and supporter base,  and ensure we’re on track for our mission to educate and empower young people of early detection of breast cancer. 

You will need to have experience in both acquisition and retention programmes  particularly in paid digital, new product development and developing multi-channel supporter journeys. You will be a great project manager, be confident in managing budgets across multiple income streams and using data to make evidence-based decisions. You will also have  excellent attention to detail and a pragmatic approach to problem-solving, with the ability to generate ideas and solutions. 

This is a fixed term contract of 12 months and a hybrid role, with the expectation that you will attend the London office 2 days per week. You will be required to attend the office for quarterly team meetings, department meetings and in person training, we will provide plenty of notice for when you are required to be in for these purposes. 

Duties and Responsibilities 

• Development and delivery of the Individual Giving Programme across regular giving, cash, lottery, legacy and in memory activities and income streams with a digital first approach.

• Work with the Head of Public Fundraising in developing and delivering the public fundraising strategy to support growth over the next 3 years.

• Manage budgets against financial and non-financial KPI’s and targets. Be involved in setting budgets and regular re-forecasts, working closely with the Finance team to ensure all income and expenditure is coding and recorded correctly.

• Develop supporter journeys across the programme and organisation, monitoring to optimise when necessary.

• Manage external suppliers and partners to make sure that CoppaFeel! Is getting the best value for money and high quality services.

• Lead on building the legacy programme to acquire new supporters and embed as a giving product in the organisation.

• Manage and develop the in memory income stream with a view to grow over the next 3 years and integrate with other income streams which share the same motivation to give.

• Embed the EDI (Equality, Diversity and Inclusion) strategy, increasing diversity in the Individual Giving portfolio; broadening our appeal, relevance and accessibility within our work. 

• Collaborate and coordinate with internal teams to amplify public fundraising and ensure delivery of projects and activities are integrated where possible and delivered successfully.

• Future Line Management: as the organisation evolves may take on line management responsibilities, overseeing team members and fostering their professional growth

• Ensure quality data management: Act as a data steward for fundraising, maintaining high standards of data management. 

• Willingness to work flexibly and sometimes remotely with occasional out of core hours work (time off in lieu given)

• These duties provide a framework for the role and should not be regarded as a definitive list. Other reasonable duties may be required consistent with the grade of the role.

Skills, Experience, & Qualification

Essential

• Detailed knowledge and experience in digital fundraising, including paid media

• Experience in developing complex online supporter journeys and delivery platforms

• Knowledge of individual giving programmes including prize-led fundraising and legacies

• Experience in managing external suppliers

• Experience utilising CRM systems (Beacon) and analysing data to provide insights, trends, performance and reporting

• Budget development and management experience

• Excellent project management skills

• Strong communication and interpersonal skills

• Ability to work effectively with colleagues at all levels across the department and organisation

• Strong team player self-motivated, enthusiastic and passionate about working for CoppaFeel!

• Ability to analyse data and translate insights into recommendations

Desirable

• Knowledge of email automation, Mailchimp, and media planning

• Fundraising or Marketing qualifications

Application information

Applications will close at the end of 8th March 2026 with the aim to commence interviews from 16th March.

We will be having a rolling interview process for this role, so we encourage early application. CoppaFeel! reserves the right to close the vacancy early in the event that we receive a high number of applications before the closing date.

Main benefits, Terms & Conditions

Annual leave entitlement: 22 days, plus office closure at Christmas, a day off for the founders Cancerversary and a day off for your birthday.

• Employee Assistance Programme

• Health Cash Plan

• Access to Self Space training and 1:1 therapy

• Core working hours of 10am to 4pm

• Flex Friday; every other Friday off, offering the time to recharge and ensuring work life balance, while remaining available in case of emergencies

All annual leave and benefits are pro-rata'd for part time employees.

Equality, Diversity, and Inclusion

At CoppaFeel! we support a diverse range of communities and we understand that diversity within our team is central and crucial to meeting the needs of the young people we exist to serve. We strongly encourage applications from Black, and people of colour, LGBTQIA+ candidates, candidates with disabilities, from men, and from those with a lived experience of cancer because we would like to increase the representation of these groups within the charity.

We promote equality, diversity and inclusion in our workplace and make recruitment decisions by matching the charity's needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities), gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation. We recognise the value in encouraging a diverse range of perspectives, skills, experience and knowledge at the charity.

While the successful candidate will be selected purely on merit, in the event of a tie between two candidates with equal suitability, we may select a candidate with lived experience of the issues we are seeking to address through our work.

We are a Disability Confident Employer and we commit to offering an interview for all applicants with disabilities who meet our required criteria for the role. If you have any accessibility requirements or need any adjustments for the interview process please get in touch.

Are you an experienced fundraiser, with a passion for inspiring supporters to help people living in extreme poverty fulfil their God-given potential? Are you passionate about using your communication and marketing skills to contribute to further growth in our legacy fundraising team?

You would be working as part of a growing team to raise awareness of leaving a legacy to Tearfund, activating new pledgers, and stewarding supporters who have expressed an interest in leaving a gift in their will. Through excellent stewardship and a relational approach, you will share the impact that leaving a legacy can have upon future generations with supporters.

We are particularly looking for a fundraiser with experience in individual giving and relational fundraising, who can confidently deliver multi-channel individual giving and supporter engagement campaigns, including events. Do you have the following experience?

• Planning and delivering direct marketing fundraising or individual giving campaigns, such as direct mail appeals.
• Planning and delivering multi-channel supporter engagement campaigns to a range of audiences
• Planning and delivering in-person and online events for supporters
• Project managing complex projects with multiple stakeholders
• Monitoring and evaluating campaigns, with a test and learn mentality
• Working collaboratively with a range of stakeholders including creative agencies

Do you have the following skills?

• Ability to see through activity from start to finish
• A flexible approach to your work, showing agility to adapt and make changes if required
• Ability to influence and work alongside senior stakeholders
• Strategic thinking, and desire to drive forward new ways of doing things, with a test and learn mentality

If your skills, experience, and passion match these requirements, we'd love to hear from you!

​Please note: This is a permanent full-time position, working 35 hours per week. 

Hybrid working: This role is eligible for hybrid working and you will be required to work fromthe Teddington Tearfund office and from your home by agreement with the line manager.

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.

Applicants must be committed to Tearfund's Christian beliefs.

The recruitment process will include specific checks related to safeguarding issues. In addition, personal identification information will be submitted against a Watchlist database to check against criminal convictions as a counter-terror measure.

Have you got what it takes to help St Margaret’s Hospice raise over £10m+ every year? Do you have a passion for people and building relationships to realise vital income? Do you have experience of fundraising or the commercial acumen to know what makes a great charity retail brand? Can you craft a compelling case for support and negotiate multi-year six figure grants?

Join St Margaret’s Hospice as our Director of Income Generation and play a vital role in ensuring fundraising and retail remain central pillars of our new five-year strategy.

What can you expect to be doing? 

As a senior leader, you’ll help shape the future of St Margaret’s at a defining moment for the hospice sector, where financial sustainability is essential.

Hospices play an integral role in local communities, and here at St Margaret’s, we pride ourselves on thinking of our income generation activities as an extension of the care and compassion that is core to who we are. 

Working closely with your peers within the executive, as well as the Board, you’ll be an ambassador for St Margaret’s, and expected to represent the hospice. You’ll develop and own pivotal relationships both internally and externally, and role model the values of compassion, collaboration and ambition, while holding yourself and others to account so the best interests of St Margaret’s are always met. 

What can you expect to be good at?

From legacies to lottery, challenge events to collections, merchandising to retail operations, you’ll know how to raise significant funds, and will be experienced in leading and inspiring teams to achieve their goals.

Ideally, you will have a strong grounding in charity, either as a fundraiser yourself or having worked in charity retail. Alternatively, you may have transferable skills and the drive to learn and apply your knowledge and experience in a hospice setting.

Either way we are looking for an individual who can demonstrate relevant and lived experience, tenacity, curiosity and a hunger to succeed.

We also welcome high performing individuals who are looking for their first director role.

We invite applications from a diverse range of backgrounds and experiences and are committed to helping you thrive. If you're excited about this role but don’t meet every requirement, we still encourage you to apply.

What can we offer you?

• Salary: £80,000 to £87,975 per annum
• Location: Taunton or Yeovil, with regular travel across Somerset
• Contract: Permanent
• Working Pattern: Full time (37 hours per week), including some evenings and weekends

Holiday entitlement

• 29 days holiday, plus bank holidays, increasing to 33 days after 5 years
• Ability to buy and sell annual leave

Pension scheme

• NHS employees eligible to continue with their NHS pension scheme*
• Non-NHS employees will receive 5.5% employer and 5% employee contribution.

Plus…

• Life assurance cover
• Health Cash Plans
• Virtual medical care with unlimited access to a GP 24/7,
• Confidential and free 24-hour Employee Assistance Programme for you and your family offering: Counselling, Support, Legal, Financial and Medical Information and Advice
• A Vitality & Wellbeing health portal.
• Blue Light Discount Card
• Enhanced maternity leave*
• Excellent learning and development opportunities
• Free on-site parking in Yeovil and Taunton
• Volunteering and fundraising opportunities

*Eligibility criteria applies

How to Apply
Click the apply button to complete the online application form and upload your CV.

As part of the application process, you will be asked for to complete a supporting statement detailing how your skills, knowledge and experience align to the person specification.

You can learn more about the role via the candidate pack attached to this advert or, for an informal chat with our CEO, Joanna Hall, contact the Recruitment Team.

With a new CEO in post, and momentum being built as we roll out our new strategy – it’s an exciting time to join the team. We look forward to learning more about you and why you think you can be a great match for St Margaret’s.

Closing date: 6th March 2026. We may close this vacancy early if we receive sufficient applications for the role.

Unfortunately, we are not able to offer visa sponsorship at this time. 

DBS Information

This role requires a criminal background check via the disclosure procedure.

The Disclosure and Barring Service offers a confidential checking service for transgender applicants. This route gives applicants the choice not to have any gender or name information disclosed on their DBS certificate and is available for all levels of DBS check.