Legacy relationship manager jobs
Gifts in Wills plays a vital part in this, making one in three of Alzheimer’s Research UK’s (ARUK) pioneering research projects possible. This provides the platform for the continued investment in the legacy programme ensuring a strong pipeline is developed to support the research ambitions of the Charity.
The Legacy Casework officer is responsible for working on the case load of open legacy cases, taking responsibility for pecuniary, residuary legacies, and contentious cases, with the support of the Legacy Casework Manager (LCM).
The role requires experience and understanding of legacy administration, including knowledge of the legislation and precedents, ability to guide lay executors, review estate accounts, answer audit queries related to casework, and support the LCM to ensure the charity receives its entitlement, as per the Charity Commissions regulations.
It is also the responsibility of the Legacy Casework officer to ensure that the Legacy Admin CRM, First Class, is accurately representative of each case and all cases are in line with data protection principles.
Main duties and responsibilities of the role:
Legacy administration
· Manage legacy cases assigned by LCM from notification to receipt.
· Record new legacy cases and all appropriate information, including income, using databases, setting up regular reviews in line with the Charity’s policy until the completion of the administration.
· Send correspondence to the solicitors, executors and next of kin including all relevant information, with support of LCM where necessary.
· Ensuring the charity receives its full entitlement, satisfying legal requirements by requesting copies of all relevant documentation, as outlined by the LCM.
· Assisting with the end of the Charity’s financial year auditing and accruals process, by attending and supporting LCM in audit meetings, as and when required.
· Reporting on notifications, highlighting any trends in notifications and/or gifts to LCM and Head of Legacy and In-Memory Giving.
· Advising, and supporting the LCM, in development of legacy casework processes and policies.
· Sign receipts for legacies as a delegated officer of ARUK.
Team support
· Inputting into annual planning and development of legacy and in memory marketing plans.
· Being actively involved in cross-functional activities as required, including matrix working.
What we are looking for:
· Experience of using First Class
· Qualified or working towards Certificate in Charity Legacy Administration/ Equivalent probate legal background
· Ability to manage multiple caseloads and remain calm under pressure.
· Excellent communication skills (written and oral)
· Excellent attention to detail, with the ability to analyse data to spot trends
· Delivers a high level of service to stakeholders, both internal and external
· Able to work as part of a team and autonomously when required
Additional Information:
Ways of working: As part of our Agile ways of working you will be required to work approximately 2 days a week from the office, which is subject to the requirements of the role and the business needs. Flexibility on where you work can be split between working from home and our office.
Roles that are classed as part of the Agile ways of working are not able to claim any costs for Mileage/Travel on Public Transport, Accommodation and/or Meals. This includes when attending the office for various meetings/events.
Our Office: Our office is at 3 Riverside, Granta Park, Great Abington, Cambridge, CB21 6AD.
Salary: Circa £29,500 per annum, plus benefits.
Please download the Vacancy Pack on our website for more information.
The closing date for applications is the 17th August 2025, with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date.
We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under-represented. Any offer of employment is however subject to you having the right to work in the UK.
As part of our commitment to being an inclusive employer and ensuring fairness and consistency in our selection process, we will handle your CV and application with the utmost confidentiality. While we strive to anonymise your CV where possible, there are certain sections, such as the application question, that cannot be fully anonymised. We kindly ask that you remove any personal information, including your name, when answering the application question. The hiring panel will not have access to your personal details, such as your name and address, until you are invited for an interview. Should you require any adjustments at either the application or interview stage, please contact us via our website..
How to apply: Please create an online account using our Online Recruitment Platform which can be accessed through our Job Vacancies page. You will be able to attach your CV to your application and track the status of your application.
About Alzheimer’s Research UK: Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure. Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope.
There has never been a more important and exciting time in dementia research. With promising new drugs in clinical trials that slow the progression of the diseases that cause it, and revolutionary new ways to diagnose them on the horizon, we are now at a tipping point. Working with the smartest minds globally and across the UK, with industry and academia, Alzheimer’s Research UK is uniquely placed to invest in the very best research identifying barriers to a cure and knocking them down so that there are more and better treatments for everyone with dementia. For the first time in history, we can see a future where people with dementia can get a swift and accurate diagnosis, and effective treatments that could slow or even stop their disease. We stand for everyone affected by dementia. We stand for a cure.
In 2024, we were incredibly proud to be awarded a 3-star accreditation by Best Companies which recognises ‘World Class’ levels of workplace engagement. This is the second consecutive time; we have been awarded a Best Companies 3-star accreditation.
We were also listed in the prestigious Best Companies lists:
· 18th in the 100 Best Large Companies to Work For in the UK.
· 10th in the 50 Best Companies to Work For in the East of England.
· 2nd in the 30 Best Companies to Work For in the Charity Sector.
ARUK really does look after its people, where you will be able to add value and make a difference.
To view further details about working for us and the benefits we offer, please visit Alzheimer’s Research UK
The client requests no contact from agencies or media sales.
An exciting opportunity has arisen at Age UK for a Product Executive to join our Lottery and Raffles Marketing team (part of the wider Fundraising team), working across a variety of projects to contribute to the overall growth of the Age UK Lotteries programme. This position is offered on a 12 month fixed-term contract.
Our Lotteries programme was set up in 2003 and has continued to provide an essential stream of revenue for our Charity, enabling us to help older people who need us the most.
As Product Executive, you will enjoy working in a fast-paced environment and will demonstrate exceptional organisational and prioritisation skills to ensure the successful delivery of our campaigns.
Within this role you'll assist in the development and monitoring of Private Site activity, including mystery shopping, compliance reviews, invoicing, attrition, and entry level analysis, working closely with other members of the Lottery and Raffle team.
Strong communication and empathy skills are vital, as you'll be monitoring inbound calls, helping to optimise stewardship emails and letters and monitor complaints in co-ordination with the Product Manager and our supporter engagement team. You will also assist with the development of an outbound telemarketing campaign for entry upgrades.
You will support the marketing team with testimonials/winners' imagery to help to engage our players and carry out regular competitor reviews and market research.
We follow the regulatory framework issued by the Gambling Commission to ensure safe practices are followed therefore, regular quality management and checking accuracy of reporting is essential to this role.
This role offers hybrid working between home and London (EC3N 2LB). Currently the Fundraising team attend our office near Tower Hill every Thursday, so you would be expected to do the same. Age UK does not pay travel costs to the office.
Must haves:
The below competencies will be assessed at the indicated stage of the recruitment process:
Application = A, Interview = I, Test = T, Presentation = P
Experience
Demonstrate a solid foundation of experience within an administrative field. A, I
Proven experience of working on complex Change Management Projects. A, I
Experience of analysing and reporting on the performance of Direct Marketing campaigns. A, I
Experience in project management, particularly around Lottery Private. A, I
Proven strategic planning experience. A, I
Skills and Knowledge
Proficient in the use of MS Office applications, particularly Excel and Word. A, T
Numerical and analytical skills. A, I, T
Ability to critically assess concepts and copy. A, I
Excellent project management skills. I
Personal attributes
Ability to work well in a small team. A, I
Communication and interpersonal skills with the ability to work with people at all levels. I
Ability to work collaboratively to enhance relationships with both internal stakeholders and external partners and suppliers to maximise performance. I
Great to Haves:
The below competencies will be assessed at the indicated stage of the recruitment process:
Application = A, Interview = I, Test = T, Presentation = P
Experience
Understanding of the Gambling Commission regulatory legislation for society lotteries and charity raffles. I
Experience of supporting the development of gaming programmes. I
Proven experience working to and building project plans. I
Experience in working on Lotteries and Raffles and/or subscription marketing. I
Skills and Knowledge
Proven successful experience of managing internal and external stakeholders. I
Experience of using databases for reporting and data strategies to drive direct response success. I
Personal attributes
Demonstrate empathy and understanding for the issues faced by older people. A, I
What we offer in return
Competitive salary, 26 days annual leave + bank holidays + annual leave purchase scheme
Excellent pension scheme, life assurance, health cashback plan and EAP
Car Benefit Scheme, Cycle to Work Scheme and Season Ticket Loan
Techscheme - buy any tech from Apple or Currys, up to £1000, and spread the cost over 12 months, interest free
Blue Light Card Scheme
You Did It Awards – recognition awards from £100-250.
Additional Information
This role is offered on a maternity 12 month Fixed-term contract.
• The role may involve occasional travel, including some overnight stays. Currently the Fundraising team attend our office near Tower Hill every Thursday, so you would be expected to do the same. Age UK does not pay travel costs to the office.
• This role description is not intended to be exhaustive in every respect, but rather to clearly define the fundamental purpose, responsibilities and dimensions for the role.
• In addition to the contents of this role description, employees are expected to undertake any and all other reasonable and related tasks allocated by line management.
Supporting statements and anonymisation
Candidates are expected to provide a supporting statement that explains how they meet the competencies annotated with an 'A' in the job description, to assess suitability for the position. Age UK acknowledges and accepts that AI may be used to support the application; we do expect candidates to personalise experience, knowledge and skills and failure to do so, may result in your application being rejected.
Please submit a Word version of your CV as it will be anonymised by our recruitment system when you apply for a role. Our system is unable to anonymise supporting statements and heavily formatted CVs. Please could you remove any personal information including your name before you upload to support our inclusive recruitment process. All equalities monitoring information is also anonymised and not shared with the hiring panel. Your name and address will only be known to us if invited for interview.
Equal opportunities & Disability Confident Scheme
Age UK is an Equal Opportunities employer and positively encourages applications from suitably qualified and eligible candidates, regardless of age, sex, race, disability, sexual orientation, gender reassignment, religion or belief, marital/civil partnership status, or pregnancy and maternity. Age UK is a Disability Confident Scheme employer. Due to high numbers of applications received, Age UK reserves the right to limit the overall number of interviews offered, and therefore, it may not always be practicable or appropriate to interview all disabled people that meet the minimum criteria for the job.
Reasonable adjustments
Disabled job seekers can access reasonable adjustments at any stage of the recruitment process. All requests for reasonable adjustments are considered on a case-by-case basis, in collaboration with the disabled job seeker to best meet their needs, by contacting the Recruitment Team. Disability disclosures will be kept confidential and only shared on a need-to-know basis to support the implementation of adjustments. Disclosures will not be used to inform hiring decisions.
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!
We’re delighted to announce an exciting opportunity to join Animal Aid’s friendly fundraising team.
We’re looking for a part-time Legacy and Fundraising Officer to join our passionate fundraising team to help inspire supporters to leave a meaningful legacy.
About us
Animal Aid, founded in 1977, is one of the longest established animal rights groups in the world. We peacefully campaign against all forms of animal abuse and promote a cruelty-free lifestyle. Our undercover investigations help expose animal cruelty, and our evidence frequently features in the media, raising public awareness of these issues.
Role Description
You would be responsible for:
- ensuring that gifts left to Animal Aid in wills are handled efficiently and sensitively, liaising with solicitors and executors to ensure income is received promptly and correctly recorded
- growing our legacy giving programme by building relationships with supporters who are considering leaving a gift in their will and overseeing legacy marketing campaigns, working with colleagues
- reporting on legacy income and forecasts to feed into our future strategy
- working with the fundraising team on department tasks
Ideally, you would have experience with legacy fundraising, but we are open to experienced fundraisers who are looking to move into legacy giving. Training will be given.
You must be committed to the objectives of the organisation and be in tune with Animal Aid’s ethical, vegan stance and outlook.
Find out more, including the full job description and person specification, on our website.
Benefits
- 23 days annual leave (plus bank holidays) and additional long service days
- Employee Assistance Programme, giving access to health and wellbeing support, counselling services and discounts
- Access to training and professional development opportunities
- Ethical pension scheme, with 5% contribution from Animal Aid
- Season ticket loan
- Bicycle purchase loan (Cycle to work scheme)
To apply: Please send a CV and cover letter explaining how your skills meet the requirements of this role and why you want to work for Animal Aid.
Location: Hybrid/Tonbridge, Kent
Salary: £30-35,000 FTE
Contract type: Part-time, Permanent – 3 days/week
Closing date: Thursday 14th August
Interviews: week commencing 26th August
We encourage early applications as we may interview qualified applicants before the closing date.
Animal Aid is an equal opportunities employer, and we welcome applications from all candidates who have the required skills and experience, regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy, race, religion or belief and marital status.
Animal Aid campaigns peacefully against all forms of animal abuse and promotes cruelty-free living.
The client requests no contact from agencies or media sales.
We are seeking a results-driven Acquisition Marketing Manager (known at Guide Dogs as Committed Giving Acquisition Campaign Manager) to lead our Acquisition team and manage supporter acquisition across key regular giving fundraising products such as Sponsor a Puppy and Lucky Lottery. In this role, you’ll be responsible for developing and delivering marketing plans to maximise income, meet acquisition targets, and ensure the long-term success of our campaigns.
You’ll manage and execute direct marketing campaigns ensuring they meet income and expenditure goals. You will also line manage and lead a team of Officers and Executives to deliver these campaigns, collaborating with the Committed Giving Product Manager to support their development. Key responsibilities include contributing to the wider fundraising strategy, analysing campaign data to optimise return on investment, and fostering strong relationships with suppliers and internal teams. You will ensure compliance with all relevant regulations and contribute to the continuous improvement of existing products, as well as ideate new propositions for testing. Your work will help guide people with sight loss to live the life they choose.
If you’re a strategic thinker with strong campaign management and leadership skills, and an eye for creative design, we’d love to hear from you.
We value in-person collaboration with our teams and those we support, so the ability to travel to our sites is needed for this role. We support hybrid working arrangements, so you have flexibility to work in a way that’s best for you. This role will be based at our Reading office 2 days a week, where you’ll collaborate closely with the Committed Giving team. The remaining days offer flexibility to work from home. You’ll be working 35 hours per week, worked 9:00am to 5:00pm, Monday to Friday.
The client requests no contact from agencies or media sales.
This is an exciting opportunity to join the Global Fundraising Team at this Global Charity. As the organisation experiences growth in legacy income both within the UK and increasingly across international markets, the Legacy Officer role has been created to support in the pivotal task of enhancing the capacity to manage the caseload of legacies.
The role involves maintaining detailed records, managing data in CRM systems, and supporting income forecasting and reporting. A key part of the role is building strong relationships with executors, solicitors, and internal teams to ensure smooth estate administration.
The role can be PT or FT (please specify on application preference) For those working more than 0.6 FTE, the role also includes supporting legacy marketing campaigns and contributing to international programme development.
This is a Surrey based Hybrid role with 2 days a week in the office.
The Charity
A passionate charity dedicated to paving the way for a new era where people, wildlife and the planet thrive, with a strategy focused on mobilising a movement and delivering key legislative reforms. The charity offer a range of benefits including flexible working, learning and development opportunities, a generous 10% pension and an employee assistance programme.
The Role
Assist in the administration of UK and international legacy gifts.
Maintain and update legacy data in CRM systems.
Assist in forecasting legacy income by analysing historical data and trends to contribute to financial planning and strategy.
If role more than 0.6 FTE Supporting Legacy Marketing
Campaign Delivery Assist the Legacy Marketing Manager with the planning, briefing and delivery of campaign activity.
Legacy Supporter Stewardship Work alongside the Supporter Engagement Team to ensure legacy enquiries are followed up and legacy pledgers are thanked and stewarded.
The Candidate
Experience in UK legacy admin
istration.
Strong analytical and forecasting skills, with attention to detail in reporting and financial management.
High level of literacy and communication skills, both written and oral.
Experience of using a CRM.
A proven track record in managing a complex caseload of legacy gifts, ensuring compliance and maximising income is desirable.
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.
Job Type: Permanent, full-time (37 hours/week) or part-time (minimum 0.6 FTE / 22 hours/week)
Salary: Up to £30,000 per annum FTE (dependant on skills and experience)
Department: Global Fundraising, Legacy Administration
Closing date: 15th August 2025
About Us:
Compassion in World Farming International is a leading global organisation dedicated to ending factory farming worldwide. We were founded in 1967 by Peter Roberts, a British farmer alarmed by the rise of factory farming. Over the past 50 years, we have made major strides in abolishing inhumane practices such as barren battery cages, veal crates, and sow gestation crates in the UK and Europe.
Our approach involves campaigning, advocacy, and engagement with policymakers at national, intergovernmental, and corporate levels, building a movement of individuals concerned about animal welfare and the health and sustainability of our food. We are driven by a passion for animal welfare and food system change, believing in a future where animals are treated with compassion and respect, and where sustainable farming practices prevail for a healthy planet.
Our international headquarters are in Godalming (UK), with team members in 14 countries on four continents including the US, Italy, France, Poland, the Netherlands, Spain, Czechia, China, and a specialist policy office in Brussels. This role is part of the Global Fundraising Directorate of over 50 staff, consisting of Philanthropy, Individual Giving, Legacies, Digital, CRM and Brand teams, based internationally, primarily in the UK (HQ) and our six other fundraising markets in the USA and Europe.
About the Role:
As our Legacy Officer, you will play a vital role in administering UK and international legacy gifts, from notification to final distribution, ensuring compliance, accuracy, and timely processing. You'll help support income forecasting, estate reviews, and reporting to inform strategic decisions. Working closely with the Legacy Administrator, Legacy Marketing Manager, and global fundraising teams, you'll help integrate legacy administration with broader fundraising goals.
The role also involves building strong relationships with executors, solicitors, and international colleagues. For candidates working above 0.6 FTE (22 hours per week), the role will also support legacy marketing campaigns and international programme development.
About You:
To be successful as our Legacy Officer, you will ideally have experience in UK legacy administration, with the ability to manage a complex caseload efficiently and in line with legal and organisational policies. Strong analytical and forecasting skills, attention to detail in reporting, and excellent written and verbal communication are essential. You should be confident working within a global organisation, with an understanding of cross-cultural dynamics and regional legal frameworks. You'll have the ability to build and maintain strong relationships with executors, solicitors, and internal and external stakeholders is key.
Experience in international legacy administration or marketing would be an advantage, as would familiarity with CRM systems such as Salesforce or First Class.
Why You Should Apply:
This is a valuable opportunity, where you will play a key role in legacy giving. In this an exciting new position, you'll provide essential administrative support and coordinate a growing caseload of legacies, working closely with the Legacy Administrator. The work you undertake as our Legacy Officer will play a crucial part in advancing Compassion's mission, while contributing to a dedicated team focused on animal welfare and food system change.
• Enjoy an enhanced annual leave of 25 days per year, along with bank holidays
• Our comprehensive benefits package includes core offerings like Health Cash Back Plan
• MHFA support – 24/7 GP access and Employee Assistance Programme
• Free onsite parking and office next to mainline station
• Optional savings schemes like the Cycle Benefit scheme
• Embrace a fulfilling career that prioritises your well-being, while also enjoying excellent development opportunities
• Hybrid working model (dependant on role and location)
• A defined contribution pension scheme
• Enhanced discretionary company sick pay
• Premium Subscription to Calm App
Application Process:
If you are passionate about animal welfare and have the skills and experience to excel in this role, we would love to hear from you. Please submit your CV and a cover letter, outlining how you meet the Person Specification detailed in the job description. Please note that we reserve the right to commence interviews on a rolling programme.
1st Stage Interviews (TEAMS): Friday 22nd August 2025
2nd Stage Interviews (In-Person at HQ): Thursday 28th August 2025
No Agencies please.
Compassion in World Farming International is absolutely committed to providing equal opportunities for everyone regardless of their background. We value diversity and experience, and acknowledge the underrepresentation of people from certain backgrounds, both within our organisation and across the sector. We welcome applications from underrepresented groups, whether these be of ethnicity, gender, identity, religion, physical ability, sexual orientation or other.
To comply with legal requirements, as part of our selection procedure we ask all potential employees to prove their eligibility to work in the UK.
You may also have experience in the following roles: Legacy Administrator, Fundraising Administrator, Donor Relations Officer, Philanthropy Officer, Development Officer, Fundraising Officer, Gift Processing Officer, Donor Services Officer, Legacy Marketing Officer, Charitable Giving Officer, etc.
REF-222 789
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!
The Talent Set are delighted to be working with a fantastic animal charity to find their legacy officer. This role can be offered full time or part time (min 0.6 FTE).
The charity offers a flexible working environment, with hybrid working 2 days per week from their office in Surrey.
With the charities expanding global reach and the increasing importance of legacy donations, this role will support broader growth objectives, including the development of a robust international legacy administration function. The Legacy Officer will play a key role in maximising the potential of legacy receipts, enabling more accurate forecasting and improving proactive management of estate reviews. The postholder could also support the implementation of the global legacy marketing programme (if working more than 0.6 FTE).
Key Responsibilities:
· Assist in the administration of UK and international legacy gifts, ensuring tasks are completed accurately and on time, from notification to final distribution.
· Maintain and update legacy data in CRM systems, ensuring accuracy and completeness of records for reporting and analysis.
· Assist in forecasting legacy income by analysing historical data and trends to contribute to financial planning and strategy.
· Assist in coordinating with the Legacy Marketing Manager and other departments to align legacy administration with fundraising goals.
If more working more than 0.6 FTE you will also:
· Assist the Legacy Marketing Manager with the planning, briefing and delivery of campaign activity, including post-campaign analysis and review.
· Work alongside the Supporter Engagement Team to ensure legacy enquiries are followed up and legacy pledgers are appropriately thanked and stewarded.
Person Specification:
· Experience in UK legacy administration,
· Strong analytical and forecasting skills, with attention to detail in reporting and financial management.
· High level of literacy and communication skills, both written and oral.
· Experience of using a CRM.
· Ability to work effectively within a global organisation, understanding cross-cultural dynamics and regional legal frameworks.
· Fluent in written and spoken English, with strong skills in writing and delivering compelling cases for support.
· Strong organisational and time-management skills, able to manage multiple priorities under tight deadlines.
· Demonstrated ability to build strong relationships with internal and external stakeholders.
To be considered for this position please apply with your CV as soon as possible, regrettably please note we may not be able to reply to each and every application.
We are committed to diverse and inclusive recruitment practises that ensure equal opportunity for everyone, regardless of race, sexual orientation, mental or physical disability, age or gender. We encourage applications from all backgrounds and will happily make reasonable adjustments to always ensure a fair process.
We are looking for a Legacy and In Memory Lead to be responsible for managing implementation of legacy (gifts in Wills) and in memory strategies and developing annual delivery plans.
This is an Essex based role with 3 days a week in the 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 maternity pay scheme
Funded staff counselling
Discounted membership to local health club
Extensive education programme with wide range of professional and personal development opportunities
....and more.
The Role
Lead the delivery of planned activities and promotion of legacy and in memory fundraising products.
Work closely with the Individual Giving Lead, to co-plan and co-deliver the flagship in memory appeal,including a cash appeal, local remembrance services, public dedication list instalments and a community radio show.
Use data and insights to report on legacy and in memory activity and evaluate performance, identifying learnings and recommendations for future activities and applying test and learn principles.
Support with line management of the Fundraising Team Administrative Assistant where necessary.
The Candidate
Fundraising experience ideally with strong knowledge of in memory and/or legacy fundraising within the not-for-profit sector.
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.
Ability to manage and nurture relationships with key existing and potential legacy and in memory donars.
Full UK driving license with access to own vehicle.
IMPORTANT NOTE
Please note this charity are reviewing applicatiosn on a rolling basis so please get in touch ASAP to find out more!
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.
This exciting new role will lead on creating and implementing a Fundraising Strategy, applying for grants from trusts and foundations, growing our existing Patrons programme, increasing visitor donations and leading a legacy giving programme. We are looking for a fundraising professional with a strong track record and the ability to build strong and empathetic relationships. If you have energy, creative problem-solving skills, a real focus on achieving results and want to make a big impact working collaboratively with a team of committed staff and volunteers, this is the role for you.
The role is office-based in Ripon Cathedral at the heart of this lovely cathedral city.
The Mission of Ripon Cathedral
Ripon Cathedral, with those of Bradford and Wakefield, is one of three cathedrals within the Anglican Diocese of Leeds. It is one of three seats, centres of teaching and mission, for the Bishop of Leeds. In serving the whole Diocese of Leeds, the cathedral serves a population of approximately 2.5 million people across a vast region. This includes the majority of West Yorkshire and the western part of North Yorkshire. The cathedral’s influence also stretches across diocesan boundaries, especially in North Yorkshire where it is regarded as the cathedral serving North Yorkshire Council.
The five broad areas of mission are:
• growing the worshipping community;
• being a mother church of the diocese and proclaiming the good news of the kingdom to the region;
• promoting, developing and conserving our spiritual and built heritage;
• responding to human need in loving partnership;
• striving to safeguard the integrity of creation - Carbon Net Zero.
What you will deliver:
Creation and implementation of a Fundraising Strategy and a pipeline of applications which secures grant funding from trusts and foundations: Working collaboratively you will research and identify potential new funders, develop relationships with trusts and foundations, prepare compelling grant applications/cases for support and secure funding for priority projects. An exemplary and growing Patrons programme: Working closely with existing Patrons you will ensure Patrons are connected to and involved in the life of the Cathedral, and develop and implement a Patrons development programme. Increased visitor and individual donations: Through creative ways of telling the story, developing a compelling case for support and working to develop volunteer confidence, you will increase the average donation per visitor and grow individual donations. Growth in legacy giving: Leading and introducing a new culture of legacy giving, you will develop and carry out effective strategies for engaging with legacy pledgers, support staff and volunteers to encourage legacy giving, and develop a pipeline. Strong partnerships and great teamwork: You will develop and maintain positive relationships across the cathedral team, with funding bodies, Patrons, donors, supporters and volunteers. Best practice in fundraising: You will ensure that all activity complies with the Code of Fundraising Practice, GDPR and other relevant legislation and best practice.
HOW TO APPLY
The closing date is 9am on 11 August 2025. Interview dates are given in the recruitment pack.
Applications generated by AI will not be considered.
Please click "Redirect to Recruiter" for instructions on how to apply.
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!
We are looking for a successful Individual Giving Manager to join our dynamic Fundraising Team. You will be developing and delivering innovative fundraising strategies to grow our individual donor base, maximise supporter retention, and expand legacy giving.
This is a fantastic opportunity for a motivated fundraiser to play a pivotal role in increasing SANE’s income and building lasting relationships with donors. This role would also suit a person who is looking to take a step up to a manager’s role to showcase your talents.
This is a new role.
About You
We are looking for a passionate and creative individual giving fundraiser or marketeer to develop and drive forward the programme. You will have a track record of delivering against income targets and KPIs and be experienced in delivering campaigns and activities on time and within budget.
With excellent writing and communication skills, you will be able to build strong relationships with key stakeholders both internally and externally.
Key Responsibilities:
Develop and Manage Individual Giving Campaigns:
Help design and implement engaging individual giving campaigns across multiple channels (direct mail, digital, email, telemarketing, etc.).
Plan, manage, and execute regular giving programs, aiming to grow a sustainable donor base.
Monitor and report on campaign performance, using data to optimise and drive continuous improvement.
Recruitment of New Donors:
In conjunction with your line manager drive the recruitment of new individual donors through online and offline channels, focusing on building long-term relationships.
In conjunction with your line manager develop strategies for donor acquisition via social media, digital marketing, and fundraising events.
Create and manage lead generation initiatives to convert prospects into committed supporters.
Develop and Run Legacy Campaigns:
Design and deliver targeted legacy giving campaigns to raise awareness and increase donations through bequests and regular giving.
Ensure legacy messages are communicated effectively across different touchpoints, including online, print, and events.
Cultivate and steward legacy supporters, ensuring they feel valued and part of SANE’s vision.
Direct Marketing and Social Media:
Work closely with the Digital Marketing Team to create content for direct marketing and social media to encourage donations and engage with potential donors.
Collaborate with the Media and Communications Team to ensure that fundraising messages are compelling, on-brand, and reach the right audience.
Measure and analyse the impact of digital fundraising and social media efforts, making data-driven decisions to improve engagement.
Website and Digital Fundraising:
Work with the Digital Marketing Team to ensure the charity’s online donation platforms are optimised to drive conversions and facilitate a smooth giving experience.
Work with the Digital Marketing Team, Deputy Head of Fundraising and COO to develop strategies to integrate online donation opportunities within the website, social media, and email communications.
Donor Stewardship:
Develop and implement strategies for donor stewardship, ensuring individuals are thanked, informed, and engaged post-donation.
Maintain a regular and consistent program of communications with donors, keeping them updated on the impact of their gifts.
Identify opportunities to upgrade donors to higher giving levels and inspire loyalty.
Collaboration and Reporting:
Work closely with the Services and Media and Communications Teams to gain SANE Services statistics, case studies and up to date on general mental health information, to align individual giving efforts with broader fundraising strategies.
Provide regular reports on campaign progress, income generation, and donor acquisition metrics to the line manager.
Assist with donor relations and events as needed to nurture relationships and engagement.
Please send through your CV with a covering letter stating why you think we should consider you for this role. Please do not use AI, we want the authentic you.
The client requests no contact from agencies or media sales.
LEGACY PARTNERSHIPS MANAGER (WEST MIDLANDS AND WALES)
Salary: £35,000 - £38,000 per annum
Department: Marketing, Fundraising and Engagement
Reports to: Legacy Partnerships Team Leader
Location: Home-based/Field based covering the West Midlands and Wales. Candidates need to be based in either the West Midlands or Wales, or within 20 miles of patch due to business need.
Hours: 35 hours per week (we are open to Compressed Hours)
Contract type: Permanent
Closing date: Sunday 10 August 2025, 23:55
Please note: You must be eligible to work in the UK to apply for this vacancy. Cancer Research UK is not able to offer visa sponsorship.
At Cancer Research UK, we exist to beat cancer.
We are professionals with purpose, beating cancer every day. But we need to go much further and much faster. That's why we're looking for someone talented, someone who wants to develop their skills, someone like you.
We have an exciting opportunity for you to join us as a Legacy Partnership Manager. This is a unique opportunity to develop, manage and grow Cancer Research UK's legacy relationships with high value solicitor partners. Our team works with around 800 offices across the UK, empowering legal professionals to speak about legacy giving and our life saving research.
This a flexible home-based role, which will require travelling around your division meeting with legal professionals. Whilst the majority of meetings (circa 60-70%) are held via Teams, there will be a requirement for the postholder to travel to meetings throughout Wales and the West Midlands where there is a business need.
What will I be doing?
Identifying, developing, and managing relationships with solicitors and will writing firms.
Being responsible for delivering a seamless end to end supporter journey for the professional audience, through outstanding relationship management
Using data to make value insights about our partners performance, making recommendations for improvement and exploring opportunities for building and deepening partnerships
Being responsible for delivering regional activity for Legal Professionals, including regular partnership review meetings and CPD events
Supporting the wider team in the development of the Legacy Professional Partnership strategy.
What skills will I need?
Excellent stakeholder engagement and management skills, with the ability to quickly get buy in and work collaboratively
An ability to understand and translate data, and utilise it to make strategic decisions
Proven ability to work well under pressure
Excellent communication and relationship building skills, creating connections to make great things happen
Proven ability to identify and build on new opportunities
A flexible approach, to comfortably manage ambiguity and changing environments/contexts.
What will I gain?
Each and every one of our employees contributes to our progress and is supporting our work to beat cancer. We think that's impressive.
In return, we make sure you are supported by a generous benefits package, a wide range of career and personal development opportunities and high-quality tools, policies and processes to enable you to do your job well.
Our benefits package includes a substantial retirement plan, a generous and flexible leave allowance, discounts on anything from travel to technology, gym membership, and much more.
We don't forget people have lives outside of work too and so we actively encourage a flexible working culture.
Our work - from funding cutting-edge research to developing public policy - will change the world. It's exciting to be part of our team.
How do I apply?
We operate an anonymised shortlisting process in our commitment to equality, diversity and inclusion. CVs are required for all applications; but we won't be able to view them until we invite you for an interview. Instead, we ask you to complete the work history section of the online application form for us to be able to assess you quickly, fairly and objectively.
Corporate Partnerships Manager
Salary: £38,000 - £42,000 per annum, or pro-rata (depending on experience)
Location: Hybrid working – We ask our colleagues to be in the Youth Zone for at least 60% of their working week
Contract: Permanent contract – 40 hours per week. We are open to either 1.0 FTE or 0.8 FTE contracts. Hours worked are generally flexible and certainly you are not tied to “9-5”.
Benefits: 33 Days annual leave including bank holidays pro-rata; Free gym access; Access to OnSide’s Talent Academy; Employee Assistance and Wellbeing Programme; Free staff meals during sessions; Discounted holiday club for dependants on working days
Main Purpose
This post will play a leading role in Legacy’s Fundraising Team, developing our corporate fundraising capabilities and growing this income stream with a six-figure sum annual fundraising target.
The Role
Using your skills, you will develop and deliver our corporate fundraising strategy, raising new business income whilst stewarding our current corporate partnerships. You will actively drive forward new ways in which corporates can engage with Legacy and raise additional funds including but not limited to, challenge events, in-aid-of events, employee fundraising and corporate team days.
This is an excellent role for an experienced Fundraiser looking to take the next step in their career with the opportunity to pilot new ideas and manage key relationships.
As well as raising vital funds, you will help raise awareness that Legacy is a charity within the local community. Through creating successful fundraising campaigns and building strong and meaningful relationship with local businesses in Croydon, you will make a key contribution to ensuring young people have a safe, affordable and inspiring place to go in their leisure time.
About Legacy Youth Zone
Croydon Youth Zone, named as Legacy by young people, was opened in September 2019. The Youth Zone is an independent Charity, but we are proud to be part of the growing OnSide Network whereby we have adopted a set of principles that guide our work with young people.
Our universal offer is focussed around a state-of-the-art, multimillion pound facility that is purpose built and remains dedicated to young people. We work with young people aged from 8 – 19 (up to 25 with additional needs) and offer an array of activities for young people to get involved in. We pride ourselves on being open when young people need us the most, during evenings and weekends, and whenever schools are closed.
Since opening, the Youth Zone has had nearly 16,000 young people sign up as members of which around 60% are male and 40% are female. At times during our opening months 1,400 young people were visiting the Youth Zone every week, making it a go to destination for Croydon’s next generation.
Person Specification
Essential Experience:
- Proven corporate fundraising experience.
- Experience of building relationships and partnerships with individuals, businesses and other groups that have resulted in sustainable income.
- Experience of planning and managing events including monitoring budgets and expenditure.
- Experience of using a CRM system for logging and tracking fundraising activity.
- Experience of working closely with Trustees (or other senior volunteers) on fundraising.
- Ability to make face-to-face approaches for funding from corporate donors and to negotiate the ask.
- Outgoing, personable, confident and results driven individual.
Skills, Knowledge & Aptitude:
- Good numeracy skills and ability to analyse and report on your own financial performance.
- Great at building and developing relationships that are meaningful and long lasting.
- Knowledge of how to optimise fundraising messaging to raise awareness among different stakeholders and generate return on investment.
- Outstanding communication skills, written, verbal and presentational, to a range of audiences (prospective and existing donors, Trustees, colleagues etc.).
- Strong interpersonal and networking skills, to enable building positive personal and organisational relationships and convey Unitas’ work with confidence and credibility.
- Ability to think conceptually and creatively, to develop profitable fundraising products and proposals for supporters.
- Strong organisational skills, with a structured and methodical approach to work, a clear focus on results, and an ability to work to multiple deadlines.
- IT literate and basic competence with the Microsoft Office Suite.
- Commitment to Legacy Youth Zone values.
To apply, please complete the application process by submitting a Cover Letter and CV.
The Individual Giving Officer will work with the Individual and Legacy Manager to provide an exceptional level of stewardship to donors.
The role will work to increase income from a diverse range of products including our online shop, funeral collections, stewardship journeys and individual gifts. Excellent communication skills, attention to detail, empathy for those affected by bowel cancer, and a desire to show the impact of donations are all essential. You’ll also be a team player and capable of organising and managing a busy workload.
We’re the UK’s leading bowel cancer charity. We’re determined to save lives and improve the quality of life of everyone affected by bowel cancer.
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!
Are you passionate about data, technology, and making a real-world impact for animals?
AWIP (Animal Welfare Investigations Project) is on a mission to ensure that all animals are protected from organised crime. As we scale our fundraising campaigns and recurring supporter base, we’re looking for a part-time Data & CRM Officer to transform the way we manage supporter data and drive income growth.
We are scaling rapidly — building our membership base, global reach, and digital fundraising channels — and we’re investing in the infrastructure to support that growth.
As part of this journey, we are launching a major CRM transformation project to unify our supporter data, power our fundraising, and deepen relationships with our global supporter community.
You’ll work closely with our Marketing & Communications (MarrComm) team to deliver clean, actionable data for emergency appeals, regular giving campaigns, petitions, and legacy fundraising. Your work will directly help fund frontline rescue operations around the world.
About The Role:
We are seeking a highly motivated part-time Data & CRM Officer to lead the implementation and ongoing development of our new Salesforce CRM and to integrate it with our full digital stack using tools like Zapier.
You will play a crucial role in enabling our small Marketing & Communications (MarrComm) team to access accurate, actionable data for our emergency appeals, recurring giving campaigns, petitions, and legacy engagement.
This is a rare opportunity to build systems from the ground up that will directly support real-world rescues, investigations, and sustainable income generation for animals in need.
Key Details:
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Contract type: 6-month fixed-term (with strong potential to become permanent, subject to KPIs)
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Start date: September 2025
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Location: Remote (Must be UK-based)
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Working hours: 16 hours per week (100% flexible schedule; some occasional overtime may be required to meet KPIs with strong potential to become full-time)
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Salary: £13,957 per annum (pro rata), based on a full-time equivalent of £30,500 (35 hours per week)
Key Responsibilities
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Lead the implementation of Salesforce CRM and ensure smooth migration from legacy systems
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Build and manage data automations using Zapier or similar no-code automation platforms, connecting platforms such as MailerLite, FundraiseUp, Meta Lead Ads, and Stripe
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Ensure all supporter data is accurate, deduplicated, well-tagged, and GDPR-compliant
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Create and maintain segmentation and logic to support targeted campaigns and supporter journeys
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Collaborate with the MarrComm team to deliver campaign-ready data for fundraising and advocacy
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Develop dashboards and reporting tools for real-time performance insights
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Document workflows and integrations to ensure long-term sustainability of systems
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Proactively identify opportunities to improve donor retention, upgrade journeys, and LTV through smarter data use
Essential Skills & Experience
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Strong experience working with CRM systems in the non-profit or charity sector
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Hands-on experience with Zapier and third-party platform integrations
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Direct experience with Salesforce (or another comparable CRM such as Dynamics or Raiser’s Edge)
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Understanding of data hygiene, supporter segmentation, consent management, and GDPR compliance
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Ability to work independently and manage multiple technical tasks simultaneously
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Confidence in working with both technical and non-technical colleagues
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Excellent attention to detail and data accuracy
Desirable
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Experience with MailerLite, FundraiseUp, or similar email marketing and donation platforms
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Familiarity with other automation platforms (e.g. Power Automate, Make/Integromat)
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Experience creating fundraising journeys (e.g. welcome series, upgrade campaigns, reactivation flows)
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Prior experience supporting legacy fundraising or donor segmentation
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A vegan or vegetarian lifestyle and alignment with cruelty-free principles (desirable but not essential)
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Experience working remotely and independently within a small, agile team
The Animal Welfare Investigations Project investigates organised animal cruelty and rescues animals.
The client requests no contact from agencies or media sales.
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.
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!
Who we are
ADSS (Alzheimer's and Dementia Support Services) believes in enabling those who live with dementia to live well. ADSS is Kent’s biggest independent charity dedicated to providing support to people affected by dementia. Following a significant expansion in 2022, the team is now supporting more people than ever before. We are currently Kent Charity of the Year and Kent Disability Charity of the Year and have a proven track record in delivering high impact services.
Summary of the role
The Legacy and In Memory Fundraiser will develop and lead on strategies to grow two vital income streams. This role will be instrumental in ensuring long-term sustainability for ADSS by inspiring supporters to leave a gift in their will or donate in memory of a loved one.
Main purpose of job
The Legacy and In Memory Fundraiser will lead the development and implementation of strategies to grow income from gifts in wills and in-memory donations. With a focus on both acquisition and engagement, this role is centred on building meaningful, compassionate relationships with supporters—encouraging them to consider leaving a legacy or making a donation in tribute to someone special. Through sensitive communication, targeted campaigns, and thoughtful stewardship, the fundraiser will support individuals in honouring their values or the memory of a loved one, while generating essential long-term income to sustain and advance the charity’s work.
The Role Responsibilities
· Develop and implement a legacy fundraising strategy to increase pledges and confirmed legacy gifts.
· Inspire legacy giving; create engaging campaigns and materials that encourage supporters to include a gift to ADSS in their will.
· Steward legacy supporters with care, ensuring long-term engagement and loyalty.
· Work closely with legal representatives and executors to ensure timely and sensitive management of legacy gifts.
· Build relationships with potential legacy donors through sensitive and well-informed communication.
· Develop and manage an in-memory fundraising programme that offers meaningful ways for supporters to honour loved ones.
· Support families and friends who wish to give in memory of loved ones, offering tailored and sensitive communication.
· Create engaging communication, content and materials for in-memory fundraising across multiple channels
· Ensure that legacy and in memory income from all channels and sources is coded and thanked in a timely manner and in accordance with relevant legislation and best practice.
· Create supporter journeys that provide empathy and support, encouraging long-term involvement.
Cross-Team Collaboration & Development
· Agree and monitor KPI’s and budgets.
- Use supporter data and insight to inform strategies and measure impact.
- Monitor sector trends and innovations in legacy and in-memory giving to shape plans and identify new opportunities.
- Communicate with wider team to encourage promotion of legacy and in memory giving.
Donor Database Management:
· Maintain and update our donor database, ensuring accurate records of donations, communications, and engagement history.
· Analyse giving performance and optimise programmes based on insights
· Track progress towards fundraising goals, preparing regular reports for senior leadership and stakeholders.
· Work within GDPR and the Fundraising Code of Practice at all times.
- Use CRM system to track donor journeys, manage pledges, and identify opportunities.
This job description is not exhaustive and serves only to highlight the main
requirements of the post holder. The Chief Executive Officer may stipulate other reasonable requirements.
The client requests no contact from agencies or media sales.