Legacy giving officer jobs in Birmingham
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At Alzheimer’s Society, every action we take is about making life better for people living with dementia and their carers. We are advisors, supporters, fundraisers, researchers, communicators, and so much more. Some of us are volunteers, some are employees, but together we are a community united by a shared purpose: to make a real difference when it matters most.
We are looking for a Assistant Legacy Case Officer who wants to be part of that mission. This is more than a job. It is a chance to play a pivotal role in securing the future of our work. Through your care, attention, and expertise, you will manage legacies that help ensure we can support thousands of people affected by dementia now and in the years to come.
What You Will Do
Every day in this role is about people and purpose. You will care for a diverse caseload of around 300 pecuniary and specific legacies, guiding them with sensitivity, professionalism, and empathy. You will build trusting relationships with solicitors, executors, co-beneficiaries, and other stakeholders, helping them navigate what can be a complex and emotional process.
Your work will ensure that all legal requirements are met and that every legacy is handled with integrity. You will collaborate closely with colleagues across the Legacy team, sharing knowledge, supporting one another, and contributing to projects that keep our work running smoothly.
You will also help raise awareness of legacy giving, making connections with key stakeholders and helping secure vital income for the Society. Every receipt you issue, every file you progress, and every relationship you nurture directly helps people living with dementia and their families.
This is a role where you can grow. You will have the opportunity to develop expertise across residuary and trust legacies while building your professional skills in a supportive and inclusive environment. Every case you handle is a story of impact, and your work will leave a lasting mark on our mission.
About You
We want to hear from people from all walks of life. You do not need to tick every box, because we value motivation, potential, and alignment with our values as much as experience. You might:
- Have experience in Legacy Administration or a willingness to learn, with familiarity with First Class 4 or similar systems
- Have some understanding of Wills, Probate, or Trust law, or be keen to develop this knowledge
- Be working towards, or interested in, an ILM Certificate in Charity Legacy Administration or similar professional development
- Be able to thrive in a busy administrative environment, balancing multiple priorities independently or as part of a supportive team
- Be comfortable using Microsoft Office, including Outlook and Excel
- organised self-starter with attention to detail and pride in delivering accurate, high-quality work
- Communicate sensitively and professionally, showing empathy and respect to colleagues, stakeholders, and people affected by dementia
You understand that every legacy you manage is a story, and your work helps ensure those stories continue to make a lasting impact.
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 Black, Asian or from another minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
We want everyone we work with, as a colleague, volunteer, supporter, or someone we support, to feel included and that they belong at Alzheimer's Society.
Our Equity, Diversity and Inclusion Strategy here along with our internal employee forum and Employee Lived Experience network groups help us promote inclusion and belonging, becoming an engaged and inclusive organisation for all our people.
Our hiring process
During your recruitment process we want to make sure that you bring your whole self and can be at your best. We are working hard to ensure our recruitment process is as inclusive as possible, so please do inform us of your experience and anything you think we could do better by completing our candidate survey when you apply. Please also contact Alzheimer's Society Talent Acquisition Team via [email protected] for application support or any adjustments you might need.
To ensure fairness and consistency to select the best candidate for this role, all our applications are anonymised up until an interview has been confirmed. We recognise the benefits of AI, but if you're considering using it to submit your application, we encourage you to reflect on the value it truly adds. AI tools often lack the personal touch and authenticity that set candidates apart. We want to hear your unique perspective, experiences, and skills, so we encourage you to showcase them in your own voice.
We try to avoid closing roles early where possible, however if we receive a high volume of applications, we may close earlier than the advertised closing date. Should this occur, we will aim to provide you with at least 48 hours' notice.
We are committed to safer recruitment and ensuring the welfare of those we work with, due to the nature of some of our roles, we might need to carry out a Criminal Record Check at the relevant level. You can read more information via our Website.
Giving back to you
Our employees work hard every day to make a true difference in people's lives. We are proud to support them with a range of benefits, recognition and many options for working agilely, all contributing to a strong work life balance. We also have various learning programmes to support you in your development and help you grow to realise your potential and shape a career with Alzheimer's Society.
You can also visit our Working for Us pages, which give you more information about what it's like to be an employee at the Society.
Thank you!
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Brake is the national, acclaimed charity tackling the daily, horrific carnage of deaths, injuries, and air pollution on roads. Traffic is the biggest killer of young people worldwide, poisoning our lungs and contributing hugely to the climate emergency. Brake’s vision is that people get around in safe and healthy ways. Our values require us to be evidence-based, aim high, and work collaboratively. We have a 30+ year reputation for shouting out for positive change, advising government, encouraging action in communities, and delivering the UK’s National Road Victim Service for bereaved and injured families. We work with schools and families, communities and companies to champion the cause of road safety and raise awareness of key road safety issues.
We are looking for an experienced and ambitious fundraising manager and team leader, with a strong track record across all aspects of community fundraising. You excel in designing and delivering donor journeys that generate six‑figure income and strengthen our campaign voice through collaborative work with a wide range of stakeholders.
Reporting to the Chief operating officer, this role will take responsibility for leading the charity’s Fundraising function, which sits as part of our Income generation team. This role will include delivering toward your own individual targets as well as line management of two team members (Community relationship fundraiser and Events and fundraising officer) to cover all income linked to fundraising (such as community fundraising, company fundraising, Brake led fundraising events, and fundraising attached to Brake campaigns and projects such as Road Safety Week) and may include working with the Corporate partnerships team lead to support other income generating activity.
What we offer
· A generous 35 days of annual leave (including bank holidays and 3-day shutdown period between Christmas and New Year, pro-rata for part-time working patterns)
· Birthday day off (taken any time)
· Enhanced sick pay and compassionate leave
· Death in service benefit
· Pension
· Employee Assistance Programme
· Flexible working
· A rewarding role with purpose
· Be part of a skilled, friendly team with an engaged Board of Trustees
At Brake, we are committed to creating a truly inclusive workplace where all colleagues feel valued, respected, and supported. We welcome applications from all backgrounds and life experiences, and particularly encourage candidates from the global majority, LGBTQIA+ community, and people with disabilities to apply.
We believe that diverse perspectives strengthen our work and enable us to deliver the best possible support to individuals and families affected by road trauma. As a proud Disability Confident employer, we don’t want you to ‘fit’ our culture, we want you to enrich it.
If you are passionate about making a difference and share our vision for a world where no one is killed on our roads, we want to hear from you.
Please note: Due to the nature of our work we can't accept applications from traffic offenders with offences that are unspent. Candidates will be asked to disclose whether they have any unspent points on their licence at interview.
Take a look at our comprehensive job description for more details of this exciting role.
Join us today and be part of the solution!
If writing a cover letter isn't your thing, why not send us a short video telling us why you think this is the job for you?
Registered Charity
51 - 100
We work to stop road deaths and injuries, support people affected by road crashes and campaign for safe and healthy mobility for all.
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
The Interim Director of Fundraising & Engagement will provide strategic and operational leadership to support the development of sustainable income growth during a pivotal transitional period as the charity begins delivery of its organisational strategy to 2030.
Job Title: Interim Director of Fundraising & Engagement (9–12 months)
Organisation: Ben – Motor & Allied Trades Benevolent Fund (The Automotive Industry Charity)
Location: Remote, with UK travel as required
Contract: Fixed-term contract, 9–12 months
Salary: c£90,000
Reports to: Chief Executive Officer
Direct Reports: Fundraising, Supporter Engagement and Awareness & Experience function
This role is primarily focused on strengthening and scaling voluntary income, leading a fundraising function, and building a robust, future-proofed income engine across the UK automotive community.
Marketing & Communications will play a critical supporting responsibility, ensuring strong brand positioning, audience engagement, and compelling storytelling that underpins fundraising success.
The postholder will also shape the future fundraising operating model and support a smooth transition to a permanent Director.
Key Responsibilities
Fundraising Strategy & Income Growth
- Lead the development of an ambitious, income-led Fundraising Strategy aligned to the 2030 organisational strategy
- Drive growth across a diversified voluntary income portfolio, including:
- Individual & Regular Giving
- Legacy fundraising
- Corporate partnerships across the UK automotive sector
- Community fundraising and events
- Digital fundraising and supporter journeys
- Build and scale compelling fundraising propositions tailored to the automotive community
- Strengthen income pipelines, forecasting, and KPI frameworks, ensuring clarity on short, medium, and long-term revenue generation
- Embed a culture of performance, accountability, and income optimisation, using data and insight to drive decision-making
- Identify and unlock new income opportunities, partnerships, and funding streams.
Supporter Engagement & Income Enablement
- Lead the development of end-to-end supporter journeys that drive acquisition, retention, and lifetime value
- Ensure audience insight and segmentation are embedded across all fundraising activity
- Strengthen supporter stewardship, ensuring high-quality engagement that translates into long-term income growth
- Foster innovation, testing, and continuous improvement across fundraising channels
Marketing & Communications
- Work with senior leaders and managers to refine and document insight-led marketing and communications delivery plans to increase awareness and engagement
- Strengthen digital reach across the UK automotive workforce and retired community
- Enhance brand positioning, messaging, and storytelling to grow both service uptake and supporter engagement
- Oversee audience segmentation and insight to inform engagement and behaviour change
- Ensure high-quality campaigns and content across digital, PR, social, and partnership channels.
Cross-Organisational Leadership
- Model collaborative, high-performance leadership aligned to organisational values
- Work closely with Impact and Service teams to ensure engagement activity reflects real community needs and insight
- Contribute to organisation-wide planning, budgeting, and transformation.
Team Leadership & Capacity Building
- Lead and support Fundraising, Supporter Engagement and Awareness & Experience teams through a period of transition and change
- Identify capability gaps and implement solutions (training, reshaping, recruitment)
- Strengthen systems, processes, and performance reporting to support long-term sustainability and growth.
Key Deliverables (9–12 Months)
- A costed, income-led Fundraising Strategy aligned to the 2030 organisational strategy
- Scalable supporter and beneficiary engagement journeys reaching tens of thousands annually
- Clear recommendations for future team structure, roles, and investment
- Strengthened income pipelines and improved forecasting accuracy
- Enhanced brand visibility and digital engagement within the automotive community
- Smooth transition to a permanent Director with strong foundations, documentation, and operational frameworks in place
Person Specification
Experience
- Significant senior leadership experience in Fundraising and MarComms within the charity sector
- Proven track record delivering fundraising strategies and measurable income and engagement outcomes
- Demonstrable success across individual giving, corporate partnerships, and digital fundraising
- Strong experience in brand, marketing, and digital engagement
- Experience leading teams through organisational change or transition
- Experience building and leading high-performing, multidisciplinary teams
- Ideally, experience engaging large communities, workforce-based audiences, or membership groups.
Knowledge & Understanding
- Strong understanding of supporter engagement, audience insight, and behaviour change
- Knowledge of multi-channel fundraising and modern marketing approaches
- Understanding of charity sector strategy, governance, and income models (desirable)
- Appreciation of the health and wellbeing challenges affecting working people and communities.
Skills & Capabilities
- Strategic thinker able to translate long-term ambition into practical delivery
- Strong leadership and team development capability, particularly during change
- Commercially and analytically minded with strong planning and forecasting skills
- Excellent communication, stakeholder engagement, and influencing skills
- Able to build clarity, confidence, and momentum within teams
- Collaborative and cross-organisational in approach.
Personal Attributes
- Calm, supportive, and steady leadership style suited to transitional environments.
- High emotional intelligence and strong interpersonal skills.
- Resilient, adaptable, and delivery focused.
- Purpose-driven with commitment to improving the wellbeing of the UK automotive community.
Success Measures
- Delivery of a clear, Board-approved Fundraising & MarComms Strategy aligned to 2030 goals
- Stronger, more sustainable voluntary income pipelines
- Increased brand reach, engagement, and supporter growth
- Improved supporter and beneficiary journeys and experience
- Clear future organisational design and capability roadmap
- Effective and smooth transition to permanent leadership.
Registered Charity
51 - 100
To make a positive difference to people's lives within the automotive industry.
The client requests no contact from agencies or media sales.