Legacy officer jobs in bristol
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Join our Legacy Administration Team as the right hand to the Team Leader, where you’ll play a key role in managing a vibrant mix of specific, residuary, and reversionary bequests. You’ll help transform supporters’ final wishes into real-world impact, ensuring every generous legacy gift reaches its full potential for Marie Curie’s vital work
Description for Internal Candidates
Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all four nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.
Your Role in Our Vision
Join our Legacy Administration Team and manage a varied and active caseload of specific, residuary, and reversionary bequests. This is a pivotal role, helping to ensure that every gift left to Marie Curie is handled with care, accuracy, and respect — enabling us to continue delivering our essential services.
Legacy income is one of the most significant sources of funding for our charity. In this role, you will be responsible for safeguarding and maximising that income through diligent case management, effective communication with solicitors and executors, and a firm understanding of probate law and best practice. Your work directly contributes to our ability to care for people affected by terminal illness.
Experience across all UK jurisdictions is not essential, as full training will be provided.
Key Responsibilities
- Manage a caseload of specific, residuary, and reversionary legacies across the UK.
- Ensure Marie Curie receives its full legal entitlement, in line with Wills and settlements.
- Handle correspondence efficiently, updating records on our FirstClass 4 database and meeting internal service standards.
- Act as the lead charity where appropriate and liaise with co-beneficiaries.
- Monitor and progress open cases to ensure timely completion.
- Review estate accounts carefully, ensuring accuracy and appropriate application of tax exemptions.
- Obtain tax deduction certificates where cost-effective to do so.
- Ensure funds are allocated correctly to restricted or unrestricted purposes as specified in Wills.
- Comply with Law Society guidelines regarding Non-Contentious Costs.
- Represent Marie Curie’s interests in shared estates and collaborate with legal professionals and the public.
- Identify and escalate potential risks or disputes that may affect our entitlement.
- Seek opportunities to maximise the value of legacies and proactively manage estate assets.
- Support stewardship activity by working closely with the Legacy Marketing and Local Legacy teams.
What You’ll Need
- Proven experience in legacy administration.
- Experience working in or with the charity sector.
- ILM Certificate in Charity Legacy Administration, Law Degree, or relevant professional qualification.
- Strong understanding of probate law and estate management.
- Excellent communication and interpersonal skills.
- Highly organised with a strong attention to detail.
- Confident using digital systems and databases.
Application & Interview Process
Please find full job description here
- As part of your online application, you will be asked for a CV and covering letter. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
- Closing date for applications: Sunday 20th July 2025 23.59pm
Salary: £30,000 - £35,00 DOE + London Weighting £3,500 (where applicable, 2/3 days in London Office per week)
Contract:Permanent, Full Time
Based: UK Home Based with monthly travel to our London office or one of our hospices (Marie Curie will cover all travel costs and if required, accommodation) OR London Office Embassy Gardens based.
Benefits you’ll LOVE:
- Flexible working. We’re happy to discuss flexible working at the interview stage.
- 25 days annual leave (exclusive of Bank Holidays)
- Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%)
- Loan schemes for bikes; computers and season tickets
- Continuous professional development opportunities.
- Industry-leading training programmes
- Wellbeing and Employee Assistance Programmes
- Enhanced bereavement, family friendly and sickness benefits
- Access to Blue Light Card membership
- Subsidised Eye Care
Marie Curie is committed to its values, which underpin our work. We take stringent steps to ensure that the people who join our organisation through employment or volunteering, are suitable for their roles and are committed to safeguarding all our people from harm. This includes our staff, volunteers and all those who use or come into contact with our services. We are dedicated to creating not just a safe place to work but also a supportive and rewarding one.
We are committed to a world where everyone can thrive and fulfil their potential. We are devoted to the social justice imperatives and organisational benefits of full diversity, inclusion and equity in the workplace, and are a Stonewall champion. We actively encourage and welcome applications from candidates of diverse cultures, perspectives and lived experiences.
The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
About Charity Right
We are a focused and passionate international food charity on a mission to free people from the devastating effects of hunger. Since our founding, we have provided over 40 million meals across 7 countries, serving those who need it most with dignity and care.
Our Mission
We believe that no child should go to school hungry. Our single-cause focus allows us to be exceptionally effective at what we do best: providing nutritious school meals that keep children in classrooms and give them the opportunity to break free from poverty through education.
About the Role
We are seeking a strategic and experienced Head of Fundraising & Events to lead the development and growth of a high-performing department focused on generating income through national and international challenge events and corporate partnerships.
This is a senior leadership role with full responsibility for designing the fundraising and events strategy, building the structure and team to deliver it, and ensuring scalable, sustainable growth. You will shape the long-term direction of the department, ensure the right people and processes are in place, and play a key role in supporting the organisation’s broader income generation goals — including supporting the CEO with major donor stewardship.
While the department’s primary focus is income growth through challenge events and corporate partnerships, the role also includes oversight of a small number of legacy community events and relationships ensuring continuity and reputational stewardship.
Key Responsibilities:
Strategic Leadership & Department Building
- Develop and lead the overall strategy for the Fundraising & Events department in line with the organisation’s income growth objectives.
- Design and build a departmental structure capable of delivering scalable fundraising through events and partnerships.
- Recruit, lead, and manage a high-performing team, ensuring clarity of roles, effective delegation, and strong performance management.
- Establish systems, workflows, and processes that support growth, quality, and consistency across all fundraising activity.
- Set and monitor departmental KPIs, targets, and budgets, reporting regularly to the CEO and Senior Leadership Team.
Challenge Events Programme
- Oversee the strategic growth and diversification of the organisation’s challenge events portfolio, building on successful formats and expanding into new areas.
- Provide leadership and oversight of event planning, delivery, and evaluation — ensuring the team has the tools and capabilities to execute effectively.
- Identify and guide strategic partnerships with external groups and communities that can support participant growth and event reach.
Corporate Fundraising
- Design and implement a new corporate fundraising strategy
- Lead the identification and prioritisation of strategic corporate opportunities.
- Guide the creation of partnership models, engagement materials, and stewardship plans, supporting the team in execution.
- Develop the necessary infrastructure (e.g. pipeline management, prospecting systems) for long-term corporate fundraising success.
Major Donor Support
- Act as a senior partner to the CEO in managing and stewarding major donors.
- Ensure the department provides the research, briefing, and coordination required to support a best-in-class major donor experience.
Legacy Community Fundraising
- Provide oversight and continuity for a limited number of legacy community events, ensuring they are delivered with appropriate resource and quality.
- Work with the Fundraising & Events Manager to assess the future viability of these events and how they may integrate with or exit from the broader fundraising strategy.
- Maintain key relationships with mosque and school partners to preserve goodwill and support transitional planning.
Team Leadership
- Line manage the Fundraising & Events Manager, providing coaching, strategic direction, and performance support.
- Ensure the team structure remains fit for purpose as event formats, income goals, and capacity evolve.
- Delegate operational oversight of individual events and activities while maintaining accountability for departmental outcomes.
Cross-Organisational Leadership
- Represent fundraising and events at the senior leadership level, contributing to organisational strategy and decision-making.
- Foster a culture of collaboration and continuous improvement across teams.
- Uphold high standards of integrity, professionalism, and alignment with the charity’s values and mission.
Essential Skills and Experience
- Significant experience in a senior fundraising or income generation role, including designing and delivering strategy at a departmental level.
- Strong track record of building and leading high-performing teams.
- Experience growing and managing challenge events or mass participation programmes, either directly or through team leadership.
- Proven ability to develop income streams, including events and corporate fundraising, from inception to sustainability.
- Commercially minded, with strong strategic planning and budget management skills.
- Excellent relationship-building skills and comfort engaging at senior/executive levels.
- High levels of initiative, resilience, and the ability to lead in a remote-first environment.
Desirable
- Experience supporting major donor programmes or working in close partnership with a CEO or Director-level fundraiser.
- Familiarity with charity CRMs and performance reporting tools.
- Experience working within a faith-informed or values-driven organisation.
Working Culture:
We are a remote-first organisation. This role offers flexibility in working hours and location, with occasional UK travel required for key events and team meetings. You’ll be part of a purpose-driven leadership team committed to creativity, integrity, and delivering real-world impact.
Employment Type: Permanent, Full-Time
Location: Remote Working
Reports to: CEO
Salary: £48,000 – £54,000, dependent on experience
We are on a mission to end child hunger - one school meal at a time. Hunger doesn’t just mean an empty stomach. It keeps children out of school.

The client requests no contact from agencies or media sales.
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Fundraising Officer – North of England
Job description
A fantastic permanent opportunity has arisen for a part-time Fundraising Officer to join our dynamic, friendly and supportive fundraising team. This is a home-based role and will suit an individual living in the North of England. You will be reporting to the Corporate & Regional Fundraising Manager and working in a very varied and exciting working environment.
The perfect candidate will enjoy forging positive and robust relationships with supporters including corporate partners, small businesses, philanthropic groups as well as supporting community fundraisers across the North of England, to raise vital income for our Association.
You will use your creative and professional skillset to provide high-quality account management, stewardship, and growth across all managed income streams. No two days are the same and we are looking for someone who can be flexible in their approach and able to multitask effectively.
Blesma is a unique membership Association as well as a charity. Our Members (limbless veterans) are at the heart of all our work – therefore, the impact of our fundraising is clearly visible in the experiences of our inspirational injured veterans.
We would love to hear from talented individuals who want to help us raise the funds that we need to support limbless veterans. If you would like to apply for this exciting role, please read the attached Job Description and apply with your C.V. and a Covering Letter detailing why you’d be an ideal candidate for the role and how your experience and skills match those detailed in the Person Specification.
If you are uncertain about your suitability for this role, we encourage you to apply and allow us to assess your fit.
Please note that we may close this advertisement early if we receive a high volume of applications.
We look forward to hearing from you.
The client requests no contact from agencies or media sales.
This is a brand new role with Action Duchenne, leading our new Fundraising and Communications team. This role is part of the Senior Leadership Team.
Applications close at 9am on Monday 21st July 2025, with interviews likely to take place in the weeks commencing 28th July and 4th August 2025. To apply, please click 'Apply', where you will be redirected to our application form.
Main Purpose of the Role:
To manage, lead and support the Fundraising and Communications Team to retain donors, increase income and provide clear direction for our communications. This role will involve supporting relationships with sponsors of Action Duchenne’s International Conference, developing and implementing the fundraising and communications strategy, and reviewing our case for support for our core work and projects.
Specific Tasks:
The focus areas and key deliverables of this role are as follows:
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Develop and deliver on a clear fundraising and communications strategy, with annual action plans and clear objectives and KPIs for team members.
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Understand and keep abreast of sector trends and compliance updates relating to fundraising and communications
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Develop and maintain oversight of all budgets, targets, forecasts and processes relating to fundraising and communications
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Co-ordinate the prioritising of income streams, including community, individual giving, corporate, legacy and trust and grants
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Research, identify, and where there is capacity, pursue income generation opportunities that match the objectives of Action Duchenne
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Ensure Action Duchenne is compliant with all applicable elements of the Fundraising Regulator’s Code of Fundraising Practice, law, and the Charity Commission relating to fundraising
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Research, identify and apply to Trusts and Foundations with a clear pipeline
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Prepare reports for Trustees either for the full Board, or where required, to sub committees, which will include fundraising and communications progress against objectives.
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With a team keen to learn, provide leadership and hands on support to ensure objectives are achieved
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Undertake a review of all Communications materials, including social media and website
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Lead by example across the team and organisation
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Be part of, and therefore contribute towards and prepare for Senior Leadership Team meetings
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Identify existing or potential events to develop relationships with funders, including Action Duchenne’s annual international conference
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Feed in to the development of the international conference, led by the Head of Operations & Events
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Work with staff across the organisation to ensure all elements of work are collaborative, specifically when submitting funding bids or developing the annual international conference
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To maintain the contact database, keeping it up to date and accurate
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Continue to invest in professional development in yourself and your team, including safeguarding
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Identify opportunities, alongside the team, for cross team working - including residentials; family events; Science Educations workshops with regional meetups and education visits to schools and local authorities.
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Obtain, decipher and provide training to the Support Team on new updates relevant to Duchenne families, such as DLA, EHCP and more.
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Work closely with your team, to ensure that each family receives the best support possible, and that long-term support is provided.
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Lead on the development and delivery of monthly reporting of engagement and support contact, which will feed into the wider All Through Support journey.
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To work with the Head of Operations and Events to contribute to Agenda topics and speakers from the community; assign roles for the conference to the Support Team.
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Establish a database for external stakeholders also supporting those living with Duchenne on a national basis, fed in to from the Support Team.
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To develop a triaging and caseload process for the Support Team, and how best to regularly monitor this.
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Be involved in the recruitment, selection, and induction of volunteers appropriate to your area of work.
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Coordinate cover for the Support Team when there is sickness or leave.
Further details can be found on the person specification attached.
Action Duchenne is committed to having a team that is made up of diverse skills and experiences. We encourage applicants from all sectors of the community and are especially keen to encourage candidates with relevant lived experiences and those from under-represented groups to apply.
The client requests no contact from agencies or media sales.