Legacy assistant jobs

The Talent Set are delighted to be working with Northamptonshire Health Charity to find their Senior Legacy & In-Memory Officer.

The charity offers a flexible working environment, with hybrid working 2-3 days per week from their offices. Northamptonshire Health Charity has 2 offices, one in Northampton adjacent to Northampton General Hospital, and one in Kettering on the Kettering General Hospital site.

As Senior Legacy & In-Memory Officer, you will help to shape a brand-new area of strategic growth for Northamptonshire Health Charity. This is a unique opportunity to support in building our legacy giving and in-memory fundraising programmes from the ground up. You’ll work alongside the Head of Fundraising to create meaningful pathways for supporters to leave a lasting impact, whether through gifts in Wills or by celebrating and honouring their loved ones.

You’ll help to implement campaigns, supporter journeys, and events like Make a Will Month, while nurturing relationships with donors, families, and NHS staff. You’ll also work on growing the use and income of our online tribute platform, MuchLoved.

Key Responsibilities:

· Contribute to the design and delivery of a compelling legacy fundraising programme, building a strong and sustainable legacy pipeline.

· Help to develop in-memory fundraising strategy and supporter journeys, with the aim of increasing income through tribute funds.

· Day-to-day management and promotion of their MuchLoved tribute platform, ensuring families receive exceptional support and the tool is well utilised.

· Collaborate closely with the fundraising and marketing teams to integrate legacy and in-memory giving across campaigns and communications.

· Provide thoughtful, compassionate stewardship to all legacy and in-memory supporters, recognising their generosity with care and respect.

Person Specification:

· Experience in fundraising or a sector relevant to the role (e.g., financial planning, legal services, bereavement support), with an understanding of legacy and in-memory giving and the ability to build trusted, empathetic relationships.

· Awareness of legacy fundraising principles, with a willingness to develop a legacy pipeline and supporter journey strategy with support and guidance.

· Strong written and verbal communication skills, with the ability to produce clear, sensitive, and engaging content for supporters.

· Good interpersonal skills, with the confidence and empathy to connect with donors, families, and professional contacts in a respectful and compassionate way.

· Experience supporting or delivering fundraising activity, ideally including events, tribute funds, or in-memory giving, or a demonstrable interest in developing in this area.

· Well-organised and able to manage multiple priorities, with a proactive attitude and good attention to detail.

To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.

We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.

Legacy Manager (Maternity Cover)

Role Summary:

As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Manager will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.

Position Objective:

• Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
• Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.

Term of Employment:

Fixed-term, maternity cover

Hours of work:

Full-time (part-time hours considered)

Reports To:

Director, Major Gifts and Gift Planning

Salary:

£29,000 - £34,000

Location:

Remote in mainland UK

Primary Responsibilities and Duties:

Augustus Club

• Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
• Maintain departmental information, files, and records related to legacy estates
• Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
• Work with various stakeholders on contested legacies, collaborating with other charities where needed
• Be able to communicate to supporters how important and desirable legacies are to PETA
• Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
• Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
• Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
• Keep up to date on probate and tax laws, informing the team of any changes

Other

• Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
• Assist in the training of new major gifts and/or planned giving assistants
• Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
• Assist with the preparation and proofreading of mailings
• Perform any other tasks assigned by the supervisor
• Maintain strict confidentiality at all times

Qualifications:

• Minimum of one year of planned-giving or other development experience
• Excellent written and verbal communication skills
• Thorough knowledge of animal rights issues and PETA campaigns
• Demonstrated exceptional attention to detail
• Demonstrated ability to prepare professional business communications
• Proven ability to organise and manage multiple projects simultaneously and effectively
• Proven ability to use initiative and work independently
• Proven experience in legacy fundraising and administration
• Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
• Commitment to PETA's objectives
• Adherence to a vegan lifestyle strongly preferred

LEGACY OPERATIONS ASSISTANT

Salary: £22,950 per annum pro rata

Reports to: Senior Legacy Operations Manager

Directorate: ?Marketing, Fundraising and Engagement

Contract: ?Fixed-term contract until end of January 2026

Hours: 35 hours per week

Location: ?Stratford, London w/ limited-flex (2 - 3 days per week in the office)

Closing date: Tuesday 10 June 2025, 23:55

Visa sponsorship: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.

At Cancer Research UK, we exist to beat cancer.

We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone innovative and ambitious, someone like you.

We have an exciting opportunity for you to join us as a Legacy Operations Assistant. In this role, we need you to provide exceptional operational and administrative support to the legacy product team, and to undertake all scheduled operational duties as required.

What will I be doing?

• Distributing and scanning of daily incoming post to relevant staff members 

• Creating and allocating new Legacy cases to the Legacy Case Management Team 

• Creating new solicitor records on the website and CRM system, and informing Finance Team 

• Reconciling and inputting income data (cheques and bank transfers) received by the Legacy team

• Responding to queries from all Legacy audiences, via email and telephone 

• Maintain data quality - merging records and other data processing tasks as required (First Class and Siebel) 

• Raising Purchase Orders and raising invoices when required 

• Building and maintaining excellent knowledge of Cancer Research UK's Will-Writing Services, Case Administration and associated systems and processes 

• Supporting project work relating to Legacy operations, by sharing knowledge of internal processes  

• Responsible for monitoring and ordering materials, maintaining and tracking stock levels as required, ensuring key internal stakeholders are informed.

What are we looking for?

• High level of IT literacy, including good working knowledge of Microsoft Office packages 

• Excellent organisational skills and strong attention to detail

• Excellent administration skills and accurate record keeping

• Able to prioritise day-to-day tasks and plan to maximise most effective use of time to deliver against deadlines to a high standard

• Self-motivated and solutions focused, finds solutions to and root-causes of problems with direction and support from colleagues

• Proven experience of managing administration in a busy environment with flexibility in reacting to stakeholder needs

• A strong team player with ability to build effective relationships with internal stakeholders across departments

• Confident written and verbal communication skills.

Our organisation values are designed to guide all that we do.

Bold: Act with ambition, courage and determination  

Credible: Act with rigour and professionalism   

Human: Act to have a positive impact on people  

Together: Act inclusively and collaboratively

We're looking for people who can believe in and embody these organisation values and can use them to drive forward progress against our mission to beat cancer.

What will I gain?

We create a working environment that supports your wellbeing and provide a generous benefits package, a wide range of career and personal development opportunities and high-quality tools. Our policies and processes enable you to improve your work-life balance, take positive steps in your career and achieve your personal wellbeing goals.

How do I apply?

We operate an anonymised shortlisting process in our commitment to equality, diversity and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to complete the work history section of the online application form for us to be able to assess you fairly and objectively.

The Individual Giving Manager is responsible for all individual donor support processes, systems, strategies and individual giving fundraising appeals, which ensure we have excellent relationships with our donors to retain and grow our individual giving income. Powerful narratives, storytelling and engagement with donors is crucial to ensure that our funding need and impact is shared with supporters. 

The Individual Giving Manager will work with the Head of Fundraising and Deputy CEO to grow our major donor, regular giving, appeal and legacy income alongside sustaining our irregular giving and Gift Aid income. The Individual Giving Manager will line manage the Fundraising Assistant, which is a new entry-level fundraising role responsible for the development and day-to-day administration of our community fundraising income stream for individuals and our corporate community.

*Please note, this role has previously been advertised with the title of 'Supporter Relationship Manager' and recruitment has been extended, with a change in title to attract more applicants. Applications close at 9am on Monday 23rd June and interviews will be on Wednesday 25th and Thursday 26th June. We will be scheduling interviews throughout the recruitment period and reserve the right to close the application window before the advertised date.

Person Specification Essential knowledge, skills and experience:

• Three years+ experience of working in a supporter care charity fundraising role.
• Understanding of fundraising principles, relationship marketing and supporter care.
• Excellent written and verbal communication and interpersonal skills.
• High level copy writing skills.
• Experience of working with communications staff to support multi-channel fundraising campaigns.
• Ability to work on your own initiative.Well-organised and able to manage multiple projects simultaneously while meeting deadlines and targets.
• Good working knowledge of CRM databases and how to use them to steward supporters.
• Good knowledge of current data protection/GDPR regulation.
• Able to develop, initiate and maintain systems and procedures.
• IT literate with a working knowledge of Microsoft Office applications including Excel to sort and segment supporter data.
• A clear commitment to the ethos and strategic plans of FareShare South West, and able to positively contribute towards its achievement.

Please see attached job description for further details about our charity, the purpose of the role and detailed duties and responsibilities.

30 hours per week

Oxford OX2 6QA | Hybrid working with minimum of two days per week in the office

Lady Margaret Hall is seeking a Development Assistant to support all operational activities, including events, fundraising, volunteer liaison and alumni relations.

It is an exciting time to join the Development Team. In 2028/29 LMH will celebrate its 150th Anniversary with a bespoke programme of events. A significant fundraising campaign is also underway.

The Development Team are hybrid working with a minimum of two days per week based in the office. The position includes some out of hours work for event attendance for which TOIL will be given.

We offer a wide range of benefits including a generous annual leave allowance, free lunches and a University contributory pension scheme. Additional benefits include a childcare salary sacrifice scheme, a bicycle purchase scheme, bus and train season tickets, eligibility to apply for a parking permit scheme, employee assistance programme, regular social events and a free annual flu jab.

For more information and to apply, please visit our vacancies page.

Closing date: 9:00am on Wednesday, 25th June 2025.

First interviews: Wednesday, 2nd July 2025.

This role supports AvMA’s Seven Pillars of Fundraising:

Supporter Care – Ensuring digital donors and fundraisers have an engaging, meaningful experience.

Organisational Commitment – Aligning digital fundraising efforts with AvMA’s strategic vision.

Responsibility – Maintaining ethical and transparent fundraising practices.

Growing Value – Increasing digital income through optimised supporter journeys and engagement. Strength – Building a scalable and sustainable digital fundraising model.

Leadership and Self-Leadership – Supporting volunteers and fundraisers in their digital engagement.

Diversification – Exploring new approaches to engage supporters and increase income.

Key responsibilities:

• Develop and implement a corporate and trusts fundraising plan that builds on AvMA’s existing pipeline.
• Utilise AI and digital tools to streamline prospect research, prioritise funders, and optimise fundraising efficiency.
• Identify and cultivate relationships with prospective corporate partners and trusts that align with AvMA’s mission.
• Write compelling funding applications and partnership proposals to secure financial support.
• Manage and steward relationships with corporate donors, grant-giving trusts, and foundations.
• Deliver high-quality stewardship, ensuring funders receive timely impact reports and updates.
• Provide insights and recommendations on long-term corporate and trust fundraising strategies.

Other:

• To undertake other duties as required commensurate with this post. To travel as necessary for events and fundraising activities

Person Specification

Essential:

• An experienced corporate or trust fundraiser, with a strong track record of securing funding.
• A confident relationship-builder, able to engage with potential funders and partners.
• Strategic and data-driven, with experience in using AI or digital tools to prioritise and streamline fundraising activities.
• A persuasive communicator, with excellent proposal writing and pitching skills. Results-driven, with a proactive and self-motivated approach to achieving income targets.
• Passion, commitment and drive to promote patient rights and follow the aims of AvMA.
• IT literate and confident with technological change. 
• Able to identify opportunities to improve our data collection systems; an awareness of the power of social media and how to use it to promote AvMA’s work.
• Committed to principles of equal opportunities and diversity and inclusion.

Do you have experience in generating and sustaining charitable giving from individuals and nurturing a Friends scheme in the Arts education sector? Are you passionate about choral singing and its power to change the lives of children and young people and can you successfully advocate on our behalf to potential major donors?

The primary focus for the new role is to generate sustainable charitable giving from individuals, maintaining and growing our Friends memberships and developing significant income from major donors. We will also welcome input on stewardship of trusts and foundations if this is also your area of expertise.

We are a leading choral singing organisation and run residential summer courses for children and young people. Our artistic director, Ralph Allwood, founded the organisation 45 years ago, since when over 10,000 young people have benefited from our life-changing courses. Nowadays, around one third of students receive generous bursary support to attend a course and we also work with a range of partner organisations to encourage even more young people from diverse backgrounds to take part in our choral singing courses. We want to secure the future of the organisation and increase the number of students we can support by significantly growing our individual  giving.

We are looking for an experienced fundraiser to work up to 2 days per week on a freelance basis to help us move up a gear or two in terms of our fundraising, specifically to develop private giving from our extensive alumni network and the many successful individuals who feel music education at a young age made them the person they are today.

We have an office in central London but the job can be done remotely with occasional meetings with the General Manager, either in person or virtually.

Key information

Position: Head of Development, Friends and Major Donors

Reports to: General Manager

Key relationships: Artistic Director, Operations Manager, Assistant Director Rodolfus Choir, Communications Manager & Artistic Adviser, Chairman and Trustees

Location: Working from home with occasional visits to the office at King’s Place, London and meetings with donors c. weekly

Main goal: To launch our 45th anniversary year development appeal and manage fund raising through individual giving, Friends memberships and legacy donations and pledges, growing our charitable income in line with our strategy. 

About this role:

The main duties and responsibilities for the Heads of Development role are as follows:

INDIVIDUAL GIVING

· Maintain and build relationships with our donors, and identify new individuals who would like to see the Rodolfus Choral Foundation thrive

· Use our extensive alumni list to source and maintain donors

· Use contacts from the artistic director and trustees to generate new donors

·  Ensure that our top and potential donors are well looked after and researched, passing on key information to the Artistic Director and, where appropriate, arranging meetings between him and our donors

· Organise and co-host special donor events in unique venues

· Plan and help organise membership events for donors

· Help establish a legacy giving scheme for Rodolfus

· Have overall responsibility for reaching individual giving targets

· Ensure that data is accurately kept in our database in line with GDPR, and is harnessed to support our fundraising efforts

STRATEGIC PLANNING & REPORTING

· Develop a five-year Fundraising Strategy

· Set ambitious but achievable targets for each year, within the overall Rodolfus budget

· Contribute new ideas and find new opportunities for fundraising

· Produce quarterly fundraising updates for the Trustees

· Produce a fundraising report for the annual accounts, identifying strengths, weaknesses and areas for development in the Fundraising Strategy

TRUSTS AND GRANT-MAKING BODIES

· Liaise with the General Manager to ensure a coordinated fundraising plan and targets, in keeping with the artistic vision for Rodolfus

· Proof and submit applications and be the point of contact for Trusts and Foundations (this work is currently supported by the General Manager and a fundraising consultant)

GENERAL

· Attend Team and Board meetings as required

· Be a passionate advocate at all times for Rodolfus

· Adhere to all legal requirements relating to the General Data Protection Regulation (GDPR) as well as all other company policies and procedures

· Create a positive work environment, underpinned by the organisation’s values

· The list of responsibilities is not exhaustive and may be reviewed from time to time by the Trustees.

· The appointee may be required to perform duties outside of this as operationally required and at the discretion of the Board.

ABOUT YOU

We are looking for someone who:

· Is able to foster excellent relationships with major donors

· is positive, proactive, hard-working, innovative and ambitious

· is numerate, analytical, organised and has attention to detail

· is friendly, approachable and collaborative

· happy working in a small but dedicated team

· happy to travel regularly when required for donor and team meetings

Essential Criteria:

· excellent interpersonal skills

· experience of developing positive relationships with donors

· proven success in securing major donations

· experience of prospective donor identification and initial approach

· outstanding communication skills, both spoken and written

· experience in budget management

· good attention to detail

· excellent personal organisation and time management

· experience of working efficiently and effectively on their own as well as in a team

· understands the arts sector

Closing date: Midday on 23rd June 2025

Interviews: First round interviews will be held online on w/c 30th June 2025

Second round interviews will be held w/c 7th July 2025

FOODBANK FUNDRAISER (INDIVIDUALS AND EVENTS)

OASIS HUB WATERLOO

 Up to 32 hours per week

FIXED TERM CONTRACT – Two years

SALARY:  £33,422 Fulltime (Including London Weighting) 

We are looking for a person with:

· Great character, chemistry and competency.

· Recent and proven experience in raising funds from individuals and events.

· Progressive and successful fundraising experience and approaches.

· First class team spirit and cohesion.

Is this you? Great – read on.

Oasis Hub Waterloo co-develops and co-delivers a wide range of integrated community services including a community centre, primary and secondary Academies, adult and further education opportunities, early years support, a Foodbank, advice services, a community farm, and well developed and diverse programmes for young people.

Purpose of job

This new role will lead on Individual and Events fundraising for Oasis Hub Waterloo with a focus on securing funds for Lambeth & Croydon Foodbank and our associated Advice services. This will include developing our awareness and capacity to gain income from High-Net-Worth Individuals, Events and Legacies.

To apply please submit your CV and a covering letter via the Charity Jobs website.

Your Supporting Statement (max of two A4 pages) must share specific and relevant examples demonstrating how your qualities and experience will enable us to increase our income generation through individual giving and events.

Inspire and impress us!

Return your CV and Supporting Statement by Midday on Monday 23rd June 2025

Face to face Interviews will take place in Waterloo on the Monday 30th June 2025

If you want an informal chat about this role, please see our contact details on the Oasis website.

As part of the package, Oasis offers:

· Flexible working where possible with family friendly policies

· A non-contributory pension scheme, currently offering 7% employer contribution

· A generous holiday allowance, starting at 25 days per year (plus 8 Bank Holidays)

We actively encourage applications from people of all ethnic backgrounds and minority and underrepresented groups.

Oasis is committed to making a difference to the lives of the communities it works in, and as such you must show a willingness to demonstrate commitment to the values and behaviours which flow from the Oasis ethos. We are committed to safeguarding and promoting the welfare of children/young people and vulnerable adults. We expect all staff to share this commitment and to undergo appropriate checks, including enhanced DBS checks. 

The successful candidate must have the right to work in the UK.

Oasis supports Equal Opportunities. Registered Charity No. 1136965

Join our friendly and mission-driven team at NFER, where you’ll help bridge the gap between research and classrooms. This is your chance to bring vital insights directly to schools – raising awareness of the NFER Classroom brand and increasing the reach and impact of our research findings within the education community.

Pay: £36,000 - £40,000 (FTE)
Contract: 18-month fixed-term contract
Hours: Part-time (21 hours)
Location: Remote within the UK, with occasional visits to our Slough office (approx. 6 times per year)
Annual Leave: 30 days plus 4 paid closure days FTE
Pension Contributions: 10% employer contributions
Family Support: Enhanced maternity/parental leave and paid compassionate leave

What you’ll be doing
In this role, you’ll be at the heart of our mission to connect schools with powerful, practical research. You’ll take a leading role in shaping how NFER communicates with educators, using your creativity and insight to bring our work to life across digital channels.

One day you might be crafting social media content that sparks conversation among teachers, the next, you’ll be writing an email newsletter that lands just right with a headteacher seeking evidence-based ideas. You’ll help turn research into engaging, accessible summaries, so schools can quickly grasp key insights and put them into action.

You’ll also update and improve our For Schools website pages, ensuring every word is useful and user-friendly. Behind the scenes, you’ll track performance using analytics, learning what works and what could work even better. And throughout it all, you’ll collaborate with researchers, designers, and communications experts to deliver thoughtful, impactful campaigns that schools actually want to read.

PERSON SPECIFICATION
Essential skills and experience:

• Experience in marketing communications or a related role
• Excellent writing skills and creative flair
• Confidence using digital tools such as social media platforms, Canva, Google Analytics and CRM systems
• Strong time management and the ability to work independently
• A collaborative approach and a clear focus on impact
• Experience working in or with schools is a bonus, but not essential.

If you meet only 70% of our essential skills, still apply; you may have skills we didn’t know we needed.

Other roles you may have experience of include: Marketing Executive, Marketing Officer, Marketing Assistant, Marketing Coordinator, Marketing Specialist, Brand Executive, Communications Executive, Digital Marketing Executive, Social Media Executive, Content Marketing Executive, Email Marketing Executive, SEO Executive

WHY NFER?
At NFER, we are recognised globally for providing trusted research, resources and insights that drive meaningful change. By joining us, you’ll contribute to a mission that prioritises impact over profit, working in an environment where collaboration, flexibility, and inclusion are valued.
What we offer:

• A supportive and inclusive workplace culture.
• Opportunities to develop your skills and advance your career.
• Flexible working arrangements to support work-life balance from day 1.
• The chance to make a real difference in the education sector.

APPLICATION PROCESS
We are reviewing applications on a rolling basis and encourage you to apply early. Shortlisting will commence from 23rd June 2025.

We are committed to creating an inclusive and accessible recruitment process. If you require any adjustments or accommodations at any stage, please don’t hesitate to contact us. We’re here to support
you and ensure a positive experience. For further details, please review the Job Information Pack.

If you’re ready to bring your skills and passion to a role that makes a difference, we’d love to hear from you. Apply now and start your journey with NFER.

About Women in Prison

Women in Prison is a national, women-led, feminist organisation.  We deliver front line support to women harmed by the criminal justice system, through our work in prisons, in the community and ‘through the prison gate’ as they resettle back into their communities. We also campaign for systems change that addresses the root causes of offending, reduces the harmful impact of prison, and creates workable, community-based alternatives to imprisonment.  
 

Job Description:
Job Purpose:

To lead the operational delivery of Women in Prison’s services across Wandsworth, Sutton and Merton, including the management of the Wandsworth Hub and line management of two Advocates. This role ensures the delivery of high-quality, trauma-informed support for women affected by the criminal justice system and will also support the development and integration of a new South London-based project focused on women who have had children removed or are at risk of child removal.ma

Key Responsibility Area

1. Lead operational delivery of the South London Women’s Hubs, ensuring trauma-informed, high-quality support for women affected by the criminal justice system.
2. Provide strong leadership to staff teams, fostering a culture of learning, inclusion and accountability
3. Ensure quality assurance and compliance through effective systems, data oversight and reporting
4. Develop and maintain strong partnerships with key agencies to enhance support pathways and systemic impact