Legacy campaign manager jobs in bristol
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!
Join our Legacy Administration Team as the right hand to the Team Leader, where you’ll play a key role in managing a vibrant mix of specific, residuary, and reversionary bequests. You’ll help transform supporters’ final wishes into real-world impact, ensuring every generous legacy gift reaches its full potential for Marie Curie’s vital work
Description for Internal Candidates
Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all four nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.
Your Role in Our Vision
Join our Legacy Administration Team and manage a varied and active caseload of specific, residuary, and reversionary bequests. This is a pivotal role, helping to ensure that every gift left to Marie Curie is handled with care, accuracy, and respect — enabling us to continue delivering our essential services.
Legacy income is one of the most significant sources of funding for our charity. In this role, you will be responsible for safeguarding and maximising that income through diligent case management, effective communication with solicitors and executors, and a firm understanding of probate law and best practice. Your work directly contributes to our ability to care for people affected by terminal illness.
Experience across all UK jurisdictions is not essential, as full training will be provided.
Key Responsibilities
- Manage a caseload of specific, residuary, and reversionary legacies across the UK.
- Ensure Marie Curie receives its full legal entitlement, in line with Wills and settlements.
- Handle correspondence efficiently, updating records on our FirstClass 4 database and meeting internal service standards.
- Act as the lead charity where appropriate and liaise with co-beneficiaries.
- Monitor and progress open cases to ensure timely completion.
- Review estate accounts carefully, ensuring accuracy and appropriate application of tax exemptions.
- Obtain tax deduction certificates where cost-effective to do so.
- Ensure funds are allocated correctly to restricted or unrestricted purposes as specified in Wills.
- Comply with Law Society guidelines regarding Non-Contentious Costs.
- Represent Marie Curie’s interests in shared estates and collaborate with legal professionals and the public.
- Identify and escalate potential risks or disputes that may affect our entitlement.
- Seek opportunities to maximise the value of legacies and proactively manage estate assets.
- Support stewardship activity by working closely with the Legacy Marketing and Local Legacy teams.
What You’ll Need
- Proven experience in legacy administration.
- Experience working in or with the charity sector.
- ILM Certificate in Charity Legacy Administration, Law Degree, or relevant professional qualification.
- Strong understanding of probate law and estate management.
- Excellent communication and interpersonal skills.
- Highly organised with a strong attention to detail.
- Confident using digital systems and databases.
Application & Interview Process
Please find full job description here
- As part of your online application, you will be asked for a CV and covering letter. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
- Closing date for applications: Sunday 20th July 2025 23.59pm
Salary: £30,000 - £35,00 DOE + London Weighting £3,500 (where applicable, 2/3 days in London Office per week)
Contract:Permanent, Full Time
Based: UK Home Based with monthly travel to our London office or one of our hospices (Marie Curie will cover all travel costs and if required, accommodation) OR London Office Embassy Gardens based.
Benefits you’ll LOVE:
- Flexible working. We’re happy to discuss flexible working at the interview stage.
- 25 days annual leave (exclusive of Bank Holidays)
- Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%)
- Loan schemes for bikes; computers and season tickets
- Continuous professional development opportunities.
- Industry-leading training programmes
- Wellbeing and Employee Assistance Programmes
- Enhanced bereavement, family friendly and sickness benefits
- Access to Blue Light Card membership
- Subsidised Eye Care
Marie Curie is committed to its values, which underpin our work. We take stringent steps to ensure that the people who join our organisation through employment or volunteering, are suitable for their roles and are committed to safeguarding all our people from harm. This includes our staff, volunteers and all those who use or come into contact with our services. We are dedicated to creating not just a safe place to work but also a supportive and rewarding one.
We are committed to a world where everyone can thrive and fulfil their potential. We are devoted to the social justice imperatives and organisational benefits of full diversity, inclusion and equity in the workplace, and are a Stonewall champion. We actively encourage and welcome applications from candidates of diverse cultures, perspectives and lived experiences.
The client requests no contact from agencies or media sales.
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!
About the RSPCA
Founded in 1824, we have been saving animals for almost 200 years and are proud to be the oldest welfare charity. It has always been our vision to live in a world where all animals are respected and treated with compassion, so our volunteers and employees work tirelessly to ensure that all animals can live free from pain and suffering.
We seek to raise standards of care through our numerous campaigns and awareness of issues affecting animals today. We rely heavily on our volunteers, who play a significant role in enabling us to carry out this important animal welfare work every day!
The RSPCA Buckinghamshire South Branch
The RSPCA Buckinghamshire South Branch is one of the branches of RSPCA, but we are also a separately registered charity looking after animals in our local area. Much of the animal welfare work of RSPCA is carried out through local branches, which is run by volunteers who have the support of the National Society of RSPCA.
The main activity of our branch is specialised in the rehoming of small animals including cats, rabbits, birds, guinea pigs and hamsters. The animals come into our care from various sources such as those which are rescued, abandoned, neglected or given up by their owners. Each animal is medically and characteristically assessed to ensure it is fit and well before being available for rehoming. This all costs money, and could not be achieved without your support.
Job Summary
This role is responsible for the development, implementation and operation of appropriate financial and business management tools to support the day-to-day business and financial administration of the Branch.
Reporting to and working closely with the Chief Executive Office (CEO), you will be expected to make use of the full capability of the Branch’s existing software systems (Google Workspace, and Quick Books) to improve the efficiency and effectiveness of service delivery and develop management information to aid the Trustees & CEO in decision making.
You will be responsible for all financial management across the charity. This includes bookkeeping; financial statements; financial planning; financial policies, processes and controls and budgeting.
You must ensure that all activities are carried out in compliance with current legislation, Branch and Society policy, relevant Health & Safety regulations and any associated statutory or legislative requirements.
Note: Branch targets and budgets are agreed on an annual basis and these will inform the personal targets agreed at the annual performance review. Progress towards personal targets will be reviewed at regular one-to-one meetings with your line manager.
This role is home based, with occasional travel across South Bucks.
Principal Accountabilities
Financial Management & Operations
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Support the CEO as a key strategic and operational partner, acting as second-in-command and deputising in their absence where appropriate.
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Maintain all financial records and accounting systems (the Branch currently uses Quick Books accounting software), registers and statistics as required by the CEO & Branch Trustees.
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Work with the CEO and Branch Trustees to develop financial plans and an annual financial budget.
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Maintain close oversight of the branch’s budget in collaboration with the CEO, proactively identifying and addressing any discrepancies, overspend, or unplanned financial activity to ensure effective financial control and informed decision-making.
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Process, monitor, record and manage all receipts & payments to/from the Branch in accordance with the agreed procedures and in liaison with the appropriate staff and volunteers including weekly banking, cash handling, invoice creation and processing, Branch payments (including those made via credit cards and petty cash) and account reconciliation.
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Monitor, review and reconcile monthly receipts & payments on the Quick Books accounting system.
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Produce monthly management accounts which include bank reconciliations, balance sheets, Branch/departmental profit & loss statements, departmental comparisons and performance against budget and such other financial reports/management information as may be required including monthly reporting to the board of trustees.
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Coordinate bank accounts across the charity, including set-up and balance management.
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Prepare and submit quarterly VAT returns.
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Prepare annual financial statements and coordination of annual audit review.
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Support the staff and volunteers with day-to-day financial operations and ensuring departmental financial records are maintained and that monies received or expended are accounted for correctly.
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Work with the RSPCA Society National team regarding legacies, submission of care contribution funds, renewals of insurances etc.
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Ensure that strict protocols are followed for cash handling and that unbanked cash remains within the insured limit for cash held at each premises.
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Liaise with the Branch’s payroll provider to ensure staff hours are submitted and salary payments processed on a monthly basis and within the appropriate timescale.
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Process all staff and volunteer expenses in a timely manner.
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Manage all bookkeeping processes and functions, including the asset register, ensuring annual accounts are produced no later than the end of March each year.
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Develop, implement and maintain appropriate financial administrative procedures and processes.
Business Administration
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Responsible for day-to-day financial administrative support for the CEO and Trustees.
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Ensure that all administrative paperwork, including external correspondence is processed in accordance with Branch and Society procedures, including completion of all appropriate records for insurance and risk management purposes.
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Ensure financial data processing, retention and destruction conforms to the relevant policies such as GDPR.
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Ensure regulatory and legislative compliance of financial charity policies.
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Work closely with relevant operational staff to ensure appropriate responses are issued to all enquiries whether from members, supporters & volunteers, RSPCA colleagues or the general public.
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Liaise with staff and volunteers to facilitate the ordering of materials, supplies and equipment for the effective operation of the Branch, ensuring budgetary controls are maintained at all times.
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Work with the CEO and other staff to manage relevant licences, vendor relationships, service agreements and invoicing.
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Work with staff and volunteers across the whole charity on financial processes and controls.
Fundraising & Donations
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Identify, assess, and apply for appropriate grants and funding streams to maximise income for the branch, ensuring applications are timely, well-prepared, and aligned with funder criteria to support the branch’s strategic and operational objectives.
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Ensure that all donations (financial or otherwise) are acknowledged in a timely manner, receipts are issued for financial donations and the banking of all funds raised.
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Responsible for the accurate recording and banking of the funds raised.
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Develop, and manage relationships across relevant stakeholder groups, both within and outside the charity.
Gift Aid
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Ownership of the Gift Aid process.
General
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Attend meetings and training courses as required.
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Undertake such other duties as directed from time-to-time by your line manager.
Essential skills, qualifications and experience:
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A finance qualification or working towards level 3 AAT or ACCA with proven experience in charity financial operations.
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Good general level of education.
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Strong experience in financial reporting, budgeting and compliance.
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Demonstrable experience of managing small to medium size budgets (circa £400,000) & accounting systems (ideally with experience of Quick Books software).
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Proven experience of cash handling and financial management procedures.
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Excellent communication and presentation skills.
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Proven ability to work to tight deadlines, be proactive and work autonomously.
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Proven IT literacy including use of business software and accounting packages (including Quickbooks), and Google Workspace.
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Strong numeracy and analytical skills.
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Experience supporting audits and implementing robust financial controls.
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Knowledge of Charity and Company Law.
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Proven ability to work under direction from superiors but equally able to use their own initiative.
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Proven ability to prioritise workload and meet tight deadlines.
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Proven ability to complete essential management paperwork and analyse data.
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Personable and with an open, positive approach to new ideas coupled with drive and enthusiasm.
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A flexible and collaborative approach to colleagues both staff and volunteers.
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Honest, trustworthy and reliable.
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A calm and friendly approach particularly when working under pressure.
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Sympathy for animal welfare and the work of the RSPCA.
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Full valid UK driving licence.
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Willing and able to travel around the Branch area on occasions.
Desirable skills, qualifications and experience:
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Experience of management & leadership.
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Training, coaching & mentoring skills.
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Experience of working with the general public and/or in a customer care environment.
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Experience of managing change in the workplace.
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Experience of managing small projects.
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Good basic knowledge of employment law.
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Knowledge of data protection requirements.
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Willingness to learn and acquire new skills through training.
We promote an inclusive working environment in which diversity is recognised, valued, and encouraged. We acknowledge the multi-cultural and diverse nature of the UK workforce and society in general. We are committed to principles of fairness and mutual respect where everyone accepts the concept of individual responsibility.
The client requests no contact from agencies or media sales.
Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.
At Marie Curie, we are dedicated to improving lives through our compassionate care and support services. Our fundraising efforts are at the heart of what we do and the Fundraising Analysis, Insight & Selections Team forms a vital part of the charity’s fundraising activities, driving the use of Insight to inform decisions and the way we communicate with our supporters.
As a Senior Data Insights Manager you will be responsible for developing and implementing data analysis strategies in collaboration with our Income, Innovation and Engagement directorate and supporting the delivery of operational data reporting, providing analysis and insight to inform strategic decision-making.
You will be responsible for:
- Driving decision making through insights on several strategic projects.
- Developing an insight led decision making culture and structure.
- Leading the development of best practices techniques for data analysis, visualization, and storytelling.
- Working closely with senior stakeholders to understand business requests and translating them into analytical solutions.
- Identify opportunities to improve processes and enhance data capabilities within the business.
- Line managing and leading a team of 2 data analysts
Key Criteria:
- Established experience in a senior/lead analyst role with a solid track record of understanding of the production and role of data analysis in a business environment.
- Significant and demonstrable experience of implementing best practice analytics techniques and leading initiatives to enhance datasets, thereby improving insight capabilities.
- Experience of using insights to influence stakeholders at all levels.
- Significant and demonstrable experience of model building.
- Strong communication and storytelling kills, with the communicate across a range of stakeholders.
- Excellent SQL, Power BI skills and understanding of requirements of compliance in a regulated environment.
- Line management experience would be an advantage.
Please see the full job description here
Application & Interview Process
As part of your online application, you will be asked for a CV and covering letter. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
Close date for applications: Sunday 20th July 2025
Salary: Up to £50,000 + £3,500 LWA where applicable
Contract: 12 months FTC
Based: This role is predominantly home-based and can be based anywhere within the UK. You will be expected to work from our modern open plan offices in Embassy Gardens occasionally.
Benefits you’ll LOVE:
- Flexible working. We’re happy to discuss flexible working at the interview stage.
- 25 days annual leave (exclusive of Bank Holidays)
- Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%)
- Loan schemes for bikes; computers and season tickets
- Continuous professional development opportunities.
- Industry-leading training programmes
- Wellbeing and Employee Assistance Programmes
- Enhanced bereavement, family friendly and sickness benefits
- Access to Blue Light Card membership
- Subsidised Eye Care
Marie Curie is committed to its values, which underpin our work. We take stringent steps to ensure that the people who join our organisation through employment or volunteering, are suitable for their roles and are committed to safeguarding all our people from harm. This includes our staff, volunteers and all those who use or come into contact with our services. We are dedicated to creating not just a safe place to work but also a supportive and rewarding one.
We are committed to a world where everyone can thrive and fulfil their potential. We are devoted to the social justice imperatives and organisational benefits of full diversity, inclusion and equity in the workplace, and are a Stonewall champion. We actively encourage and welcome applications from candidates of diverse cultures, perspectives and lived experiences.
The client requests no contact from agencies or media sales.
About the Role
The Royal West of England Academy (RWA) is proudly independent, receiving no regular public funding. We thrive thanks to the generosity of individuals, trusts and foundations, creative partners, and commercial income.
Following a major £5 million capital renovation, we’ve launched a bold new five-year plan focused on strengthening our infrastructure and deepening our public impact through both contemporary and historical exhibitions.
We’re now ready to reshape our fundraising strategy to support this next chapter, growing income from trusts and foundations, individual giving, corporate partnerships and fundraising campaigns. Our goal is to build a resilient, values-driven model of development that reflects the RWA’s ambition and supports our life-changing engagement work.
Help shape the Future of the RWA
We’re looking for an ambitious, creative, and energetic fundraiser to help take the Royal West of England Academy (RWA) into its next chapter.
Whether you’re an experienced development lead or a brilliant consultant looking for a meaningful partnership, this is an opportunity to make your mark at one of the UK’s most beautiful and historic art galleries. We’ve got big ambitions, and we expect you will too.
You’ll have the freedom to shape the role around your strengths and experience, working closely with the Director, our part-time Relationship Manager, and a highly engaged Board and Development Committee. Your work will be a vital part in helping us sustain a vibrant, inclusive, and creative organisation for artists and audiences in Bristol and beyond.
You might enjoy the breadth of the full role, or to specialise in one area working alongside a colleague. We’re open to finding the work pattern that suits your skills, and life, best.
What matters most is that you love what the RWA stands for and want to help tell our story.
What you’ll be doing
- Leading the development and delivery of a clear, ambitious fundraising strategy
- Growing our income from trusts, foundations, and individuals over a three-year period
- Stewarding our wonderful donors; managing our Commissioning Circle and Patron schemes, and supporting our Friends community
- Developing brilliant fundraising campaigns like our much-loved Secret Postcard Auction
- Leading the growth of initiatives like Art in the Workplace and legacy giving
- Leading on impact reporting and evaluation, ensuring our supporters see the difference they make
- Managing and mentoring the Relationship Manager and any consultants or freelancers
- Reporting to and working with the Director and Trustees to meet agreed targets
- Acting as a public ambassador for the RWA, its values, and its creative mission
Who we’re looking for
We’re after someone who brings:
- A proven track record in trust and foundation fundraising
- Significant success in major donor giving
- Strong relationship-building and communication skills
- Confidence and creativity in developing new approaches and partnerships
- Experience leading fundraising strategies and managing income streams
- An understanding of what makes donors feel valued and engaged
- The ability to think big and work flexibly — rolling up your sleeves when needed
- A love for Bristol, the arts, and the RWA’s unique place in the cultural landscape
- Experience with campaign delivery, and team management is helpful, but if you don’t tick every box, we still want to hear from you.
What we offer
- A flexible working culture; hybrid working, part-time or consultancy-based approaches welcomed
- 28 days holiday pro rata, plus public holidays
- A stunning, central Bristol workplace and a creative, passionate community
- Support from a committed team and engaged Board of Trustees
- Free Employee Assistance Programme scheme
- The chance to build a role, and a legacy, that’s truly your own
How to apply
Please send a CV and cover letter (no more than 2 pages)
We’d love to hear from people from all backgrounds, especially those who feel underrepresented in the arts and heritage sector. If we can make the application process more accessible for you, please let us know.
Deadline to apply: 5:00 pm, Sunday 10 August 2025
The client requests no contact from agencies or media sales.
Are you a direct marketer looking for and opportunity to broaden your experience into new channels and products?
Would you like to be part of a large and friendly team who are all passionate about the special and selfless gifts we receive through Wills?
Yes? We have a fantastic 9 month Fixed Term Contract with opportunities for internal collaboration and personal development!
We are excited to be able to offer an amazing vacancy for a Legacy Marketing Executive. This varied and diverse role will support us to deliver our ambitious marketing strategy, bringing in a third of the charity’s income through gifts in Wills to help give help and hope to people living with dementia for years to come. the successful individual will have opportunity to work across marketing channels both online and offline, as well as strategic projects across the wider fundraising team!
About you
- Data driven and detail oriented
- Experienced in direct marketing through paid channels (direct mail, paid social, press adverts among others)
- Experienced in all aspects of day-to-day campaign management (creative development, data segmentation, supplier management, results analysis)
- Have a creative flare and passion for delivering the best possible supporter experience
- A confident communicator and able to work with multiple stakeholders across the organisation and externally
What you’ll focus on:
- Rolling out our new legacy proposition: Help shape the future of our programme and bring our new messaging to life
- Exploring emerging digital channels: Lead on some of our newest digital channels including LinkedIn
- Leading our podcast campaign: Develop engaging “host-read” podcast ads that connect emotionally with listeners
- Reporting on our annual status check campaign: Finalising our direct mail and email campaigns with our agency partner
- Creating our biggest press inserts campaign ever: Collaborate with Open to develop standout creative for major newspapers and magazines
About Alzheimer's Society
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding groundbreaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives.
Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as part of a minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
Our hiring process
We want you to bring your whole self to the process. Applications are anonymised until interview stage, and we’re happy to support any adjustments. Share your feedback via our candidate survey when applying to help us improve. We may close early if we receive high interest (with 48 hours’ notice). Some roles may require a DBS check as part of our safer recruitment commitment. Thinking about using AI during the recruitment process? we know this can be helpful in many ways but remember to include your personal and authentic self too. Your voice and experience are what really set you apart.
Giving back to you
At Alzheimer’s Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double-matched pension scheme, 27 days’ annual leave (plus bank holidays and wellbeing days), and access to a free Bupa Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family-friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will-writing service and long service awards to recognise your ongoing commitment.
The client requests no contact from agencies or media sales.
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!
Fundraising Officer – North of England
Job description
A fantastic permanent opportunity has arisen for a part-time Fundraising Officer to join our dynamic, friendly and supportive fundraising team. This is a home-based role and will suit an individual living in the North of England. You will be reporting to the Corporate & Regional Fundraising Manager and working in a very varied and exciting working environment.
The perfect candidate will enjoy forging positive and robust relationships with supporters including corporate partners, small businesses, philanthropic groups as well as supporting community fundraisers across the North of England, to raise vital income for our Association.
You will use your creative and professional skillset to provide high-quality account management, stewardship, and growth across all managed income streams. No two days are the same and we are looking for someone who can be flexible in their approach and able to multitask effectively.
Blesma is a unique membership Association as well as a charity. Our Members (limbless veterans) are at the heart of all our work – therefore, the impact of our fundraising is clearly visible in the experiences of our inspirational injured veterans.
We would love to hear from talented individuals who want to help us raise the funds that we need to support limbless veterans. If you would like to apply for this exciting role, please read the attached Job Description and apply with your C.V. and a Covering Letter detailing why you’d be an ideal candidate for the role and how your experience and skills match those detailed in the Person Specification.
If you are uncertain about your suitability for this role, we encourage you to apply and allow us to assess your fit.
Please note that we may close this advertisement early if we receive a high volume of applications.
We look forward to hearing from you.
The client requests no contact from agencies or media sales.