7 Legacy case officer jobs in Birmingham

WHO WE ARE

University Hospitals Birmingham Charity consists of four hospital charities supporting some of the busiest hospitals in Birmingham – Queen Elizabeth Hospital Birmingham, Heartlands Hospital, Good Hope Hospital and Solihull Hospital.

Being in hospital can be really tough physically and emotionally. This is why our hospital charities do as much as they can to help patients and their families feel as supported as possible during their treatment.

Each hospital charity provides the added extras that are "over and above" what the NHS can fund as standard. This includes life-saving equipment, state-of-the-art facilities, training and research, as well as free accommodation and patient comforts.

Across UHB Charity we are currently raising funds for a Total Body PET CT Scanner as well as our Children's and Newborn Appeals and Home from Home accommodation for civilians and military personnel, to name just a few.

As a Legacy Administrator you will help us raise much needed funds that will make a real difference to our patients and their families.

JOB SUMMARY

This role is primarily based at Queen Elizabeth Hospital Birmingham, with the expectation of occasional travel to other hospital sites.

This post is within the Fundraising Team at University Hospitals Birmingham Charity, which is the official charity of Heartlands Hospital, Good Hope Hospital, Solihull Hospital and the Queen Elizabeth Hospital Birmingham.

This is a new role within the Charity Team. In this role, you will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders.

This role will involve occasional evening and weekend work at charity events and events organised by our supporters. 

PRINCIPAL DUTIES

• Work with the Senior Fundraising Officer responsible for Legacies to actively manage a varied caseload
• Handle a mixture of pecuniary, residuary and reversionary legacy cases
• Tailor your approach to each case depending on the circumstances, having a flexible approach whilst ensuring that all gifts are administered in a timely manner
• Work to optimise University Hospitals Birmingham Charity legacy income where appropriate
• Ensure that all bequests to UHB Charity are received and utilised, in accordance with UHB Charity policies
• Maintain your knowledge of current legislation
• Play an active role in the wider legacy team and promoting Gifts in Wills where necessary
• Working alongside the Stewardship Team, ensuring accurate data inputting and correspondence both written and verbal with supporters
• Managing and prioritising unpredictable and frequently interrupted busy workload.
• Working with and deliver clear objectives and key performance indicators.
•  Proactively contributing to the achievement of targets and the ongoing fundraising success of the Charity as a whole and to be a supportive, effective and collegiate team member.

COMMUNICATION

• Relaying accurate and timely information to the fundraising team, communications team, grants team and stewardship team. Communicating with donors and fundraisers.
• Dealing with enquiries from the general public, disseminating information and ensuring that the appropriate action is taken, whilst maintaining the Charity’s policies and procedures

ORGANISATIONAL RESPONSIBILITIES

• Maintaining Raiser's Edge donor management system. Accurate data inputting of donations, fundraising, thank you letters and general archiving, production and upkeep of databases. 

PROFESSIONAL RESPONSIBILITIES

• Ability to present oneself in a professional manner as a representative of the hospital and the charity.
•  To maintain confidentiality in all aspects of duty including fundraiser and donor data.
•  To assist in maintaining accurate records and to complete and return as requested statistical data.
• To maintain an accurate effective database, recording essential information and providing statistical data in accordance with guidelines and policy using Raiser's Edge, Microsoft Office, Word and Access.
• To represent the Charity in a variety of different contexts and to a variety of different audiences.
• To ensure that a positive image of the hospital and the Charity is projected at all times.
• To hold a flexible approach to working hours (the role will require the post holder to work evenings and weekends as necessary).
• To hold a flexible approach to work when asked to take on other fundraising or admin duties when the team needs to cover holidays, or at times of workload pressure. 
• To adopt a supportive and collegiate approach when working with the fundraising team and other colleagues within the hospital.

The Legacy Administrator will also carry out other projects and duties as directed by the Head of Fundraising, Director of Fundraising and Charity Chief Executive.

NOTES:

This is not intended to be an exhaustive list of responsibilities but more an outline framework against which the post holder will be given flexibility to define the detail. Any changes will be the subject of consultation with the post holder.

All employees must adhere to and perpetuate Charity Policies and Procedures relating to:

• Health and Safety
• No Smoking at Work
• Equal Opportunities in Employment, including responsibilities under the Disability Discrimination Act.

Your attention is drawn to the confidential nature of information collected within the NHS. The unauthorised use or disclosure of patient or other personal information is a dismissible offence and in the case of computerised information could result in a prosecution for an offence or action for civil damages under the Data Protection Act 1984.

Please note that employees are employed directly by the Charity and not the NHS.

Employees of the Charity are eligible to join a defined contribution pension scheme, to which the Charity will contribute 8% of an employee’s annual salary in addition to employee contributions.

Employees of the Charity are eligible for enhanced maternity and sickness pay.

Employees of the Charity receive 27 days holiday per year, plus Bank Holidays.

SKILLS/KNOWLEDGE and ABILITY

Essential

• Excellent written skills with first class spelling
• Use of Microsoft Office including Word, Excel, Access, Outlook, PowerPoint along with other software packages
• Ability to ensure accurate data inputting
• Ability to work independently and under pressure, prioritising work to meet deadlines
• Ability to deal with heavy, unpredictable workloads
• Ability to set up and maintain organisational systems
• Ability to work flexibly to meet the needs of the charity
• Problem solving
• Record keeping
• Non-judgemental attitude
• Accepts responsibility for own decisions
• Ability to represent the Charity at events and functions
• Good interpersonal skills and ability to
• influence people at all levels
• Understanding and respect for the importance of patient confidentiality
• GCSE English Language or equivalent
• GCSE Mathematics or equivalent

Desirable

• Educated to degree level or equivalent
• Qualification in community fundraising, corporate fundraising, communications, PR or marketing
• Membership of the Institute of Fundraising

EXPERIENCE

Essential

• Experience and understanding of charity legacy administration
• Ability to communicate clearly, assertively and compassionately with Executors, solicitors and bereaved family and friends
• High level of numeracy skills in order to approve complex Estate Accounts and tax calculations
• Experience of operating in a modern digital workplace, including using digital tools to work collaboratively and productively
• Experience of working on own initiative

Desirable

• Experience of working with donors and fundraisers
• Raiser's Edge donor database experience
• Experience of working and consulting with patients and/or the public 

ADDITIONAL INFORMATION

Essential

• A team player with a flexible approach
• Available to work out of hours if required.

Desirable

• Car driver with a clean licence

This is a unique opportunity to lead fundraising for a charity at the cusp of substantial growth, with an exceptional track record of recent fundraising success, an engaged base of supporters and significant untapped potential across multiple channels.

Overview
As Director of Fundraising and Development for Plum Village UK, you will provide strategic leadership of the charity’s fundraising at this critical juncture. Building on the successful campaigns that brought our new Being Peace Practice Centre into being, you will lead the development of a sustainable, diversified fundraising operation across donor stewardship, trusts and foundations, regular giving, legacies, and partnerships, to deepen relationships of trust and gratitude with our supporters.

This role is ideal for a fundraising leader, whether from a career fundraising background or another field, who brings strategic capability alongside deep alignment with the Plum Village tradition, where fundraising itself becomes a form of engaged practice in service of mindfulness and community transformation.

Fundraising in the Plum Village tradition is fundamentally relational. It is not a matter of extracting income from a base of supporters, but of deepening the relationships of trust, gratitude and shared purpose with those who make our work possible, in ways that embody the values of the tradition. Done well, fundraising is itself a form of engaged practice. The Director will be expected to lead the function in this spirit.

The role comes with a high level of strategic ownership. An initial fundraising strategy has been developed and shared with trustees, providing a framework of priority channels, governance arrangements and resourcing for the next phase. The new Director will inherit this as a starting frame, and will then be empowered and expected to develop, refine and bring forward a fundraising strategy on their own authority, working closely with the Lead Trustee for Fundraising and presenting proposals to the board as appropriate. The role also carries operational ownership of the fundraising mechanics, including the choice and management of supporting systems, databases and tools.
 

Key Responsibilities

Strategic leadership of fundraising

• Lead PVUK's fundraising strategy, developing and refining the strategic direction, and presenting proposals to the Board for approval and resourcing.

• Set, monitor, and report on fundraising targets across all income channels, in agreement with the Lead Trustee for Fundraising and the Board.

• Provide regular substantive updates on fundraising at quarterly board meetings, working with the Lead Trustee on the preparation of board-level reporting.

• Bring forward analysis and proposals to support the Board in setting wider strategic priorities, including realistic income potential by channel and the investment required to secure it.

• Identify and manage risk in the fundraising portfolio, including channel concentration, donor over-reliance, and the sustainability of resourcing.

Donor stewardship and relationship development

• Lead the stewardship of PVUK’s existing donors, lenders, and supporters with the depth of care that this base deserves, recognising it as the most precious resource of the fundraising function.

• Cultivate and deepen relationships with major donors, including through personal contact, site visits, and tailored communication of impact.

• Work with the Chair of Trustees, the Centre Director, and other senior figures on key relationships that require their involvement.

• Steward the friendly lender base throughout the lifetime of their loans, maintaining trust and keeping them informed of the charity’s progress.

• Build and maintain a culture of gratitude and recognition that appropriately honours the contributions of all supporters.

Income channel development

• Lead delivery and growth across PVUK’s priority fundraising channels: donor stewardship, trust and foundation fundraising, regular giving, legacies and Gifts in Wills, and partnerships with values-aligned organisations and networks.

• Develop trust and foundation fundraising as a substantial new income stream, including scoping aligned funders, building peer-to-peer introductions, constructing tailored funding propositions, and overseeing high-quality application writing and reporting.

• Design and grow a regular giving programme that converts members, retreatants and supporters into ongoing monthly donors.

• Develop a structured legacy and Gifts in Wills programme that normalises legacy giving across PVUK’s communications and supports those who wish to leave a Gift in their Will.

• Develop partnerships with values-aligned organisations and networks where these support both income generation and the wider reach of PVUK’s work, in close consultation with monastics and trustees.

Operations, systems and budget ownership

• Own the operational mechanics of fundraising for PVUK, including the choice, configuration and ongoing management of databases, donor management systems, online giving platforms, and integration with communications tools.

• Manage the fundraising budget, including a discretionary supplementary budget for consultancy, training, materials creation, contracted support and light administrative resource, deployed at the Director’s judgement to develop the function effectively.

• Maintain accurate, GDPR-compliant supporter records and ensure sound data practices throughout the fundraising operation.

• Provide accurate financial reporting on fundraising performance, working with PVUK’s finance function and external accountants as required.

• Make the case for additional resourcing where evidence of need supports it, including the possible recruitment of a Fundraising Officer in due course.

Communications and storytelling

• Lead the development of compelling fundraising narratives that authentically convey the work of PVUK and the Being Peace Centre to multiple audiences, including major donors, institutional funders, individual supporters and the wider public.

• Work closely with the PVUK Communications team on the integration of fundraising communications with the wider communications strategy.

• Commission and oversee the production of fundraising materials, including written content, graphic design, video and digital assets, drawing on contracted specialists where appropriate.

• Ensure that all fundraising messaging about the Being Peace Practice Centre is agreed with the Centre Director before publication.

Working partnerships across PVUK

• Work in close partnership with the Centre Director on all matters relating to Being Peace, with agreed ways of working on messaging, external representation, and any programming commitments made to funders.

• Work with the Lead Trustee for Fundraising as primary day-to-day point of contact at board level, supporting the Lead Trustee to hold strategic oversight of fundraising on behalf of the Board.

• Work with colleagues across PVUK’s communications, dharma programming, sangha-building and partnership functions, with these working relationships developing naturally in the first months of the role.

• Draw on external advisors and specialists as needed for support and assurance, both in technical fundraising disciplines and in sector-specific knowledge.

• Engage volunteer capacity from within the community where this can valuably supplement the fundraising operation.

PWSA UK is looking for an individual who is experienced in individual supporter fundraising, capable of growing our income from our community network, individual givers including seasonal and capital campaigns. You will have the drive to make a difference for our stakeholders, be able to build strong supporter relationships at a distance and create compelling proposals that connect donors with PWSA UK’s mission and will enjoy working independently in a small team. 

About the role

This is a new role and you will manage and maintain a regular giving programme for new and existing supporters, developing tailored communications, proposals and engagement opportunities for the community that connect donors’ interests with PWSA UK’s mission. Working with colleagues, trustees and volunteers, you will support community fundraising, establish an effective individual giving programme using the CRM and increase the number of legacy pledges achieved over time

• Build and manage an individual giving programme.

• Support and build upon the community fundraising activity

• Develop persuasive campaigns, cases for support and donor communications.

• Maintain the CRM and utlise it to its full potential

• Keep accurate records, forecasts and pipeline reports.

About you

You will be an excellent communicator, careful researcher and organised fundraising manager, with experience in individual giving and community fundraising. You will be confident communicating with donors and senior stakeholders, handle sensitive information with discretion, and share PWSA UK’s commitment to supporting people with Prader-Willi syndrome.

Why join us?

This is an opportunity to shape a new fundraising role within a specialist charity and help grow high-value support for PWSA UK’s work.

Closing Date: 27th September 2026

Interview Date: 8th October 2026

Corporate Band E

Salary : £38,413 rising to £39,908  in year two, subject to achieving objectives

Hours: Full Time, 37.5 hours

Fixed Term: 2 years until 31st December 2028, covering a secondment

Hybrid working with multi-site working from home and across both sites, Selly Park and Erdington

 About the role

 We are recruiting a Communications and Marketing Manager to support income growth through the delivery of Birmingham Hospice's income generation communications and marketing activity.

 This is a two-year, fixed-term post covering a secondment – a genuine opportunity to make a lasting impact for a charity with ambitious plans for the future.

 Working closely with income generation colleagues, you'll bring together fundraising, media, marketing, digital, creative and campaigns activity to maximise income, supporter acquisition and retention.

 You'll be confident leading projects and working collaboratively across teams to deliver impactful campaigns through social media, email and paid media, bringing creativity, innovation and new ideas to help secure and grow all forms of voluntary income and raise the profile of Birmingham Hospice.

 What you’ll bring

•  A background in a fundraising and/or communications environment
• A proven track record creating multimedia communications campaigns, including social media, email and paid digital advertising (e.g. Meta, Google, TikTok ads)
• Experience of developing and managing digital channels, including websites and a variety of social media platforms
• Some experience of line managing, mentoring or developing team members
• Excellent organisational skills, with the ability to manage a complex workload and prioritise effectively
• Creative thinking skills with the ability to spot opportunities for innovation and growth

 What we offer

•  Join a supportive, creative and collaborative team where your ideas are valued
• A varied and interesting role leading fundraising marketing, digital and campaigns activity
• Autonomy to try new things and bring innovation to your work
• Work that makes a genuine difference for people living with terminal illness and their families
• Recognition of prior NHS or hospice service (including pension and annual leave entitlements)
• Generous annual leave, wellbeing programmes and access to employee benefit platforms such as Stream and Engage

Want to use your fundraising experience to create real, visible change for thousands of Sri Lankan street dogs? Join a small, ambitious charity where your ideas, relationships and fundraising expertise can have a direct impact.

WECare Worldwide is looking for an experienced and hands-on Head of Fundraising to join us for a 12-month maternity cover and take ownership of our fundraising strategy and income generation.

We are a UK- and Sri Lanka-registered animal welfare charity providing international-standard veterinary care to street dogs in Sri Lanka. We are a small and collaborative organisation, so this is a role for someone who enjoys combining strategic fundraising leadership with hands-on delivery. You will work closely with the CEO and colleagues across WECare to help shape how we grow our income, while remaining actively involved in the day-to-day fundraising work needed to deliver results.

A major focus will be our individual giving and digital fundraising, including online donations, regular giving and fundraising appeals. This is currently one of our most important sources of income, and we’re looking for someone who can help us strengthen supporter engagement, improve donor journeys and identify opportunities to grow sustainable income.

You’ll also play a key role in developing our grants and trusts & foundations income, from identifying opportunities and building compelling applications through to reporting and stewardship. Alongside this, you’ll nurture and develop major donor relationships and explore the right corporate partnership opportunities for WECare.

This is very much a role for someone who enjoys both thinking strategically and getting things done. You might be developing the fundraising plan one day, working on a significant grant application the next, reviewing digital fundraising performance, shaping an appeal or speaking directly with a donor or potential partner.

You’ll work with colleagues across the organisation to turn the incredible work happening on the ground in Sri Lanka into compelling stories, funding propositions and campaigns that inspire people to support WECare.

We’d love to hear from you if you have a strong track record in fundraising, particularly across individual giving, trusts and foundations, major donors or other high-value income streams. You’ll be commercially aware, comfortable working with targets and forecasts, confident building relationships and happy taking initiative in a fast-moving environment.

Most importantly, we’re looking for someone who genuinely wants to make an impact. WECare is an ambitious organisation with big plans, but we remain small enough that the person in this role can make a tangible difference to both our fundraising direction and the animals our work exists to help.

Location: Remote
Contract: Fixed-term, 12-month maternity cover
Reporting to: CEO

Please see the full Job Description for further details about the role and experience we’re looking for.

Head of Fundraising
Salary:£50,798 FTE per annum
Contract:Fixed term to 28 February 2027
Hours:Full time, 35 hours per week (four days considered)
Location:Hybrid, with flexibility for candidates across the UK and attendance in London for key meetings and collaborative activities where appropriate.

Reporting to:Interim Executive Director

Help shape the future of environmental justice

AtWen, we believe that women, communities and the planet flourish when society is equitable, collaborative and caring. Our work sits at the intersection of women's lives, health, environmental justice and climate action, supporting communities to create lasting change while influencing the systems that shape our world.

We are entering an exciting new phase of growth, with ambitious plans, strong funding relationships and opportunities to expand our impact. We are looking for an exceptionalHead of Fundraisingto lead our fundraising strategy, strengthen existing partnerships and develop new sources of income that will help us achieve our vision.

This is a newly created senior leadership role with genuine ownership and the opportunity to leave a lasting legacy by strengthening fundraising systems, building organisational capability and shaping the future direction of income generation at Wen.

Why this role is interesting
You will:

• Lead the development and delivery of an ambitious fundraising and income generation strategy aligned with organisational priorities.
• Build and manage a strong funding pipeline across trusts, foundations, statutory, lottery, philanthropic and partnership income streams.
• Develop compelling funding propositions and personally lead major applications and bids.
• Identify new income opportunities and grow sustainable revenue across a diverse portfolio.
• Build strong relationships with funders, partners and key stakeholders, acting as an influential ambassador for Wen.
• Lead grant management, reporting, renewals and funder stewardship across the organisation.
• Develop robust fundraising systems, processes and forecasting to support long-term growth.
• Support and develop colleagues, helping to build fundraising confidence and capability across the organisation.
• Work closely with the Executive Team and Board to provide clear visibility of income performance, opportunities and strategic priorities.

We're looking for someone who brings

• A strong record of securing significant grant funding and developing successful fundraising strategies.
• Experience developing and managing funding pipelines, funder relationships and sustainable income growth plans.
• Success in securing income from a range of sources, including trusts and foundations, statutory funders and other institutional funders.
• The ability to develop compelling cases for support and translate organisational priorities into attractive funding propositions.
• Strong financial and organisational skills, including income forecasting and pipeline management.
• Excellent communication and relationship-building skills, with the confidence to engage and influence senior stakeholders.
• The ability to combine strategic thinking with hands-on delivery.
• A collaborative leadership style and a commitment to equity, inclusion, intersectional feminism and environmental justice.

Benefits

• 25 days' annual leave plus bank holidays
• Annual leave increases with service
• 6% employer pension contribution
• Employee Assistance Programme
• Training and development opportunities
• Menstrual leave
• Time off in lieu
• Flexible and hybrid working

Join us

This is an opportunity to play a pivotal role in a respected environmental charity at an exciting point in its development. You will help secure the funding, partnerships and long-term financial sustainability that enable Wen to deepen its impact and deliver meaningful change for women, communities and the environment.

We welcome applications from people of all backgrounds and particularly encourage applications from those who are underrepresented in the environmental sector. We believe that diversity of experience, perspective and identity strengthens our work and helps us better serve the communities we support.

We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.