Legacy management officer jobs

Are you interested in working as part of a high performing legacy fundraising team, helping to generate income that supports people experiencing homelessness to rebuild their lives?

An exciting opportunity has arisen for an experienced Legacy and In Memory Officer to join the St Mungo’s Fundraising team to grow income supporting our aims to end rough sleeping for good. In this role you will be responsible for:

• Managing the steady stream of legacy case work, including pecuniary, specific, life interest, and residuary legacies.
• Working with lay executors, solicitors, co-beneficiaries and family members/friends to sensitively and efficiently administer legacy and in memory gifts.
• Overseeing the process for all legacy and in memory income - working closely with internal and external stakeholders to ensure income is processed accurately and efficiently. Keeping effective records, maintaining the legacy pipeline, and completing reports.
• Working with the Legacy Manager to deliver marketing campaigns to acquire and steward new supporters. Gathering stories to promote legacy and in memory giving internally and externally.
• Collaborating with other teams, ensuring seamless processing and documentation of gifts, marketing campaigns, appeals, and more.

In this role you will be required to work flexibly for at least 2 days per week from our Central Office in Tower Hill, London. This allows for training, in person collaboration, team building, line management and other relationship building opportunities. We support a flexible approach to work with opportunities for agile working for the rest of your week; from home, or other St Mungo’s London or regional locations. 

About you

We think this role will inspire someone keen to build on and develop their legacy administration skills, marketing skills and fundraising experience as part of a positive, dedicated and supportive team.  

We are looking for candidates with demonstrable experience in a charity legacy or estate administration role who can balance the two sides to this role. The legal administration of legacy income requires excellent attention to detail, but the legacy marketing responsibilities also require project management and creative skills to manage activity that can build on St Mungo’s portfolio of legacy supporters.

• You will be proactive and empathetic with a flexible approach and be comfortable managing your own time and projects.
• You will be comfortable using IT software, databases and systems such as Raiser’s Edge NXT.
• Previous experience of Legacy marketing experience within a charity, and a certificate of Charity Legacy Administration are beneficial but not essential.

St Mungo's are committed to creating a diverse and inclusive workplace. We strongly encourage applications from all under-represented groups.

How to apply

To view the job description and guidance on completing your application form, please click on the ‘document’ tab on the advert page on our website.

To find out more and apply please go to the St Mungo’s careers page on our website.

Closing date: 10am 18 August 2025

Interview and assessments on: 27-28 August 2025

What we offer

• Excellent Development and Growth Opportunities
• A Diverse and Inclusive Work Place
• Great Pay and Other Benefits

This is an exciting opportunity to join the Global Fundraising Team at this Global Charity. As the organisation experiences growth in legacy income both within the UK and increasingly across international markets, the Legacy Officer role has been created to support in the pivotal task of enhancing the capacity to manage the caseload of legacies.

The role involves maintaining detailed records, managing data in CRM systems, and supporting income forecasting and reporting. A key part of the role is building strong relationships with executors, solicitors, and internal teams to ensure smooth estate administration.

The role can be PT or FT (please specify on application preference) For those working more than 0.6 FTE, the role also includes supporting legacy marketing campaigns and contributing to international programme development.

This is a Surrey based Hybrid role with 2 days a week in the office.

The Charity
A passionate charity dedicated to paving the way for a new era where people, wildlife and the planet thrive, with a strategy focused on mobilising a movement and delivering key legislative reforms. The charity offer a range of benefits including flexible working, learning and development opportunities, a generous 10% pension and an employee assistance programme.

The Role
Assist in the administration of UK and international legacy gifts.
Maintain and update legacy data in CRM systems.
Assist in forecasting legacy income by analysing historical data and trends to contribute to financial planning and strategy.

If role more than 0.6 FTE Supporting Legacy Marketing
Campaign Delivery Assist the Legacy Marketing Manager with the planning, briefing and delivery of campaign activity.
Legacy Supporter Stewardship Work alongside the Supporter Engagement Team to ensure legacy enquiries are followed up and legacy pledgers are thanked and stewarded.

The Candidate
Experience in UK legacy admin
istration.
Strong analytical and forecasting skills, with attention to detail in reporting and financial management.
High level of literacy and communication skills, both written and oral.
Experience of using a CRM.
A proven track record in managing a complex caseload of legacy gifts, ensuring compliance and maximising income is desirable.

IMPORTANT NOTE

Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.

Location: Godalming, Surrey, UK (Flexible hybrid working from HQ)
Job Type: Permanent, full-time (37 hours/week) or part-time (minimum 0.6 FTE / 22 hours/week)
Salary: Up to £30,000 per annum FTE (dependant on skills and experience)
Department: Global Fundraising, Legacy Administration
 
Closing date: 15th August 2025
 
About Us:
 
Compassion in World Farming International is a leading global organisation dedicated to ending factory farming worldwide. We were founded in 1967 by Peter Roberts, a British farmer alarmed by the rise of factory farming. Over the past 50 years, we have made major strides in abolishing inhumane practices such as barren battery cages, veal crates, and sow gestation crates in the UK and Europe.
 
Our approach involves campaigning, advocacy, and engagement with policymakers at national, intergovernmental, and corporate levels, building a movement of individuals concerned about animal welfare and the health and sustainability of our food. We are driven by a passion for animal welfare and food system change, believing in a future where animals are treated with compassion and respect, and where sustainable farming practices prevail for a healthy planet.
 
Our international headquarters are in Godalming (UK), with team members in 14 countries on four continents including the US, Italy, France, Poland, the Netherlands, Spain, Czechia, China, and a specialist policy office in Brussels. This role is part of the Global Fundraising Directorate of over 50 staff, consisting of Philanthropy, Individual Giving, Legacies, Digital, CRM and Brand teams, based internationally, primarily in the UK (HQ) and our six other fundraising markets in the USA and Europe.
 
About the Role:
 
As our Legacy Officer, you will play a vital role in administering UK and international legacy gifts, from notification to final distribution, ensuring compliance, accuracy, and timely processing. You'll help support income forecasting, estate reviews, and reporting to inform strategic decisions. Working closely with the Legacy Administrator, Legacy Marketing Manager, and global fundraising teams, you'll help integrate legacy administration with broader fundraising goals.
 
The role also involves building strong relationships with executors, solicitors, and international colleagues. For candidates working above 0.6 FTE (22 hours per week), the role will also support legacy marketing campaigns and international programme development.
 
About You:
 
To be successful as our Legacy Officer, you will ideally have experience in UK legacy administration, with the ability to manage a complex caseload efficiently and in line with legal and organisational policies. Strong analytical and forecasting skills, attention to detail in reporting, and excellent written and verbal communication are essential. You should be confident working within a global organisation, with an understanding of cross-cultural dynamics and regional legal frameworks. You'll have the ability to build and maintain strong relationships with executors, solicitors, and internal and external stakeholders is key.
 
Experience in international legacy administration or marketing would be an advantage, as would familiarity with CRM systems such as Salesforce or First Class.
 
Why You Should Apply:
 
This is a valuable opportunity, where you will play a key role in legacy giving. In this an exciting new position, you'll provide essential administrative support and coordinate a growing caseload of legacies, working closely with the Legacy Administrator. The work you undertake as our Legacy Officer will play a crucial part in advancing Compassion's mission, while contributing to a dedicated team focused on animal welfare and food system change.
 
• Enjoy an enhanced annual leave of 25 days per year, along with bank holidays
• Our comprehensive benefits package includes core offerings like Health Cash Back Plan
• MHFA support – 24/7 GP access and Employee Assistance Programme
• Free onsite parking and office next to mainline station
• Optional savings schemes like the Cycle Benefit scheme
• Embrace a fulfilling career that prioritises your well-being, while also enjoying excellent development opportunities
• Hybrid working model (dependant on role and location)
• A defined contribution pension scheme
• Enhanced discretionary company sick pay
• Premium Subscription to Calm App
 
Application Process:
 
If you are passionate about animal welfare and have the skills and experience to excel in this role, we would love to hear from you. Please submit your CV and a cover letter, outlining how you meet the Person Specification detailed in the job description. Please note that we reserve the right to commence interviews on a rolling programme.
 
1st Stage Interviews (TEAMS): Friday 22nd August 2025
2nd Stage Interviews (In-Person at HQ): Thursday 28th August 2025
 
No Agencies please.
 
Compassion in World Farming International is absolutely committed to providing equal opportunities for everyone regardless of their background. We value diversity and experience, and acknowledge the underrepresentation of people from certain backgrounds, both within our organisation and across the sector. We welcome applications from underrepresented groups, whether these be of ethnicity, gender, identity, religion, physical ability, sexual orientation or other.
 
To comply with legal requirements, as part of our selection procedure we ask all potential employees to prove their eligibility to work in the UK.
 
You may also have experience in the following roles: Legacy Administrator, Fundraising Administrator, Donor Relations Officer, Philanthropy Officer, Development Officer, Fundraising Officer, Gift Processing Officer, Donor Services Officer, Legacy Marketing Officer, Charitable Giving Officer, etc.
 
REF-222 789

Gifts in Wills plays a vital part in this, making one in three of Alzheimer’s Research UK’s (ARUK) pioneering research projects possible. This provides the platform for the continued investment in the legacy programme ensuring a strong pipeline is developed to support the research ambitions of the Charity.

The Legacy Casework officer is responsible for working on the case load of open legacy cases, taking responsibility for pecuniary, residuary legacies, and contentious cases, with the support of the Legacy Casework Manager (LCM).

The role requires experience and understanding of legacy administration, including knowledge of the legislation and precedents, ability to guide lay executors, review estate accounts, answer audit queries related to casework, and support the LCM to ensure the charity receives its entitlement, as per the Charity Commissions regulations.

It is also the responsibility of the Legacy Casework officer to ensure that the Legacy Admin CRM, First Class, is accurately representative of each case and all cases are in line with data protection principles.

Main duties and responsibilities of the role:

Legacy administration

· Manage legacy cases assigned by LCM from notification to receipt.

· Record new legacy cases and all appropriate information, including income, using databases, setting up regular reviews in line with the Charity’s policy until the completion of the administration.

· Send correspondence to the solicitors, executors and next of kin including all relevant information, with support of LCM where necessary.

· Ensuring the charity receives its full entitlement, satisfying legal requirements by requesting copies of all relevant documentation, as outlined by the LCM.

· Assisting with the end of the Charity’s financial year auditing and accruals process, by attending and supporting LCM in audit meetings, as and when required.

· Reporting on notifications, highlighting any trends in notifications and/or gifts to LCM and Head of Legacy and In-Memory Giving.

· Advising, and supporting the LCM, in development of legacy casework processes and policies.

· Sign receipts for legacies as a delegated officer of ARUK.

Team support

· Inputting into annual planning and development of legacy and in memory marketing plans.

· Being actively involved in cross-functional activities as required, including matrix working.

 

What we are looking for:

· Experience of using First Class

· Qualified or working towards Certificate in Charity Legacy Administration/ Equivalent probate legal background

· Ability to manage multiple caseloads and remain calm under pressure.

· Excellent communication skills (written and oral)

· Excellent attention to detail, with the ability to analyse data to spot trends

· Delivers a high level of service to stakeholders, both internal and external

· Able to work as part of a team and autonomously when required

Additional Information:

Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office.

Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals.  This includes when attending the office for various meetings/events.

Our Office: Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD. 

Salary: Circa £29,500 per annum, plus benefits.

Please download the Vacancy Pack on our website for more information.

The closing date for applications is the 17th August 2025, with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date.

We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential.  We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under-represented.  Any offer of employment is however subject to you having the right to work in the UK.

As part of our commitment to being an inclusive employer and ensuring fairness and consistency in our selection process, we will handle your CV and application with the utmost confidentiality. While we strive to anonymise your CV where possible, there are certain sections, such as the application question, that cannot be fully anonymised. We kindly ask that you remove any personal information, including your name, when answering the application question. The hiring panel will not have access to your personal details, such as your name and address, until you are invited for an interview. Should you require any adjustments at either the application or interview stage, please contact us via our website..

How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application.

About Alzheimer’s Research UK: Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure.  Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope. 

There has never been a more important and exciting time in dementia research. With promising new drugs in clinical trials that slow the progression of the diseases that cause it, and revolutionary new ways to diagnose them on the horizon, we are now at a tipping point. Working with the smartest minds globally and across the UK, with industry and academia, Alzheimer’s Research UK is uniquely placed to invest in the very best research identifying barriers to a cure and knocking them down so that there are more and better treatments for everyone with dementia. For the first time in history, we can see a future where people with dementia can get a swift and accurate diagnosis, and effective treatments that could slow or even stop their disease. We stand for everyone affected by dementia. We stand for a cure. 

In 2024, we were incredibly proud to be awarded a 3-star accreditation by Best Companies which recognises ‘World Class’ levels of workplace engagement. This is the second consecutive time; we have been awarded a Best Companies 3-star accreditation.

We were also listed in the prestigious Best Companies lists:

· 18th in the 100 Best Large Companies to Work For in the UK.

· 10th in the 50 Best Companies to Work For in the East of England.

· 2nd in the 30 Best Companies to Work For in the Charity Sector.

ARUK really does look after its people, where you will be able to add value and make a difference. 

To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK

Legacy and In Memory Officer

Between 28 and 35 hours per week - Permanent
£27,697 to £30,811 per annum (pro rata)

Yorkshire Wildlife Trust is one of the UK’s fastest growing nature conservation organisations and seeks to appoint a Legacy and In Memory Officer.
 
Join Yorkshire Wildlife Trust and help create a wilder future for Yorkshire. We’re looking for a compassionate and proactive Legacy and In Memory Officer to grow and manage our legacy giving and in-memory fundraising programmes – vital income streams that help us protect and restore nature for generations to come.
 
In this essential role, you will lead the development and delivery of our inspiring legacy and in-memory fundraising activities. You’ll help our supporters celebrate their loved ones, mark special occasions and make lasting contributions through gifts in wills. Working closely with colleagues across fundraising, communications, and supporter engagement, you’ll ensure that every supporter feels valued, informed, and connected to the impact of their gift.

Your responsibilities will include delivering Yorkshire Wildlife Trust’s legacy marketing strategy and in-memory giving programme. You will steward legacy supporters and next of kin with empathy, care, and professionalism. You will also coordinate legacy events, campaigns, and communications with legacy pledgers. In addition, you will manage legacy administration, liaising with solicitors and executors to ensure gifts are handled sensitively and effectively.

To succeed in this role, you will need to be a confident communicator with excellent written and interpersonal skills. You will be organised, detail-oriented, and able to manage sensitive and confidential information. Experience in fundraising, supporter care, or legacy and in-memory giving—or transferable skills from a relevant sector—will be essential. You will also be empathetic and supportive when working with bereaved individuals or those planning for the future.

Experience in legacy administration, event planning, or using CRM systems (e.g. Access Charity CRM, Raiser's Edge or similar) is desirable but not essential – we’re open to candidates who can demonstrate the right values, skills, and potential.
Basic DBS check is required.
 
How to apply:
 
Please submit an up-to-date CV and supporting statement. When writing your supporting statement, please refer to the person specification within the job description, and ensure you describe your relevant knowledge, skills and experience relevant to the role. Ideally, your CV and supporting statement should be in an editable format, such as Word, so we can anonymise your documents prior to the short-listing process. Please DO NOT include any personal details (name, address etc) on your supporting statement.

Closing date: Monday the 25th August 2025 at 9am
 
Interview date: Friday 12th September 2025 at our Head Office at St. Georges Place, York

 Please note that applications received after the closing deadline may not be considered. The Trust regrets that it is unable to give feedback on unsuccessful applications.

 We are committed to creating a Movement that recognises and truly values individual differences and identities. We value diversity and are committed to creating an inclusive culture where everyone is able to be themselves and to reach their full potential. We want our people to flourish, just like nature.

REF-223 195

We’re delighted to announce an exciting opportunity to join Animal Aid’s friendly fundraising team.

We’re looking for a part-time Legacy and Fundraising Officer to join our passionate fundraising team to help inspire supporters to leave a meaningful legacy.

About us

Animal Aid, founded in 1977, is one of the longest established animal rights groups in the world. We peacefully campaign against all forms of animal abuse and promote a cruelty-free lifestyle. Our undercover investigations help expose animal cruelty, and our evidence frequently features in the media, raising public awareness of these issues.

Role Description

You would be responsible for:

• ensuring that gifts left to Animal Aid in wills are handled efficiently and sensitively, liaising with solicitors and executors to ensure income is received promptly and correctly recorded
• growing our legacy giving programme by building relationships with supporters who are considering leaving a gift in their will and overseeing legacy marketing campaigns, working with colleagues
• reporting on legacy income and forecasts to feed into our future strategy
• working with the fundraising team on department tasks

Ideally, you would have experience with legacy fundraising, but we are open to experienced fundraisers who are looking to move into legacy giving. Training will be given.

You must be committed to the objectives of the organisation and be in tune with Animal Aid’s ethical, vegan stance and outlook.

Find out more, including the full job description and person specification, on our website.

Benefits

• 23 days annual leave (plus bank holidays) and additional long service days
• Employee Assistance Programme, giving access to health and wellbeing support, counselling services and discounts
• Access to training and professional development opportunities
• Ethical pension scheme, with 5% contribution from Animal Aid
• Season ticket loan
• Bicycle purchase loan (Cycle to work scheme)

To apply: Please send a CV and cover letter explaining how your skills meet the requirements of this role and why you want to work for Animal Aid.

Location: Hybrid/Tonbridge, Kent
Salary: £30-35,000 FTE
Contract type: Part-time, Permanent – 3 days/week
Closing date: Thursday 14th August
Interviews: week commencing 26th August

We encourage early applications as we may interview qualified applicants before the closing date.

Animal Aid is an equal opportunities employer, and we welcome applications from all candidates who have the required skills and experience, regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy, race, religion or belief and marital status.

We are looking for a person who is driven to reach targets through building relationships with bereaved supporters and partner organisations. You’ll also manage warm stewardship of legacy pledgers & become part of a passionate team at JGDR.

Hours: 35 hour per week (with occasional weekend or evenings)

Location: This is a hybrid role, with regular travel required across our operating regions – including North and South Lincolnshire, Nottinghamshire, and East Yorkshire. The postholder will be expected to work flexibly in the community or on the road for meetings with supporters or partner organisations on at least four days per fortnight, with a minimum of one day per fortnight worked from a Jerry Green Dog Rescue Centre (North Lincolnshire, South Lincolnshire, or Nottinghamshire). The postholder will also be expected to attend regular team meetings in an agreed location.

As our sites are in rural locations, holding a full UK driving licence and having access to your own vehicle is essential. (Business mileage is reimbursed according to JGDR’s expenses policy.)

Purpose:

We are seeking a confident, compassionate and target driven individual to lead on the delivery of JGDR’s in memory giving programme and support the delivery of legacy marketing.

Working with the Individual Giving and Legacies Manager, you will be driven to reach targets through building relationships. You will follow up with supporters who have given in memory of their dog, family member, or friend – often following a funeral collection – and help them take the next meaningful step, such as setting up a remembrance page, making a further donation, or exploring other ways to honour their memory. This role is responsible for raising circa £40,000 per year from a portfolio of in-memory products – with aims to grow this valued income line.

You’ll also manage warm stewardship of legacy pledgers and help deliver long-term marketing activity to keep gifts in wills front of mind.

This role would suit someone from a bereavement, funeral, or supporter-facing (sales or fundraising) background who is confident converting warm leads into action with care and professionalism.

Your role

You will sit in the Individual Giving and Legacies team and report to the Individual Giving and Legacies Manager.

Your focus will be on:

• Growing income from in-memory giving through proactive supporter engagement and lead conversion.
•  Delivering light-touch legacy marketing and warm legacy stewardship, in support of long-term growth goals.

Responsibilities

In Memory Fundraising

· Work with the Individual Giving and Legacies Manager to develop and deliver the operational plan for in-memory fundraising, including campaign ideas, journeys and stewardship.

· Engage with in-memory donors via phone, email, post and in-person conversations, offering remembrance pages and other meaningful giving options.

· Proactively follow up leads and develop a pipeline to track progress and maximise conversion.

· Convert warm leads into active fundraising, donations, or page creation on our tribute fund platform, MuchLoved.

· Develop and maintain relationships with funeral directors, pet crematoriums and celebrants.

· Promote in-memory giving internally, supporting Operations, Retail and wider Fundraising and Marketing teams to spot and signpost opportunities.

Legacy Marketing & Pledger Stewardship

· Work with the IG and Legacies Manager to craft and execute legacy marketing campaigns and materials, supporting with copywriting and creative development.

· Oversee stewardship of legacy enquirers, intenders, and pledgers, ensuring they feel valued, thanked and connected

· Organise and deliver events or moments of recognition for pledgers, to promote legacy giving to long-term supporters and other target audience groups.

· Manage relationships with relevant agencies and external suppliers, e.g. free will writing services, local solicitors, and Remember a Charity Week.

• Champion legacy giving across JGDR, including working closely with colleagues in Operations and Retail to ensure that Centres and shops are equipped with the information and training needed to promote legacy giving effectively.

Other Duties

· Contribute content for social media, fundraising newsletters, publications and local media to support marketing objectives and increase our engagement with adopters, supporters and donors online.

· Keep up-to-date with sector trends and developments in legacy and in memory giving

· Attend ad hoc supporter and community events to represent JGDR and promote legacy and in memory giving

· Act as a champion for fundraising compliance across the organisation, including ensuring adherence to the Fundraising Regulator’s Code of Fundraising Practice, the General Data Protection Act and PECR, and other relevant legislative requirements

· Manage any complaints from supporters with empathy and professionalism, ensuring sensitive issues are escalated and resolved appropriately.

· Act as a collaborative role model to the wider team, and build strong working relationships with colleagues across the wider charity to be an internal ambassador for Fundraising and Marketing

This is not an exhaustive list of duties but outlines the key roles and responsibilities for this post. The post holder’s specific objectives will be set upon commencing their role.

Performance Measures

Monitoring & Insight

· Ensure that our fundraising CRM is up-to-date, in a timely manner, and develop reporting mechanisms to understand and analyse metrics on your audiences, including legacy enquirers, pledgers, and in memory supporters, and their historical engagement with the charity.

· Maintain accurate supporter records in our fundraising CRM, ensuring the status of in memory fundraising and legacy pledges are monitored and reported on to support financial planning and forecasting against budgets.

· Monitor and report on activity and agreed KPIs, such as donor calls, follow-ups, page creation, and pledger contact. Provide insight to support future development of in-memory and legacy products and journeys.

Organisational Skills & Values

· Committed to dog welfare, and representing the values of JGDR both internally and externally

· Prepared and able to travel to other JGDR Centres and partner organisations where needed.

· Prepared and able to attend relevant supporter events - occasionally at weekends and on evenings – in the community to promote legacy and in memory giving; a time off in lieu policy for this is in place.

Relationships

In Memory supporters

Legacy Pledgers

Funeral Directors

Pet Crematoriums

Centre staff

Retail staff

Fundraising & Marketing Team

Role-specific knowledge & skills

You are:

· A confident and emotionally intelligent individual who can adapt your communication style to suit different supporters and situations.

· Motivated and tenacious, driven by purpose, but also by outcomes – you follow up, track progress, and close conversations well.

· Financially proficient, and comfortable planning, monitoring and being accountable for fundraising budgets to agreed deadlines.

· You’re comfortable dealing with grieving individuals and talking about remembrance, but also how to frame a gift as a positive, hopeful act.

· You’re not afraid of outreach or relationship-building – you pick up the phone, write warmly, and connect quickly.

· Skilled at managing competing demands and shifting priorities – you can adapt when plans change, without losing sight of your key responsibilities or income goals.

· You love the idea of helping people create meaning through giving – and helping dogs find their forever homes as a result.

· Experienced in using CRM databases to input, monitor, and

· report on supporter data and to gather insights

· Diligent, organised and respectful of others’ contributions, and keen to work in an environment that encourages constructive feedback and collaboration

Individual Giving and Legacy Administrator

We are looking for a compassionate and detail-oriented Individual Giving and Legacy Administrator to join our supportive and committed team at Heart of Kent Hospice.

This is an exciting opportunity to make a real difference by supporting the success of our fundraising programmes and helping us build lasting relationships with our generous donors.

Position: Individual Giving and Legacy Administrator
Location: Hybrid – Aylesford, Maidstone (minimum 3 days per week in the office)
Salary: £31,035 per annum
Hours: Full time, 37.5 hours per week (some evening and weekend work required)
Contract: Permanent

Closing Date: Sunday 31st August 2025
 

The Role

You will play a crucial role in supporting all aspects of our Individual Giving income streams, including In Memory, Regular Giving, Lottery and especially Legacy Administration from start to finish.

As a first point of contact for donors and their families, you will provide empathetic, professional and timely support—administering legacy gifts, managing sensitive correspondence, and ensuring accurate financial and legal oversight.

You will:

• Manage all legacy notifications from initial contact to closure, ensuring accurate case records
• Communicate with solicitors, executors, and next of kin with sensitivity and professionalism
• Maintain a robust audit trail for all income and work closely with Finance for reconciliations
• Champion high standards of supporter care, sending acknowledgements and managing stewardship journeys
• Help deliver lottery and other individual giving campaigns, including prize processing and reporting
• Ensure all work is carried out in compliance with GDPR, fundraising best practices and relevant legal obligations

If you are a confident, compassionate communicator with experience in fundraising administration, and want to contribute meaningfully to a values-driven charity, we would love to hear from you.

About You

We are seeking someone who is proactive, meticulous and deeply committed to excellent supporter care.

You will have:

• Direct experience in fundraising, individual giving and/or legacy administration
• Strong administration skills and experience in a charity or fundraising setting
• Hands-on CRM/database experience (Raiser’s Edge preferred)
• Experience handling sensitive information and working in line with GDPR
• Excellent attention to detail and ability to manage multiple priorities
• Knowledge of legacy fundraising and understanding of gifts in wills
• High level of empathy, patience, and professionalism in written and verbal communication
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Ability to work both independently and as part of a team

Benefits Include:

• Contributory pension scheme (with NHS continuation option if eligible)
• Life assurance (2x salary)
• Employee assistance programme
• 27 days annual leave, rising to 33 days with service
• Flexible/hybrid working (minimum 3 days per week in the office)
• Ongoing training, development, and support
• Warm and friendly team culture with a strong focus on wellbeing
• Opportunity to make a real impact in your community

About the Organisation

Heart of Kent Hospice is a compassionate charity that provides expert, free care and support to adults facing terminal illness, as well as their families and carers. Every day we help people live as well as they can for the time they have left, wherever they choose to be at home, in hospital, or at the hospice.

Our values are compassion, integrity, respect and teamwork and guides everything we do. Join us in helping provide comfort, dignity and care to those who need it most. We are committed to building a diverse and inclusive workplace and are proud to be an equal opportunity employer.

PLEASE NOTE: All applicants must complete our application form in full. A Standard DBS check will be required upon appointment.

Other roles you may have experience of could include Fundraising Administrator, Legacy Officer, Supporter Care Executive, Individual Giving Assistant, Fundraising Support Officer, Donor Stewardship Officer, Legacy Giving Coordinator, Gifts in Wills Officer, etc.

PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.

Harris Hill is delighted to be partnering with The Rochester Bridge Trust in their search for a Grants & Outreach Manager.

The Rochester Bridge Trust is a historic and independent charity that has provided and maintained free-to-use crossings over the River Medway since 1399. Today, it continues this legacy with a net-zero approach and a strong charitable programme supporting engineering education, heritage, and the environment.

Salary: £38,000 per annum, plus great benefits.

Contract: Full, time, permanent. 4-day working week Monday- Thursday, (office closed on Fridays)

Location: Rochester, Kent. On site 4 days a week, with some flexibility to WFH in the future.

As Grants & Outreach Manager, you will play a key role in delivering and developing the Trust’s charitable work. This includes managing outreach and grant-funded projects, leading stakeholder engagement, and delivering the Trust’s Scholarship and Alumni programmes. You’ll also support internal teams with project management and evaluation to ensure real impact.

Key requirements:

• Strong project management experience (qualification such as PRINCE2 or PMP desirable).
• Proven ability to build relationships with diverse stakeholders, from schools to sector leaders.
• Experience in grants management and programme evaluation.
• Confident communicator with excellent written and verbal skills.
• Skilled in budget management and IT (especially MS Office).
• Full UK driving licence required.

This is a fantastic opportunity to contribute to a historic and forward-looking organisation at the intersection of civil engineering, education, and heritage. If you're passionate about impactful outreach and are ready to help shape the next generation of engineering talent, we’d love to hear from you.

Please note, CVs are being reviewed on a rolling basis. 

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.

Who we are

ADSS (Alzheimer's and Dementia Support Services) believes in enabling those who live with dementia to live well. ADSS is Kent’s biggest independent charity dedicated to providing support to people affected by dementia. Following a significant expansion in 2022, the team is now supporting more people than ever before. We are currently Kent Charity of the Year and Kent Disability Charity of the Year and have a proven track record in delivering high impact services.

Summary of the role

The Legacy and In Memory Fundraiser will develop and lead on strategies to grow two vital income streams. This role will be instrumental in ensuring long-term sustainability for ADSS by inspiring supporters to leave a gift in their will or donate in memory of a loved one.

 

Main purpose of job

The Legacy and In Memory Fundraiser will lead the development and implementation of strategies to grow income from gifts in wills and in-memory donations. With a focus on both acquisition and engagement, this role is centred on building meaningful, compassionate relationships with supporters—encouraging them to consider leaving a legacy or making a donation in tribute to someone special. Through sensitive communication, targeted campaigns, and thoughtful stewardship, the fundraiser will support individuals in honouring their values or the memory of a loved one, while generating essential long-term income to sustain and advance the charity’s work.

 

The Role Responsibilities

· Develop and implement a legacy fundraising strategy to increase pledges and confirmed legacy gifts.

· Inspire legacy giving; create engaging campaigns and materials that encourage supporters to include a gift to ADSS in their will.

· Steward legacy supporters with care, ensuring long-term engagement and loyalty.

· Work closely with legal representatives and executors to ensure timely and sensitive management of legacy gifts.

· Build relationships with potential legacy donors through sensitive and well-informed communication.

· Develop and manage an in-memory fundraising programme that offers meaningful ways for supporters to honour loved ones.

· Support families and friends who wish to give in memory of loved ones, offering tailored and sensitive communication.

· Create engaging communication, content and materials for in-memory fundraising across multiple channels

· Ensure that legacy and in memory income from all channels and sources is coded and thanked in a timely manner and in accordance with relevant legislation and best practice.

· Create supporter journeys that provide empathy and support, encouraging long-term involvement.

Cross-Team Collaboration & Development

· Agree and monitor KPI’s and budgets.

• Use supporter data and insight to inform strategies and measure impact.
• Monitor sector trends and innovations in legacy and in-memory giving to shape plans and identify new opportunities.
• Communicate with wider team to encourage promotion of legacy and in memory giving.

Donor Database Management:

· Maintain and update our donor database, ensuring accurate records of donations, communications, and engagement history.

· Analyse giving performance and optimise programmes based on insights

· Track progress towards fundraising goals, preparing regular reports for senior leadership and stakeholders.

· Work within GDPR and the Fundraising Code of Practice at all times.

• Use CRM system to track donor journeys, manage pledges, and identify opportunities.

This job description is not exhaustive and serves only to highlight the main

requirements of the post holder. The Chief Executive Officer may stipulate other reasonable requirements.

Are you passionate about data, technology, and making a real-world impact for animals?

AWIP (Animal Welfare Investigations Project) is on a mission to ensure that all animals are protected from organised crime. As we scale our fundraising campaigns and recurring supporter base, we’re looking for a part-time Data & CRM Officer to transform the way we manage supporter data and drive income growth.

We are scaling rapidly — building our membership base, global reach, and digital fundraising channels — and we’re investing in the infrastructure to support that growth.

As part of this journey, we are launching a major CRM transformation project to unify our supporter data, power our fundraising, and deepen relationships with our global supporter community.

You’ll work closely with our Marketing & Communications (MarrComm) team to deliver clean, actionable data for emergency appeals, regular giving campaigns, petitions, and legacy fundraising. Your work will directly help fund frontline rescue operations around the world.

About The Role:

We are seeking a highly motivated part-time Data & CRM Officer to lead the implementation and ongoing development of our new Salesforce CRM and to integrate it with our full digital stack using tools like Zapier.

You will play a crucial role in enabling our small Marketing & Communications (MarrComm) team to access accurate, actionable data for our emergency appeals, recurring giving campaigns, petitions, and legacy engagement.

This is a rare opportunity to build systems from the ground up that will directly support real-world rescues, investigations, and sustainable income generation for animals in need.

Key Details:

• Contract type: 6-month fixed-term (with strong potential to become permanent, subject to KPIs)

• Start date: September 2025

• Location: Remote (Must be UK-based)

• Working hours: 16 hours per week (100% flexible schedule; some occasional overtime may be required to meet KPIs with strong potential to become full-time)

• Salary: £13,957 per annum (pro rata), based on a full-time equivalent of £30,500 (35 hours per week)

Key Responsibilities

• Lead the implementation of Salesforce CRM and ensure smooth migration from legacy systems

• Build and manage data automations using Zapier or similar no-code automation platforms, connecting platforms such as MailerLite, FundraiseUp, Meta Lead Ads, and Stripe

• Ensure all supporter data is accurate, deduplicated, well-tagged, and GDPR-compliant

• Create and maintain segmentation and logic to support targeted campaigns and supporter journeys

• Collaborate with the MarrComm team to deliver campaign-ready data for fundraising and advocacy

• Develop dashboards and reporting tools for real-time performance insights

• Document workflows and integrations to ensure long-term sustainability of systems

• Proactively identify opportunities to improve donor retention, upgrade journeys, and LTV through smarter data use

Essential Skills & Experience

• Strong experience working with CRM systems in the non-profit or charity sector

• Hands-on experience with Zapier and third-party platform integrations

• Direct experience with Salesforce (or another comparable CRM such as Dynamics or Raiser’s Edge)

• Understanding of data hygiene, supporter segmentation, consent management, and GDPR compliance

• Ability to work independently and manage multiple technical tasks simultaneously

• Confidence in working with both technical and non-technical colleagues

• Excellent attention to detail and data accuracy

Desirable

• Experience with MailerLite, FundraiseUp, or similar email marketing and donation platforms

• Familiarity with other automation platforms (e.g. Power Automate, Make/Integromat)

• Experience creating fundraising journeys (e.g. welcome series, upgrade campaigns, reactivation flows)

• Prior experience supporting legacy fundraising or donor segmentation

• A vegan or vegetarian lifestyle and alignment with cruelty-free principles (desirable but not essential)

• Experience working remotely and independently within a small, agile team

Position: Head of Individual Giving and Legacies
Hours: Full-time, 35 hours a week
Contract: Permanent
Location: Office-based in London, with flexibility to work remotely
Salary: £65,118 per annum plus excellent benefits
Salary Band and Job Family: Band 4

About us

We make sure people living with MS are at the centre of everything we do. And it’s this commitment that unites us across the UK.

Our strategy is based on what people affected by MS have told us is important to them. It gives us a clear and determined focus.

Our work is based on the hopes and aspirations of our MS community. Together we campaign at all levels, fund ground-breaking research and provide award winning support and information.

Our people are our greatest asset and the key to our success. We offer a vibrant, progressive working environment where you'll be able to make a difference.

About this job

It is a very exciting time to join the MS Society as Head of Individual Giving. We are implementing an ambitious cross-organisational transformation programme. And we have just started a new 2025-29 strategy. Income Generation and Individual Giving are central to both.

We are transforming our approach to engagement to grow and deepen relationships with all our audiences. This creates an opportunity to integrate our approach to Engagement, Income Generation and Individual Giving. So we can increase our financial supporter base. Grow and diversify long-term sustainable income to deliver transformational impact for the MS Community. And contribute to our ultimate vision of a world free from MS.

We are looking for someone to provide strategic and operational leadership to Individual Giving. Someone who can work collaboratively across the organisation to lead and drive forward our ambition to increase our financial supporter-base and increase income.

You will act as the leading authority on matters relating to Individual Giving, providing advice across the organisation including to the Director of Income Generation, and cross-organisational Income Generation Activity Group.

You will enable the delivery of the transformation Individual Giving workstream.  And have strategic ownership of the Individual Giving programme, including income-related activities and KPIs within the engagement calendar, and customer experience and journeys relating to financial supporters

You will lead on Individual Giving planning and budget setting, contributing to the overall business planning process for Income Generation.

Closing date for applications: 9am, Friday 22nd August 2025
Anticipated interview date: w/c 1st September 2025

Interested?

PLEASE PRESS THE 'HOW TO APPLY' BUTTON FOR MORE INFORMATION.

Equal Opportunities 
We particularly welcome applications from people with disabilities and or from ethnic minority backgrounds.

We’d be grateful if you downloaded and completed the equality and diversity monitoring form and submit it with your application. 

Disability Confident Employer 
We’re a Disability Confident Employer and we’re committed to promoting equality and diversity.

You can ask for reasonable adjustments as part of both our recruitment and new starter on-boarding processes.

If you need any help or adjustments to apply for this role, please contact us. You can also ask for the application materials to be sent to you in a different format. Such as for them to be sent to you by email or in a larger word format.

More about our employee benefits:
We have a wide range of employee benefits including (but not limited to): 

Encouraging work life balance

• 38 days paid annual leave (including bank holidays), pro-rata for part-time
• More annual leave entitlement, based on length of employment
• Smart working options (with the opportunity to work remotely and find a smart working pattern that suits both you and us) 
• Flexible working options 

Caring for you and your family 

• Generous sick pay entitlement
• More sick pay entitlement, based on length of employment 
• Opportunity to buy and sell annual leave in each calendar year 
• Free access to a GP virtually 24 hours a day/7 days a week allowing you unlimited advice, reassurance and where appropriate diagnosis 
• Enhanced leave for new parents 
• Free access to a confidential 24 hours a day/7 days a week helpline service for both you and your family with a specialist range of support and information
• Special leave options (such as up to 5 days paid leave for domestic or personal emergencies a year)
• 10 days paid disability leave a year, pro-rata for part-time 
• 10 days paid carers’ leave a year, pro-rata for part-time 
• Cycle to work scheme 
• Death in service scheme
• New family-friendly benefits, including paid leave:
  • In the event of miscarriage or still birth 
  • To support fertility treatments
  • For antenatal appointments for both parents

Thinking about your finances 

• Enhanced salary sacrifice pension scheme
• Discounted season ticket loan and interest-free emergency loans
• Give as you earn to support other charities of your choice before tax
• New employee portal including lifestyle savings vouchers and personal wellbeing

Enriching your life at work

• Personalised development plans with a wide range of training courses and opportunities to source additional training options with your line manager
• Yearly internal apprenticeship opportunities
• New, modern offices that embrace working together both in-person and remotely 
• Various opportunities to influence how we internally operate (including surveys, and focus and committee groups) 
• Active and supportive internal employee networking groups for collaboration and peer support 
• 2 days paid leave a year for volunteering for MS Society activities during normal working hours (such as fundraising events, or campaigning in the local community) 
• 2 days paid leave a year for volunteering with other charities during normal

Safeguarding 
We’re committed to safeguarding and promoting the welfare of everyone who uses our services and we come into contact with.

This is regardless of Gender, Race, Disability, Sexual orientation, Religion or belief, Pregnancy, Gender reassignment.

We recognise our particular responsibility to make sure vulnerable adults and children are protected.

We have measures in place to protect everyone we come into contact with from abuse and maltreatment of all kinds.

Your right to work in the UK 
You must have the right to work in the UK to work in paid employment with us. You’ll need to share documents showing you’re eligible to work in the UK if we offer you employment.

You can find the UK visas and permits granting you the right to work in the UK on the UK Government website. We currently don’t have a Sponsor Licence agreement with the Home Office and aren’t able to support you with your visa applications.

No agencies please.

Sheffield Cathedral is embarking on an ambitious seven-year journey as a resourcing cathedral, pioneering mission in the inclusive catholic tradition. At the heart of this vision is the creation of the Community of St Paulinus (CsP), a new non-residential mission community rooted in daily prayer and committed to revitalising parishes and planting new worshipping communities across the Diocese.

To help deliver this exciting work, we are looking for an experienced Project Manager to lead the Project Resource Team and ensure the smooth running of this initiative. This role is ideal for someone who thrives on strategy and delivery, is highly organised, and has experience managing complex projects—preferably within a church, charity, or community setting.

What you’ll do:

• Lead and coordinate a small, agile Project Resource Team

• Develop and oversee delivery plans for the seven-year project

• Support monitoring, evaluation and reporting for national funders

• Build strong partnerships across parishes, the CsP, and other stakeholders

• Ensure logistics and administration run smoothly for events, placements, and new initiatives

We’re looking for someone who:

• Has at least three years’ experience in project management or operations

• Can work collaboratively and lead with vision and adaptability

• Is committed to inclusive Christian mission and values

This is more than a management role—it’s a chance to shape a pioneering model of cathedral-based mission and help create sustainable, vibrant worshipping communities in Sheffield and beyond.

The Individual Giving Officer will work with the Individual and Legacy Manager to provide an exceptional level of stewardship to donors.

The role will work to increase income from a diverse range of products including our online shop, funeral collections, stewardship journeys and individual gifts. Excellent communication skills, attention to detail, empathy for those affected by bowel cancer, and a desire to show the impact of donations are all essential. You’ll also be a team player and capable of organising and managing a busy workload.