Legacy and jobs
Are you interested in working as part of a high performing legacy fundraising team, helping to generate income that supports people experiencing homelessness to rebuild their lives?
An exciting opportunity has arisen for an experienced Legacy and In Memory Officer to join the St Mungo’s Fundraising team to grow income supporting our aims to end rough sleeping for good. In this role you will be responsible for:
- Managing the steady stream of legacy case work, including pecuniary, specific, life interest, and residuary legacies.
- Working with lay executors, solicitors, co-beneficiaries and family members/friends to sensitively and efficiently administer legacy and in memory gifts.
- Overseeing the process for all legacy and in memory income - working closely with internal and external stakeholders to ensure income is processed accurately and efficiently. Keeping effective records, maintaining the legacy pipeline, and completing reports.
- Working with the Legacy Manager to deliver marketing campaigns to acquire and steward new supporters. Gathering stories to promote legacy and in memory giving internally and externally.
- Collaborating with other teams, ensuring seamless processing and documentation of gifts, marketing campaigns, appeals, and more.
In this role you will be required to work flexibly for at least 2 days per week from our Central Office in Tower Hill, London. This allows for training, in person collaboration, team building, line management and other relationship building opportunities. We support a flexible approach to work with opportunities for agile working for the rest of your week; from home, or other St Mungo’s London or regional locations.
About you
We think this role will inspire someone keen to build on and develop their legacy administration skills, marketing skills and fundraising experience as part of a positive, dedicated and supportive team.
We are looking for candidates with demonstrable experience in a charity legacy or estate administration role who can balance the two sides to this role. The legal administration of legacy income requires excellent attention to detail, but the legacy marketing responsibilities also require project management and creative skills to manage activity that can build on St Mungo’s portfolio of legacy supporters.
- You will be proactive and empathetic with a flexible approach and be comfortable managing your own time and projects.
- You will be comfortable using IT software, databases and systems such as Raiser’s Edge NXT.
- Previous experience of Legacy marketing experience within a charity, and a certificate of Charity Legacy Administration are beneficial but not essential.
St Mungo's are committed to creating a diverse and inclusive workplace. We strongly encourage applications from all under-represented groups.
How to apply
To view the job description and guidance on completing your application form, please click on the ‘document’ tab on the advert page on our website.
To find out more and apply please go to the St Mungo’s careers page on our website.
Closing date: 10am 18 August 2025
Interview and assessments on: 27-28 August 2025
What we offer
- Excellent Development and Growth Opportunities
- A Diverse and Inclusive Work Place
- Great Pay and Other Benefits
About Us
We are a world-class visitor attraction and leading science research centre. We use the Museum's unique collections and our unrivalled expertise to tackle the biggest challenges facing the world today. We care for more than 80 million objects spanning billions of years and welcome more than five million visitors annually and 16 million visits to our website.
Today the Museum is more relevant and influential than ever. By attracting people from a range of backgrounds to work for us, we can continue to look at the world with fresh eyes and find new ways of doing things.
We employ 900 staff in a variety of roles, all united by our vision of a future where people and planet thrive. We need everyone to have the passion and drive to help us with our mission to create advocates for our planet and inspire millions to care about the natural world.
Diversity and inclusion matter to us.
Our vision is of a future where both people and the planet thrive. Diversity is one of our core values and we strive to build a workplace where everyone feels a sense of belonging. All new staff who join us learn about the importance of diversity and inclusion to the Museum and how to contribute to creating an inclusive environment.
We know we have more to do, but we are committed to ensuring that everyone who works at the Museum feels they can thrive and feel valued and respected.
About the role
Development Group generates philanthropic and sponsorship income to help us create a Natural History Museum for the future – investing in capital development, attaining vital acquisitions for the collection, transforming our galleries, developing innovative exhibitions and undertaking ground-breaking scientific research on issues that affect us all.
The Museum is looking for an ambitious and self-motivated individual for the role of Legacy Manager. The role will be key in securing the future of the Museum for years to come, building on and delivering a comprehensive legacy strategy, creating compelling marketing campaigns, and building meaningful relationships with legacy supporters.
Working alongside an approachable and highly successful Philanthropy team, reporting into the Senior Philanthropy Manager (HNWI), the role will be leading and delivering our legacy programme, building on and driving forward our legacy strategy. You will develop relationships with internal and external stakeholders at all levels to deliver the legacy strategy, as well as promote legacy giving to a wide audience and cultivating new legators. The role will also steward existing legators, developing relationships and planning events to steward and cultivate. You will also work closely with a Philanthropy Executive to manage legacy administration and ensure best practice stewardship.
About you
The appointed person will have extensive experience in legacy fundraising and marketing, and successfully soliciting legacy pledges and a proven ability to develop strategy, manage budgets and deliver results. They will have exceptional written and oral communication skills, with an ability to convey detailed information in a concise and engaging manner and be able to establish productive relationships with a variety of funders, prospects and colleagues. This person must be able to work proactively and constructively with colleagues to develop high-quality project proposals and act as an ambassador for the Natural History Museum amongst a range of high-profile external contacts. Finally, they will possess exceptional attention to detail and organisational skills and have an ability to prioritise and meet regular deadlines whilst working under pressure.
Thriving at the Museum: the way we work
We are proud to work at the Museum and have identified the qualities we all need to embody to reach our shared ambition. This sits alongside the Museum’s values and forms the framework for the way we work.
What we offer
- 27.5 days holiday plus 8 bank holidays (full time equivalent)
- Generous defined contribution Natural History Museum Pension Scheme (employer contribution 4 - 10%)
- Season ticket, bicycle and rental loan
- Life insurance
- Free admission to our exhibitions and many other paid exhibitions at museums, galleries and institutions across London and the UK.
- Staff discount at our Museum shops and cafes
- We offer a wide variety of training initiatives and opportunities to build skills. Investing in staff development is important to us, and we are ambitious about helping staff to grow and fulfil their potential.
- Affordable membership to the Civil Service Sports Council which offers a range of benefits including an extensive list of special offers and reduced entry fees at a selection of cinema chains, theme parks, theatres, retailers and supermarkets. It also provides entry to up to 300 English Heritage sites and other national treasures.
- Membership to our Sports and Social Association (for a small fee), which includes access to our in-house gym and clubs such as football, softball, table tennis and tennis and classes in Middle Eastern dance, yoga and Tai Chi.
Hybrid working
We are working towards a vision where both people and planet thrive, and nothing gives a greater connection with this, than seeing first-hand, the visitors, scientific research and collections that all of our work is inspired by and working side by side with the teams delivering the visitor experience and events. We also recognise the benefits and flexibility that hybrid working brings. We operate a hybrid working model that requires regular, weekly attendance for this role, with the precise pattern of days on site and worked from home to be agreed with your manager.
How to apply
If this sounds like you, please apply on our careers portal.
Please note that as part of our commitment to anonymised shortlisting, panels do not view CVs during the recruitment process. If you choose to upload your CV, our system will automatically pull information from your CV into our application form. We advise you to double-check your application form data before submitting as the tool may interpret CVs differently.
Closing date: 23:59 on 31 August 2025
Interviews expected: w/c 15 September 2025
Please note that this role does not qualify for Museum sponsorship so the successful postholder will need to have a valid right to work in the UK at the point of offer.
The client requests no contact from agencies or media sales.
Are you an experienced fundraising leader ready to shape the future of Individual Giving and Legacies at a national charity?
We're looking for a Head of Individual Giving & Legacies to lead our talented teams and drive significant income growth through multi-channel marketing and supporter engagement. This role plays a vital part in the Motor Neurone Disease (MND) Association's fundraising strategy, with responsibility for developing innovative approaches, managing a substantial income budget, and delivering an exceptional experience for our donors, supporters and those leaving gifts in
You'll oversee a committed team, working collaboratively across the organisation and with external partners. This is an excellent opportunity for someone who brings strategic insight, strong leadership, and a track record in growing income in Individual Giving and/or Legacy fundraising.
Key Responsibilities:
- Lead the development and delivery of the Individual Giving and Legacies multi-channel strategy to achieve ambitious income targets.
- Support, develop, and manage a high-performing team.
- Identify and assess new opportunities for growth, leading associated business cases and change processes.
- Oversee supplier and agency relationships, ensuring campaigns are delivered effectively and within budget.
- Work with an external Legacy Administration LLP to ensure gifts in Wills are administered promptly, in line with delegated responsibilities.
- Collaborate across teams to support shared goals and deliver an engaging supporter journey.
- Work with the Data & Insight and Finance teams to understand campaign performance and monitoring key metrics.
- Promote best practice in supporter experience, audience segmentation and journey planning.
- Manage an income budget of approximately £15 million.
- Ensure legal and regulatory compliance, incorporating changes as needed.
- Contribute to relevant management groups and support the wider leadership team.
About You:
- Proven experience of increasing income and enhancing supporter engagement in Individual Giving and/or Legacies.
- A confident and inclusive leader who enables team members to succeed.
- Strong communication and relationship-building skills with internal and external stakeholders.
- Strategic thinker with experience of analysing data to guide decisions across multiple fundraising channels.
- Demonstrated success in developing new fundraising products or initiatives.
- Skilled in managing budgets and resources effectively.
- Familiar with CRM and other relevant fundraising tools.
- Committed to the values and purpose of the MND Association.
About Us:
Our vision is a world free from MND. Our mission is to improve care and support for people with MND, their families and carers. We fund and promote research that leads to new understanding and treatments and brings us closer to a cure for MND. The Association also campaigns and raises awareness so the needs of people with MND, and everyone who cares for them, are recognised, and addressed by wider society.
What We Offer:
- 28 days holiday, increasing to 33 days after 5 years, plus Bank Holidays.
- Access to UK Healthcare, including dental, eyecare, health screenings, and therapies.
- 24/7 GP access via phone and video.
- Life assurance and confidential counselling helplines.
- Salary sacrifice schemes (Cycle to Work, Buy/Sell Annual Leave).
- Access to Benefit Hub for discounts on everyday shopping.
- Enhanced pension scheme.
- Opportunities for training and personal development.
- Hybrid working.
The full job description is available in the candidate pack.
We are committed to equality, diversity, and inclusivity. We work to remove barriers for everyone affected by MND, employees, volunteers, and stakeholders.
As part of the Disability Confident Scheme, we guarantee interviews for disabled applicants who meet the role's requirements.
Hybrid Working and Flexibility: This role offers hybrid working, with the expectation to attend the office in London or Northampton 2 days per week.
We are open to part-time applications or job shares - please indicate your preferred working arrangement in your application.
Interview Date: Tuesday 16th September
How to apply:
Please submit a CV and supporting statement. Your supporting statement should be no longer than one side of A4 and demonstrate how you meet the following areas of the role.
- Experience growing income across Individual Giving and/or Legacies, using data and insight to shape audience-led, multi-channel communications.
- Experience leading high-performing teams and creating an inclusive, supportive environment.
- Experience of building business cases, leading change, managing budgets, and working with CRM systems or other fundraising tools.
Important Information:
- We may close applications early if we receive a high volume, so early submissions are encouraged.
- If you require sponsorship for this role, please clearly indicate this in your application.
- Depending on the role, a DBS check may be required.
- If you need reasonable adjustments during the application or interview process, please contact us for support.
- We are happy to consider alternative application formats for those who find the online form challenging.
The client requests no contact from agencies or media sales.
What if your next role could help create a legacy for generations to come? What if your strategic vision could grow income and deepen compassion in one of life’s most meaningful causes?
Charity People are delighted to be partnering with Keech Hospice to recruit a thoughtful, driven and passionate Legacy Manager. This is an incredible opportunity to lead one of their most important income streams and take it to the next level.
Title: Legacy Manager
Reporting to: Head of Personal Giving
Salary: £41,750 - £42,794
Location: Keech Hospice, Luton, (with two days per week in the office)
Contract: 37.5 hours per week
Benefits: Flexible working hours, 29 days’ annual leave plus bank holidays, an additional day of leave after 5 years’ service, pension scheme options, flexible holiday arrangements, employee referral bonuses, free parking, subsidised meals, a cycle-to-work scheme, a health cash plan, employee assistance programme, and exclusive Blue Light Card discounts.
About Keech Hospice:
Keech Hospice provides free specialist palliative and end of life care for people of all ages. They support adults in Bedfordshire, and children and their families in Bedfordshire, Hertfordshire, and Milton Keynesat home, in hospice, or wherever they’re needed. As a teaching hospice, their exceptional people, training, and facilities are helping local communities to live and die well.
Their belief today is just as strong as it was when they first opened their doors over 30 years ago, because there are no second chances to get it right. That’s why Keech Hospice does everything it can to ensure patients’ wishes are respected, they are supported from diagnosis, and, when the time come, they are helped to die with dignity and peace. As a charity, they rely on their local community for more than 70% of their funding. That means they must raise around £8 million every year to continue delivering free, specialist care to adults in Bedfordshire, and to children and their families in Bedfordshire, Hertfordshire, and Milton Keynes.
Whatever you can do or give, they’re truly grateful. Because with your support, they can continue making every day count.
About the Role:
Reporting to the Head of Personal Giving, the Legacy Manager will lead Keech’s legacy strategy delivering impactful campaigns, shaping supporter journeys, and championing Gifts in Wills across the organisation. You'll manage one Legacy Fundraiser, oversee a £1M+ income stream, and work closely with colleagues across Fundraising, Marketing, Digital, and Leadership to drive long-term growth.
This is your opportunity to:
- Lead and evolve Keech’s legacy strategy to drive pledge growth and long-term income
- Inspire supporters to leave a lasting gift in their Will, delivering thoughtful stewardship from first conversation to realisation
- Manage, support and develop one direct report, helping them thrive and grow
- Work cross-organisationally to embed legacy giving into all supporter touchpoints
- Use data and insight to optimise supporter journeys and campaign performance
- Promote legacy giving across the hospice and wider community, bringing colleagues and supporters with you
Who They’re Looking For:
Keech is looking for someone with the perfect blend of strategic thinking, fundraising expertise.
You’ll bring:
- Proven experience in legacy fundraising (or strong experience in individual giving with legacy involvement)
- Strategic planning skills and confidence designing multi-channel supporter journeys
A warm and compassionate approach to supporter engagement, especially around sensitive conversations - Line management or coaching experience, with the ability to motivate and develop others
- Solid data skills: you’re comfortable managing pipelines, tracking results, and driving insight-led decisions
- A collaborative mindset and ability to influence stakeholders across teams
- A genuine passion for the hospice movement and belief in the power of legacy giving
Why This Role?
This is a rare opportunity to lead legacy giving at one of the UK’s most respected hospices. You’ll inspire supporters to leave gifts in their Wills, building long-term income that secures Keech’s future care. Working in a team that values empathy, innovation and impact, you’ll create meaningful journeys and help supporters make one of the most lasting gifts of their lives.
If this sounds like your dream role, we want to hear from you!
How to Apply
Please get in touch with Priya Vencatasawmy at Charity People.
Due to the urgency of this role, we are advertising this position on a rolling basis, which means applications will be shared as and when received if this affects you in anyway, please reach out directly to Priya.
The role will close on Friday the 22nd of August
Interviews to be confirmed
Charity People is a forward thinking, inclusive organisation that actively and deliberately promotes equity, diversity and inclusion. We know organisations thrive when inclusion is at the forefront. We evidence our commitment by matching charity needs with the skills and experience of candidates irrespective of background e.g. 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 do this because we believe that greater diversity leads to greater results for the charities we work with
This is an exciting opportunity to join the Global Fundraising Team at this Global Charity. As the organisation experiences growth in legacy income both within the UK and increasingly across international markets, the Legacy Officer role has been created to support in the pivotal task of enhancing the capacity to manage the caseload of legacies.
The role involves maintaining detailed records, managing data in CRM systems, and supporting income forecasting and reporting. A key part of the role is building strong relationships with executors, solicitors, and internal teams to ensure smooth estate administration.
The role can be PT or FT (please specify on application preference) For those working more than 0.6 FTE, the role also includes supporting legacy marketing campaigns and contributing to international programme development.
This is a Surrey based Hybrid role with 2 days a week in the office.
The Charity
A passionate charity dedicated to paving the way for a new era where people, wildlife and the planet thrive, with a strategy focused on mobilising a movement and delivering key legislative reforms. The charity offer a range of benefits including flexible working, learning and development opportunities, a generous 10% pension and an employee assistance programme.
The Role
Assist in the administration of UK and international legacy gifts.
Maintain and update legacy data in CRM systems.
Assist in forecasting legacy income by analysing historical data and trends to contribute to financial planning and strategy.
If role more than 0.6 FTE Supporting Legacy Marketing
Campaign Delivery Assist the Legacy Marketing Manager with the planning, briefing and delivery of campaign activity.
Legacy Supporter Stewardship Work alongside the Supporter Engagement Team to ensure legacy enquiries are followed up and legacy pledgers are thanked and stewarded.
The Candidate
Experience in UK legacy admin
istration.
Strong analytical and forecasting skills, with attention to detail in reporting and financial management.
High level of literacy and communication skills, both written and oral.
Experience of using a CRM.
A proven track record in managing a complex caseload of legacy gifts, ensuring compliance and maximising income is desirable.
IMPORTANT NOTE
Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.
We apologise that we cannot contact everybody in person but thank you in advance for your interest.
Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.
Prospectus are pleased to be partnering with our client to help them recruit for a Legacy Manager.
The museum is a world-class visitor attraction and leading science research centre. They care for more than 80 million objects spanning billions of years and welcome more than five million visitors annually.
This is an exciting time to join the organisation as they embark on a major capital campaign to raise £150m to transform their South Kensington site ahead of their 150th anniversary. The Legacy Manager will be leading and delivering the museum's legacy programme, building on and driving forward their legacy strategy. You will develop relationships with internal and external stakeholders at all levels to deliver the legacy strategy, as well as promote legacy giving to a wide audience and cultivating new legators.
The successful candidate will have extensive experience in legacy fundraising and marketing and successfully soliciting legacy pledges. They are looking for someone with proven ability to develop strategy, manage budgets and deliver results.
We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process, then please contact Ariha Semontee at Prospectus.
At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. Please in the first instance share an up-to-date CV with us and should your experience be suitable, we will look to arrange for a call and/or meeting to brief you on the role. You will then have all the information you need to finalise your formal application. We are looking forward to connecting with you soon.
Job Type: Permanent, full-time (37 hours/week) or part-time (minimum 0.6 FTE / 22 hours/week)
Salary: Up to £30,000 per annum FTE (dependant on skills and experience)
Department: Global Fundraising, Legacy Administration
Closing date: 15th August 2025
About Us:
Compassion in World Farming International is a leading global organisation dedicated to ending factory farming worldwide. We were founded in 1967 by Peter Roberts, a British farmer alarmed by the rise of factory farming. Over the past 50 years, we have made major strides in abolishing inhumane practices such as barren battery cages, veal crates, and sow gestation crates in the UK and Europe.
Our approach involves campaigning, advocacy, and engagement with policymakers at national, intergovernmental, and corporate levels, building a movement of individuals concerned about animal welfare and the health and sustainability of our food. We are driven by a passion for animal welfare and food system change, believing in a future where animals are treated with compassion and respect, and where sustainable farming practices prevail for a healthy planet.
Our international headquarters are in Godalming (UK), with team members in 14 countries on four continents including the US, Italy, France, Poland, the Netherlands, Spain, Czechia, China, and a specialist policy office in Brussels. This role is part of the Global Fundraising Directorate of over 50 staff, consisting of Philanthropy, Individual Giving, Legacies, Digital, CRM and Brand teams, based internationally, primarily in the UK (HQ) and our six other fundraising markets in the USA and Europe.
About the Role:
As our Legacy Officer, you will play a vital role in administering UK and international legacy gifts, from notification to final distribution, ensuring compliance, accuracy, and timely processing. You'll help support income forecasting, estate reviews, and reporting to inform strategic decisions. Working closely with the Legacy Administrator, Legacy Marketing Manager, and global fundraising teams, you'll help integrate legacy administration with broader fundraising goals.
The role also involves building strong relationships with executors, solicitors, and international colleagues. For candidates working above 0.6 FTE (22 hours per week), the role will also support legacy marketing campaigns and international programme development.
About You:
To be successful as our Legacy Officer, you will ideally have experience in UK legacy administration, with the ability to manage a complex caseload efficiently and in line with legal and organisational policies. Strong analytical and forecasting skills, attention to detail in reporting, and excellent written and verbal communication are essential. You should be confident working within a global organisation, with an understanding of cross-cultural dynamics and regional legal frameworks. You'll have the ability to build and maintain strong relationships with executors, solicitors, and internal and external stakeholders is key.
Experience in international legacy administration or marketing would be an advantage, as would familiarity with CRM systems such as Salesforce or First Class.
Why You Should Apply:
This is a valuable opportunity, where you will play a key role in legacy giving. In this an exciting new position, you'll provide essential administrative support and coordinate a growing caseload of legacies, working closely with the Legacy Administrator. The work you undertake as our Legacy Officer will play a crucial part in advancing Compassion's mission, while contributing to a dedicated team focused on animal welfare and food system change.
• Enjoy an enhanced annual leave of 25 days per year, along with bank holidays
• Our comprehensive benefits package includes core offerings like Health Cash Back Plan
• MHFA support – 24/7 GP access and Employee Assistance Programme
• Free onsite parking and office next to mainline station
• Optional savings schemes like the Cycle Benefit scheme
• Embrace a fulfilling career that prioritises your well-being, while also enjoying excellent development opportunities
• Hybrid working model (dependant on role and location)
• A defined contribution pension scheme
• Enhanced discretionary company sick pay
• Premium Subscription to Calm App
Application Process:
If you are passionate about animal welfare and have the skills and experience to excel in this role, we would love to hear from you. Please submit your CV and a cover letter, outlining how you meet the Person Specification detailed in the job description. Please note that we reserve the right to commence interviews on a rolling programme.
1st Stage Interviews (TEAMS): Friday 22nd August 2025
2nd Stage Interviews (In-Person at HQ): Thursday 28th August 2025
No Agencies please.
Compassion in World Farming International is absolutely committed to providing equal opportunities for everyone regardless of their background. We value diversity and experience, and acknowledge the underrepresentation of people from certain backgrounds, both within our organisation and across the sector. We welcome applications from underrepresented groups, whether these be of ethnicity, gender, identity, religion, physical ability, sexual orientation or other.
To comply with legal requirements, as part of our selection procedure we ask all potential employees to prove their eligibility to work in the UK.
You may also have experience in the following roles: Legacy Administrator, Fundraising Administrator, Donor Relations Officer, Philanthropy Officer, Development Officer, Fundraising Officer, Gift Processing Officer, Donor Services Officer, Legacy Marketing Officer, Charitable Giving Officer, etc.
REF-222 789
Gifts in Wills plays a vital part in this, making one in three of Alzheimer’s Research UK’s (ARUK) pioneering research projects possible. This provides the platform for the continued investment in the legacy programme ensuring a strong pipeline is developed to support the research ambitions of the Charity.
The Legacy Casework officer is responsible for working on the case load of open legacy cases, taking responsibility for pecuniary, residuary legacies, and contentious cases, with the support of the Legacy Casework Manager (LCM).
The role requires experience and understanding of legacy administration, including knowledge of the legislation and precedents, ability to guide lay executors, review estate accounts, answer audit queries related to casework, and support the LCM to ensure the charity receives its entitlement, as per the Charity Commissions regulations.
It is also the responsibility of the Legacy Casework officer to ensure that the Legacy Admin CRM, First Class, is accurately representative of each case and all cases are in line with data protection principles.
Main duties and responsibilities of the role:
Legacy administration
· Manage legacy cases assigned by LCM from notification to receipt.
· Record new legacy cases and all appropriate information, including income, using databases, setting up regular reviews in line with the Charity’s policy until the completion of the administration.
· Send correspondence to the solicitors, executors and next of kin including all relevant information, with support of LCM where necessary.
· Ensuring the charity receives its full entitlement, satisfying legal requirements by requesting copies of all relevant documentation, as outlined by the LCM.
· Assisting with the end of the Charity’s financial year auditing and accruals process, by attending and supporting LCM in audit meetings, as and when required.
· Reporting on notifications, highlighting any trends in notifications and/or gifts to LCM and Head of Legacy and In-Memory Giving.
· Advising, and supporting the LCM, in development of legacy casework processes and policies.
· Sign receipts for legacies as a delegated officer of ARUK.
Team support
· Inputting into annual planning and development of legacy and in memory marketing plans.
· Being actively involved in cross-functional activities as required, including matrix working.
What we are looking for:
· Experience of using First Class
· Qualified or working towards Certificate in Charity Legacy Administration/ Equivalent probate legal background
· Ability to manage multiple caseloads and remain calm under pressure.
· Excellent communication skills (written and oral)
· Excellent attention to detail, with the ability to analyse data to spot trends
· Delivers a high level of service to stakeholders, both internal and external
· Able to work as part of a team and autonomously when required
Additional Information:
Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office.
Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals. This includes when attending the office for various meetings/events.
Our Office: Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD.
Salary: Circa £29,500 per annum, plus benefits.
Please download the Vacancy Pack on our website for more information.
The closing date for applications is the 17th August 2025, with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date.
We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under-represented. Any offer of employment is however subject to you having the right to work in the UK.
As part of our commitment to being an inclusive employer and ensuring fairness and consistency in our selection process, we will handle your CV and application with the utmost confidentiality. While we strive to anonymise your CV where possible, there are certain sections, such as the application question, that cannot be fully anonymised. We kindly ask that you remove any personal information, including your name, when answering the application question. The hiring panel will not have access to your personal details, such as your name and address, until you are invited for an interview. Should you require any adjustments at either the application or interview stage, please contact us via our website..
How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application.
About Alzheimer’s Research UK: Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure. Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope.
There has never been a more important and exciting time in dementia research. With promising new drugs in clinical trials that slow the progression of the diseases that cause it, and revolutionary new ways to diagnose them on the horizon, we are now at a tipping point. Working with the smartest minds globally and across the UK, with industry and academia, Alzheimer’s Research UK is uniquely placed to invest in the very best research identifying barriers to a cure and knocking them down so that there are more and better treatments for everyone with dementia. For the first time in history, we can see a future where people with dementia can get a swift and accurate diagnosis, and effective treatments that could slow or even stop their disease. We stand for everyone affected by dementia. We stand for a cure.
In 2024, we were incredibly proud to be awarded a 3-star accreditation by Best Companies which recognises ‘World Class’ levels of workplace engagement. This is the second consecutive time; we have been awarded a Best Companies 3-star accreditation.
We were also listed in the prestigious Best Companies lists:
· 18th in the 100 Best Large Companies to Work For in the UK.
· 10th in the 50 Best Companies to Work For in the East of England.
· 2nd in the 30 Best Companies to Work For in the Charity Sector.
ARUK really does look after its people, where you will be able to add value and make a difference.
To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK
The client requests no contact from agencies or media sales.
Legacy and In Memory Officer
Between 28 and 35 hours per week - Permanent
£27,697 to £30,811 per annum (pro rata)
Yorkshire Wildlife Trust is one of the UK’s fastest growing nature conservation organisations and seeks to appoint a Legacy and In Memory Officer.
Join Yorkshire Wildlife Trust and help create a wilder future for Yorkshire. We’re looking for a compassionate and proactive Legacy and In Memory Officer to grow and manage our legacy giving and in-memory fundraising programmes – vital income streams that help us protect and restore nature for generations to come.
In this essential role, you will lead the development and delivery of our inspiring legacy and in-memory fundraising activities. You’ll help our supporters celebrate their loved ones, mark special occasions and make lasting contributions through gifts in wills. Working closely with colleagues across fundraising, communications, and supporter engagement, you’ll ensure that every supporter feels valued, informed, and connected to the impact of their gift.
Your responsibilities will include delivering Yorkshire Wildlife Trust’s legacy marketing strategy and in-memory giving programme. You will steward legacy supporters and next of kin with empathy, care, and professionalism. You will also coordinate legacy events, campaigns, and communications with legacy pledgers. In addition, you will manage legacy administration, liaising with solicitors and executors to ensure gifts are handled sensitively and effectively.
To succeed in this role, you will need to be a confident communicator with excellent written and interpersonal skills. You will be organised, detail-oriented, and able to manage sensitive and confidential information. Experience in fundraising, supporter care, or legacy and in-memory giving—or transferable skills from a relevant sector—will be essential. You will also be empathetic and supportive when working with bereaved individuals or those planning for the future.
Experience in legacy administration, event planning, or using CRM systems (e.g. Access Charity CRM, Raiser's Edge or similar) is desirable but not essential – we’re open to candidates who can demonstrate the right values, skills, and potential.
Basic DBS check is required.
How to apply:
Please submit an up-to-date CV and supporting statement. When writing your supporting statement, please refer to the person specification within the job description, and ensure you describe your relevant knowledge, skills and experience relevant to the role. Ideally, your CV and supporting statement should be in an editable format, such as Word, so we can anonymise your documents prior to the short-listing process. Please DO NOT include any personal details (name, address etc) on your supporting statement.
Closing date: Monday the 25th August 2025 at 9am
Interview date: Friday 12th September 2025 at our Head Office at St. Georges Place, York
Please note that applications received after the closing deadline may not be considered. The Trust regrets that it is unable to give feedback on unsuccessful applications.
We are committed to creating a Movement that recognises and truly values individual differences and identities. We value diversity and are committed to creating an inclusive culture where everyone is able to be themselves and to reach their full potential. We want our people to flourish, just like nature.
REF-223 195
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Talent Set are thrilled to partner with a world-renowned cultural and scientific institution to recruit a passionate and strategic Legacy Manager. This is an exciting opportunity to shape the future of one of the UK’s most iconic institutions by leading its legacy giving programme, securing long-term support for pioneering research, inspiring exhibitions, and transformational capital projects. In this pivotal role, the Legacy Manager will drive forward the organisation’s legacy strategy, develop engaging marketing campaigns, and build strong relationships with both new and existing legacy supporters. They will also oversee the smooth administration of legacy gifts, ensuring excellent donor care and cross-team coordination. This is a fantastic opportunity for a motivated, relationship-led fundraiser to make a lasting impact at an institution dedicated to building a thriving future for people and planet.
Key Responsibilities:
- Lead the development and delivery of the legacy fundraising strategy, creating and implementing targeted acquisition plans to grow legacy income in line with agreed targets.
- Design and execute integrated legacy marketing campaigns, collaborating with Membership, Marketing, Digital, and Resources & Planning teams to optimise messaging and reach across all channels.
- Cultivate and steward a portfolio of legacy supporters, including new prospects and existing donors, delivering best-practice supporter journeys and planning engaging legacy-focused events.
- Oversee legacy programme administration, ensuring timely and accurate processing of bequests, maintaining high-quality reporting, and supporting continuous improvement through robust evaluation.
- Collaborate with internal teams to segment audiences, identify those most receptive to legacy messaging, and explore creative outreach strategies including awareness campaigns and partnerships.
- Maintain accurate database records and financial tracking, working closely with Finance and the Philanthropy Executive to ensure legacy income is administered and reported in line with agreements and organisational standards.
Person Specification:
- Extensive experience in legacy fundraising and marketing, with a strong track record of securing legacy pledges and successfully managing legacy programmes.
- Proven ability to develop and deliver strategic plans and marketing campaigns, manage budgets effectively, and meet or exceed income targets.
- Outstanding written and verbal communication skills, with the ability to craft compelling messages and engage a wide range of audiences and stakeholders.
- Strong interpersonal and relationship-building skills, with the ability to work collaboratively across teams and confidently represent the organisation to supporters and high-profile contacts.
- Excellent organisational skills and attention to detail, with the ability to manage multiple priorities, meet tight deadlines, and maintain accurate records, experience with Raiser's Edge is a plus.
What’s on Offer:
Salary: £38,000 per annum, Full Time, Permanent, Hybrid Working
How to Apply:
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.
Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, 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.
Are you a passionate legacy and in memory fundraiser who is inspired by the lasting impact of legacy and in-memory giving? Do you have experience in delivering supporter focused stewardship journeys, building and embedding propositions and testing digital recruitment channels and products in this space?
Asthma + Lung UK is the only charity in the UK fighting for everyone with a lung condition, aiming for a world where everyone can breathe with healthy lungs. We fund cutting-edge research, provide advice and support for the 12 million people who will get a lung condition during their lifetime. We also campaign for clean air and for better NHS diagnosis and treatment.
We’re entering the first year of a 3-year fundraising growth strategy with a strategic focus on these areas. As our Legacy + In Memory Manager you’ll be stepping into a new role and can shape and grow two of our most important income streams in the Supporter Giving + Legacies portfolio.
This role is perfect for a creative, data driven fundraiser who can lead the development and delivery of acquisition and retention programmes and collaborate across the organisation to embed legacy and in-memory giving into everything we do, from supporter touchpoints to wider organisational culture.
As well as a competitive salary, you’ll enjoy a range of benefits including 30 days annual leave (plus bank holidays), membership of a health cash plan, employee assistance programme, cycle-to-work scheme, interest-free annual season Travelcard loan and pension scheme. This is a fantastic opportunity to join an organisation committed to being the driving force behind the transformation of lung health.
Location: Hybrid working between the Aldgate, London office and home.
Salary: £43,000-£46,000 per annum
Contract: Permanent and Full-time (part time hours can be discussed)
Closing date: 11.59pm Monday 25 August 2025
Interviews: First interviews to be held via MS Teams, Monday 01 September 2025
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
We’re delighted to announce an exciting opportunity to join Animal Aid’s friendly fundraising team.
We’re looking for a part-time Legacy and Fundraising Officer to join our passionate fundraising team to help inspire supporters to leave a meaningful legacy.
About us
Animal Aid, founded in 1977, is one of the longest established animal rights groups in the world. We peacefully campaign against all forms of animal abuse and promote a cruelty-free lifestyle. Our undercover investigations help expose animal cruelty, and our evidence frequently features in the media, raising public awareness of these issues.
Role Description
You would be responsible for:
- ensuring that gifts left to Animal Aid in wills are handled efficiently and sensitively, liaising with solicitors and executors to ensure income is received promptly and correctly recorded
- growing our legacy giving programme by building relationships with supporters who are considering leaving a gift in their will and overseeing legacy marketing campaigns, working with colleagues
- reporting on legacy income and forecasts to feed into our future strategy
- working with the fundraising team on department tasks
Ideally, you would have experience with legacy fundraising, but we are open to experienced fundraisers who are looking to move into legacy giving. Training will be given.
You must be committed to the objectives of the organisation and be in tune with Animal Aid’s ethical, vegan stance and outlook.
Find out more, including the full job description and person specification, on our website.
Benefits
- 23 days annual leave (plus bank holidays) and additional long service days
- Employee Assistance Programme, giving access to health and wellbeing support, counselling services and discounts
- Access to training and professional development opportunities
- Ethical pension scheme, with 5% contribution from Animal Aid
- Season ticket loan
- Bicycle purchase loan (Cycle to work scheme)
To apply: Please send a CV and cover letter explaining how your skills meet the requirements of this role and why you want to work for Animal Aid.
Location: Hybrid/Tonbridge, Kent
Salary: £30-35,000 FTE
Contract type: Part-time, Permanent – 3 days/week
Closing date: Thursday 14th August
Interviews: week commencing 26th August
We encourage early applications as we may interview qualified applicants before the closing date.
Animal Aid is an equal opportunities employer, and we welcome applications from all candidates who have the required skills and experience, regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy, race, religion or belief and marital status.
Animal Aid campaigns peacefully against all forms of animal abuse and promotes cruelty-free living.
The client requests no contact from agencies or media sales.
We are looking for a person who is driven to reach targets through building relationships with bereaved supporters and partner organisations. You’ll also manage warm stewardship of legacy pledgers & become part of a passionate team at JGDR.
Hours: 35 hour per week (with occasional weekend or evenings)
Location: This is a hybrid role, with regular travel required across our operating regions – including North and South Lincolnshire, Nottinghamshire, and East Yorkshire. The postholder will be expected to work flexibly in the community or on the road for meetings with supporters or partner organisations on at least four days per fortnight, with a minimum of one day per fortnight worked from a Jerry Green Dog Rescue Centre (North Lincolnshire, South Lincolnshire, or Nottinghamshire). The postholder will also be expected to attend regular team meetings in an agreed location.
As our sites are in rural locations, holding a full UK driving licence and having access to your own vehicle is essential. (Business mileage is reimbursed according to JGDR’s expenses policy.)
Purpose:
We are seeking a confident, compassionate and target driven individual to lead on the delivery of JGDR’s in memory giving programme and support the delivery of legacy marketing.
Working with the Individual Giving and Legacies Manager, you will be driven to reach targets through building relationships. You will follow up with supporters who have given in memory of their dog, family member, or friend – often following a funeral collection – and help them take the next meaningful step, such as setting up a remembrance page, making a further donation, or exploring other ways to honour their memory. This role is responsible for raising circa £40,000 per year from a portfolio of in-memory products – with aims to grow this valued income line.
You’ll also manage warm stewardship of legacy pledgers and help deliver long-term marketing activity to keep gifts in wills front of mind.
This role would suit someone from a bereavement, funeral, or supporter-facing (sales or fundraising) background who is confident converting warm leads into action with care and professionalism.
Your role
You will sit in the Individual Giving and Legacies team and report to the Individual Giving and Legacies Manager.
Your focus will be on:
- Growing income from in-memory giving through proactive supporter engagement and lead conversion.
- Delivering light-touch legacy marketing and warm legacy stewardship, in support of long-term growth goals.
Responsibilities
In Memory Fundraising
· Work with the Individual Giving and Legacies Manager to develop and deliver the operational plan for in-memory fundraising, including campaign ideas, journeys and stewardship.
· Engage with in-memory donors via phone, email, post and in-person conversations, offering remembrance pages and other meaningful giving options.
· Proactively follow up leads and develop a pipeline to track progress and maximise conversion.
· Convert warm leads into active fundraising, donations, or page creation on our tribute fund platform, MuchLoved.
· Develop and maintain relationships with funeral directors, pet crematoriums and celebrants.
· Promote in-memory giving internally, supporting Operations, Retail and wider Fundraising and Marketing teams to spot and signpost opportunities.
Legacy Marketing & Pledger Stewardship
· Work with the IG and Legacies Manager to craft and execute legacy marketing campaigns and materials, supporting with copywriting and creative development.
· Oversee stewardship of legacy enquirers, intenders, and pledgers, ensuring they feel valued, thanked and connected
· Organise and deliver events or moments of recognition for pledgers, to promote legacy giving to long-term supporters and other target audience groups.
· Manage relationships with relevant agencies and external suppliers, e.g. free will writing services, local solicitors, and Remember a Charity Week.
- Champion legacy giving across JGDR, including working closely with colleagues in Operations and Retail to ensure that Centres and shops are equipped with the information and training needed to promote legacy giving effectively.
Other Duties
· Contribute content for social media, fundraising newsletters, publications and local media to support marketing objectives and increase our engagement with adopters, supporters and donors online.
· Keep up-to-date with sector trends and developments in legacy and in memory giving
· Attend ad hoc supporter and community events to represent JGDR and promote legacy and in memory giving
· Act as a champion for fundraising compliance across the organisation, including ensuring adherence to the Fundraising Regulator’s Code of Fundraising Practice, the General Data Protection Act and PECR, and other relevant legislative requirements
· Manage any complaints from supporters with empathy and professionalism, ensuring sensitive issues are escalated and resolved appropriately.
· Act as a collaborative role model to the wider team, and build strong working relationships with colleagues across the wider charity to be an internal ambassador for Fundraising and Marketing
This is not an exhaustive list of duties but outlines the key roles and responsibilities for this post. The post holder’s specific objectives will be set upon commencing their role.
Performance Measures
Monitoring & Insight
· Ensure that our fundraising CRM is up-to-date, in a timely manner, and develop reporting mechanisms to understand and analyse metrics on your audiences, including legacy enquirers, pledgers, and in memory supporters, and their historical engagement with the charity.
· Maintain accurate supporter records in our fundraising CRM, ensuring the status of in memory fundraising and legacy pledges are monitored and reported on to support financial planning and forecasting against budgets.
· Monitor and report on activity and agreed KPIs, such as donor calls, follow-ups, page creation, and pledger contact. Provide insight to support future development of in-memory and legacy products and journeys.
Organisational Skills & Values
· Committed to dog welfare, and representing the values of JGDR both internally and externally
· Prepared and able to travel to other JGDR Centres and partner organisations where needed.
· Prepared and able to attend relevant supporter events - occasionally at weekends and on evenings – in the community to promote legacy and in memory giving; a time off in lieu policy for this is in place.
Relationships
In Memory supporters
Legacy Pledgers
Funeral Directors
Pet Crematoriums
Centre staff
Retail staff
Fundraising & Marketing Team
Role-specific knowledge & skills
You are:
· A confident and emotionally intelligent individual who can adapt your communication style to suit different supporters and situations.
· Motivated and tenacious, driven by purpose, but also by outcomes – you follow up, track progress, and close conversations well.
· Financially proficient, and comfortable planning, monitoring and being accountable for fundraising budgets to agreed deadlines.
· You’re comfortable dealing with grieving individuals and talking about remembrance, but also how to frame a gift as a positive, hopeful act.
· You’re not afraid of outreach or relationship-building – you pick up the phone, write warmly, and connect quickly.
· Skilled at managing competing demands and shifting priorities – you can adapt when plans change, without losing sight of your key responsibilities or income goals.
· You love the idea of helping people create meaning through giving – and helping dogs find their forever homes as a result.
· Experienced in using CRM databases to input, monitor, and
· report on supporter data and to gather insights
· Diligent, organised and respectful of others’ contributions, and keen to work in an environment that encourages constructive feedback and collaboration
The client requests no contact from agencies or media sales.
Individual Giving and Legacy Administrator
We are looking for a compassionate and detail-oriented Individual Giving and Legacy Administrator to join our supportive and committed team at Heart of Kent Hospice.
This is an exciting opportunity to make a real difference by supporting the success of our fundraising programmes and helping us build lasting relationships with our generous donors.
Position: Individual Giving and Legacy Administrator
Location: Hybrid – Aylesford, Maidstone (minimum 3 days per week in the office)
Salary: £31,035 per annum
Hours: Full time, 37.5 hours per week (some evening and weekend work required)
Contract: Permanent
Closing Date: Sunday 31st August 2025
The Role
You will play a crucial role in supporting all aspects of our Individual Giving income streams, including In Memory, Regular Giving, Lottery and especially Legacy Administration from start to finish.
As a first point of contact for donors and their families, you will provide empathetic, professional and timely support—administering legacy gifts, managing sensitive correspondence, and ensuring accurate financial and legal oversight.
You will:
- Manage all legacy notifications from initial contact to closure, ensuring accurate case records
- Communicate with solicitors, executors, and next of kin with sensitivity and professionalism
- Maintain a robust audit trail for all income and work closely with Finance for reconciliations
- Champion high standards of supporter care, sending acknowledgements and managing stewardship journeys
- Help deliver lottery and other individual giving campaigns, including prize processing and reporting
- Ensure all work is carried out in compliance with GDPR, fundraising best practices and relevant legal obligations
If you are a confident, compassionate communicator with experience in fundraising administration, and want to contribute meaningfully to a values-driven charity, we would love to hear from you.
About You
We are seeking someone who is proactive, meticulous and deeply committed to excellent supporter care.
You will have:
- Direct experience in fundraising, individual giving and/or legacy administration
- Strong administration skills and experience in a charity or fundraising setting
- Hands-on CRM/database experience (Raiser’s Edge preferred)
- Experience handling sensitive information and working in line with GDPR
- Excellent attention to detail and ability to manage multiple priorities
- Knowledge of legacy fundraising and understanding of gifts in wills
- High level of empathy, patience, and professionalism in written and verbal communication
- Proficiency in Microsoft Office (Excel, Word, Outlook)
- Ability to work both independently and as part of a team
Benefits Include:
- Contributory pension scheme (with NHS continuation option if eligible)
- Life assurance (2x salary)
- Employee assistance programme
- 27 days annual leave, rising to 33 days with service
- Flexible/hybrid working (minimum 3 days per week in the office)
- Ongoing training, development, and support
- Warm and friendly team culture with a strong focus on wellbeing
- Opportunity to make a real impact in your community
About the Organisation
Heart of Kent Hospice is a compassionate charity that provides expert, free care and support to adults facing terminal illness, as well as their families and carers. Every day we help people live as well as they can for the time they have left, wherever they choose to be at home, in hospital, or at the hospice.
Our values are compassion, integrity, respect and teamwork and guides everything we do. Join us in helping provide comfort, dignity and care to those who need it most. We are committed to building a diverse and inclusive workplace and are proud to be an equal opportunity employer.
PLEASE NOTE: All applicants must complete our application form in full. A Standard DBS check will be required upon appointment.
Other roles you may have experience of could include Fundraising Administrator, Legacy Officer, Supporter Care Executive, Individual Giving Assistant, Fundraising Support Officer, Donor Stewardship Officer, Legacy Giving Coordinator, Gifts in Wills Officer, etc.
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Who we are
ADSS (Alzheimer's and Dementia Support Services) believes in enabling those who live with dementia to live well. ADSS is Kent’s biggest independent charity dedicated to providing support to people affected by dementia. Following a significant expansion in 2022, the team is now supporting more people than ever before. We are currently Kent Charity of the Year and Kent Disability Charity of the Year and have a proven track record in delivering high impact services.
Summary of the role
The Legacy and In Memory Fundraiser will develop and lead on strategies to grow two vital income streams. This role will be instrumental in ensuring long-term sustainability for ADSS by inspiring supporters to leave a gift in their will or donate in memory of a loved one.
Main purpose of job
The Legacy and In Memory Fundraiser will lead the development and implementation of strategies to grow income from gifts in wills and in-memory donations. With a focus on both acquisition and engagement, this role is centred on building meaningful, compassionate relationships with supporters—encouraging them to consider leaving a legacy or making a donation in tribute to someone special. Through sensitive communication, targeted campaigns, and thoughtful stewardship, the fundraiser will support individuals in honouring their values or the memory of a loved one, while generating essential long-term income to sustain and advance the charity’s work.
The Role Responsibilities
· Develop and implement a legacy fundraising strategy to increase pledges and confirmed legacy gifts.
· Inspire legacy giving; create engaging campaigns and materials that encourage supporters to include a gift to ADSS in their will.
· Steward legacy supporters with care, ensuring long-term engagement and loyalty.
· Work closely with legal representatives and executors to ensure timely and sensitive management of legacy gifts.
· Build relationships with potential legacy donors through sensitive and well-informed communication.
· Develop and manage an in-memory fundraising programme that offers meaningful ways for supporters to honour loved ones.
· Support families and friends who wish to give in memory of loved ones, offering tailored and sensitive communication.
· Create engaging communication, content and materials for in-memory fundraising across multiple channels
· Ensure that legacy and in memory income from all channels and sources is coded and thanked in a timely manner and in accordance with relevant legislation and best practice.
· Create supporter journeys that provide empathy and support, encouraging long-term involvement.
Cross-Team Collaboration & Development
· Agree and monitor KPI’s and budgets.
- Use supporter data and insight to inform strategies and measure impact.
- Monitor sector trends and innovations in legacy and in-memory giving to shape plans and identify new opportunities.
- Communicate with wider team to encourage promotion of legacy and in memory giving.
Donor Database Management:
· Maintain and update our donor database, ensuring accurate records of donations, communications, and engagement history.
· Analyse giving performance and optimise programmes based on insights
· Track progress towards fundraising goals, preparing regular reports for senior leadership and stakeholders.
· Work within GDPR and the Fundraising Code of Practice at all times.
- Use CRM system to track donor journeys, manage pledges, and identify opportunities.
This job description is not exhaustive and serves only to highlight the main
requirements of the post holder. The Chief Executive Officer may stipulate other reasonable requirements.
The client requests no contact from agencies or media sales.