Legacy and jobs

Legacy Marketing and In Memory Manager

Join an amazing charity that makes a difference for the 110,000 adults and children in the UK with a muscle-wasting condition. This is a role where you can really make a difference.

The Legacy Marketing and In Memory Manager is an exciting new role at MDUK, that will sit within the Individual Giving and Legacy Marketing team. You will be responsible for delivering the legacy marketing programme as well as excellent stewardship of Legacy and In Memory supporters. This role will help raise vital income to fund MDUK’s care, support and advocacy services and fund ground-breaking research into treatments for muscle wasting conditions.

About us:

Muscular Dystrophy UK is the charity bringing individuals, families and professionals together to fight muscle-wasting conditions. We bring together more than 60 rare and very rare progressive muscle-weakening and wasting conditions, affecting around 110,000 children and adults in the UK. 

We share expert advice and support to live well now; fund groundbreaking research to understand the different conditions better and lead us to new treatments; work with the NHS towards universal access to specialist health; and together, campaign for people’s rights, better understanding, accessibility, and access to treatments.

Benefits:

We appreciate the range of skills and experience our staff have to offer. In return for your enthusiasm and commitment we commit to actively developing and supporting you. We also offer a range of benefits including pension, life assurance, cycle scheme, health cash plan, financial wellbeing and an employee assistance programme.

Please download the job description to see full role responsibilities.

About the role:

This is an opportunity to bring your big ideas and ambition to life, taking our Individual Giving and Legacy Marketing to the next level. Identified in our newly launched fundraising strategy as growth areas, this role will build on the successes of the past and push the boundaries of what’s possible – with full support from the fundraising and leadership teams.

You will develop exciting plans to improve communication and create new products for our audiences – all driven by what our supporters want. Alongside this, you will lead on developing an acquisition programme, tripling the number of active supporters over five years. If you have experience of delivering audience and income growth across Individual Giving and Legacy Marketing, have a passion for trying new things and a curious attitude, we’d love to hear from you!

Back Up could offer you an inspiring and fulfilling role making a significant difference to the lives of people affected by spinal cord injuries.

Together we’ll be working hard to make sure everyone affected by spinal cord injury has access to the support they deserve; and we are the only spinal cord injury charity in the UK providing specific services to children and young people.

For full details please see our job description.

About us:

At Back Up, we have big ambitions. Over the next few years, we’re going to be transforming the lives of even more people affected by spinal cord injury.

Inclusion is at the heart of everything we do. Please read our Equality, Diversity and Inclusion Policy Statement. We are committed to creating an inclusive working environment where all our employees are encouraged to reach their full potential, and individual differences are valued and respected. We particularly welcome applications from those from black, Asian or ethnic minority backgrounds or those with higher level spinal cord injuries.

In 2024 Back Up won The Times and The Sunday Times Spotlight Award for Best place to work for disabled employees. As well as this, Back Up has been voted one of the top ten charities to work for (Third Sector Best Charities 2020). The enthusiastic, inclusive and supportive spirit of our very skilled staff ensure excellence in the services we deliver.

(2 Days Per Week | £12,000–£12,600 Per Year | £28,500–£31,500 FTE | 12-Month Contract | Remote with Some Travel)

Animal Welfare Investigations Project (AWIP) is a specialist not-for-profit organisation dedicated to ending cruelty through intelligence-led investigations, criminal prosecutions, and systemic change.

We are investing heavily in building a world-class legacy fundraising program. We're seeking a passionate and dedicated Part-Time Legacy Officer to help steward our most visionary supporters — securing transformational gifts that will protect animals for generations to come.

About the Role

As our Legacy Officer, you will be at the heart of one of the most important projects in AWIP’s future.

You will:

• Build warm, trusting relationships with legacy pledgers and prospects.

• Respond to supporter enquiries about Gifts in Wills.

• Steward confirmed pledgers through personalised updates, thank you letters, and occasional calls or events.

• Maintain accurate CRM records for legacy prospects and pledgers.

• Create simple, heartfelt communications to inspire and retain pledgers.

• Host occasional small-scale legacy events (virtual or in-person).

• Report on progress to the Executive Director.

This is a 12-month temporary contract with a strong possibility of extension or becoming permanent based on program growth and conversion performance.

About You

We’re looking for someone who is:

• Warm, empathetic, and relationship-driven.

• Organised with excellent attention to detail.

• Self-motivated, able to manage workload across 16 hours per week.

• Comfortable communicating by email, letter, and phone.

• Committed to animal protection and the long-term power of Gifts in Wills.

• Holds or is willing to work towards a recognised legacy qualification (e.g., CiCLA or Certificate in Legacy Fundraising).

• (Preferred) Adherence to a cruelty-free – vegan or vegetarian – lifestyle with a passion for protecting animals.

• (Preferred) Previous experience in legacy fundraising, supporter care, or major gifts.

We value attitude and potential highly. Training and support will be provided for the right person.

Role Details

• Salary: £12,000–£12,600 per year (equivalent to £28,500–£31,500 FTE).

• Working Hours: 16 hours weekly total, fully flexible working. Overtime (time off in lieu) may be available for extra workload.

• Location: Remote (occasional travel for in-person team meetings and/or supporter events — expenses paid).

• Contract: 12 months initially, with strong potential to extend or become permanent.

• Benefits:

  • 25 days annual leave pro-rata, plus bank holidays.

  • Employer pension contribution (auto-enrolment scheme).

  • Private healthcare insurance.

  • Expenses covered for travel related to work.

  • A flexible, supportive working environment.

  • Fully funded membership of the Institute of Legacy Management (ILM), supporting your professional growth in the legacy fundraising sector.

How to Apply

Please submit your CV and a short cover letter (no more than 2 pages) explaining why you would be a great fit for this role.

Early applications are encouraged as we may close recruitment early if we find the right candidate.

Help build a future where animals are protected forever. Join AWIP and create a lasting impact that spans generations.

We're the UK's specialist blood cancer charity and our vision is clear: we’re here to beat blood cancer. We fund world-class research; provide information and support to patients and their loved ones; and raise awareness of blood cancer.  

We are looking for a CiCLA qualified Legacy Officer to ensure that legacy income is processed in accordance with internal policies. 

You will be responsible for the management of a portfolio of legacy cases where the charity is named as a beneficiary; work with external solicitors and lay executors to ensure that gifts are received in a timely fashion and that all internal and external procedures and legislation is adhered to; promote pragmatic solutions and refer appropriate matters to the Senior Legacy Manager to ensure all reputational risks are proactively managed.  

Additionally, you will be required to work on projects to improve the Legacy Team’s ways of working and to help support with the development and delivery of the team and organisational strategies. 

Expected travel for this role is approximately meeting internal and external stakeholders as required, approximately twice per quarter; this may increase during busy periods. In addition, attendance to two all-staff away days per year and team away days in London on a quarterly basis.   

Our culture and benefits package are award winning, and our staff survey tells us that we’re a great place to work. 

We are committed to actively promoting equality, diversity, and inclusivity. In line with our strategy we welcome approaches from individuals from underrepresented groups, including minority communities, and applicants with a disability, to better reflect the community we serve and help broaden our perspectives. 

Are you passionate about marketing and fundraising? If so, we are looking for a marketing expert to help us plan, deliver and optimise the marketing to our most loyal supporters – focusing on Legacy audiences. This role will be instrumental to helping the ongoing success & continued evolution of the marketing and digital tactics for these audiences. 

This Marketing Officer position at Brooke is a pivotal role within the Legacy & Community Engagement team. Legacies are Brooke’s largest single source of voluntary income and fund over half of our international animal welfare work. And it is one of our key fundraising priorities and an integral part of our 5yr fundraising strategy.

Within this role you will help deliver an exciting portfolio of integrated, multi-channel and supporter-centric campaigns that involves all elements of the marketing mix as well as a range of diverse stewardship activities. We are looking for a highly organised individual with great communication skills who will help deliver a range of marketing campaigns and stewardship activity which will acquire new supporters, convert existing Brooke supporters and steward known supporters, with the ultimate goal of increasing the number of supporters who include a gift to Brooke in their Will.

About you
This is a varied role which requires a solid foundation in integrated marketing & stewardship delivery.

We are an ambitious international animal welfare charity and in order to thrive, you will need to be independent, well organised, hands-on, unflappable, creative, analytical, data-driven, focused on results, demonstrate attention to detail and be able to prioritise your work.

This is an exciting opportunity for someone with stewardship & marketing experience who also has a flair for building relationships with a diverse range of internal and external stakeholders. Being a good team player is key to working collaboratively as part of the Legacy and Community Engagement team and wider Fundraising Directorate.

You will have excellent written and verbal communication skills. And you will have excellent organisation skills and the ability to prioritise work effectively to meet targets and deadlines.  You will have a proactive approach and be willing to travel or work unsocial hours on occasion.

You will be joining a friendly and passionate Legacy and Community Engagement team at a really exciting time for Brooke.

If you are interested in the role and meet the criteria, we will look forward to hearing from you.

At Brooke, we celebrate diversity and the creative new ideas it brings. We actively encourage applications from all backgrounds, in particular global majority candidates, candidates from a social mobility background, disabled and neuro-diverse candidates, and candidates under 25 as these groups are currently under-represented at Brooke.

We are aware that studies have shown that women and global majority candidates are less likely to apply for a role if they feel they do not meet the full criteria of the job description. If you feel you meet the majority of the criteria, we would love to hear from you.

We offer a variety of flexible working options to best support our staff and to ensure our working practices are as inclusive as possible.

We will be holding first-round interviews w/c 19th May 2025

Sightsavers is looking for a Legacy Manager - a vital role within our in-house Legacy team to manage and operate the administration of all legacies received by Sightsavers

Salary: £45,000 - £50,000 per year - depending upon experience

Location: UK remote - with occasional travel to Haywards Heath, West Sussex when required

Contract: Permanent

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

Each year Sightsavers receives over £10m from gifts in the wills of our generous supporters. Administering these gifts sensitively and professionally is vital for us to continue to grow this key income stream and eliminate avoidable blindness and promote the rights of people with disabilities through our work.

Responsibilities:

Reporting to the Head of Legacies, the Legacy Manager will manage and operate the administration of all legacies received by Sightsavers in the UK and Ireland, liaising with Executors, Solicitors, Trust Corporations, together with Legacy Managers/ Officers at other charities.

Key duties include:

• managing and developing our small, dedicated legacy team
• maximising potential funds for Sightsavers, whilst protecting the reputation of the charity
• optimising the collection of legacy income in line with current legal frameworks
• complying with internal and external audit and compliance requirements in relation to legacy administration
• providing a legal and advisory service through the Head of Function
• maintaining all case documentation and records
• responsibility for and managing of the Legacy Officer and Legacy Assistant

About you - skills and experience

We are looking for an individual with outstanding customer service and strong technical and influencing skills as well as bags of tact and diplomacy and a team ethos.  

You will have: 

• previous experience in Charity Legacy Management or equivalent areas of specialism in the legal sector, ideally with managerial responsibility, with the Institute of Legacy Management Certificate CICLA (Certificate in Charity Legacy Administration), STEP (Society of Trust and Estate Practitioners) qualification or equivalent
• demonstrable experience of working in a senior position in the legacy department of a charity or Probate department of a firm of Solicitors, Bank or Trust Corporation
• good finance and accounting knowledge, particularly estate accounts, investment management and share valuations
• strong knowledge of relevant Charity Law legislation
• strong knowledge of relevant Probate and Trust Law and procedures
• working knowledge of GDPR
• experience of working with the FirstClass legacy management system (desirable)

This is an involved role, and further details may be found within the job description

The team mostly work from home however, our expectation is that we will need the successful candidate to be able to travel to the offices in Haywards Heath, West Sussex (RH16 3BW) at least once per quarter but there is also the option to work in the office for three days per week, working the other two days from home. It’s an easy 20-minute train journey from Brighton or 45 minutes from London. We’re located close to Haywards Heath rail station and on lots of bus routes. Please note that this role must be worked from within the UK.

Our comprehensive benefits package includes generous annual leave allowance, pension, season ticket loan, cycle to work scheme, discounted gym memberships and wellness discounts

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

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.We anticipate that final stage interviews will take place in mid-June 2025 but applications will be reviewed as they are received with first stage interviews being arranged as soon as possible.

Closing date: 4 May 2025

As our Marketing Manager - Mass Fundraising Acquisition (Legacy), you’ll be responsible for leading an in-house team of marketers responsible for driving mass, new customer acquisition across a portfolio of fundraising products/activities. This includes our integrated mass marketing campaigns, Legacy lead generation acquisition and specific Legacy conversion activity, via promoting our Free Will Service.

Working with our media agency and third-party agency suppliers, you'll be responsible for the development, execution, and optimisation of multi-million pound, omni-channel marketing, and fundraising campaigns and marcomms within the overall British Heart Foundation (BHF) integrated media plan. You'll have oversight across a portfolio of fundraising activity, ensuring strategic and tactical delivery and optimisation, to deliver transformative customer experiences and drive growth in support and income through mass customer acquisition.

In this role, you'll put the customer at the heart, ensuring they feel central to our work and achievements and motivated to continue funding our research in the long-term.

About you 

As our ideal candidate, you'll bring extensive and demonstrable marketing experience of designing, developing, and managing integrated, multi-channel marketing plans and delivering successful commercial outcomes through these i.e., across new customer acquisition and fundraising/income growth.

Preferably with knowledge of Legacy Marketing, you will have excellent interpersonal skills and a proven track record of success in a fast-moving, effective marketing team, experience in paid media planning, and optimisation within, and across a full range of ATL channels.

Highly numerate, with excellent planning and project management skills, you'll have evidenced experience of marketing including a full understanding of different marketing approaches and an ability to use marketing to secure support across a broad range of channels.

To be successful in the role you will also have:

• Strong analytical skills, able to manipulate and analyse data across a variety of media to optimise integration performance and engagement
• Experience of managing significant expenditure budgets, interpreting financial information and providing reporting and analysis, as well as risk identification and risk mitigation against financial and non-financial objectives
• Previous leadership and line management experience
• Experience of agency partnership management
• Knowledge and experience of fundraising or relationship databases is highly desirable

Working arrangements

This is a fixed term contract until Dec 2025 covering a secondment.

This is a blended role, where your work will be dual located between your home and our London Office, approximately 1-2 days per week

At BHF we believe in the power of being together, so our colleagues on blended contracts can expect to spend some time in their office, at least one day each week, on average. The use of our office spaces is driven in part by your role and the activities you need to do. 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

We research all heart and circulatory diseases and the things that cause them. Our research is the promise of future cures and treatments. 

We value and respect every individual’s unique contribution, celebrate diversity, and make inclusion part of what we do every day.

Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.

Interview 

Please note, we plan to hold interviews on 22nd and 23rd May via Microsoft Teams.

Please note that internally this role is known as Mass Fundraising Acquisition Marketing Manager - (Legacy)

Legacy and In Memory Manager

Do you want to be part of a passionate team and help support a lifesaving cause? If so then read on for more details as to how you can work for our Charity!

The Legacy and In Memory Manager is responsible for developing and delivering plans to maximise gifts in wills and in memory giving, ensuring a sustainable income stream for the charity whilst providing exceptional levels of supporter care.

This role will oversee the administration of legacies, drive the growth of the charity’s Free Wills programme, steward legacy pledgers, and expand in memory fundraising. The Legacy and In Memory Manager will also ensure supporter journeys, audience insight and effective targeting are at the heart of the charity’s programme, working with the Individual Giving and Development Lead to create impactful marketing campaigns across a variety of channels.

The post holder will raise awareness of the importance and impact of gifts in wills and in memory giving to a wider audience, both internally and externally, ensuring these vital income streams are embraced at all levels of the organisation.

#Legacy_and_In_Memory_Manager #Legacy #Supporter_Journey #Gifts_and_wills #In_Memory #Legacy

Do you have strong administrative skills and want to make a real difference?

At Guide Dogs, we believe that every person with sight loss should be able to live the life they choose. As a Legacy Case Administrator, you will play a crucial role in helping us make that a reality by ensuring the smooth and accurate administration of legacies. By using your skills, you will contribute to one of our most significant income sources, allowing us to continue providing life-changing services.

You’ll play a key role in managing estates left by supporters, handling a caseload of legacies with professionalism and empathy, especially when engaging with bereaved families and next of kin. Your attention to detail will ensure all correspondence and legacy receipts are accurately recorded and efficiently tracked using legacy case management software. You’ll also manage the Legacy Case Team inbox, supporting case handlers by allocating new cases in line with policy. You'll continue to expand your knowledge, staying up to date with changes in probate, legislation, and best practices to contribute to the ongoing success of the Legacy team.

No two people with sight loss are the same, and none of our people are either. So, we are proud to offer a range of person-centred benefits that can support each member of staff in ways that really mean something to them – and show them how much they mean to us. We offer a flexible benefits package, discounts and cashback scheme, a generous holiday allowance and matched contributory pension scheme to care for our people.

This role will be based on site at our Reading Hub in Burghfield, working closely with the Legacy Team. You’ll be working 35 hours per week, worked 9am to 5pm, Monday to Friday.

How to apply 

Further details on the full role are attached below. When you are ready to apply, submit an online application form via this page.

If you require any accessibility support to apply, our friendly recruitment team is ready and waiting to help.

As part of your application ensure you provide evidence and examples of how your skills & experience meet the criteria as set out in the attached job description. You will also be asked to complete a few job-specific questions as part of this application process, so please be prepared to write your answers to these questions.

If you want to know more about the teams who work at Guide Dogs, you can find it on our Careers Page

Our Commitment to Diversity and Inclusion

Guide Dogs welcomes applications from all sections of the community and actively encourages diversity to maximise achievements, creativity and good practice. We positively welcome and seek to ensure we achieve diversity in our workforce and that all job applicants and employees receive equal and fair treatment, regardless of age, race, gender, religion, sexual orientation, disability or nationality. 

As a Disability Confident Employer, we are proud, whenever possible, to offer an interview to all candidates that meet our selection criteria, and who indicate they wish their application to be considered under our Disability Confident interview commitment. For more details, visit our careers site.

If you are successful you will need to provide evidence of your right to work in the UK via our digital ID checking supplier; in addition, we cannot offer visa sponsorship at this time.

Safeguarding

Guide Dogs is committed to safeguarding and promoting the welfare of all children, young people and adults at risk of harm with whom we work. We expect all our employees and volunteers to fully share this commitment.

At Guide Dogs, we believe in fair and equitable hiring practices. A criminal record will not automatically disqualify an applicant from consideration for a position. Each case will be evaluated individually, taking into account the nature of the offense, its relevance to the role, and the time that has passed since the incident. We encourage all candidates to disclose relevant information, and we assure you that it will be handled confidentially and fairly.

Guide Dogs follow Safer Recruitment practices to ensure we are safeguarding the vulnerable people we work with. As part of this, we require a full work history with any gaps accounted for & a minimum of 2 professional referee details fully covering the past 5 years. If you are applying for a disclosure role, please note that you will be required to undergo an enhanced DBS check and sign up to the DBS update service.

For high volumes of applications, we reserve the right to close adverts earlier than advertised.

Eden Brown Charities is delighted to be partnering with an incredible West Midlands based Charity to recruit them a Legacy and In Memory Manager on an initial 18 month contract.

The Charity mission is _To provide patients with outstanding pre-hospital care and lifesaving intervention through the operation of helicopter-led emergency medical services (HEMS) - we will continue to save more lives and improve survivors quality of life through the provision of a comprehensive, transparent, clinical and operational helicopter led emergency service aligned to changing patient need and demand._

The role

The Legacy and In Memory Manager is responsible for developing and delivering plans to maximise gifts in wills and in memory giving, ensuring a sustainable income stream for the charity whilst providing exceptional levels of supporter care. This role will oversee the administration of legacies, drive the growth of the charity's Free Wills programme, steward legacy pledgers, and expand in memory fundraising.

The Legacy and In Memory Manager will also ensure supporter journeys, audience insight and effective targeting are at the heart of the charity's programme, working with the Individual Giving and Development Lead to create impactful marketing campaigns across a variety of channels.

You will play an important part in raising awareness of the importance of wills to a wider audience.

About You

As a Legacy and In Memory Manager we would love you to have experience of the following
-Proven experience in legacy and/or in memory fundraising within the charity sector.

- Good understanding of charity legacy administration, probate law, and regulatory
requirements.

-Experience in developing and delivering fundraising plans with measurable outcomes.

-Experience in line management, with the ability to support and develop a team effectively.

This role is Hybrid with some homeworking available and time spent in the Head Office near Telford. There will be some travel across the regions and to the Head Office for meetings. To hear more about this incredible role for a Charity with ambitious plans please contact Laura iliff on 07442607841.

Eden Brown Synergy is an equal opportunities employer.

Eden Brown Limited is a limited company registered in England and Wales with registered number 3643845. Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.

Harris Hill are delighted to be working with a national charity to recruit for a Legacy and in Memory Manager in order to create and deliver strategies to maximise gifts in wills and in memory giving, ensuring sustainable income for the charity while providing exceptional supporter care. As part of this role, you will manage legacy administration, drive the growth of the charity's Free Wills programme, and develop meaningful ways to engage legacy and in memory supporters.

As a Legacy and in Memory Manager you will:

• Develop and implement a legacy giving plan to grow future income streams.
• Oversee legacy gift administration, ensuring efficient processing and compliance.
• Lead a team, providing support and guidance to the Legacy Executive and Administrator.
• Expand the charity's Free Wills programme and promote in memory fundraising.
• Develop innovative marketing campaigns to raise awareness of legacy and in memory giving.
• Build and maintain relationships with key stakeholders, including funeral directors and law firms.
• Ensure exceptional stewardship of legacy and in memory supporters through personalised engagement.

To be successful, you must have experience:

• Proven experience in legacy and/or in memory fundraising.
• Experience in a supporter/customer-facing role, ideally in the charity sector.
• Strong understanding of legacy administration, probate law, and regulatory requirements.
• Excellent relationship building skills and ability to manage multiple projects.
• Empathy and sensitivity when working with bereaved families and supporters.
• Passion for the mission and values of the charity.

Salary: £38,000 - £45,000 per annum

Contract type:Full-time, permanent 

Location- Midlands, 3 days in the office 

Closing date: 7th May at 8am  

Interview: TBC

Recruitment process: Cv and Supporting Statement to

If this sounds like you, then please do get in touch ASAP!

Unfortunately, due to resource capacity, we will only contact candidates that are shortlisted for interview. Therefore if you do not hear from us within 2 weeks of the closing date please note your application has been unsuccessful.

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.

Role overview: 

A pivotal senior position within the Legacy and In Memory Fundraising team, this role works closely with the Head of Legacy and In Memory Fundraising to lead key fundraising initiatives and stewardship efforts. Responsibilities include overseeing recruitment, staff development, and performance management, as well as contributing to strategic planning and budget oversight. The role also leads the delivery of a multi-channel legacy marketing programme and ensures external suppliers meet agreed service levels. The role will line manage two team members, take on broader leadership responsibilities within the department, and actively promote legacy giving across the organisation.

Key Responsibilities:

• Collaborate with the Head of Legacy and In Memory Fundraising to shape and implement the overarching strategy and budget, with a key focus on expanding the supporter pipeline, increasing In Memory donations, and safeguarding long-term Legacy income.
• Offer expert advice and strategic input to design integrated, personalised supporter journeys that prioritise exceptional supporter experiences, drawing on industry best practices and working closely with internal teams and external agency partners.
• Lead the planning and delivery of multi-channel Legacy and In Memory fundraising campaigns—across acquisition and stewardship—including DRTV, press, print, and digital; monitor performance and report progress against defined KPIs and milestones.
  
  
  Person Specification:
• Deep expertise in all areas of Legacy and In-Memory fundraising, underpinned by strong knowledge and hands-on experience within the sector 
• Extensive track record of successfully managing multiple campaigns across various channels—meeting and exceeding revenue targets, crafting compelling copy, overseeing third-party suppliers, and using data insights effectively, all while ensuring full regulatory and compliance adherence
• Demonstrated success in strategic planning, execution, and management of fundraising strategies 
• Proven excellence as a highly organised and effective project manager, capable of leading multiple complex projects simultaneously while prioritising workload efficiently 
• Strong financial management capabilities, including experience in budget management, creating spending plans, and delivering accurate financial reporting 
• Outstanding leadership and team management skills, with a track record of building and leading high-performing teams, as well as effectively managing external partners such as media and digital agencies, and internal service teams 
• Exceptional communication and interpersonal skills, with the ability to influence senior stakeholders and foster strong, collaborative relationships across all organisational levels 

What’s on Offer:

• A competitive salary £50-£60k 
• A hybrid working pattern, requiring travel into London 2 days per week or remote based is considered

Commitment to Diversity:
The Talent Set and our partner organisation are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, sexual orientation, disability, age, or gender. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

We offer hybrid working with candidates to attend the London office in Farringdon 8 days per month. However we can be flexible if candidates from outside the London area would like to apply.

Role:  Legacy Case Executive

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

Are you an experienced legacy professional with a keen eye for detail and a passion for making a difference? We are looking for a dedicated Legacy Case Executive to lead on all operational aspects of legacy administration and case management. In this vital role, you’ll ensure legacy gifts are processed efficiently and accurately, securing the best possible financial outcomes for the charity whilst safeguarding our reputation. Working closely with colleagues in Finance and Legal, you’ll help to maintain a robust and reliable income stream that directly supports our life-saving work across communities.

About You

• Demonstrable experience within a related role in Charity Legacy or Estate Administration
• Demonstrable experience of using databases such as Dynamics 365 and Microsoft applications
• Evidence of effective relationship management with a range of external stakeholders including solicitors, lay executors and auditors
• Experienced user of First Class

About the Role

• Manage and maximise legacy income by overseeing cases, monitoring legal/admin costs, and ensuring compliance with policy and best practice.
• Act as the main point of contact for solicitors, executors, supporters, and third-party suppliers to maintain strong relationships and communication.
• Lead on complex and high-value cases, offering expert advice on probate, tax, and legal matters while escalating as needed.
• Maintain accurate records and reporting, working with Finance and Database teams to ensure audit compliance and effective forecasting.
• Drive continuous improvement by updating legacy processes, advising on policy changes, and supporting recognition programmes for legacy donors.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

We are recruiting for a Senior Legacy and In Memory Executive to join our team in London; the scope on this job involves….

Job Title: Senior Legacy and In Memory Executive

Location: Homeworking with the requirement to attend our Head Office (Vauxhall) at least 1 day a week
Salary: £34,093.64 per annum
Contract type: Full-time, Permanent

Hours: 37.5

Are you passionate about legacy and in memory fundraising? Do you want to help shape the transformational impact legacy fundraising will bring to Refuge in the future? Do you want to use your ‘superpowers’ to make a real change to the lives of women and girls?

If the answer is yes to all the above, then Refuge wants to hear from you!

We’re recruiting our first Senior Legacy and In Memory Executive, to join our high performing Fundraising team at Refuge. You’ll work collaboratively with the Legacy and In Memory Manager to develop and grow the legacy and in memory programme, helping shape our strategy to recruit, engage and steward legacy pledgers and in memory donors. Managing and delivering a range of campaigns across multiple communication channels including email, social and print, you’ll help develop and deliver engaging communications to maximise lifetime value. Using an agile, test and learn approach, you’ll work closely with other teams, including our Digital, CRM and Supporter Care teams.

The ideal candidate will have proven experience in a similar role, having delivered successful campaigns to recruit and retain legacy and in memory supporters. As well as delivering campaigns at scale you will also be comfortable with speaking to supporters on a one-to-one basis. You’ll be highly organised and be able to proactively manage multiple projects simultaneously. You will also be confident in reviewing and analysing campaign performance and making recommendations for future performance. Finally, you’ll be passionate, committed and care about the work Refuge undertakes.

This is a fabulous opportunity to join a fast-paced and energetic team. Refuge offers a variety of exciting opportunities to learn, develop and grow in your career. We recognise the value everyone brings to the organisation to achieve our aims and are dedicated to developing and rewarding our staff. We want kind and empathic people to work at Refuge, who believe in equality, diversity, and inclusion, are experts in their area of knowledge, want to make a positive difference and improve the lives of the women and children we support.

If this sounds like your next role, please apply today.

Closing date: 9.00am on 2 May 2025

Interview date: 8 & 9 May 2025

Benefits

Refuge offers a variety of exciting opportunities to learn, develop and grow in your career. We recognise the value everyone brings to the organisation to achieve our aims and are dedicated to developing and rewarding our staff. More details of our benefits can be found in Job Information Pack.