Legacy manager jobs in Greater london
Legacies form a key source of income for the British Heart Foundation (BHF), raising approximately £100m a year for our life‑saving research.
As a Legacy Manager, you will manage, protect, and optimise this income. You'll work alongside three other Legacy Managers, supporting the Head of Legacy Management to build on the team’s successes and to optimise the BHF’s income from gifts in Wills.
Joining a thriving team, you’ll undertake a variety of work, including managing casework in accordance with the law, best practice, and BHF’s processes and procedures, collaborating with internal and external stakeholders, providing technical guidance to colleagues and potential legacy givers, and line managing two Assistant Legacy Officers and our Legacy Administrator.
This role may also require deputising for the Head of Legacy Management.
About you
You'll either have extensive experience in legacy management within the charities legacy sector; or be a Qualified Private Client Solicitor; or be a Qualified member of the Society of Trust and Estates Practitioners; or be a Qualified Chartered Legal Executive with experience of Wills and Probate.
With high levels of empathy and belief in the BHF’s work, you'll be able to develop strong relationships with colleagues and contacts. With previous line management experience, you'll demonstrate first‑class leadership skills, supported by a compelling vision and the ability to inspire others, motivate, and develop a team of staff.
A self‑starter with excellent communication and strong interpersonal skills, you'll bring proven experience of working within private client / legacy management.
With high levels of financial numeracy, previous experience in a fast‑paced environment, and excellent IT skills, you’ll also have exceptional attention to detail, strong time‑management abilities, and the capability to prioritise workload and deliver to deadlines.
Working arrangements
This is a 12-month fixed term contract covering family leave. We are looking for someone to work 32 hours per week, flexibility around this working pattern or the 32 hours can be discussed.
This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London Office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.
About us
Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.
Belonging at BHF
We are committed to fostering a workplace where everyone feels valued and supported. Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real difference together.
Registered Charity
More than 1000
Our vision is a world free from the fear of heart and circulatory diseases.
The client requests no contact from agencies or media sales.
Thank you!
The Role:
Our client is looking to appoint a Regular Giving and Legacy Giving Manager to oversee a sector-leading, multi-channel appeal programme to increase numbers of gifts and donors to the University. Following the launch of this leading universities bold and ambitious strategy they are preparing to launch a comprehensive fundraising campaign. The Regular Giving and Legacy Giving team will play a pivotal role in bringing about a step-change in regular, mid-value and legacy donations to the University.
You will oversee and implement the overall strategy and supporter journey for alumni and donors primarily through direct mail, telephone, email and social media.
After an internal promotion, an exciting role has arisen with opportunities for the postholder to oversee an award-winning acquisition campaign, a brand-new mid-value programme and a successful legacy marketing programme. You will be instrumental in building collaboration with the Alumni Engagement team to promote philanthropy and take alumni on a journey to their first gift.
This position is based in West London (Central Line) offering a hybrid working pattern of mostly 2 days a week which are Tuesdays and Thursdays, with some requirements to come in 3 days per week when needed.
What you would be doing:
Working across the Regular Giving & Legacy Giving team, you will oversee supporter journeys for donors, working on cases for support, appeal development and data segmentation. You will have the opportunity to pilot new ideas as well as delivering a mature and sector-leading programme.
Working across Advancement, you will build relationships with key internal stakeholders especially the Alumni Engagement team, Major Gift, and Event teams to capitalise on opportunities to embed regular giving and legacy messaging in all University activities.
What we are looking for:
- Successful track record, in direct-marketing fundraising in Higher Education or the charity sector
- Proven track record of line management and professionally developing members of staff
- Ability to build strong relationships and collaboration among key stakeholders and teams
- Significant and demonstrable experience of managing and organising projects to agreed budgets, targets and timescales
- Significant and demonstrable experience of developing and evaluating compelling and response driven copy and creative
- Significant and demonstrable experience of interrogating, analysing, manipulating and interpreting large, complex data sets for targeting and segmentation purposes
What’s on offer:
- The opportunity to continue your career at a world-leading institution and be part of the mission to use science for humanity.
- Benefit from a sector-leading salary and remuneration package (including 41 days’ annual leave and generous pension schemes).
- Access to a range of workplace benefits including a flexible working policy from day one, generous family leave packages, on-site leisure facilities and cycle-to-work scheme.
- Interest-free season ticket loan schemes for travel.
- Be part of a diverse, inclusive and collaborative work culture with various staff networks and resources to support your personal and professional wellbeing.
Next steps:
Please apply today with your CV and a member of the TPP team will be in touch with you if you meet the requirements of this role. If you haven’t heard back from us within 3 working days then unfortunately your CV hasn’t been shortlisted for this role (you will also receive a notification of this).
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Thank you!
Purpose of the Role:
The purpose of the role is to develop and foster long-term, multi-faceted relationships with people giving in memory, and deliver compassionate, personalised stewardship, so all supporters feel cared about and their gift is highly valued.
Key Responsibilities:
- Use Salesforce (or similar CRM) to maintain and keep up to date all information and projects related to In Memory Giving and drawing on data insights, monitor performance, identify trends, opportunities for developments and support improvements to the care and long-term relationship with supporters.
- Use the Much Loved (or similar platform) to develop tributes and opportunities for further in memory dedications, event participation and increase financial donations.
- Establish a communication process with funeral directors and keeping these records up to date on Salesforce.
- Much Loved to promote income generation keeping them as donors, repeating donations and taking part in events and dedications
- Ensure that all communications, across all mediums, reflect the values of the Fishermen’s Mission and our Christian ethos.
- Working closely with the Digital Engagement Officer and the Digital Fundraising Officer to develop and promote In Memory Giving and storytelling via digital platforms
- Work with the wider organisation including frontline staff to raise the profile of In Memory Giving (internally and externally) and providing information using both written and printed word to assist with conversations with clients and supporters.
- Provide reports and information as and when required by line manager.
- Meet all targets and objectives as agreed with the line manager on an annual basis.
- Undertake training and networking opportunities, when and if required, to keep up to date with the wider charity sector.
- Work as part of the Business Development Team at all times, taking part in team events and projects and supporting other team members if required.
Person Specification
Essential
- Highly skilled in all forms of communication
- Experience of dealing with people either face to face, over the phone or via written communications
- Use of a CRM (or a database) to record all interactions
- Expertise in using digital platforms
- Team working at the highest level, sharing information, ideas and working on projects with colleagues
- To be able to work within the Christian Ethos of the organisation
Desirable
- Experience of working in a charity setting or in a stewardship role
- Working with Salesforce as a CRM
- Experience of dealing with people who are recently bereaved or in an emotional situation
Our commitment to our values is unwavering. Diverse and inclusive teams help us to serve our communities better. We want to grow a team that includes people with a variety of backgrounds, skills and views. Whatever makes you unique is welcome. We are on a journey and we would like you to join us.
Interview questions will be provided ahead of the interview.
The client requests no contact from agencies or media sales.
Thank you!
Individual Giving and Legacy Manager (Maternity Cover)
Role Overview
The Talent Set are delighted to partner with a reputable health charity on a fantastic Individual Giving and Legacy Manager to cover a 12 month maternity contract. This position offers an exciting opportunity to lead an impactful Individual Giving Programme and support legacy giving strategies during a crucial period for the organisation.
Key Responsibilities
- Manage and develop the individual giving programmes, including development and retention strategies.
- Cultivate and maintain relationships with individual givers and legacy supporters to maximise retention and lifetime value.
- Plan and execute fundraising campaigns to meet income targets, ensuring inclusivity and accessibility.
- Collaborate with internal teams to create compelling communications and stewardship materials.
- Monitor and report on fundraising performance, analysing data to inform decision making
- Support the transition and handover process during the maternity cover period, ensuring continuity.
Person Specification
- Demonstrated experience in individual giving and legacy fundraising
- Strong interpersonal and communication skills to engage a diverse supporter base.
- Proven ability to plan, deliver, and evaluate fundraising campaigns or projects.
- Organised, with the ability to manage multiple priorities efficiently.
- Knowledge of fundraising compliance and best practices within the charity sector.
- A collaborative approach, with a passion for making a positive impact through charitable work.
What’s on Offer
Salary: £45,000
1 day a week in the London Officer
12 Month Fixed Term Contract with ideal start date of April
How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.
Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.
Thank you!
We are looking for a Individual Giving and Legacies Manager (maternity cover), to lead and grow key income streams with a particular focus on legacy giving, payroll giving, and in-memory giving, while ensuring every supporters journey is meaningful, positive, and impactful.
This is a fixed term contract to cover up to a years maternity leave, with hybrid working at least one day a week in the London office. This post would ideally start mid April.
The Charity
You would be joining a supportive and collaborative team at a national health and social welfare charity, who are passionate about fighting to ensure support is available to all who are in need of it. This charity offer a range of fantastic benefits.
The Role
Joining a team of six, reporting into the Head Of Events and Supporter Engagement and managing the supporter engagegment officer. You will:
Develop and deliver the legacy marketing programme, working closely with external digital agencies to promote legacy giving.
Manage and grow the payroll giving programme, including relationships with Professional Fundraising Organisations (PFOs) and internal teams.
Oversee in memory giving initiatives,working closely with the Digital Fundraising and Engagement Executive on digital in-memory giving initiatives and tribute pages.
Lead on the planning, creation, and delivery of direct mail appeals, working collaboratively with the Head of Events and Supporter Engagement.
The Candidate
Proven experience in legacy giving and individual giving environments.
Ability to analyse and report on marketing effectiveness, sharing insights with teams.
Experience in managing finance and budgeting for fundraising activities.
Demonstrable ability to write engaging copy for different audiences across varied communication channels.
Ideally previous line management experience.
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, 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.
