Legacy giving officer jobs in birmingham
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!
Legacy Officer (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 Officer 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
The client requests no contact from agencies or media sales.
Department: Fundraising
Job Type: Full time
Contract Type: Permanent
Re-engage has just launched a new five-year strategy which will have growth at its heart. We’re looking for an exceptional person to join our team as Supporter Care Officer and be a vital part of this exciting phase of our development.
This is a new role within a growing fundraising team which is aiming to significantly grow income to achieve our growth strategy. Reporting to the Individual Giving Manager, your main responsibility will be to develop relationships with individual and community donors, and legacy pledgers. Your personalised approach and friendly manner will help them feel valued, understand the life changing difference they make and deepen their connection to our work reducing loneliness in later life. As part of your role, you will also have opportunity to support the Individual Giving Manager with fundraising activities.
Key responsibilities
- Be the first point of contact for supporters and build good relationships with them - respond to queries, take donations, and support them in their fundraising.
- Develop a programme to regularly thank donors for their support and find out more about them, including a schedule of supporter phone calls and sending a donor survey.
- Make sure all individual, community and legacy gifts are recorded correctly on our CRM and thanked within a timely manner. Look for new ways to thank donors in a way that surprises and delights.
- Develop and implement personalised stewardship plans for donors and legacy pledgers to provide regular updates that demonstrate their impact or help to build engagement ahead of a fundraising appeal.
- Work with the Individual Giving Manager to communicate with one-off donors about how they can set up a regular gift, and to regular givers about how they can increase their gift.
- Provide support on the production of fundraising appeals, identifying potential stories to use, writing briefs and liaising with suppliers, producing mailing lists and analysing results.
- Work with the Individual Giving Manager to develop and implement marketing plans for challenge events, community, in memory and legacy fundraising, planning regular content throughout the year and identifying key times to promote specific activity.
- Look for opportunities to incorporate legacy messaging into other communications with donors, volunteers and older people.
- Support on the development of new KPI and reporting frameworks, and help to update results for post-campaign and ad-hoc data analysis projects.
- Keep up to date with developments in direct marketing and fundraising practise. Comply with the Fundraising Regulator Code of Fundraising Practice and charity/fundraising law at all times.
You may be required to undertake other duties that fall within the nature of the role and responsibilities of the post. There may be occasional out of hours work required.
Benefits
- Salary – £27,000 per annum
- 35 hours per week, Monday to Friday
- Home-based (with occasional UK travel)
- 26 days annual leave plus all Bank Holidays
- bhsf cash plan, 3% pension contribution, death in service insurance
- Learning and development opportunities, Employee Assistance Programme
About you
Essential
- Interest / experience in providing a great experience for donors or customers.
- Excellent interpersonal and communication skills, both verbal and written.
- The ability to convey our key messages succinctly and effectively, taking an emotive storytelling approach to demonstrate the impact and outcomes of our work, and ensuring all materials follow Re-engage’s brand guidelines.
- The ability to work on own initiative, be disciplined, enabling the prioritisation of work, particularly under pressure, in order to meet deadlines.
- Computer literate with word processing skills and familiarity with the use of databases and spreadsheets – word, excel and internet.
- Strong analytical skills, meticulous attention to detail and a methodical approach to work.
- Ability to work effectively and efficiently within a team context, supporting colleagues and working independently when necessary.
- A positive ambassador for Re-engage - committed to an organisation that challenges ageism, empowers volunteers and recognises and values diversity.
- A commitment to embracing the values of Re-engage, and to our motivation to harness technology.
Desirable
- Experience of using a CRM based on the Microsoft Dynamics platform.
- Experience of using Microsoft PowerBI.
- Interested in learning about loneliness, social isolation, and factors that impact the ageing population.
- A clear understanding of safeguarding systems and processes and of confidentiality and the implications of GDPR when working with supporters, volunteers and older people.
About Re-engage
Re-engage is a charity that is positive about older age and committed to reducing loneliness so that people can have social lives and friendship groups however old they are. We inspire and enable meaningful connections and shared experiences within communities across the UK for people over 75 facing loneliness and social isolation.
Our volunteers work together to create better communities and help to enrich the lives of our members. Older people who may have felt very alone now feel valued as individuals, continue to form friendships, and have groups that give support. We make sure that people know they are important well into their old age.
We are proud of our values - positive, innovative, transparent, evidence-based, and accountable - and of our ethos of bringing generations together.
Our vision is a world where no one is ever too old to make friends and enjoy social interaction.
Our mission is to work within communities to end social isolation and loneliness in older people.
Re-engage is committed to growing a staff team that enjoys coming to work every day and gets satisfaction out of being part of delivering significant impact to the lives of older people. We all work remotely, and we don’t let that stop us from getting to know each other and enjoying down time together. Our wellbeing programme includes multiple interest groups: music, books, hobbies etc as well as coffee and catch ups, quizzes, mindfulness, and other group activities. Everyone is encouraged to get involved in working groups and staff networks, all of which contribute to us getting to know each other. We have strong values and promote behaviours that underpin all we do.
How we recruit
Don’t meet every single requirement? Studies have shown that women and people from ethnic minority backgrounds are less likely to apply to jobs unless they meet every single qualification. At Re-engage we are dedicated to building a diverse and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we’d encourage you to apply anyway. You may be just the right candidate for this or other roles.
Re-engage uses the Hireful platform which helps remove unconscious bias for a forward-thinking, fair, and objective alternative to traditional hiring. Instead of using your CV alone, we'll be asking you to answer questions to test essential skills needed for the role. The responses are then anonymised and reviewed in a random order by members of our team. This enables us to make data-driven assessments focused on someone's ability, rather than their background.
The Hireful platform also asks some demographic questions before you start your application. We never see these responses with your application. We only see summary statistics to help us check if our candidate pool is balanced and if everyone has an equal chance to get hired irrespective of their background. If you prefer, you can easily opt out of answering these questions.
We would rather AI wasn't used for your answers as we want the real you, however we do reserve the right to reject applications if we feel the use of AI has been excessive.
The closing date is midnight on 18 May 2025 and interviews will be held on Tuesday 27 and Wednesday 28 May 2025.
REF-221402
Harris Hill is delighted to be working with an International Animal Welfare charity in their search for a Fundraising Marketing Officer.
This is an exciting opportunity to be a proactive and integral part of the team delivering content for online and offline fundraising appeals, regular gift products and legacy marketing.
As the Fundraising Marketing Officer, you will support the Senior Marketing Officer in executing the annual fundraising and marketing strategy, with a strong focus on donor acquisition and stewardship. You will craft compelling, authentic copy to create fundraising appeals for both warm and cold audiences, aiming to inspire engagement and support.
Working collaboratively across the charity, you will drive and enhance marketing efforts across all fundraising products. You will proactively seek opportunities to grow and promote the charity's membership offering, developing clear and effective campaigns in partnership with internal and external stakeholders.
In addition, you will work alongside the Senior Marketing Officer and Supporter Services team to analyse the donor journey at every touchpoint. By using best-practice benchmarking, you will identify opportunities for improvement and collaborate across teams to deliver an even stronger supporter experience.
To be considered for this role, you will need:
- Proven track record in not-for-profit fundraising marketing and a passion for leveraging stories to drive fundraising success.
- Experience of developing and implementing on and offline fundraising marketing campaigns, delivering them on time and on budget.
- A proven ability to write persuasive copy.
- Strong project management skills with an ability to manage multiple projects simultaneously, meet deadlines and ensure accuracy.
Salary: £35,000
Permanent, Full-time
Location: Remote (minimum of 6 times per year in head office in Norfolk and this will be at your own expense for travel and accommodation)
Applications are being reviewed on a rolling basis, so please send your CV and Cover Letter ASAP.
As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.
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!
- Location: Ideally based in the Highlands but the post holder can be based anywhere.
- Workplace type: This post can be carried out remotely, desk space is available in Ross and Cromarty Citizens Advice Bureau.
- Hours per week: Hours are flexible. This will be discussed at interview and agreed on appointment.
- Type of contract: 2 years fixed term with extension if targets are achieved.
- Salary scale: £25,600 per annum plus performance incentive.
Closing date: 20th May 2025
Interview date: 26th May 2025
It feels good to know you are making a difference to people’s lives. In this role you will support the North Highlands Consortium of 4 citizens advice bureaux, all independent charities which provide free, impartial and confidential advice and information that give people the tools they need to sort out any issues or problems.
Your role will be to design, instigate and deliver a programme of corporate and other fundraising and sponsorship to raise funds for the North Highlands Consortium bureaux. Success in this role will mean our services can be maintained and expanded, now and into the future, enabling people in our communities to prosper and thrive.
You may live in the Highlands, or you may be anywhere in the UK. You will need to understand our communities and engage potential funders in the worthwhile work we do to enhance lives.
The client requests no contact from agencies or media sales.
We have an exciting opportunity for a new member of staff to join Transport for All and support the delivery of our vision: Transport Justice for All Disabled People.
This role will lead on securing income from trusts and foundations for our projects and programmes. You will help to ensure that Transport for All remains financially sustainable, and can grow to meet the needs of our community. You’ll also drive cross-organisational use of the CRM database.
Importantly, you’ll understand how to communicate about a Disabled People’s Organisation without our community being stereotyped as ‘inspirational’ or ‘vulnerable’ – taking a social model approach and aligning with our organisational values.
We’re looking for someone with experience of broad-base fundraising, significant success in trusts and foundations fundraising, and skills and experience in databases.
About Transport for All
Transport for All is the disabled-led group breaking down barriers and transforming the transport system so disabled people can make the journeys we want, with freedom, dignity, ease and confidence. We work with our members to campaign for change, influencing governments, industry and the public.
Your responsibilities
1. Fundraising strategy (10% of time)
· Work with the CEO and Senior Leadership Team to set and deliver the fundraising strategy.
· Work across teams to identify opportunities to create projects and seek funding.
· Ensure all fundraising activities comply with legal and regulatory requirements.
· Report regularly to the Finance Committee and Board.
2. Trust and foundations fundraising (60% of time)
· Work with the Senior Leadership Team to identify projects and core costs for funding and develop realistic budgets.
· Craft compelling applications to secure funding.
· Develop and maintain strong relationships with key funders.
· Work across teams to ensure continuation funding for existing projects and costs where needed.
· Manage grants from existing trusts and foundations, ensuring grant requirements are met, and reports are on time, accessible and demonstrate impact.
· Manage the trusts and foundations pipeline, keeping up to date records at all times.
3. Database management (20% of time)
· Ensure the CRM supports funding monitoring purposes and staff can use it for this purpose.
· Continually champion and develop the CRM so that it is accessible to all staff and meets the requirements of all teams.
· Work with the Communications and Engagement team to put in place good stewardship of members, advice service users and other contacts via the CRM.
· Put in place supporter journeys that provide excellent stewardship.
4. Wider fundraising (10% of time)
· Explore, test and evaluate wider fundraising opportunities. This could include appeals, corporate fundraising, events, individual giving and legacy giving.
· Support the Training, Research and Consultancy team with bid and proposal writing on an ad hoc basis.
5. General (at all times)
· Undertake any other tasks, duties or projects which may arise from time to time which are in line with the general level of this post and as instructed.
· Undertake occasional evening and weekend work as required, and take responsibility for arranging time off in lieu with your manager.
· Line manage and supervise members, contractors and staff as required.
· Work within the Social Model of Disability.
· Work in adherence to Transport for All’s values and staff policies.
· Maintain confidentiality.
· Attend staff meetings as needed.
Skills
We’re looking for someone who:
· Has experience of fundraising, particularly from trusts and foundations, preferably including significant, multi-year grants
· Has strong research skills and enjoys identifying funders and their priorities
· Can construct realistic budgets and work with colleagues to craft project proposals
· Has a track record of securing funds for social justice causes
· Has excellent persuasive, value-based communication skills, both written and verbal
· Understands data protection and fundraising compliance and good practice
· Understands the potential for a good CRM to add value, and is confident about helping other team members to use a database to help their work
· Can manage a mixed workload with conflicting priorities
· Has strong organisational and time management skills
· Has a commitment to and understanding of the social model of disability, and disability justice
We particularly welcome applicants from disabled people. This explicitly includes those of us who are Deaf, neurodivergent, chronically ill, have a mental health condition, have age-related impairments, and people with both visible and non-visible impairments.
Transport Justice for disabled people.
The client requests no contact from agencies or media sales.
Are you an experienced fundraiser who thrives in a fast-paced, mission-driven environment? Do you want to play a pivotal role in an exciting charity that is making a tangible difference in people’s lives? Wheels for All is seeking a passionate and experienced Head of Fundraising to lead our fundraising efforts and help us reach even more people with our inclusive cycling opportunities.
Wheels for All is on an exciting journey of growth, expanding our reach and impact across the UK. With over 30 years of success, we’re now scaling up our work to ensure more people, regardless of their ability, can enjoy the life-changing benefits of cycling. As we continue to grow, we need a strategic and innovative fundraiser to help fuel this expansion.
In this role, you will have the opportunity to bring your skills, knowledge, and experience to the table. We are looking for someone who can bring fresh, innovative approaches to fundraising, tapping into new opportunities, and securing the funding necessary to take our mission to the next level.
This is a remote role, offering you flexibility to work from home while having the ability to operate on a national scale, with some occasional travel required . You will work closely with our passionate team, trustees, and external partners, helping shape the future of the charity and expand our reach far and wide.
In this role, you will:
- Lead the fundraising strategy, securing major grants, corporate partnerships, and individual donations to support our national expansion.
- Oversee marketing and communications to ensure consistent and engaging messaging that resonates with a wide audience.
- Work alongside the CEO and trustees to identify new opportunities and drive growth, capitalising on our position as a national leader in inclusive cycling.
- Develop and deliver innovative fundraising initiatives that align with our growing ambitions.
We offer a salary in line with market rates for the role, negotiable depending on experience, and remote working options to ensure you thrive in a flexible work environment. With staff benefits including generous leave, Cycle to Work schemes, and access to health and wellbeing support, this is a chance to be part of something truly special.
Come with us and make a real difference. Join Wheels for All as our Head of Fundraising and help us create a brighter, more inclusive future for all.
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!
SOS is an award winning medium sized, forward & dynamic thinking, suicide awareness and prevention charity who are seeking a highly successful, committed and fully experienced Partnerships Manager to join our amazing settled, competent family members.
SOS is ISO9001 accredited and also holds accreditation with Investors in People
We won the charity impact award in 2024 due to our alternative way of providing accessible and sustainable mental health care.
We offer services such as group talking and listening, in person and on line, mobile hub community support, our crisis helpline and our own, accredited educational courses.
We are overseen by a CEO who was highly commended in the Coventry and Warwickshire Business and community awards 2025, in the inspirational individual (person of Warwickshire) category.
Our continued growth means we now wish to appoint a highly experienced Executive Partnerships Manager.
This is a full-time position of 37.5 hours per week with one hour’s unpaid lunch. We offer a generous and competitive benefit package. You will work from our Warwick office Monday to Thursday inclusive and from home on Fridays. It is expected that there will be some travel associated with this role
Main components of the role:
*Identify, explore and secure corporate and philanthropic relationships that result in sponsorship, partnerships and legacy donations, ideally as long term relationships
*Substantial previous experience of securing funding from philanthropic bodies, whether in the UK or abroad.
*Significant previous experience of securing charitable partnerships
*Experience of securing high value philanthropic funding, both inside and outside of the UK and who is familiar with undertaking due diligence exploration
*Research and identify tendering opportunities within the charity’s scope. You should have previous bid writing experience, ideally related to local authority and NHS tendering. You should have first class grant application skills and a high success rate.
*Optimising the revenue opportunties from our traded services programmes
*Achieve month by month income growth through donations, traded services, philanthropic giving, partnerships, bids and grants
*Always scanning for new ways to generate income from multiple streams with multiple values or other benefits
*Significant account management skills.
*You can hit the ground running – creating and building your own client lists
*Be an active member of the senior leadership team
*Lead on all income generation activities by growing new and existing business
*Line manage, and set KPIs for, the events & fundraising team the marketing team and the traded services coordinator (5 staff in total)
*Create business plans, sales & revenue optimisation strategies
*Work closely with our finance team
*Prepare quotations for our services
*Produce monthly trading and income growth reports for the CEO
*Supervise the creation of , and manage the progression of, all new service contracts
*Reviewing, amending and updating our current sales and partnerships processes and policies
*Attend networking events from time to time
About you:
. You should live within one hour’s travel from our Warwick offices to meet the needs of the Charity.
*You can forge, foster and develop excellent working relationships and partnerships
*Should hold a degree in business management or equivalent
*You will have worked within the charitable sector previously, preferably within mental health, in a senior position
*Securing agreed monthly value of funding across all sources
*Excellent communication and inter-personal skills, presenting well to potential and existing clients
*First class negotiation skills
*Strong research, strategy and project management capabilities
*Have up to date business intelligence, both in the UK and abroad
*Experienced and successful networker
*Leadership and motivational skills
You should also be highly proficient in the following:
Setting up and managing the CRM system
Fully conversant with Microsoft 365 and all its applications
Adobe Suite
First class communication skills, both written and spoken
_________________________________________________________________________
If you don’t hear from us within 2 weeks of applying, please assume your application is unsuccessful. We thank you for your interest in the role and in our Charity and wish you all the best in your job search.
This is not an entry level role. It is for experienced senior appliants only. You must have the right to live and work in the UK indefinitely. We do not offer sponsorships
NO AGENCIES PLEASE, THANK YOU
Job Types: Full-time, permanent
Expected start date: May/June 2025
We reserve the right to withdraw this advert before the nominated closing date.
Since our concept in 2015, our core aim remains the same - to reduce shame, stigma and silence around poor emotional health and suicide
The client requests no contact from agencies or media sales.
Development Manager
Are you a passionate and skilled land and property professional with a heart for serving older Christians? We are seeking a Development Manager to play a key role in expanding and strengthening our mission to provide compassionate, faith-based care. This is a unique opportunity to make a tangible difference in the lives of our residents while working alongside a dedicated and motivated team.
We are looking for a Development Manager who will be instrumental in driving our vision forward, identifying new land and acquisition opportunities, and ensuring the highest standards of development and innovation.
As a Development Manager, you will be responsible for leading on strategic development projects, forging key partnerships, and ensuring our growth and renewal programme moves forward in alignment with our mission.
If you are a dynamic and experienced land and property professional with a strong background in acquisitions, planning, project management, and a heart for Christian service, we invite you to apply now.
Responsibilities:
- Lead and manage strategic development projects from inception to completion.
- Identify and develop new opportunities for growth and expansion.
- Work collaboratively with key stakeholders .
- Manage budgets effectively and ensure financial sustainability of development initiatives.
- Prepare reports and provide updates to senior management and trustees.
Skills/Experience:
- Strong leadership and strategic thinking skills.
- Proven experience in land acquisition, development project management, or a similar role.
- Ability to communicate effectively with a wide range of stakeholders.
- Strong financial acumen and experience in managing development budgets.
- A proactive and innovative approach .
- IT proficient, including Microsoft Office Suite.
- Ability to work under pressure and manage multiple priorities.
Applicants must be evangelical Christians (This role has an Occupational Requirement to be filled by a Christian under the provisions of the Equality Act (2010).)
Hours:
Full-time, 40 hours per week.
Benefits:
- Salary: £54,000 per annum
- Remote working
- 5 Weeks' paid holiday per year as well as bank and public holidays
- On-going training and support
- Team events
- Pension scheme
- Care Friends referral
- Medicash
- Perkbox – including an Employee assistance programme.
- Long-standing service rewards
- Birthday rewards
— What our staff say about us: “It is a friendly and welcoming place to work.” —
We are committed to having a diverse leadership team and encourage applications from disabled and Black, Asian, and Minority Ethnic candidates, as these groups are currently underrepresented at the senior management level.
Closing date: 23rd May 2025 – However, this vacancy may close sooner if sufficient applications are received, so please apply as soon as possible if interested.
The client requests no contact from agencies or media sales.