Legacy manager jobs in south kensington, greater london

Hours: 35 hours per week; 12-month fixed term contract with possibility to extend. Occasional evening or weekend work may be required.

Location: Hybrid working with 2-3 days per week in one of Open Ages’ centres: St Charles Centre for Health and Wellbeing (W10 6DZ), New Horizons (SW3 2PF), St Margaret’s (SW1V 2RT), Avenues (W10 4RS). Travel between Open Age sites and to other community venues will be required.

Line Management: CEO

Working with:Fundraising Manager – Trusts and Grants; Open Age Service Users; Open Age staff and volunteers; Supported by Nova Fundraising (members of Chartered Institute of Fundraising.)

This pivotal role will design and deliver new community and individual giving fundraising programmes to support Open Age’s exciting new five-year growth strategy. You are an ambitious self-starter with a breadth of community and individual giving expertise or a specialist in one with good understanding of the other. In this broad role you will partner with Open Age’s passionate members and the wider community to raise funds for our high-impact services, supporting older people to lead happier, healthier lives. You will see first-hand the visible, life-changing impact of the money you generate for many thousands of older people in London and across the UK.

The role is a 12-month fixed term contract, with the possibility to extend.

About Open Age:

Open Age was established in 1993 and we’re now celebrating more than 30 years of championing happier, healthier and more connected lives for older people. We have over 3000 members and each week we run over 250 high-quality classes from our four centres, 40 community venues and online. From boxing to ballet, baking to blogging - Open Age’s array of activities improves the physical and mental wellbeing of our members. We are a passionate, community-led organisation and we are proud that 93% of members would recommend Open Age to a friend.

‘I can’t wait for my lessons. They make me feel just fab. Having not done exercise before Open Age…I am so grateful to know them and to be able to do the classes. Thank you.’

What you get in return:

You will be working in a passionate and enthusiastic team with a strong vision and ambition in striving to enrich the lives of older people.

We offer 25 days leave (pro rata) plus bank holidays and 1 extra day off for your Birthday. Occasionally additional paid leave over the Christmas period is given.

Employer and employee contribution to pension in line with auto-enrolment pension requirement, 3% employer contribution.

Access to the Cycle to Work Scheme through salary sacrifice.

We are London Healthy Workplace Award accredited and proactively invest in the health and wellbeing of employees supporting fair employment practices and a better workplace. 

Regular staff social events.

Training opportunities.

Equal Opportunities:

Open Age welcomes applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. 

(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.

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.

We're the UK's specialist blood cancer charity and our vision is clear: we’re here to beat blood cancer. We fund world-class research; provide information and support to patients and their loved ones; and raise awareness of blood cancer.  

We are looking for a CiCLA qualified Legacy Officer to ensure that legacy income is processed in accordance with internal policies. 

You will be responsible for the management of a portfolio of legacy cases where the charity is named as a beneficiary; work with external solicitors and lay executors to ensure that gifts are received in a timely fashion and that all internal and external procedures and legislation is adhered to; promote pragmatic solutions and refer appropriate matters to the Senior Legacy Manager to ensure all reputational risks are proactively managed.  

Additionally, you will be required to work on projects to improve the Legacy Team’s ways of working and to help support with the development and delivery of the team and organisational strategies. 

Expected travel for this role is approximately meeting internal and external stakeholders as required, approximately twice per quarter; this may increase during busy periods. In addition, attendance to two all-staff away days per year and team away days in London on a quarterly basis.   

Our culture and benefits package are award winning, and our staff survey tells us that we’re a great place to work. 

We are committed to actively promoting equality, diversity, and inclusivity. In line with our strategy we welcome approaches from individuals from underrepresented groups, including minority communities, and applicants with a disability, to better reflect the community we serve and help broaden our perspectives. 

Legacy Marketing and In Memory Manager

Join an amazing charity that makes a difference for the 110,000 adults and children in the UK with a muscle-wasting condition. This is a role where you can really make a difference.

The Legacy Marketing and In Memory Manager is an exciting new role at MDUK, that will sit within the Individual Giving and Legacy Marketing team. You will be responsible for delivering the legacy marketing programme as well as excellent stewardship of Legacy and In Memory supporters. This role will help raise vital income to fund MDUK’s care, support and advocacy services and fund ground-breaking research into treatments for muscle wasting conditions.

About us:

Muscular Dystrophy UK is the charity bringing individuals, families and professionals together to fight muscle-wasting conditions. We bring together more than 60 rare and very rare progressive muscle-weakening and wasting conditions, affecting around 110,000 children and adults in the UK. 

We share expert advice and support to live well now; fund groundbreaking research to understand the different conditions better and lead us to new treatments; work with the NHS towards universal access to specialist health; and together, campaign for people’s rights, better understanding, accessibility, and access to treatments.

Benefits:

We appreciate the range of skills and experience our staff have to offer. In return for your enthusiasm and commitment we commit to actively developing and supporting you. We also offer a range of benefits including pension, life assurance, cycle scheme, health cash plan, financial wellbeing and an employee assistance programme.

Please download the job description to see full role responsibilities.

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 marketing and fundraising? If so, we are looking for a marketing expert to help us plan, deliver and optimise the marketing to our most loyal supporters – focusing on Legacy audiences. This role will be instrumental to helping the ongoing success & continued evolution of the marketing and digital tactics for these audiences. 

This Marketing Officer position at Brooke is a pivotal role within the Legacy & Community Engagement team. Legacies are Brooke’s largest single source of voluntary income and fund over half of our international animal welfare work. And it is one of our key fundraising priorities and an integral part of our 5yr fundraising strategy.

Within this role you will help deliver an exciting portfolio of integrated, multi-channel and supporter-centric campaigns that involves all elements of the marketing mix as well as a range of diverse stewardship activities. We are looking for a highly organised individual with great communication skills who will help deliver a range of marketing campaigns and stewardship activity which will acquire new supporters, convert existing Brooke supporters and steward known supporters, with the ultimate goal of increasing the number of supporters who include a gift to Brooke in their Will.

About you
This is a varied role which requires a solid foundation in integrated marketing & stewardship delivery.

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 & marketing 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.

We will be holding first-round interviews w/c 19th May 2025

As our Marketing Manager - Mass Fundraising Acquisition (Legacy), you’ll be responsible for leading an in-house team of marketers responsible for driving mass, new customer acquisition across a portfolio of fundraising products/activities. This includes our integrated mass marketing campaigns, Legacy lead generation acquisition and specific Legacy conversion activity, via promoting our Free Will Service.

Working with our media agency and third-party agency suppliers, you'll be responsible for the development, execution, and optimisation of multi-million pound, omni-channel marketing, and fundraising campaigns and marcomms within the overall British Heart Foundation (BHF) integrated media plan. You'll have oversight across a portfolio of fundraising activity, ensuring strategic and tactical delivery and optimisation, to deliver transformative customer experiences and drive growth in support and income through mass customer acquisition.

In this role, you'll put the customer at the heart, ensuring they feel central to our work and achievements and motivated to continue funding our research in the long-term.

About you 

As our ideal candidate, you'll bring extensive and demonstrable marketing experience of designing, developing, and managing integrated, multi-channel marketing plans and delivering successful commercial outcomes through these i.e., across new customer acquisition and fundraising/income growth.

Preferably with knowledge of Legacy Marketing, you will have excellent interpersonal skills and a proven track record of success in a fast-moving, effective marketing team, experience in paid media planning, and optimisation within, and across a full range of ATL channels.

Highly numerate, with excellent planning and project management skills, you'll have evidenced experience of marketing including a full understanding of different marketing approaches and an ability to use marketing to secure support across a broad range of channels.

To be successful in the role you will also have:

• Strong analytical skills, able to manipulate and analyse data across a variety of media to optimise integration performance and engagement
• Experience of managing significant expenditure budgets, interpreting financial information and providing reporting and analysis, as well as risk identification and risk mitigation against financial and non-financial objectives
• Previous leadership and line management experience
• Experience of agency partnership management
• Knowledge and experience of fundraising or relationship databases is highly desirable

Working arrangements

This is a fixed term contract until Dec 2025 covering a secondment.

This is a blended role, where your work will be dual located between your home and our London Office, approximately 1-2 days per week

At BHF we believe in the power of being together, so our colleagues on blended contracts can expect to spend some time in their office, at least one day each week, on average. The use of our office spaces is driven in part by your role and the activities you need to do. 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

We research all heart and circulatory diseases and the things that cause them. Our research is the promise of future cures and treatments. 

We value and respect every individual’s unique contribution, celebrate diversity, and make inclusion part of what we do every day.

Our Equality, Diversity and Inclusion (EDI) Strategy, Igniting Change, along with our internal EDI group, Kaleidoscope, and a growing number of employee network groups (our Affinity Groups), help us create an environment where all our colleagues and volunteers can succeed.

Interview 

Please note, we plan to hold interviews on 22nd and 23rd May via Microsoft Teams.

Please note that internally this role is known as Mass Fundraising Acquisition Marketing Manager - (Legacy)

Legacy Officer (Maternity Cover)

Role Summary:

As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Officer will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.

Position Objective:

• Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
• Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.

Term of Employment:

Fixed-term, maternity cover

Hours of work:

Full-time (part-time hours considered)

Reports To:

Director, Major Gifts and Gift Planning

Salary:

£29,000 - £34,000

Location:

Remote in mainland UK

Primary Responsibilities and Duties:

Augustus Club

• Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
• Maintain departmental information, files, and records related to legacy estates
• Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
• Work with various stakeholders on contested legacies, collaborating with other charities where needed
• Be able to communicate to supporters how important and desirable legacies are to PETA
• Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
• Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
• Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
• Keep up to date on probate and tax laws, informing the team of any changes

Other

• Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
• Assist in the training of new major gifts and/or planned giving assistants
• Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
• Assist with the preparation and proofreading of mailings
• Perform any other tasks assigned by the supervisor
• Maintain strict confidentiality at all times

Qualifications:

• Minimum of one year of planned-giving or other development experience
• Excellent written and verbal communication skills
• Thorough knowledge of animal rights issues and PETA campaigns
• Demonstrated exceptional attention to detail
• Demonstrated ability to prepare professional business communications
• Proven ability to organise and manage multiple projects simultaneously and effectively
• Proven ability to use initiative and work independently
• Proven experience in legacy fundraising and administration
• Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
• Commitment to PETA's objectives
• Adherence to a vegan lifestyle strongly preferred

We're looking for a talented Individual Giving Manager to join our small team. The role will be responsibile for the delivery of our excellent supporter stewardship, care and retention programmes, whilst driving fundraising growth. 

The Individual Giving Manager will be responsible for the development and delivery of Women for Refugee Women’s (WRW) individual giving fundraising strategy, including through a variety of income streams such as regular gifts, High Net Worth giving, corporate support, events, and legacies; to develop and deliver WRW’s support engagement journey in order to generate income from individual donors and to develop strong and long-lasting supporter relationships; to oversee and develop our stewardship retention programme; and to contribute to WRW’s overall fundraising strategy and income generation.

The Talent Set are excited to partner with Versus Arthritis to recruit for a Gifts in Wills Manager to join them on a 13-month Maternity Cover contract, managing a thriving legacy programme within a supportive Public Fundraising team. This role will lead on the continuous development of the charity’s legacy marketing strategy to drive growth, alongside maintaining the profile of legacy fundraising as a key focus area for the charity.

Key duties include:

• Own and drive the Legacy Marketing strategy for charity, refining and embedding an integrated, insight led legacy marketing and stewardship programme.
• Set and monitor budgets and KPI’s to measure the effectiveness of the legacy programme, working with internal colleagues on medium and long-term legacy income forecasting.
• Be an active member of the Public Fundraising management team, representing the team across the organisation and actively contribute to a fundraising strategy that drives lifetime value of supporters.
• Line manage a Gifts in Wills Officer.  

We’re looking for the following skills and experience:

• In-depth experience and knowledge of leading a Legacy Marketing strategy across online & offline channels.
• Experience of managing a significant legacy income budget, with a data-driven and analytical approach.
• A strong ability to collaborate at all levels of an organisation, contributing to a broader Public Fundraising strategy and maintaining the profile of legacy fundraising within an organisation.
• Prior line management/team development experience.  

The closing date for this role is Monday 19th May.

Please note that due to the high volume of applications, we may not be able to respond to every applicant, but we truly appreciate your interest.

We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process

We’re Hiring! — Operations Manager (Part-Time, Fixed-Term)

�� Location: London-based office with hybrid/remote options
�� 14 hours/week | 6-month contract |  £38,220 FTE
�� Start Date: ASAP
�� Application Deadline: 14th May 2025

Looking for your next purposeful challenge?

This is an exciting opportunity to work for Real - an organisation led by and for Disabled people, rooted in the social model of disability. We challenge barriers and champion equity and inclusion.

Joining Real means being part of a passionate, values-driven team that’s committed to equality, accessibility, and real change.

We’re a small but mighty team, and right now we need a hands-on, heart-led Operations Manager to steer two game-changing projects at a pivotal time in our journey.

✨ Your Mission:

1. Embed Salesforce CRM across our team and help us use it to its full potential

2. Finalise and launch our brand-new accessible website, ensuring it reflects our values and meets accessibility standards

 What We’re Looking For:

· Solid experience managing operations or projects (digital/CRM/tech especially)

· Confidence using and customising CRM systems (Salesforce = a bonus!)

· Knowledge of accessible web design and inclusive digital content

· Skilled communicator who can lead, train, and collaborate across a team

· Organised and proactive — able to juggle timelines, details, and people

· Deep commitment to accessibility, inclusion, and equity

�� Why Join Real?

We don’t just talk about values - we live them. As a user-led charity, the lived experience of Disabled people drives everything we do. You’ll be part of a supportive, values-driven culture where your voice matters and your work creates real impact.

This is a rare chance to own two meaningful projects, build your portfolio, and leave a lasting legacy.

Ready to apply?

We’d love to hear from you.

Want an informal chat first? Contact us!

To apply, complete and submit the attached application form by 14th May 2025.

Need the form in a different format or require reasonable adjustments? Just ask - we are here to support you.

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
 

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.