Legacy manager jobs in isleworth, greater london

Role overview: 

A pivotal senior position within the Legacy and In Memory Fundraising team, this role works closely with the Head of Legacy and In Memory Fundraising to lead key fundraising initiatives and stewardship efforts. Responsibilities include overseeing recruitment, staff development, and performance management, as well as contributing to strategic planning and budget oversight. The role also leads the delivery of a multi-channel legacy marketing programme and ensures external suppliers meet agreed service levels. The role will line manage two team members, take on broader leadership responsibilities within the department, and actively promote legacy giving across the organisation.

Key Responsibilities:

• Collaborate with the Head of Legacy and In Memory Fundraising to shape and implement the overarching strategy and budget, with a key focus on expanding the supporter pipeline, increasing In Memory donations, and safeguarding long-term Legacy income.
• Offer expert advice and strategic input to design integrated, personalised supporter journeys that prioritise exceptional supporter experiences, drawing on industry best practices and working closely with internal teams and external agency partners.
• Lead the planning and delivery of multi-channel Legacy and In Memory fundraising campaigns—across acquisition and stewardship—including DRTV, press, print, and digital; monitor performance and report progress against defined KPIs and milestones.
  
  
  Person Specification:
• Deep expertise in all areas of Legacy and In-Memory fundraising, underpinned by strong knowledge and hands-on experience within the sector 
• Extensive track record of successfully managing multiple campaigns across various channels—meeting and exceeding revenue targets, crafting compelling copy, overseeing third-party suppliers, and using data insights effectively, all while ensuring full regulatory and compliance adherence
• Demonstrated success in strategic planning, execution, and management of fundraising strategies 
• Proven excellence as a highly organised and effective project manager, capable of leading multiple complex projects simultaneously while prioritising workload efficiently 
• Strong financial management capabilities, including experience in budget management, creating spending plans, and delivering accurate financial reporting 
• Outstanding leadership and team management skills, with a track record of building and leading high-performing teams, as well as effectively managing external partners such as media and digital agencies, and internal service teams 
• Exceptional communication and interpersonal skills, with the ability to influence senior stakeholders and foster strong, collaborative relationships across all organisational levels 

What’s on Offer:

• A competitive salary £50-£60k 
• A hybrid working pattern, requiring travel into London 2 days per week or remote based is considered

Commitment to Diversity:
The Talent Set and our partner organisation are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, sexual orientation, disability, age, or gender. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

(2 Days Per Week | £12,000–£12,600 Per Year | £28,500–£31,500 FTE | 12-Month Contract | Remote with Some Travel)

Animal Welfare Investigations Project (AWIP) is a specialist not-for-profit organisation dedicated to ending cruelty through intelligence-led investigations, criminal prosecutions, and systemic change.

We are investing heavily in building a world-class legacy fundraising program. We're seeking a passionate and dedicated Part-Time Legacy Officer to help steward our most visionary supporters — securing transformational gifts that will protect animals for generations to come.

About the Role

As our Legacy Officer, you will be at the heart of one of the most important projects in AWIP’s future.

You will:

• Build warm, trusting relationships with legacy pledgers and prospects.

• Respond to supporter enquiries about Gifts in Wills.

• Steward confirmed pledgers through personalised updates, thank you letters, and occasional calls or events.

• Maintain accurate CRM records for legacy prospects and pledgers.

• Create simple, heartfelt communications to inspire and retain pledgers.

• Host occasional small-scale legacy events (virtual or in-person).

• Report on progress to the Executive Director.

This is a 12-month temporary contract with a strong possibility of extension or becoming permanent based on program growth and conversion performance.

About You

We’re looking for someone who is:

• Warm, empathetic, and relationship-driven.

• Organised with excellent attention to detail.

• Self-motivated, able to manage workload across 16 hours per week.

• Comfortable communicating by email, letter, and phone.

• Committed to animal protection and the long-term power of Gifts in Wills.

• Holds or is willing to work towards a recognised legacy qualification (e.g., CiCLA or Certificate in Legacy Fundraising).

• (Preferred) Adherence to a cruelty-free – vegan or vegetarian – lifestyle with a passion for protecting animals.

• (Preferred) Previous experience in legacy fundraising, supporter care, or major gifts.

We value attitude and potential highly. Training and support will be provided for the right person.

Role Details

• Salary: £12,000–£12,600 per year (equivalent to £28,500–£31,500 FTE).

• Working Hours: 16 hours weekly total, fully flexible working. Overtime (time off in lieu) may be available for extra workload.

• Location: Remote (occasional travel for in-person team meetings and/or supporter events — expenses paid).

• Contract: 12 months initially, with strong potential to extend or become permanent.

• Benefits:

  • 25 days annual leave pro-rata, plus bank holidays.

  • Employer pension contribution (auto-enrolment scheme).

  • Private healthcare insurance.

  • Expenses covered for travel related to work.

  • A flexible, supportive working environment.

  • Fully funded membership of the Institute of Legacy Management (ILM), supporting your professional growth in the legacy fundraising sector.

How to Apply

Please submit your CV and a short cover letter (no more than 2 pages) explaining why you would be a great fit for this role.

Early applications are encouraged as we may close recruitment early if we find the right candidate.

Help build a future where animals are protected forever. Join AWIP and create a lasting impact that spans generations.

Legacy Stewardship Manager
Home based, remote working 
£42,000 pa plus excellent benefits
35 hours per week

The Legacy Stewardship Manager will plan and deliver an ambitious new legacy stewardship strategy to bring about growth in future legacy income.  It will diversify the current legacy stewardship programme to convert more legacy prospects and maintain more pledgers using a combination of relationship and mass fundraising activities. It will be responsible for planning and delivering high quality communications and experiences which make supporters feel inspired, valued and deepen relationships with them over the long-term.

This role is critical in growing future legacy income for RNID, which currently represents 72% of RNID’s income. It will play a pivotal role in a Legacy Fundraising Team of four people, reporting into the Head of Legacies, working alongside the Legacy Marketing Manager and line managing the Gifts in Wills Specialist Officer.

This role is a new addition to a growing team in an organisation where legacy fundraising has a high profile.  It is an ideal next step for an experienced and confident legacy fundraiser wanting to make their mark by growing the legacy stewardship programme to a new ambitious level that matches an increased investment in legacy acquisition.

You’re an experienced and ambitious legacy fundraiser with the ability to think strategically as well as deliver a full and varied programme of operational activity. You’re ready to apply your previous experience, success and ideas to shape and grow RNID’s legacy stewardship programme to its full potential.  You’re confident, innovative and keen to use data and insight to improve performance. You’re a strong collaborator and able to influence internal stakeholders at all levels. You’re an excellent project and event manager, able to plan and deliver multiple activities simultaneously to agreed deadlines and budgets.

You will be responsible for:

· Working with the Head of Legacies to diversify and plan the legacy stewardship programme, applying test and learn principles to evaluate and improve performance.

· Operational delivery of a varied legacy stewardship programme including supporter care, supporter journeys, in person and online events.

· Overseeing all one-to-one interactions with legacy prospects and supporters, either directly or through senior colleagues such as RNID’s Chief Executive.

· Educating and training colleagues to confidently support legacy fundraising activities.

· Line managing and developing the Gifts in Wills Relationship Officer.

· Working with the Head of Legacies, contributing to annual operational planning, budget setting, phasing, reforecasting and contingency planning. 

We are RNID: the national charity supporting the 18 million people in the UK who are deaf, have hearing loss or tinnitus. Together, we will end the discrimination faced by our communities, help people hear better now and fund world-class research to restore hearing and silence tinnitus. We work with our communities and partners across industry, government, charity, education and more to change life for the better.

We champion the value of difference and equality and celebrate our diverse and inclusive workforce. We actively encourage applications from eligible candidates from BAME backgrounds or who are deaf or hard of hearing. With almost 20% of our employees having a disability we proudly hold Disability Confident Leader status and guarantee an interview for disabled applicants meeting the minimum essential criteria.

Closing date: 3 June 2025

We are looking for a Legacy Marketing and In Memory Manager to be responsible for delivering the legacy marketing programme as well as excellent stewardship of Legacy and In Memory supporters.

This is a London hybrid role with ideally 2 days a week in the office, there could be flexibility with this

The Charity
A well respected health charity dedicated to supporting high-quality research and investment in developing effective treatments, while also championing equality, diversity and inclusion. You would be joining a welcoming team with a collaborative work culture while also being eligible for the employee benefits, which include
- A generous annual leave starting at 25 days per annum increasing one day each year after five years up to a maximum of 30 days
- Time off in lieu for out-of-hours work
- A pension contribution of 5% of your basic salary into a group personal pension plan with a minimum personal contribution of 3%
- Life insurance through death-in-service benefits from the first day of employment..... as well as much more.

The Role
Work with the Head of Individual Giving and Legacies to develop the Legacy marketing and In Memory strategies and devise and implement meaningful supporter journeys.

Deliver programmes across direct, digital, video and internal channels to increase future income from Gifts in Wills and In Memory fundraising.

Plan legacy events including identifying potential audiences/invitees, sourcing venues, arranging engaging speakers, and presenting content.

The Candidate
Demonstrable experience in creating and managing Legacy and/or In Memoriam Marketing campaigns for a charity.

Experience of managing full mix marketing including direct mail, telemarketing, email and online campaigns.

Experience of managing a campaign budget.

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.

Are you passionate about building relationships with supporters and working with communities to generate income for a great cause? If so, we are looking for a highly organised and dynamic individual who can help get the most out of this key and fast-growing area of income for Brooke.

The Community Engagement Officer will play a pivotal role in our Legacy and Community Engagement Team. You will be responsible for helping to grow our network of community groups and key individuals. In order to do this, you will provide first-class stewardship to some of our most enthusiastic and engaged supporters, helping them to organise locally and maximising income. You will also be Brooke’s representative at an exciting range of virtual and in-person events, promoting our cause and encouraging further support.

All of this work will be underpinned by scrupulous planning and a keen focus on income and expenditure across the programme. You will work with the Community, Events and Stewardship Manager to ensure we can deliver on our ambitious 5-year strategy.

About you

You will have excellent people skills and a passion for animal welfare that can match some of our most loyal supporters. You will also have strong business awareness and keep an eye on return on investment at all times.

We are an ambitious international animal welfare charity and in order to thrive, you will need to be independent, well organised, hands-on, unflappable, creative, analytical, data-driven, focused on results, demonstrate attention to detail and be able to prioritise your work.

This is an exciting opportunity for someone with stewardship and communities experience who also has a flair for building relationships with a diverse range of internal and external stakeholders. Being a good team player is key to working collaboratively as part of the Legacy and Community Engagement team and wider Fundraising Directorate.

You will have excellent written and verbal communication skills. And you will have excellent organisation skills and the ability to prioritise work effectively to meet targets and deadlines.  You will have a proactive approach and be willing to travel or work unsocial hours on occasion.

You will be joining a friendly and passionate Legacy and Community Engagement team at a really exciting time for Brooke.

If you are interested in the role and meet the criteria, we will look forward to hearing from you.

At Brooke, we celebrate diversity and the creative new ideas it brings. We actively encourage applications from all backgrounds, in particular global majority candidates, candidates from a social mobility background, disabled and neuro-diverse candidates, and candidates under 25 as these groups are currently under-represented at Brooke.

We are aware that studies have shown that women and global majority candidates are less likely to apply for a role if they feel they do not meet the full criteria of the job description. If you feel you meet the majority of the criteria, we would love to hear from you.

We offer a variety of flexible working options to best support our staff and to ensure our working practices are as inclusive as possible.

Donated income – whether from individuals, trusts and foundations, or fundraising events – constitutes approximately 60% JW3’s income. As part of our new organisational five-year strategy, we are set to raise £2.9m in 2025, with a target of £3.5m+ by 2031.

As a key member of JW3's Senior Leadership Team (SLT), you will lead, manage and motivate the small but mighty JW3 Development fundraising team, currently including: Head of Philanthropy, Trust & Foundations Manager, Individual Giving & Legacies Manager, and Fundraising Coordinator. You will work closely with the CEO, Chief Revenue Officer (CRO) and Trustees, to accelerate the growth of fundraising across a diversified range of income streams to achieve long-term, sustainable income growth.

You will have responsibility for further developing and implementing an ambitious fundraising strategy in line with the organisational objectives and priorities. You will work closely with key professional and lay stakeholders - including Trustees - and will be responsible for initiating, developing and sustaining productive relationships with a range of new and existing donors; identifying and developing new prospects; creating and implementing an effective stewardship programme and initiatives; overseeing budgets; and proactively managing individual relationships. You will have the proven ability to build strong personal networks, and to engage and influence senior stakeholders both internally and externally.

If our mission and ambition resonates with you, and you are ready to help drive the next chapter of JW3, we’d love to hear from you!

Full details of the role are outlined in the job pack accessible on JW3's Jobs page.

Resurgo’s mission is to inspire and equip organisations to bring about ambitious and sustainable social change through our expertise in coaching, impact management and programme delivery. We’re a bold and innovative organisation with the ambition to transform society.
 

We’re looking for a relational person with good emotional intelligence and communication skills, driven and care about high standards of work. With a background in fundraising or external stakeholder relations/partnerships management, you will join our established team to build new relationships, increasing our Mid-level and Major donors. 

The important stuff 

Salary: from £35,000 dependent on experience

Contract: Full-Time, Permanent, 9.30am - 5.30pm with occasional evening work for events such as our Spear Celebrations

Location: Hammersmith, London. Core team office days are Monday, Tuesday and Thursday with flexibility on other weekdays

Closing date: Monday 2nd June 

Interviews: First interviews will be held in-person on Thursday 19th June. Final interviews will be held online Wednesday 25th June. 

Application pack: Have a look at our application pack for more information about the role and Resurgo.

Benefits

• 28 days annual leave (including Christmas Gift Days) plus bank holidays
• Excellent personal development and training opportunities, including our iLM-accredited 5-day Coaching for Leadership programme (worth £3,000)
• Regular staff prayer meetings, conferences and retreats (one residential)
• Excellent Health Insurance plan, including gym discounts and other perks

Person Specification 

• An active Christian, passionate about personally representing the values and beliefs of Resurgo, and our mission to equip and support young people facing barriers to employment to enter work.
• Outstanding people skills; experience of relationship management within philanthropy, or a business development or client account management role.
• Strong written and verbal communicator including effective influencing and negotiation skills.
• Experience of developing and delivering operational plans to meet targets including running and hosting large and small events.
• Proven success of generating income, meeting targets or securing new business is desirable.
• An interest in research and data on the wider landscape that impacts young people facing barriers to employment.

Key Responsibilities

Relationship Management

• Develop and manage relationships with Resurgo’s major donors, asking for financial support at the right time.
• Create individual engagement and stewardship plans for existing major donors and new prospects, including in-person meetings, written updates and reports.
• Help to develop the mid-level giving programme by creating a stewardship plan and tailored written communication.

Prospects

• Develop and implement the prospecting strategy, attending networking 
  events, asking for introductions and being confident using LinkedIn to 
  look for new opportunities, identifying, researching and contacting 
  potential supporters.
• Work with the corporate teams to cross-sell opportunities; identify and 
  further engage high level individuals within businesses and vice versa. 

Events

• Assist with the planning and delivery of a variety of fundraising events, 
  working closely with the impact, communications and finance teams to 
  generate strong results.
• Help to develop and deliver new strategic events to further engage 
  major and mid-level donors with Resurgo’s work.

Financial Management

• Help to monitor the major donor pipeline, regularly reporting on income and progress against targets and help with financial management using a CRM (Salesforce).

Active Participation in the Philanthropy and Wider Resurgo Mission

‘To Inspire and equip organisations to bring about ambitious and sustainable social change through our expertise in coaching, impact management and programme delivery.’

• Help build and develop Resurgo’s ethos and Christian life as a team member
• Lead and contribute to regular team prayer meetings as an integral part of Resurgo’s operation and for the success of its mission

Please feel free to let us know if you may require any reasonable adjustments to participate fully in our recruitment process.

Description

Legacy & In Memory Marketing Officer

Contract type: Permanent, Full Time, 35 hours per week

Location: London, UK subject to the right to work.

UK Hybrid Working: A minimum of 40% of working time is spent face to face, either in London office, or as a result of external engagement or travel for WaterAid. WaterAid is located at Canary Wharf, London and this will be your location and contract base.

*60/40 hybrid working at WaterAid is currently defined as: 60% of an employee’s time in a location of their choice, 40% face to face, defined as in the London office, at conferences or at stakeholder meetings or other location as relevant for the proper performance of the duties of the role. 

Salary: £33,233 - £34,894 per year with excellent benefits

About WaterAid

Want to use your skills in fundraising and marketing to play a vital role in making clean water, decent toilets and good hygiene for everyone everywhere?

We need passionate, creative and dedicated people. In return, you will be encouraged and empowered to be yourself at your very best.

Join WaterAid as the Legacy & In Memory Marketing Officer to change usual for millions of people so they can unlock their potential, break free from poverty and change their lives for good.

About the Team

The WaterAid Legacy & In Memory team is responsible for increasing supporter and public awareness and consideration to give a gift in their will and/or an in memory gift. We deliver an audience led communication programme using diverse channels and products. The team deliver supporter journeys, engage staff in the cross promotion of gifts in wills and in memory giving and all aspects of legacy gift case management. We contribute to 14% of WaterAid’s voluntary income, meaning you’ll be a vital part of helping us reach even more people with life-saving clean water. 

About the Role

As our creative and innovative Legacy & In Memory Marketing Officer, you will deliver a range of compelling communications to increase consideration for legacy giving and implement personalised stewardship journeys for our legacy and in memory supporters, as well as delivering engaging thank you events. 

In this role, you will plan, manage and execute print, email and digital campaigns across the marketing funnel, as well as deliver exceptional stewardship, through personal communications and events, to our committed supporters.

You’ll also: 

• Prepare and agree campaign strategies using data, analysis and insight that meet specific objectives within the LIM Team plans
• Undertake Project Management responsibilities required for the successful and timely delivery of campaigns
• Manage relationships with external agencies and suppliers to ensure the effective and timely delivery of campaigns 
• Manage a legacy and high value supporter event programme
• Operate a rigorous test to learn methodology, regularly monitoring, evaluating and analysing campaigns

Requirements

You’ll be passionate about using your experience in fundraising and marketing to make a difference by creating inspiring and supporter-led communications that effectively raises consideration for legacy giving and uncovers new prospects and pledgers. You will steward our existing legacy and in memory supporters through engaging supporter journeys and events.

To be successful, you’ll need: 

• Proven experience in a direct marketing or supporter engagement role
• Proven experience in delivering and/or supporting on events
• Experience of developing and implementing supporter journeys across multiple channels
• Working style that reflects WaterAid’s values of Respect, Accountability, Courage, Collaboration, Integrity and Innovation.

Although not essential, we also prefer you to have:

• A recognised direct marketing qualification
• Experience of legacy or in memory fundraising
• Experience of working in the voluntary/ fundraising sector

Closing Date: Applications will close 12:00 UK Time on Wednesday 28 May. Shortlisting and interviews may take place on a rolling basis and the application process will close if a suitable candidate is found prior to the advertised closing date.

How to Apply: Click ‘Apply’ to complete the pre-screening questions and upload your CV and an essential cover letter.

Can I use Artificial Intelligence (AI) technology in my application? At WaterAid, we strongly advise against using AI technology at any stage of the recruitment process. Our goal is to ensure a fair and transparent process that provides every applicant with an equal opportunity to succeed. We value hearing about your unique experiences and perspectives in your application, and, if shortlisted, during the interview as well.

Pre-employment screening:

To apply for this post, you must be able to demonstrate your eligibility to work in the respective country. All pre-employment checks will be carried out according to the applicable laws in the respective countries to comply with our Safer Recruitment policy. All our UK-based vacancies require a basic Disclosure and Barring Service (DBS) check.

Benefits

Our Benefits:

• 36 days' holiday (including 8 Bank Holidays)
• Option to buy an extra 5 days annual leave
• We offer a generous pension plan with employer contribution of up to 10%
• Wide range of flexible and agile-working arrangement
• Season Ticket Loan
• Free annual eye tests
• Pay as You Give charitable giving scheme
• Enhanced Maternity and Adoption/Surrogacy pay, Shared Parental Leave and Paternity Leave
• Sabbaticals
• Volunteer Day

Our Commitment:

Our People Promise: We will work with passion and focus to ensure safe and sustainable water, toilets and hygiene are available to everyone, everywhere. WaterAid is a place of purpose – where people have a real commitment and shared responsibility for the impact we have.  We are a global community with diverse backgrounds and perspectives, motivated by inspiring, stimulating work. We are determined to put the wellbeing of our people first, to be a place where people feel safe and able to contribute their voice and truly live our values.

Equal opportunities: We are an equal opportunity, disability-confident employer and are dedicated to achieving the highest standards of diversity, equity and inclusion. We welcome applications from people of all backgrounds, beliefs, customs, traditions and ways of life. This includes, but is not limited to, race, gender, disability, age, sexual orientation, religion, national or social origin, health status, and economic or social situation.

Safeguarding: We are also committed to protecting everyone we come into contact with. We have a zero-tolerance approach to abuse of power, privilege or trust across our global work, and any form of inappropriate behaviour, discrimination, abuse, bullying, harassment, or exploitation. Safeguarding the people and communities we work with, our staff, volunteers and anyone working on our behalf is our top priority, and we take our responsibilities extremely seriously.

We’re looking for a part-time Grants and Trusts Officer (2.5 days a week). Office or home based, they will be a vital member of our fundraising team, working closely with programme staff and the CEO to continue to grow grant funding for our work – shaping funding bids, managing grants and reporting, and building relationships with funders and funding networks. 

Purpose of role:

Increasing and diversifying the sources of grant funding for A Rocha UK’s work is key to our fundraising strategy. The Grants and Trusts Officer will play a key role identifying, securing, and managing grants from a range of sources, including small trusts, large foundations, and Church denominations. In doing so, they will work closely with programme staff , CEO and Finance Director to develop funding bids, and coordinate closely with other members of the fundraising team, such as the Major Donor Officer. They will also manage occasional legacies. The successful candidate will have previous experience securing funds from trusts, as well as excellent writing skills, an interest in the environment and an active Christian faith.

Please see the attachment for full responsibilites

Previous applicants need not apply

Save the Children UK has an exciting opportunity for a collaborative and influential individual with extensive relationship fundraising experience to join us as our Legacy & Mid-Value Relationship Manager, where you will work with colleagues across Marketing, Philanthropy, Community Fundraising, Volunteering, Retail and Supporter Care to build meaningful supporter journeys and drive long-term impact for children. 

This is a hybrid role working from our London Farringdon, with on-site presence required up to 4 days per month. This will be discussed during the interview process.

About Us 

Save the Children UK believes every child deserves a future. In the UK and around the world, we work every day to give children a healthy start in life, the opportunity to learn and protection from harm. When crisis strikes, and children are most vulnerable, we are always among the first to respond and the last to leave. We ensure children's unique needs are met and their voices are heard. We deliver lasting results for millions of children, including those hardest to reach.

About the role 

As Legacy & Mid-Value Relationship Manager, you will be responsible for developing and managing the one-to-one aspects of our Legacy and Mid-Value supporter cultivation programmes.

Through bespoke communications, calls, events, and meetings, you'll deepen relationships with our most engaged supporters—understanding their motivations and helping them fulfil their charitable goals. 

This is a unique opportunity to play a central role in shaping and delivering meaningful supporter experiences that drive increased lifetime value and long-term loyalty to Save the Children. 

In this role, you will: 

• Personally steward a portfolio of engaged supporters through tailored one-to-one communications, including calls, letters, emails, and meetings. 

• Use supporter insight to create tailored stewardship plans that inspire legacy pledges and mid-value donations (currently £300 - £10,000 pa/). 

• Work with colleagues across Marketing, Philanthropy, Community Fundraising, Volunteering, Retail and Supporter Care to identify and cultivate potential legacy and mid-value leads. 

• Plan and deliver inspiring cultivation events, both in-person and online, to retain and grow supporter engagement. 

• Analyse and adapt stewardship approaches based on supporter feedback and performance results to maximise impact. 

• Advocate for legacy and mid-value giving across the organisation, sharing expertise and insights to strengthen our overall fundraising approach. 

About you

To be successful, it is important that you have: 

• Demonstrable expertise in supporter stewardship, ideally in Legacy and/or Mid-Value fundraising, with a focus on increasing lifetime value. 

• Proven experience building and managing impactful relationships with individual supporters, including high-quality one-to-one communications. 

• Experience delivering bespoke supporter events that inspire and build trust. 

• Ability to work collaboratively across teams, balancing strategic planning with hands-on delivery. 

• Strong interpersonal, written, and verbal communication skills, with the ability to influence and engage a wide range of stakeholders. 

• A strategic and supporter-centric mindset, with a commitment to innovation and continuous improvement. 

• Commitment to Save the Children's vision, mission and values. 

What we offer you

Working for a charity provides one of the best benefits there is – a sense of purpose and reward for helping others. However, we understand the importance of giving back to our employees to ensure a happy and healthy working environment and work/life balance. 

We focus on flexibility, inclusion, collaboration, health and wellbeing both in and outside of work. 

We provide a wide range of benefits which will reward your hard work, motivate you, and inspire you to work to improve the lives of children every day.

To learn more about the position, please review the Job Description in the attached Documents. 

Closing date: 4th June 

Please note: To avoid disappointment, you are advised to submit your application as soon as possible as we reserve the right to close the vacancy early if a high volume of applications are received. This is to ensure that we can manage application levels whilst maintaining a positive candidate experience. Unfortunately once a vacancy has closed, we are unable to consider further applications.

Ways of Working:

The majority of our roles can be performed remotely in the UK, but there are likely to be times when you will be required to come to your contracted office (up to 4 days per month).  This will be agreed with your Line Manager and team and is intended to be time spent on collaborating with colleagues and relationship building. 

Please note: travel costs to your contracted office will be at your own expense. 

Flexible Working - We are happy to discuss flexible working options at interview.

Commitment to Diversity & Inclusion: 

Save the Children UK believes in a world that is fair, inclusive and equitable where all children have the opportunity to change their world. We apply this to our workforce and we are committed to developing and supporting a diverse, equitable, and inclusive organisation where all employees have a sense of belonging and feel that they can be "Free to Be Me". We are not looking for just one type of person - we want to recruit people who can add fresh perspectives, innovative ideas or challenge that disrupts the risk of group think. 

We are especially interested in people whose childhood experiences - of life on a low income, of migration, of being in a racialised community, of the care system, of being LGBT+ or in an LGBT+ family or living with (or with someone with) a disability - help us to see things we might otherwise miss. Whatever your story is we want to hear it because we know that different voices, ideas, perspectives and knowledge, working together will enable us to better the lives of children around the world. This is the reason why we are all here. 

We offer hybrid working with candidates to attend the London office in Farringdon 8 days per month. However we can be flexible if candidates from outside the London area would like to apply.

Role:  Legacy Case Executive

Our offer to you

We pride ourselves in being a great place to work, providing a supportive culture with opportunities to grow and develop your career, achieve a healthy work life balance and to be recognised for the great work you do. You will receive:

• Competitive salary and pension scheme
• 33 days holiday (inclusive of bank holidays) - increasing to 38 days over 5 years
• Hybrid, Flexible working
• Cycle to work scheme Electric Vehicle Scheme
• Health and Wellbeing portal – access to financial, health and wellbeing support and an Employee Assistance Programme
• Discounts – you will have access to Blue Light and NHS Discounts as well as discounts on mobile phones, gym membership, cinema tickets, restaurants, holidays and shopping

About Us

This is a fantastic opportunity to join a team of over 1,400 employees and over 31,000 volunteers, united by our goal of saving lives through essential first aid services, training and campaigning.  As a charity with rich heritage and a long history of serving humanity, we are proud of our past and excited about creating a healthier, safer, more resilient future. 

St John Ambulance works at the heart of communities, supporting and enabling them to access and receive physical and mental health first aid. We do this through developing and providing effective community response and outreach services (e.g. Ambulance response) and using our longstanding expertise to empower people with vital clinical skills and the confidence to use them (e.g. our Volunteers and Community Advocates, NHS Cadets and Young Responders programmes). There is also a buoyant social enterprise network which delivers first aid training and supplies medical consumables to businesses and consumers.

Job Summary

Are you an experienced legacy professional with a keen eye for detail and a passion for making a difference? We are looking for a dedicated Legacy Case Executive to lead on all operational aspects of legacy administration and case management. In this vital role, you’ll ensure legacy gifts are processed efficiently and accurately, securing the best possible financial outcomes for the charity whilst safeguarding our reputation. Working closely with colleagues in Finance and Legal, you’ll help to maintain a robust and reliable income stream that directly supports our life-saving work across communities.

About You

• Demonstrable experience within a related role in Charity Legacy or Estate Administration
• Demonstrable experience of using databases such as Dynamics 365 and Microsoft applications
• Evidence of effective relationship management with a range of external stakeholders including solicitors, lay executors and auditors
• Experienced user of First Class

About the Role

• Manage and maximise legacy income by overseeing cases, monitoring legal/admin costs, and ensuring compliance with policy and best practice.
• Act as the main point of contact for solicitors, executors, supporters, and third-party suppliers to maintain strong relationships and communication.
• Lead on complex and high-value cases, offering expert advice on probate, tax, and legal matters while escalating as needed.
• Maintain accurate records and reporting, working with Finance and Database teams to ensure audit compliance and effective forecasting.
• Drive continuous improvement by updating legacy processes, advising on policy changes, and supporting recognition programmes for legacy donors.

Please see the job description for more detail (this can be viewed on our website or once you click apply)

If you are a current St John Ambulance employee, please apply here: Click here

For all other candidates, or St John Ambulance volunteers wishing to apply: please apply below

We reserve the right to close this vacancy early if we receive high volume of applications for the role. Therefore, if you are interested, please submit your application as early as possible.

St John Ambulance are committed to increasing the diversity of our team and making sure we best reflect the diversity of the communities we serve.At St John, everyone is valued and supported to thrive, we have several networks including Multi Culture, Disability and Accessibility, Pride, Family and Carers and Women’s groups.  We do not tolerate any form of discrimination and engender a sense of belonging for all, by creating an environment of mutual respect, where we value unique differences and demonstrate authentic allyship. We believe passionately in equality, diversity and inclusion.

St John Ambulance is committed to safeguarding and we promote safe recruitment practice. Therefore, all successful applicants will undergo pre-employment checks, including DBS Clearance, as part of the onboarding process, if applicable to the nature of the role

Please note: St John does not accept speculative CVs and will only review CVs sent in application for an advertised vacancy.

Salary: £53,952-£59,744
Contract: Permanent
Location: London office – Hybrid
Closing date: ASAP
Benefits: Health care benefits, 6% pension contribution, season ticket travel loan

We have a great opportunity for an Assistant Head of Legacy and In Memory Fundraiser working for The Salvation Army. This role will report into the Head of Legacy and In Memory and line manage two others in the team to inspire in-memory and legacy donors, whilst driving key fundraising targets and activities.  

You will deliver multi-channel legacy marketing campaigns to grow In Memory and Legacy supporters, develop new ideas, and provide excellent stewardship to current and long-standing supporters of the charity. This role will focus on growth and the protection of legacy income, currently £65m per year. This is an exciting time to join a growing and ambitious team as they are investing in all aspects of fundraising and marketing.

To be successful as the Assistant Head of Legacy and In Memory Fundraiser, you will need:
 

• Extensive expertise in all aspects of Legacy and In Memory fundraising, including detailed knowledge and experience of the marketplace
• Experience in successful strategic planning, management, and implementation of strategy
• Excellent communication and interpersonal skills with the ability to influence at a senior level, and develop strong, successful, collaborative, and influential working relationships at all levels of seniority within an organisation
• Excellent leadership and people management skills with proven experience of managing and building high-performing teams

If you would like to have an informal discussion, please call and speak with Emma.

Ashby Jenkins Recruitment are a specialist charity recruitment agency, we use our extensive sector knowledge and experience to match candidates to the most suitable charity jobs. We are passionate about improving equality across the sector, you can read more about our commitment to diversity here.

We take a relationship-led approach to recruitment in the charity sector and partner with you as the leading charity recruitment agency.

If enough applications are received the charity reserves the right to end the application period sooner.

If you would like to discuss this role with us, please quote the reference 2592EI
 

We are recruiting for a Senior Legacy and In Memory Executive to join our team in London; the scope on this job involves….

Job Title: Senior Legacy and In Memory Executive

Location: Homeworking with the requirement to attend our Head Office (Vauxhall) at least 1 day a week
Salary: £34,093.64 per annum, this is inclusive of a £3,000 application if applicable
Contract type: Full-time, Permanent

Hours: 37.5

Are you passionate about legacy and in memory fundraising? Do you want to help shape the transformational impact legacy fundraising will bring to Refuge in the future? Do you want to use your ‘superpowers’ to make a real change to the lives of women and girls?

If the answer is yes to all the above, then Refuge wants to hear from you!

We’re recruiting our first Senior Legacy and In Memory Executive, to join our high performing Fundraising team at Refuge. You’ll work collaboratively with the Legacy and In Memory Manager to develop and grow the legacy and in memory programme, helping shape our strategy to recruit, engage and steward legacy pledgers and in memory donors. Managing and delivering a range of campaigns across multiple communication channels including email, social and print, you’ll help develop and deliver engaging communications to maximise lifetime value. Using an agile, test and learn approach, you’ll work closely with other teams, including our Digital, CRM and Supporter Care teams.

The ideal candidate will have proven experience in a similar role, having delivered successful campaigns to recruit and retain legacy and in memory supporters. As well as delivering campaigns at scale you will also be comfortable with speaking to supporters on a one-to-one basis. You’ll be highly organised and be able to proactively manage multiple projects simultaneously. You will also be confident in reviewing and analysing campaign performance and making recommendations for future performance. Finally, you’ll be passionate, committed and care about the work Refuge undertakes.

This is a fabulous opportunity to join a fast-paced and energetic team. Refuge offers a variety of exciting opportunities to learn, develop and grow in your career. We recognise the value everyone brings to the organisation to achieve our aims and are dedicated to developing and rewarding our staff. We want kind and empathic people to work at Refuge, who believe in equality, diversity, and inclusion, are experts in their area of knowledge, want to make a positive difference and improve the lives of the women and children we support.

If this sounds like your next role, please apply today.

Closing date: 9.00am on 30 May 2025

Interview date: 3 & 4 June 2025

Benefits

Refuge offers a variety of exciting opportunities to learn, develop and grow in your career. We recognise the value everyone brings to the organisation to achieve our aims and are dedicated to developing and rewarding our staff. More details of our benefits can be found in Job Information Pack.

Winston’s Wish is a digital first organisation leading the way in Digital Transformation across the Bereavement sector. We have an exciting opportunity to join our ambitious Mass participation team as our Individual Giving Manager.  This role plays a vital part in helping Winston’s Wish turn up the dial across our Individual Giving Fundraising. The Individual Giving Manager is responsible for creating, developing and delivering a fundraising plan to grow existing and new support for Winston’s Wish across our online and offline channels. This includes Direct Mails, Regular Giving, our Lottery, Legacies and In Memory giving income streams.

As the driving force behind our individual giving activity, you will help us to engage individuals across the country by bringing them closer to our work, encouraging them to stay longer, give more and become true ambassadors for our vital work with grieving children, young people and families. We’re looking for a highly creative individual who can help us to stay one-step ahead of the curve and excite new and existing audiences to get behind our vision of a society in which every child can get the help they need when someone close to them has died.

MAIN RESPONSIBILITIES

Strategy

• Lead on the development and implementation of our Individual Giving strategy, supported by the Head of Mass Participation and the Director of Fundraising & Marketing.
• Ensure all opportunities and future plans are in line with Winston’s Wish’s over-arching fundraising strategy to meet financial targets, organisational objectives and KPIs.
• Maintain an awareness of philanthropy trends, news, events and legislation in the UK to ensure that Winston’s Wish remains up to date on key changes which are likely to impact on individual giving.

Generating Individual Giving Income

• Lead on and deliver a plan to increase individual giving income from streams including, but not exclusive to, direct mail, regular giving, legacies, in-mem and our charity lottery
• Effective use of KPIs to ensure decisions are driven by evidence and real-time data.
• Continuously analyse our income and supporter data to measure effectiveness of activities and return on investment.
• Work alongside our design agencies and in-house marketing team to develop and manage direct mail campaigns, including segmentation to ensure campaigns will be carefully targeted and designed to maximise income.
• Explore and test new methods for donor recruitment and increasing donations.
• Seek every opportunity to increase awareness of legacy giving to Winston’s Wish and monitor the effectiveness of these activities over time.
• Manage a growing portfolio of legacy enquirers with appropriate contact and timely solicitation of prospective legators including hosting events and tailored stewardship.
• Manage the stewardship and development of our regular giving programme including uplift campaigns and solicitation of new donors to agreed targets.
• Work alongside the wider fundraising team to ensure effective cross-selling of individual giving products and vice-versa identify opportunities to introduce other fundraising products to our individual givers.
• Identify supporters who could provide compelling content which could be used by the wider Fundraising & Marketing team to inspire further support including suggesting key individuals who could feature in online and offline publications.
• Work with the Philanthropy & Partnerships Manager to ensure that potential major donors are identified and included in relevant activities.

Administration

• Diligently maintain records of all interactions with supporters on Salesforce.
• Ensure all activities comply with appropriate legal, regulatory and fundraising good practice and with Winston’s Wish policies and standards.
• Keep a close eye on incoming donations to ensure they are coded correctly and that supporter data is accurately recorded in accordance with GDPR.
• Effective management and control of expenditure across all projects and campaigns in line with agreed expenditure budgets.

All Staff

• Contribute to the vision and mission of Winston's Wish; working with colleagues in all teams to meet the objectives of Winston’s Wish.
• Work to objectives, targets and work plans agreed with your line manager.
• Undertake specific projects and other ad hoc duties agreed with your line manager, fulfilling any deadlines, reviews and reporting procedures required.
• Take an active part in the one-to-one process and participate in training agreed with your line manager.
• Contribute to the wider charity sector and childhood bereavement sector by getting to know those working in the same space and actively contributing to sector-wide events.
• Ensure the health and safety of all colleagues, volunteers and visitors in accordance with Winston’s Wish policy.
• Promote equality of opportunity and diversity in accordance with Winston’s Wish policy.

PERSON SPECIFICATION

Essential

• A sound understanding of the principles of fundraising across individual giving, in-memory fundraising, and legacies.
• Proven track record of preparing successful programmes of activity and business plans to recruit, engage, inspire, and retain supporters in a not-for-profit organisation, or similar transferable experience gained in the commercial sector.
• Specific experience of delivering an individual giving programme.
• Experience of budgets, including planning, forecasting, and analysing performance.
• Experience of high-level use of a customer relationship management system.
• Experience of managing direct mail campaigns.
• Strong organisational skills and keen attention to detail to plan and schedule multiple activities, respond flexibly to opportunities, handle conflicting demands and meet tight deadlines.

Desirable

• Understanding of childhood bereavement.
• Experience of using Salesforce CRM.

Recruitment Timetable

Application deadline: Wednesday 28th May 2025

Interview date: Friday 13th June 2025

Interview location: MS Teams

Winston’s Wish reserves the right to close the vacancy early if we receive a high number of applications for the role before the closing date.