Legacy officer jobs in edinburgh
We seek a Finance Officer to join our small team. You will report to the Head of Finance to provide bookkeeping and accounting support for Global Dialogue and Global Dialogue Ventures Limited. You will use Xero and be responsible for many aspects of operational finance including maintaining accurate records in the organisation’s purchase and sales ledgers; processing accounts payable and receivable; bank and other reconciliations; supporting month, quarter and year-end closes; and resolving ad hoc queries.
This role is part-time. We are open to negotiating a working pattern that works for the successful candidate and for Global Dialogue.
Terms Permanent, 21-28 hours per week, subject to 12-week probationary period
Location Home-based. Must have right to work in UK.
Reporting Reports to the Head of Finance
Remuneration This role has been benchmarked at a UK salary of £33,000 (pro rata for a part time position). Global Dialogue offers a range of benefits including 25 days’ annual leave plus public holidays (pro rata), a flexible working policy, and personal development leave. We contribute 6% to our employee’s workplace pension (on qualifying earnings).
More about Global Dialogue
We currently host seven large networks and collaborations. Internationally, these including Ariadne, the network of European funders for social change and human rights; the Funders Initiative for Civil Society (FICS) including narrative initiative The Hive; Hamrah, an initiative to strengthen the resilience and increase the impact of a cohort of Afghan civil society organisations in exile; and the International Education Funders Group (IEFG).
We have five organizational commitments – when you work with Global Dialogue, you will find us to be Purposeful, Accountable, Respectful, Practical, and Equitable. These are not abstract values but active principles that guide how we work together, make decisions, and support the people, programmes, and movements we serve.
Job Description
Maintaining purchase ledger:
- Review staff and consultant expense claims
- Reconcile monthly credit card and Soldo statements
- Help prepare for bi-monthly pay runs by reviewing bill postings, ensuring they have received appropriate approvals
- Setting up payments in bank accounts
- Manage the posting and reconciliation of Employee of Record invoices
Maintaining sales ledger:
- Post grant income to Salesforce and Xero, following up any missing paperwork and queries
- Manage monthly programme income and reporting reminders
- Maintain Salesforce to ensure accuracy of data
Bank:
- Bank reconciliation for organisation’s GBP, EUR, USD bank accounts, for review by Head of Finance
- Paypal processing and reconciliations
- Support Head of Finance with FX transaction adjustments
Reconciliations and journals:
- Support Head of Finance with a variety of monthly and quarterly reconciliations, prepayments and accruals
- Help maintain the fixed asset register and support with monthly depreciation journals
- Help to prepare a variety of other monthly journals
Finance systems, policy and training development:
- Work with Head of Finance to keep finance policies and other documentation up to date
- Help draft new policies and guidance notes as required
- Provide Xero training for all new-starters and work with Head of Finance to keep training needs under review
- Act as a sounding board to programmes on finance queries and manage the Finance Team inbox
- Manage staff Soldo requests
Person Specification
- A recognised accountancy qualification and/or qualified by experience in accounting
- Able to demonstrate strong experience of Xero accounting software
- Good MS Office skills, especially Excel
- Track record of working to deadlines without close supervision and can ‘hit the ground running’
- Detail orientated
- Strong analytical and numerical skills, including the ability to sense check your own work
- Solid understanding of processes and a commitment to continual process improvement
- Good written and verbal communication skills, including the ability to explain finance to non-financial staff
- Able to manage a varied workload and to work flexibly in a small team
- Good interpersonal skills, supportive of other colleagues and with the ability to build effective working relationships
- Understands the importance of confidentiality
Desirable:
- Commitment to personal progression development in the field of finance
- Advanced Excel skills
- Experience of training staff in the use of finance procedures and systems
- Experience of voluntary sector or charity accounting is not essential but would be advantageous
- Interest in human rights and social change
Statement of Equal Opportunities
We value, welcome and respect all the differences that make us who we are and recognise that the intersections of our identities enrich our community. This includes age, cultural background, disability and mental health, ethnicity and race, gender, gender identity and expression, sexual orientation, and social background. We also recognise that the interconnected nature of these social categorisations can lead to overlapping systems of discrimination. We have a robust Equality and Diversity Policy that is periodically reviewed, ensuring that candidates and employees are treated fairly.
When talking to our team candidates can expect:
- To be asked questions that are relevant to the role
- All recruitment materials to be written in such a way that avoids direct and indirect discrimination, for example, without the use of gendered language
- To be given a chance to ask questions ahead of the interview
- To be given a clear understanding of what to expect in the interview
- To be compensated if asked to undertake an exercise that requires significant input
- To be treated with kindness and respect in every stage of the recruitment process
- Never to be asked irrelevant questions related to a protected characteristic
- That reasonable adjustments will be offered and implemented at every stage of recruitment
- Any concern or complaint raised to be taken seriously, investigated fully and managed in such a way that it would not negatively impact any recruitment decision.
How to apply
We use an online platform to manage our applications. Please follow the link to submit a CV and cover letter (not more than 2 pages) in English, detailing why you are interested in this role and how you meet the criteria set out in the person specification.
Shortlisted candidates will be invited to an initial online interview during the week commencing 24th November 2025.
Thank you for your interest in working with Global Dialogue. We look forward to hearing from you.
Registered Charity
21 - 50
Global Dialogue is an international philanthropy support organisation partnering with funders to advance rights, equity and diversity.
Thank you!
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts you.
Would you like to work in a forward-looking, agile, innovative, faith-based charity? One where you can bring your current skills and experience and develop your career through our global training partner.
From its humble beginnings, ICC has become a trusted advocate and innovative leader in providing compassionate care for children with disabilities. For over 30 years, thousands of vulnerable children’s lives have been transformed by the essential services we provide.
Within China’s ever-changing social landscape, ICC’s nurturing care is modelling a new standard of support and empowerment for children with disabilities. Our dedicated team of therapists, special educators, social workers, vocational trainers and medical staff work tirelessly to help children live with hope, dignity and opportunity.
Main purpose of the role
As our Fundraising Manager, you will be responsible for the development and delivery of our fundraising strategy, working closely with the Executive Director, the Finance Team, the Insight Fundraising Officer and the Trust and Foundations consultants. The Fundraising Manager will develop existing income streams and strengthen stakeholder and supporter engagement. As Fundraising Manager, you’ll work closely with other global team members to review and implement our fundraising strategy in line with our strategic goals.
Main Responsibilities:
- Play a leading role in the development and delivery of ICC’s fundraising strategy and the success of direct marketing, telemarketing and online campaigns to generate cash, regular giving and Gift Aid.
- Plan, research and implement all aspects of direct marketing aimed at acquiring and retaining new and existing supporters.
- Establish a robust donor stewardship strategy, building strong relationships with existing and potential donors and increasing donor retention and engagement
- Lead on the cultivation and stewardship of partnerships with churches.
- To manage the direction and relationship with our Trust and Foundation consultants by collaborating in the research, writing and submitting targeted Trust applications and report on grants awarded.
- Work with the team to support the legacy giving strategy, to maximise long-term income.
- To have oversight of the in-house CRM database (Microsoft D365). Work with the team to develop competency in the effective use of our CRM database as part of our donor stewardship and reporting structure.
- To assist and promote ICCs presence at fundraising and other events.
- Manage the ongoing development and implementation of a regular giving strategy and donor care to reduce attrition rates.
- Regularly monitor and evaluate direct marketing campaigns, Trust fundraising, recurring giving and legacy fundraising, provide results and feed the learning back into the organisation.
- To keep abreast of key issues and best practices within the direct marketing/fundraising sector.
- Ensure fundraising practices comply with GDPR, the Data Protection Act and the Code of Fundraising Practice.
- Undertake additional duties as requested.
- Line manage the Insight Fundraising Officer and lead our Trusts and Foundations partner.
Fundraising Campaigns and Events
- Plan, coordinate, and manage our annual fundraising event.
- Support the Executive Director on other events.
- Project manage our newsletter and appeal campaigns.
Safeguarding Statement
International China Concern is committed to safeguarding and promoting the welfare of children, young people and vulnerable adults in all our programmes and operations. We expect all staff, volunteers, and partners to uphold this commitment and adhere to our safeguarding policies and procedures.
All staff play a critical role in ensuring that safeguarding is embedded within the organisation. This includes promoting a culture of safety, ensuring child protection risks are identified and mitigated, and supporting staff and partners to uphold safeguarding standards.
Pre-employment checks will be conducted in line with safer recruitment practices, including criminal record checks, reference verification, and assessment of suitability to work with children. The successful candidate will be required to complete safeguarding training and demonstrate a strong understanding of child protection principles, particularly in international and cross-cultural contexts.
We operate a zero-tolerance approach to abuse and exploitation. Safeguarding is everyone’s responsibility, and we are committed to continuous learning and improvement to ensure the safety and wellbeing of every child we serve.
We together are:
Filled with FAITH, Moved with a heart of COMPASSION, Connected by a Spirit of COLLABORATION, Leading through INNOVATION, Serving with PROFESSIONALISM
Our preference is for a full-time candidate working remotely. However, we are willing to consider applications from exceptional candidates who would only be interested in working part-time or as part of a job share.
For the full person spec and job description, please refer to the attachment below.
Registered Charity
1 - 5
Our Mission is to ensure every child with a disability in China is embraced by love, fueled by hope, and empowered with life-changing opportunities.
The client requests no contact from agencies or media sales.
Thank you!
The Sumatran Orangutan Society (SOS) is dedicated to protecting orangutans, their forests, and their future. Together with our local partners in Sumatra, we’re protecting vital ecosystems and creating resilient landscapes where orangutans – and people – can thrive.
We’re looking for an experienced and creative fundraiser to lead our individual giving and supporter engagement programmes, grow our supporter base, and champion innovation in public engagement and income generation. You’ll be rallying resources which will ultimately help us grow our impact for wild orangutans and the people living alongside them.
The Role
As Head of Individual Giving & Supporter Engagement, you’ll lead the strategic development and delivery of SOS’s public fundraising portfolio – inspiring individuals around the world to take action and give generously for the future of Sumatra’s rainforests and wildlife.
You’ll be responsible for individual giving, digital acquisition and retention, legacies, appeals and campaigns, and supporter events. You’ll be given the freedom to innovate, identifying and developing new income streams and engagement products and approaches that help us reach and inspire new audiences.
We’re particularly interested in candidates with strong acquisition experience, who can help us grow and diversify our supporter base.
Reporting to the CEO, you’ll work closely with communications, partnerships, and programmes colleagues to build an engaged community of supporters and advocates for SOS.
Key Responsibilities
Leadership & Strategy
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Lead the development and delivery of SOS’s public fundraising strategy, ensuring alignment with the organisation’s mission and income targets.
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Set and manage income and expenditure budgets for all individual giving fundraising streams, ensuring healthy ROI and sustainability.
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Set clear targets and KPIs, with robust financial planning, forecasting, and monitoring.
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Foster innovation across public fundraising, developing and testing new products and propositions.
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Promote a culture of data and insight-driven decision-making, continuous improvement, and connecting our supporters to the impact they enable.
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Adhere to the Fundraising Regulator Code of Practise and Data Protection legislation and ensure the SOS Donor Promise and Fundraising Values are alive and visible in all fundraising activity.
Individual Giving & Donor Development
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Oversee acquisition, retention, and uplift strategies for individual donors, ensuring a seamless and inspiring supporter journey.
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Design and manage a calendar of appeals and campaigns, including the Big Give Christmas Challenge.
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Work closely with Communications & Marketing colleagues to deliver compelling creative content and integrated fundraising campaigns across digital channels.
Digital Fundraising
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Lead on digital acquisition strategy and performance, testing and optimising paid and organic campaigns to grow SOS’s online giving and supporter base.
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Manage and optimise digital giving platforms, donor journeys, and analytics to improve conversion, retention, and lifetime value.
Legacies & Events
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Develop and implement SOS’s legacy marketing strategy, raising awareness and nurturing pledgers and enquirers with care and authenticity.
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Manage fundraising events (such as our Buffoonery comedy night) and oversee community fundraising initiatives, optimising engagement and lifetime value.
Collaboration & Management
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Line manage the Development Assistant, ensuring that our supporters receive outstanding stewardship.
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Work closely with colleagues across Development, Communications, and Programmes to ensure a joined-up approach to engagement, conversion, and storytelling.
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Keep up to date with sector trends, digital innovations, and regulatory requirements, ensuring compliance and best practice in all fundraising activity.
About You
You’re a strategic and practical fundraiser who knows how to inspire public giving. You combine creativity with an analytical approach, and you’re motivated by purpose and impact. You’ll flourish in a small, committed team where innovation and collaboration are key.
Essential:
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Significant experience in individual giving and/or digital fundraising, including both strategy development and delivery.
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Proven track record of meeting or exceeding income targets across multiple channels.
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Familiarity with CRM systems and digital fundraising platforms.
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Strong understanding of digital acquisition and retention techniques, data-driven fundraising, and supporter journeys.
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Experience managing appeals and campaigns, ideally including match-funded initiatives (e.g. the Big Give).
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Excellent copywriting, creative and analytical skills, with an eye for compelling storytelling.
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Experience in budget management and performance reporting.
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Collaborative and adaptable, with excellent project management and communication skills.
Desirable:
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Experience in product development or innovation in the charity sector.
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Knowledge of legacy fundraising.
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Interest in environmental, conservation, or international development causes.
Registered Charity
6 - 10
We work to protect orangutans, their forests and their future.
The client requests no contact from agencies or media sales.
Thank you!
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!
Senior Events Officer
35 hours per week, Monday to Friday 9am–5pm (some evenings and weekends)
Permanent
Hybrid working – home-based and in Alton, Hampshire (two days a week)
£30,000–£34,000 (depending on experience)
About the Role
Are you passionate about creating unforgettable experiences? As our Senior Events Officer, you’ll take the lead in planning and delivering a portfolio of high-profile fundraising events that inspire, engage and make a real difference for kidney patients. From overseeing event logistics and marketing to managing budgets and nurturing supporter relationships, you’ll ensure every event runs smoothly and every supporter feels valued.
You’ll also mentor and guide either our Event Officer or Fundraising Assistant, helping to build a high-performing team that shares your passion for delivering outstanding events.
If you thrive in a fast-paced, hands-on environment and love seeing your ideas come to life, this is the role for you.
Join an ambitious Fundraising team that has been growing non-legacy income 34% year-on-year since 2021
What You’ll Do
- Lead the planning, management, and delivery of a varied portfolio of fundraising and challenge events, for example: Cambridge Half Marathon | The Big Half | London Landmarks Half Marathon | Manchester Half Marathon | Virtual Challenges (Marathon May, October Dog Walk) | Great North Run | Cardiff Half Marathon | Do your own thing | plus other events as agreed
- Oversee event budgets, monitoring costs and ensuring financial targets are met.
- Line-manage, coach and support the Fundraising Assistant to ensure team success.
- Develop and implement marketing and recruitment strategies to maximise participation and income.
- Deliver exceptional supporter experiences, ensuring participants feel valued and inspired.
- Build and maintain strong relationships with suppliers, agencies and partners.
- Ensure all events comply with health, safety, insurance and risk regulations.
- Evaluate event performance and produce insightful reports to drive continuous improvement.
- Collaborate with colleagues across fundraising and communications teams for integrated campaigns.
- Keep up-to-date with market trends, exploring new opportunities for the charity.
What You’ll Bring
- A minimum of two years’ experience in a fundraising or events role, with a proven ability to deliver successful events.
- Proven experience in organising challenge events, using creativity and strategy to maximise participation and revenue.
- Line management experience, coaching and inspiring colleagues to reach their potential.
- Excellent project management skills – you can juggle multiple events and deadlines with ease.
- A creative flair for spotting opportunities, developing ideas and executing them flawlessly.
- Strong communication and interpersonal skills – you know how to build lasting relationships.
- A passionate, energetic, and self-motivated approach to delivering excellent supporter experiences.
- Experience managing budgets and suppliers to ensure smooth event delivery.
- An eye for detail and a knack for problem-solving, keeping events running seamlessly.
Desirable:
- Experience with Beacon or other fundraising databases.
- Knowledge of fundraising regulations and data protection.
- Understanding of long-term or chronic health conditions.
Why Join Us?
Kidney Care UK is at the forefront of supporting people affected by kidney disease. By joining our events team, you’ll play a key role in helping us engage with supporters, raise vital funds, and make a tangible impact on people’s lives. Plus, you’ll get to work in a supportive, friendly and flexible environment where your ideas and creativity are celebrated.
Employee Benefits:
Opportunities to take on an apprenticeship: Fundraiser (level 3) - apprenticeship training course
Employee assistance programme | Generous annual leave | Pension | Cycle2Work scheme | Flexible working | Retail discounts | Family leave | Health cash plan
Registered Charity
101 - 500
We are the UK's leading kidney patient support charity
The client requests no contact from agencies or media sales.
Thank you!
About Dreams Come True
We deliver moments of magic with lasting impact to children living in poverty who have a serious illness, disability, or life-limiting condition. We are the only wish granting charity focused solely on children living in social deprivation in the UK.
About the Role
Dreams Come True is seeking an ambitious, strategic and highly skilled Head of Fundraising to lead and expand its income generation and manage and drive a high performing team. This senior role prioritises the development and delivery of an ambitious major donor and individual giving strategy - cultivating, stewarding, and upgrading supporters, including high-net-worth individuals and regular donors. Reporting directly to the CEO and working closely with the Senior Leadership Team, you will diversify income streams, maximise philanthropic support, and ensure the charity's long-term sustainability whilst leading, managing, motivating and inspiring the team.
Key Responsibilities
- Develop and implement a growth-oriented fundraising strategy, with a strong focus on major donor fundraising and individual giving (regular giving, donor journeys, legacy giving).
- Build a robust pipeline of major donors, personally managing relationships with high-value supporters, cultivating new prospects, and maximising lifetime value through tailored stewardship.
- Oversee the design and execution of engaging campaigns and supporter journeys for individual and legacy donors.
- Direct and support building other fundraising streams (trusts & foundations, events, digital, community), setting ambitious yet achievable income targets.
- Monitor, analyse, and report on fundraising performance, using data-driven insights to identify opportunities and refine approaches.
- Inspire, manage, and develop the fundraising team, fostering a culture of collaboration, high performance, and innovation.
- Ensure policy, governance and compliance with all relevant fundraising legislation and sector regulation.
- Represent the charity in external meetings, building networks and leveraging senior volunteers and Trustees to extend philanthropic reach.
- Translate complex beneficiary needs into compelling cases for support, proposals, and stewardship reports that resonate with donors and partners.
Person Specification
Essential:
- Demonstrated success in major donor fundraising, including personally securing substantial gifts (five and six figures); proven ability to build from scratch, cultivate and maintain relationships with high-net-worth individuals.
- Proven expertise in individual giving, including donor journeys, donor retention and engagement, and developing bespoke campaigns.
- Strong leadership skills, with a track record of building, motivating, and developing high-performing fundraising teams.
- Up-to-date understanding of the fundraising compliance environment (Fundraising Regulator's Code, GDPR, PECR).
- Outstanding communication, negotiation, and presentation skills, both written and verbal.
- Analytical mindset and the ability to use data to inform strategy, track performance, and drive growth.
- Creative approach to stewardship, recognising, thanking, and meaningfully involving supporters at all levels.
- Passion, resilience, and integrity aligned with the charity’s mission.
- A recognised fundraising qualification (e.g. Certificate/Diploma from the Chartered Institute of Fundraising or equivalent).
- Inspiring and experienced team leader.
Desirable:
- Experience with innovative donor engagement, digital tools, and CRM/database systems.
- Background in a similar scale or mission-driven UK charity.
How to Apply
Apply by submitting a CV and covering letter via CharityJob.
The client requests no contact from agencies or media sales.