Legacy Officer Jobs
The role requires an organised and proactive person to join the Individual Giving team to increase loyalty and life-time value from MSF donors. You will be specifically supporting on fulfilment, appeals, Dispatches – MSF’s supporter magazine - legacy marketing, supporter events, thanking, and analysis & reporting.
This exciting role includes interviewing field staff, to gather information, news and stories from the field, to be shared through fundraising communications.
The Individual Giving is an integral part of the wider fundraising department at MSF, which is also made up of the Philanthropy and Fundraising Operations teams. In 2023 a team of around 35 people delivered income of over £77 million.
Hours: 37.5 hours per week, Mon-Fri
Duration: Permanent
Location: London - hybrid (at least 2 days in office per week)
Salary: £32,869.50 per annum
Job Purpose:
This role is vital for our high performing Individual Giving Team to operate effectively and efficiently. The successful candidate will be an integral part of a top performing fundraising team, for an International Humanitarian cause.
The Supporter Development Officer will manage and develop MSF’s fulfilment programme, ensuring MSF donors receive excellent communications including thanking processes, building excellent relationships with third party suppliers, and working in collaboration with other teams.
The role currently provides administration support to the legacy consultant, ensuring excellent care and quality communications for legacy pledgers.
The Supporter Development Officer provides weekly reports and analysis across all campaigns, sharing results with the wider team to help improve insight across channels.
Please download the job description and person specification below for full details of the role.
Knowledge, Skills & Experience:
- Experience working in the UK charity sector, in a fundraising capacity, and/or direct marketing.
- Self-starter who has the confidence to introduce ideas and provide support across a wide range of projects, within a fast paced and demanding team, exercising good judgment, and using own initiative.
- Experience in project management.
- Excellent time management and planning skills with an ability to carry out different tasks simultaneously and prioritise time and resources accordingly.
- Experience in relationship management and liaising with external suppliers.
- Excellent communication and interpersonal skills with an ability to build relationships with internal and external contacts.
- Ability to maintain accuracy, combined with excellent attention to detail.
- A systematic and organised approach with a proven ability to follow things through and meet targets in line with established schedules and deadlines.
- Responsible attitude to dealing with sensitive and confidential information.
- Flexibility to take on other related tasks combined with a willingness to learn.
- Excellent fluency in written and spoken English.
- Experience working across multiple teams to deliver objectives.
- Experience in the practical use of personal IT equipment and Microsoft Office 365 suite. The ability to effectively collaborate and communicate within a hybrid working environment utilising Teams, SharePoint, One Drive and Yammer.
Right to work - Candidates must have the right to work in the UK. Employment sponsorship will NOT be offered by MSF UK for this role.
MSF UK is an equal opportunities employer. We are committed to diversity and creating an inclusive environment for all employees. We encourage applications from all sections of our diverse community.
How to Apply:
Please apply on our website by submitting a copy of your CV together with a letter of motivation (please upload as one document) by the closing date:
21 April 2024, 11.59pm (GMT)
Incomplete applications will not be considered.
We look forward to receiving your application!
The client requests no contact from agencies or media sales.
Charity Asset Officer
Ref: OENV0270
Contract type: 12-month fixed-term contract until 31 March 2025
Salary: £41,360 - £46,050 inclusive of London Weighting
Location: Guildhall or appropriate NE local office
The City of London manages over 11,000 acres of stunning open spaces including 58,000 ancient trees, six Sites of Special Scientific Interest and three National Nature Reserves within and around the M25 including Hampstead Heath, Epping Forest, Burnham Beeches and many others. As well as being managed as the Natural Environment department of the City of London, these spaces also form eight registered charities, which are currently subject to a high profile and wide-ranging review.
The Natural Environment Charity Review aims to ensure that each charity is well managed and governed and achieves maximum impact for its beneficiaries, and to ensure that the City Corporation, in its capacity as charity Trustee, meets its legal duties and adheres to best practice set out by regulatory bodies. A key deliverable of this review is to understand and fully articulate the location, legal considerations and value of the assets of each of those charities, from land and buildings to machinery, artefacts and heritage items and possibly even livestock.
You will be working alongside representatives of each of the sites, and colleagues in assets mapping and finance, teams, as well as legal and charity experts to ensure assets are defined and understood, and that processes for capturing updates and amendments are fully documented on the most appropriate systems. A full understanding of relevant regulatory and best practice processes will be essential, as well as an ability to deliver projects across diverse teams, using pragmatism to investigate and resolve conflicting information sources. You will need to interrogate and understand a number of bespoke and generic software packages as well as legacy records.
Reporting to senior officers as well as Trustees, this is a new, varied and evolving project role on a challenging deadline. Based at Guildhall or an available site office, travel between each of the sites will often be necessary.
Closing date: 12 noon, 12 April 2024.
The City of London Corporation is committed to Equal Opportunities and welcomes applications from all sections of the community.
The Individual Giving Officer will work closely with the Director of Fundraising & Engagement and the Head of Fundraising to deliver significant elements of the charity’s fundraising strategy, in particular our Individual Giving income. The post holder will be responsible for growing our cash and regular donor income through both acquisition and retention activities, including through our flagship Dry January® campaign.
Reports to: Head of Fundraising
Direct reports: none
Location: 27 Swinton St, King’s Cross, London, WC1X 9NW
Status, hours: Permanent, full-time
Salary: Grade D: salary in the range of £31,437-£34,659 (depending on skills, knowledge, and experience), plus benefits.
Key Tasks and Responsibilities
Campaign project management:
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Plan, manage and deliver innovative and impactful supporter campaigns across a range of channels.
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Operate within set budgets and achieve income targets outlined in annual plans.
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Produce clear and succinct briefs to agencies, suppliers and internal stakeholders.
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Use marketing judgement to proof, edit and develop compelling creative, and make sound decisions on proposals and testing plans.
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Work closely with the Director of Fundraising and Engagement, Fundraising and Engagement Manager, Community and Challenge Events Officer and Communications team to successfully deliver campaigns and evaluations.
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Support the development of an effective welcome and supporter journey, to help increase the average lifetime value of donors.
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Continually test and learn across campaigns to improve performance.
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Deliver campaigns in a compliant way, adhering to GDPR and fundraising regulation and Code of Conduct.
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Lead on the research, design and implementation of key products including Mid-Level Giving and a new legacy proposition.
Supporter Care:
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Work with the Fundraising & Engagement Assistant to ensure excellent levels of supporter care is provided to all our individual giving donors. Including the reviewing and refining of existing processes.
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Oversee the maintenance of our individual supporter data within our CRM
Reporting and analysis:
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Closely monitor campaign results and provide updates on performance.
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Produce post-campaign analysis reports.
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Work with the Director of Fundraising & Engagement to develop and update existing reporting mechanisms.
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Make recommendations to improve the performance of future campaigns based on evidence and data.
Competitor analysis and industry perspective:
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Use existing research and insight, and where appropriate, undertake and commission new projects to derive new / further insight and analysis.
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Identify, research and develop new products, creative ideas and fundraising initiatives.
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Keep up to date with industry developments and act upon direct and digital marketing trends and statistics.
Administration:
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Manage the administrative tasks for the Individual Giving team, such as processing invoices, ordering stock and updating key documents and materials both online and offline.
Other Duties
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Work closely with colleagues across the charity to support their work and to act as ‘one team’.
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Work particularly closely with colleagues in the Communications team, optimising opportunities for joint working, especially to champion the individual giving strategy to maximise its potential.
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Contribute actively and positively to charity-wide strategies.
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Continually develop your knowledge of alcohol harm and solutions to it.
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Act as a positive ambassador for Alcohol Change UK at all times.
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Know, embrace and actively uphold the values of Alcohol Change UK at all times.
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Work flexible hours as necessary to meet the needs of the charity, time off in lieu (TOIL) will be earnt for any work required outside of normal working hours.
The client requests no contact from agencies or media sales.
The purpose of this role is to engage, cultivate and secure support from major gifts, grants, legacies and partnerships across Essex and Hertfordshire which will help shape, deliver and protect our vital life-changing service for the future. In particular it will focus on enabling the vision of EHAAT’s innovative Centre for Excellence.
This is an exciting time at EHAAT. Over the past two years, a strategy has been devised and initiated to develop major giving as a new stream of funding for the charity. As we enter the next phase of the strategy, this role presents a unique opportunity to build on the initial success of this programme and shape its future, alongside a committed and growing Development Board and a dedicated team, and with the support of the trustees and executive team. At the same time, we are bringing together for the first time other important areas of our fundraising, including legacies, trusts and foundations, and corporate partnership under the leadership of the Head of Philanthropy & Partnerships to build a strong and focused team delivering across philanthropic giving for the charity.
The successful candidate will have a proven track record of working with senior level prospects and givers in a charitable context, as well as experience across other areas including legacies, trusts and foundations and corporate fundraising. A genuine team player, they will demonstrate strategic thinking, creativity and leadership, to inspire and motivate key individuals and to build strong, long-lasting relationships with the charity. In addition, they will have management experience to unite, develop and lead the team to achieve challenging targets and deliver long term philanthropic goals.
We are offering an exciting opportunity to work in close collaboration with the CEO, Chairman, trustees, senior volunteers and clinical teams to play a vital role in delivering compelling projects that will have life changing impact.
Key Responsibilities
- Lead and develop the strategy to build philanthropic giving at EHAAT in consultation with the CEO, Executive Team, Trustees and Development Board, to support the charity’s objectives and long term aims.
- Deliver a fundraising plan across the Philanthropy & Partnerships team, including major giving, legacies, trusts and foundations and corporate partnerships, to achieve agreed strategic objectives.
- Provide excellent executive support and guidance to the Development Board and the Chair, and take a leading role in building the Board further by identifying and recruiting to its membership and the wider pool of Ambassadors.
- Ensure philanthropic giving to the charity is strengthened through in-depth research, compelling proposals, wellcrafted approaches for gifts and excellent stewardship.
- Deliver regular activity and income reports and participate in the budgeting and forecasting of income in this area.
- Lead and support the Philanthropy & Partnerships team, enabling team members to fulfil their potential and meet agreed objectives through collaborative and shared working.
- Work across the charity to collaboratively create exciting and impactful propositions for funding, impact reports, and stewardship opportunities, in particular relating to the Centre for Excellence.
- Implement and regularly review an effective gift policy and undertake all necessary due diligence prior to accepting gifts, ensuring donations and grants are correctly allocated and used, and conditions met.
- Develop and maintain a detailed knowledge of EHAAT's current work and future strategic plans.
- Identify potential relationships and opportunities across the fundraising team, recognising where there is overlap.
- Act as a source of expertise in major gift fundraising for the charity, advising trustees, development board and executive team on managing key philanthropic relationships and partnerships.
EHAAT is a charity which provides vital life-saving care to critically ill and injured patients across Essex, Hertfordshire and the surrounding areas.
The client requests no contact from agencies or media sales.
Location: Remote (UK based)
Salary: £34,200 (pro-rata)
Length of contract: Permanent
Hours per week: 22 hours per week (0.6 FTE)
Closing date: 18th April 2024
Interviews: 29th / 30th April
Who are Women’s Aid?
Women’s Aid is the national charity working to end domestic abuse against women and children. We are a federation of over 170 organisations which provide just under 300 local lifesaving services to women and children across England. For almost 50 years we have campaigned on behalf of our members and survivors to shape policy and practice, and to raise awareness of domestic abuse.
Purpose of the Senior Community Fundraising Officer role:
As Senior Community Fundraising Officer, the successful candidate will play an integral role in overseeing all income generation via community fundraising. The purpose of this post is to feed into strategy, providing guidance and direction to ensure that Community Fundraising continues to grow as an area of income and that all Community Fundraisers receive high-quality support and stewardship.
Key duties and responsibilities of the Senior Community Fundraising Officer:
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Line-managing, leading and supporting a team of 2 Community Fundraising Officers
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Developing and maintaining a strong network of working relationships with individual fundraisers and supporters.
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Taking responsibility for income generation from various sources including:
- physical fundraising challenges
- non-physical fundraising events
- educational institutions
- community groups
- celebration fundraising (e.g. birthdays and weddings)
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Ensuring oversight of Women’s Aid’s annual flagship fundraising event, the 1.7 Challenge, and any other mass fundraising events.
What we are looking for in our Senior Community Fundraising Officer:
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At least 2 years’ experience of working in a professional fundraising role.
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Experience of managing a portfolio of fundraising events for community fundraising.
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Experience of working within a team and individually to achieve success; meeting or exceeding your financial targets.
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Demonstrable experience of initiating cross-team working to achieve financial goals.
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Experience of using a CRM database, such as Raiser’s Edge, Access Charity CRM, or Sales Force, to target and segment supporters.
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Any experience of developing fundraising strategies for working with educational institutions, community fundraisers and faith groups is also desirable.
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Ability to carry out thorough research to keep-up-to date with new fundraising opportunities.
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Experience of managing a team.
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Experience of maintaining and reporting against budgets and feeding into the teams KPI’s.
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Excellent computer skills and experience using a wide range of computer packages, including Microsoft packages.
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Excellent interpersonal, creative thinking and problem-solving skills.
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Understanding of the role of Women’s Aid, of domestic abuse and the issues relating including the impacts on women and children.
Benefits of joining us as our Senior Community Fundraising Officer include:
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Generous Annual Leave: 25 days + 2 Company Holidays + 8 UK Bank Holidays (pro-rata), with an extra 1 day per year after 1 year of service, up to a maximum of 5 additional days.
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Valuable Pension Benefits: a generous 7% employer contribution.
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Flexible Working: remote working, a generous TOIL scheme, and family-friendly policies
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Wellness and Support: including a cycle to work scheme, free optician check-ups, annual flu vaccines, access to a 24-hour employee assistance counselling helpline, a ‘Headspace’ app for mindfulness, and ‘Reflective Practice’ sessions.
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Making a genuine difference, in a rewarding role where your work will directly result in helping Women’s Aid to be able to provide lifesaving services for women and children across England.
How to apply?
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Please submit your CV and a Cover Letter. Your Cover Letter should be no more than 2 pages long and should include a summary of your reasons for applying for the position. You should also include details of how your skills, behaviours and experience meet those necessary for the role, as listed in the Job Description and Person Specification.
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Please ensure that you also complete the EDI form and send all completed paperwork to the recruitment email address (Please clearly mark your name and the role title in the subject line of your email).
NB:
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Women only need apply under schedule 9 (Part 1) of the Equality Act 2010
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If you have been shortlisted for interview, you will be informed by email. Regrettably, we are normally unable to acknowledge unsuccessful applicants.
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We reserve the right to close a recruitment campaign earlier than the advertised closing date if a high volume of responses are received.
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All posts, including remote posts, must be based in the UK.
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Women’s Aid is committed to quality, equality, and valuing diversity. Applications are particularly welcome from Black and minoritised women.
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We are a Disability Confident employer. We guarantee to interview all disabled applicants who meet the minimum criteria for vacancies.
The client requests no contact from agencies or media sales.
Are you detail-oriented, with a passion for animal welfare? Do you thrive in an environment where sensitivity and accuracy are paramount? If so, this Legacy Officer role at IFAW UK could be your calling.
The International Fund for Animal Welfare (IFAW) is a global leader in animal welfare and conservation.
We work tirelessly to protect animals and their habitats around the world. We help animals and people thrive together. Our UK office works to tackle various animal welfare issues at home and abroad. Legacy gifts play a vital role in sustaining our critical work worldwide.
You would be responsible for your share of the legacy administration portfolio in the UK, using the FirstClass database and our donor CRM system. You would report to the Global Legacy Administration Manager on a day-to-day basis.
Role and Responsibilities
As our legacy officer, you will be responsible for:
· Managing a caseload of legacy gifts: This includes pecuniary, residuary and life interest legacies, ensuring IFAW receives its full entitlement in a timely manner. This may at times include a small selection of complex or contentious cases, to work on with support from your manager.
· Working closely with solicitors, executors, and beneficiaries: You’ll provide accurate and sensitive support throughout the probate process, building trust and ensuring a smooth experience for all parties involved.
· Maintaining meticulous records and reports: You’ll ensure accurate financial and contact records are kept, reports are generated on time, and compliance with all legal and regulatory requirements is met. You’ll raise data integrity or GDPR suggestions and take corrective action, as agreed.
· Providing recommendations for action: You’ll provide your suggestions to move forward any legacy case where action needs to be sanctioned by management or Trustees, or where there may be a risk to the charity's reputation.
· Assisting with monthly/annual reconciliation and audit: This includes following our financial rules to make appropriate accruals, adjustments, and provide audit-ready case files.
· Liasing with other teams within IFAW: When appropriate, you’ll work collaboratively with other teams, such as Finance, Donor Relations or the Legal team, to ensure a seamless process for legacy gifts, and to promote the legacy team’s recognition and standing in the organisation through internal communication.
· Staying up to date on relevant legislation and best practices: You’ll be a member of the ILM and regularly keep abreast of changes in the world on legacy case management, to ensure IFAW’s legacy administration remains efficient and compliant
Qualifications and Education Requirements
· 1+ years of experience in legacy administration: You’ll have a strong understanding of probate laws, Wills, trust, and estate administration. Experience of using FirstClass is desirable.
· Achieved or willing to work towards certification: You have or will work towards gaining the ILM’s Certificate in Charity Legacy Administration (CiCLA).
Core Competencies
· Excellent attention to detail: You’re numerate, meticulous and ensure accuracy in all your work.
· Strong communication and interpersonal skills: You can build rapport with solicitors, executors, and bereaved families, providing sensitive and clear communication.
· Proactive and organized: You can manage multiple tasks effectively and keep up with work and deadlines without compromising quality.
· Know when to ask for help: You’re comfortable working unsupervised and as part of a team and you can identify when cases are complex and when you should consult with your manager.
· IT proficiency: You’re comfortable using CRM’s like FirstClass and other relevant software for record-keeping and reporting. You understand Microsoft 365 software like Word and Excel.
· Passion for animal welfare: You understand the impact of IFAW’s work and are motivated to contribute to our mission.
UK Office Benefits
- 8 % employer pension contribution
- 25 days’ holiday + public holidays + 5 discretionary days
- Cycle to work scheme
- Newly renovated, modern office
- Dog friendly office
Closing date for receipt of applications is 01 April 2024
The client requests no contact from agencies or media sales.
We are looking for a Legacy and In Memory Lead for an incredible hospice, to be responsible for managing the implementation of the legacy (gifts in Wills) and in memory strategies and developing annual delivery plans.
This is a Hybrid role with 4 days a week in the Essex office.
The Charity
A passionate and collaborative hospice, dedicated to working in partnership with the community and committed to providing high quality, safe and supportive specialist palliative care services.
You will be joining an organisation known for its supportive and inclusive working culture, offering fantastic benefits including generous annual leave entitlement which increases with length of service and a commitment to supporting staff in achieving a work-life balance.
The Role
Lead the delivery of planned activities and promotion of legacy and in memory fundraising products to achieve budget net income and grow the active support base.
Project manage all elements required to deliver planned activities.
Work closely with the Marketing team to develop on and offline marketing materials for legacy and in memory fundraising activities.
Support with line management of the Supporter Care Assistant where necessary.
The Candidate
Significant demonstrable and relevant experience of in memory and/or legacy fundraising.
Experience of developing and promoting in memory and/or legacy fundraising products.
Experience of using a variety of on- and offline channels to deliver successful marketing campaigns to acquire and develop donors / customers.
Experience of managing income and expenditure budgets.
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.
Closing date: 4th April.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
We have an exciting opportunity for the right candidate to join our Legacy fundraising team at Alzheimer’s Society. The charity has an enviable track record with income seeing exponential growth over the last 5 years achieving over £40m in 2023/24. Legacy income accounts for 25% of the total income for the Society and this is an exciting time to join our team as we continue to grow.
Working with the Legacy Case Team you will maximise income through good file management whilst at the same time seeking out opportunities to add value through diligent case work.
We would love to welcome more outstanding people to join our exciting journey to make the greatest difference for people affected by dementia.
Alzheimer's Society have recently been named on the Sunday Times Best Places to Work 2023! We have achieved excellent scores for workplace happiness, pride, and job satisfaction. This is a fantastic achievement and we're incredibly proud as this is fantastic indication of how far we’ve travelled over the past few years.
About you:
- We are looking for a highly organised and enthusiastic individual with excellent attention to detail.
- You will have an excellent knowledge of Wills, Probate and Trust Law, proven experience in legacy administration and file management together with the ILM Certificate in Charity Legacy Administration or equivalent qualification.
- Experience in using First Class 4 application, Microsoft office applications and a proven ability to manage your own workload.
- To be responsible for personal learning and development, to support the learning and development of others and the whole organisation.
About Alzheimer's Society
At Alzheimer's Society, we believe passionately that life doesn't end when dementia begins. We are here for anyone affected by dementia, and we do everything we can to keep people with dementia connected to their lives and the people who matter most.
Everything we do is shaped by people affected by dementia. Their knowledge and experience are critical to bringing about real-world solutions. From choosing the most promising research through to telling their stories to raise awareness; they are the heart of this organisation.
We are looking for a Head of Legacy and In Memory to join an incredible health charity, to lead a team to build and develop their vital legacy and in memory programme.
This is a flexible hybrid role, ideally with weekly attendance in the Hampshire office.
The Charity
A passionate membership charity, recognised in The Sunday Times Best Places to Work 2023 list, who provide a range of support, information and services, with a dedicated research programme focused on finding new treatments and a cure for those most in need of it. Youd be joining a warm and welcoming team, with a collaborative work culture, offering some fantastic benefits including flexible working options, 26 days annual leave rising to 27 after a year, the option to buy or sell annual leave, supportive family policies, and 6% pension contribution.
The Role
Develop the Legacy strategy with a thorough understanding of pieplines and reforecasting to deliver over £3m annual income.
Lead a team of three direct reports, and two additional reports, including a freelancer.
Create and implement multi-channel campaigns to recruit new legacy supporters from warm audiences and increase the number of legacies notified from these sources.
Introduce new transformational projects and explore new avenues and audiences for legacy and in memory giving, reaching beyond audiences already known.
Create and implement a detailed in memory and tribute fundraising plan based on analysis of donor sources, income and activity.
Act as a Gifts in Wills and in memory ambassador across the organisation.
The Candidate
Proven experience and a successful track record at a senior level in legacy fundraising, including the creation, development and implementation of strategic fundraising plans.
Excellent relationship management and programme delivery skills.
Ability to produce accurate budgets and regular forecasts and to communicate complex financial information.
IMPORTANT NOTE
Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.
We apologise that we cannot contact everybody in person but thank you in advance for your interest.
Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.Head of Legacy and In Memory.
Wohl Legacy
Part time Finance Director
Salary circa £90,000 FTE (2.5 – 3 days per week)
Remote / Occasional travel to London
The Wohl Legacy is comprised of three independent charities all founded by the late Maurice and Vivienne Wohl. The Wohl Legacy invests in and partners with numerous organisations and communities in the fields of Medical Advancement, Care and Welfare, Jewish and Communal Life, Jewish Education, and Pathways to Employment, working with these organisations to ensure lasting change.
Our partners may be those on the ground acting to make change happen or thought and learning partners who share a common vision. Facilitating relationships between organisations, key funders and interested parties is an integral part of the Wohl approach; we seek the best possible outcomes to the challenges that communities face, to enable them to grow and thrive.
We are looking for a proactive and highly capable Finance Director to join our small organisation and provide 360 degree support to the Chief Executive Officer. The organisation has gone through a period of modernisation and we are looking for someone who will continue to seek to improve and streamline processes and find more agile ways of working.
This position is responsible for the full finance function and responsibilities include:
- Overall responsibility for the development and successful delivery of the Finance function;
- Leading on financial planning, preparing annual budgets and quarterly management accounts;
- Preparing year end SORP accounts and liaising with the auditors; producing the Annual Report and Financial Statements; reporting to Finance, Audit and Risk Committee, Investment Committee and the Board of Trustees;
- Liaising with investment managers to obtain regular reports of performance and undertaking new investment movement analysis;
- Ensuring the Foundation’s policies are kept up to date and compliant;
- Communicating complex financial information and influencing and building rapport with a range of internal and external stakeholders.
The successful candidate will be a qualified accountant with experience of the UK charity or not for profit sector, advanced knowledge of SORP and charity VAT. You will have led a strategic finance function, produced statutory accounts, management accounts, financial reports and analysis. You will have demonstrable commercial acumen, a strong understanding of business and strategic issues, and the ability to appropriately challenge and advise budget holders. You will have excellent communication skills and a passion for helping us achieve our vision.
Timings:
- Application deadline: Sunday 21st April
- Shortlisting: week commencing 29th April
- 1st stage interviews: week commencing 6th May
- 2nd stage: week commencing 13th May
To apply, please send your CV and supporting statement via the link. For an informal conversation about the role please contact Bryony Thomas via the Allen Lane agency website.
Macular disease is the biggest cause of sight loss in the UK, with around 300 people diagnosed every day. The Macular Society is the only charity determined to beat the fear and isolation of macular disease with world class research, and the best advice and support.
To support people affected by macular disease now, the Macular Society provides a range of support, information and services. Our research programme is focused on finding new treatments and a cure to Beat Macular Disease forever.
Our Head of Legacy and In Memory Fundraising leads a small, dedicated and highly-skilled team. Working with the Associate Director of Fundraising and Marketing, the role is responsible for building and developing our vital legacy and in memory programme. The role includes the development of innovative and engaging marketing strategies - including recruitment and stewardship across legacies and in memory - investigating new audiences and channels and requires excellent budgetary management including detailed income forecasting.
With an ambitious approach and natural empathy, you will relish the opportunity to use your extensive knowledge of legacy based fundraising to increase income and optimise opportunities. If you lead by example to create a caring, approachable and supportive environment for all – by listening to each other and working together and enjoy driving through improvements to enable team to deliver, then we would love to hear from you.
In return, we provide a great working culture – we do something worthwhile and are proud to work together to Beat Macular Disease – as recognised by our inclusion in The Sunday Times Best Places to Work 2023 list.
We offer flexible working options, 26 days annual leave, rising to 27 after one years’ service, the ability to buy or sell annual leave, supportive family policies, and 6% pension contribution.
We are passionate about treating people fairly and as equals, doing so is instinctive to us. To Beat Macular Disease for all we know we have work to do. That’s why we are keen to hear from people of all backgrounds who have the skills and experience we are looking for. We particularly encourage applications from people from under-represented groups, to help ensure what we do and how we do it is inclusive – for everyone.
Interviews: First stage interviews to be held week commencing 15 April 2024
As part of our selection process, we will be asking candidates to deliver a short presentation during 1st stage interview.
The client requests no contact from agencies or media sales.
We are seeking an experienced, dedicated, and passionate Chief Executive Officer (CEO) to join us at
an exciting stage in our history at SiMBA, as we embark on embedding and delivering upon a
refreshed vision, mission and strategy.
Our CEO will lead our team in meeting our strategic goals, work in collaboration with our Board of
Trustees to develop our strategic direction, and ensure that we are operationally effective whilst
raising the profile of SiMBA within the bereavement care sector.
Our CEO will focus on building strategic partnerships with other organisations with aligned goals and
values, cementing SiMBA’s niche amongst the range of charities who support bereaved families
through the loss of their baby, and will empower our fundraising team to raise the funds necessary
to achieve our goals.
Having a strong grasp of the challenges facing the Charity and bringing creativity, a practical and
commercial approach to decision making, as well as being a ‘people person’ is essential to help SiMBA
support as many bereaved families as possible in Scotland to grieve, honour and remember their
precious baby.
Expertise in strategic planning, financial management, and effective charity governance is critical.
Our CEO must guide our hard-working and dedicated team as we refine our offer and build our
impact and reach within Scotland.
Our CEO, along with all of our team, will have contact with people who have experienced the loss
of a baby; parents, family members, friends, colleagues and healthcare professionals who are
supporting them. Therefore, it is important to feel comfortable working in a bereavement
care environment and talking about baby loss with multiple stakeholders.
The client requests no contact from agencies or media sales.
At Tearfund, we are growing a global community of people who want to enter a whole life response to poverty. One incredibly valuable and powerful way supporters can respond is through leaving a gift in their will.
Tearfund is looking for a Senior Legacy Marketing Officer to increase awareness of the opportunity to leave a gift and inspire supporters to take up this opportunity. This role also has responsibility for developing Tearfund's In Memory Giving offer and growing the number and value of these donations.
We have a clear legacy proposition, increased investment in legacy marketing and an ambition to ensure that every Tearfund supporter has the chance to consider making a lasting transformation by leaving a legacy to Tearfund.
We are looking for a candidate who:
- Holds a strong knowledge of fundraising or marketing principles and can apply these to Tearfund's legacy programme
- A clear interest in and passion for legacy fundraising, committed to seeing this area of fundraising grow and develop as an engagement opportunity and income stream
- Able to create and implement a marketing plan that uses resources effectively to achieve agreed legacy fundraising outcomes (e.g. increased reach, awareness, enquiries and pledgers)
- Able to lead and motivate other marketing professionals assigned on an agile basis to work on legacy and in memory projects
Do you match the above? Then please get in touch - we would love to hear from you!
This is a full time role, with part time hours considered.
This post may also be offered as a secondment opportunity for internal candidates.
We particularly welcome applications from people with disabilities and those from Black, Asian or Minority Ethnic (BAME) backgrounds (in our UK workforce) as these groups are currently under-represented at Tearfund.
This role is eligible for hybrid working and you will be required to work from a designated Tearfund office and from your home by agreement with the line manager
All applicants must be committed to Tearfund's Christian beliefs
The recruitment process will include specific checks related to safeguarding. In addition, personal identification information will be submitted against a Watchlist database to check against criminal convictions as a counter-terror measure.
The client requests no contact from agencies or media sales.
Are you passionate about making a real difference in the world? Do you want to leverage your skills to combat homelessness for children and young people? Then we have the perfect opportunity for you.
We are looking to recruit an Individual Giving and Gifts in Wills Manager to manage and deliver the Individual Giving and Gifts in Wills (Legacy and In Memoriam) income streams for the Centre. This is an exciting role in our Fundraising team that will manage income pipelines and associated expenditure required to raise income, provide monthly monitoring and use data to analyse fundraising results. This role will also develop and implement strategies to retain, recruit and acquire new supporters.
In addition, you will also provide excellent stewardship to an aging supporter base and ensure the people who donate to the Centre receive a wonderfully warm and personal donor experience, engaging and inspiring donors with stories and updates about the work.
Please refer to the job description for further information.
To apply, please submit a CV and cover letter. You must account for any gaps in your employment history. In your cover letter please outline how you meet the requirements of the role, why you would like to work for us and address the following two questions:
1. What experience or interest in legacy fundraising do you have?
2. Please describe your experience of success fundraising within the Individual Giving income stream, including employing strategies to retain, engage and recruit new donors? Please discuss the range of direct marketing channels you have used including digital.
We are committed to safeguarding and promoting the welfare of children. The Centre requires job applicants, staff and volunteers to complete a criminal records self-declaration and undertake a DBS check.
The client requests no contact from agencies or media sales.
This is an opportunity for a motivated and enthusiastic individual to work in our fantastic, skilled Fundraising Team in an exciting period of ambitious growth. The role offers many opportunities to develop fundraising skills and experience.
About CAT
The Centre for Alternative Technology (CAT) is an internationally renowned environmental charity, a world-leading eco centre, and one of the foremost providers of postgraduate environmental education in the UK, based near Machynlleth in Mid Wales.
CAT provides inspiration, education and training in solutions to the climate and biodiversity emergency.
Key activities include, residential, in-person and online short courses and events, vocational training, and postgraduate degrees in a wide range of sustainability-related topics
Our free Information Service provides advice for individuals and our Zero Carbon Britain team publishes research and works directly with councils, communities and other organisations to help transform complex economic, social and political systems.
This is a very exciting time to join the organisation, particularly for a fundraiser with a focus on trusts and foundations. CAT recently entered an exciting phase in its development, launching a £20 million capital fundraising campaign to rejuvenate our visitor centre. This will provide the postholder with opportunities to support work on high profile funding applications, gaining invaluable experience to further their career goals.
Job Details
- Ref: FOFT240326
- Hours: Full-time: 37.5 hours per week.
- Responsible to: Fundraising Manager
- Responsible for: Supervision of volunteers
- Contract type: Temporary (Maternity cover – Until 30 June 2025)
- Location: Flexible: home-working with regular visits to the CAT eco centre near Machynlleth
- Working Days: Usually Monday to Friday, core hours are from 10am to 4pm. Occasional weekend and evening working.
- Closing date for applications: 9am 19 April 2024
- Interview to be held: Week commencing 22 April 2024 (on site)
- Expected start date: As soon as possible
Salary and employee benefits:
£24,886 p.a.
CAT offers a generous annual leave allowance of 25 days p.a., plus bank holidays (usually 9-10 days), plus additional allowance at Christmas (usually 3 days), plus 1 extra day for every year worked (up to 5 days).
CAT also offers an attractive package of employee benefits, including:
- a free cooked lunch and free hot drinks from the café whenever working from the CAT eco centre
- 40% discount on retail goods purchased from CAT
- Opportunities for CPD training, qualifications & professional memberships to be funded by CAT
- Opportunity to take 2 CAT short courses per year free-of-charge
- the opportunity to purchase additional holiday days
- a ‘Cycle to Work’ scheme (planned)
- 5% pension contribution
- generous maternity and paternity entitlement and Death In Service benefit
- 2 hours per month for general health & wellbeing & 2 hours per month for Welsh language tuition.
Overview of Role
This is an opportunity for a motivated and enthusiastic individual to work in our fantastic, skilled Fundraising Team in an exciting period of ambitious growth. The role offers many opportunities to develop trusts and foundations fundraising skills and experience.
CAT’s Fundraising Team is responsible for raising vital funds for CAT’s core and project work from individuals, trusts and foundations, statutory sources, groups and organisations. This is essential for CAT to fulfil its charitable mission – to inform, inspire and enable people to take action for a sustainable future. The post-holder will play an essential role within this team.
To successfully raise funds from trusts and foundations, the postholder will work closely with and be supported by other members of the team including the Fundraising Team Manager, the Fundraising Manager for Major Donors & Legacies and the Head of Strategic Funding and Programmes. They may also provide support to these team members if required to raise funds from statutory, corporate, group or individual sources, including by helping to organise events and webinars, and may be required to provide supporter care and administration support for another Fundraising Officer.
To engage and deliver successful strategies for fundraising from trusts and foundations, the postholder will research relevant sources of income; consolidate this funding and project information and provide support for the setting and monitoring of project budgets; keep the project pipeline updated; research, engage and develop relationships with donor prospects and ensure stewardship; submit a rolling programme of applications; and monitor and evaluate feedback. They will also ensure that donors are thanked and receive appropriate recognition, and ensure compliance with CAT’s policies and procedures, whilst maintaining records and managing any reporting requirements.
Main Responsibilities
Trust and foundations:
- To work with the Fundraising Manager and Head of Strategic Funding and Programmes to support the development and implementation of strategies and plans for fundraising from trusts and foundations, including through an audit of trusts and foundations.
- To provide support to lead staff in project development including budget setting, monitoring and reporting
- To research trusts and foundations funding prospects.
- To maintain and further develop a project pipeline and rolling programme of bids.
- To engage with, develop and maintain strong relationships with trusts and foundations and statutory funding bodies.
- To research, complete and submit compelling funding applications, liaising closely with relevant staff within CAT and, where relevant, partner organisations.
- Ensure appropriate stewardship of supporters.
- Ensure funders are thanked and their support is acknowledged appropriately.
- Ensure that the process for reporting on grants is monitored and that teams understand their roles and responsibilities once funding is secured.
- To ensure appropriate monitoring and evaluation of funding bids.
- Ensure data and records are kept up to date and that staff follow good practice.
- To assist with staff training, development and motivation, ensuring that all staff receive adequate induction, health and safety and customer care training.
- To provide support for the management of fundraising budgets, including invoice and income coding and monitoring income and expenditure.
- To contribute to regular Key Performance Indicator reports.
- To maintain accurate and complete information on the trusts fundraising databases.
Other duties
- To provide support to team members if required to raise funds from statutory, corporate, group or individual sources, including by helping to organise events and webinars.
- To provide supporter care and administration support for the Fundraising Officer.
- Any other appropriate duties as defined by the Fundraising Manager.Applications are required, CVs will not be accepted.
To learn more about the role, download the full job description:
Job Description: Fundraising Officer – Trusts
Please read the documents below before completing your application:
- Application Form
- Guidance Notes for Completing the Application Form
- Statement on Recruitment of Ex-offenders
- Data Protection Statement
- Equality and Diversity Monitoring Form
- Personal Details and Reference Form