Legacy relationship manager jobs

Are you interested in working as part of a high performing legacy fundraising team, helping to generate income that supports people experiencing homelessness to rebuild their lives?

An exciting opportunity has arisen for an experienced Legacy and In Memory Officer to join the St Mungo’s Fundraising team to grow income supporting our aims to end rough sleeping for good. In this role you will be responsible for:

• Managing the steady stream of legacy case work, including pecuniary, specific, life interest, and residuary legacies.
• Working with lay executors, solicitors, co-beneficiaries and family members/friends to sensitively and efficiently administer legacy and in memory gifts.
• Overseeing the process for all legacy and in memory income - working closely with internal and external stakeholders to ensure income is processed accurately and efficiently. Keeping effective records, maintaining the legacy pipeline, and completing reports.
• Working with the Legacy Manager to deliver marketing campaigns to acquire and steward new supporters. Gathering stories to promote legacy and in memory giving internally and externally.
• Collaborating with other teams, ensuring seamless processing and documentation of gifts, marketing campaigns, appeals, and more.

In this role you will be required to work flexibly for at least 2 days per week from our Central Office in Tower Hill, London. This allows for training, in person collaboration, team building, line management and other relationship building opportunities. We support a flexible approach to work with opportunities for agile working for the rest of your week; from home, or other St Mungo’s London or regional locations. 

About you

We think this role will inspire someone keen to build on and develop their legacy administration skills, marketing skills and fundraising experience as part of a positive, dedicated and supportive team.  

We are looking for candidates with some experience of legacy administration and marketing who can balance the two sides to this role. The legal administration of legacy income requires excellent attention to detail, but the legacy marketing responsibilities also require project management and creative skills to manage activity that can build on St Mungo’s portfolio of legacy supporters.

• You will be proactive and empathetic with a flexible approach and be comfortable managing your own time and projects.
• You will be comfortable using IT software, databases and systems such as Raiser’s Edge NXT.
• Previous experience of Legacy marketing experience within a charity, and a certificate of Charity Legacy Administration are beneficial but not essential.

St Mungo's are committed to creating a diverse and inclusive workplace. We strongly encourage applications from all under-represented groups.

How to apply

To view the job description and guidance on completing your application form, please click on the ‘document’ tab on the advert page on our website.

To find out more and apply please go to the St Mungo’s careers page on our website.

Closing date: 10am 18 August 2025

Interview and assessments on: 27-28 August 2025

What we offer

• Excellent Development and Growth Opportunities
• A Diverse and Inclusive Work Place
• Great Pay and Other Benefits

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. 

We are looking for a person who is driven to reach targets through building relationships with bereaved supporters and partner organisations. You’ll also manage warm stewardship of legacy pledgers & become part of a passionate team at JGDR.

Hours: 35 hour per week (with occasional weekend or evenings)

Location: This is a hybrid role, with regular travel required across our operating regions – including North and South Lincolnshire, Nottinghamshire, and East Yorkshire. The postholder will be expected to work flexibly in the community or on the road for meetings with supporters or partner organisations on at least four days per fortnight, with a minimum of one day per fortnight worked from a Jerry Green Dog Rescue Centre (North Lincolnshire, South Lincolnshire, or Nottinghamshire). The postholder will also be expected to attend regular team meetings in an agreed location.

As our sites are in rural locations, holding a full UK driving licence and having access to your own vehicle is essential. (Business mileage is reimbursed according to JGDR’s expenses policy.)

Purpose:

We are seeking a confident, compassionate and target driven individual to lead on the delivery of JGDR’s in memory giving programme and support the delivery of legacy marketing.

Working with the Individual Giving and Legacies Manager, you will be driven to reach targets through building relationships. You will follow up with supporters who have given in memory of their dog, family member, or friend – often following a funeral collection – and help them take the next meaningful step, such as setting up a remembrance page, making a further donation, or exploring other ways to honour their memory. This role is responsible for raising circa £40,000 per year from a portfolio of in-memory products – with aims to grow this valued income line.

You’ll also manage warm stewardship of legacy pledgers and help deliver long-term marketing activity to keep gifts in wills front of mind.

This role would suit someone from a bereavement, funeral, or supporter-facing (sales or fundraising) background who is confident converting warm leads into action with care and professionalism.

Your role

You will sit in the Individual Giving and Legacies team and report to the Individual Giving and Legacies Manager.

Your focus will be on:

• Growing income from in-memory giving through proactive supporter engagement and lead conversion.
•  Delivering light-touch legacy marketing and warm legacy stewardship, in support of long-term growth goals.

Responsibilities

In Memory Fundraising

· Work with the Individual Giving and Legacies Manager to develop and deliver the operational plan for in-memory fundraising, including campaign ideas, journeys and stewardship.

· Engage with in-memory donors via phone, email, post and in-person conversations, offering remembrance pages and other meaningful giving options.

· Proactively follow up leads and develop a pipeline to track progress and maximise conversion.

· Convert warm leads into active fundraising, donations, or page creation on our tribute fund platform, MuchLoved.

· Develop and maintain relationships with funeral directors, pet crematoriums and celebrants.

· Promote in-memory giving internally, supporting Operations, Retail and wider Fundraising and Marketing teams to spot and signpost opportunities.

Legacy Marketing & Pledger Stewardship

· Work with the IG and Legacies Manager to craft and execute legacy marketing campaigns and materials, supporting with copywriting and creative development.

· Oversee stewardship of legacy enquirers, intenders, and pledgers, ensuring they feel valued, thanked and connected

· Organise and deliver events or moments of recognition for pledgers, to promote legacy giving to long-term supporters and other target audience groups.

· Manage relationships with relevant agencies and external suppliers, e.g. free will writing services, local solicitors, and Remember a Charity Week.

• Champion legacy giving across JGDR, including working closely with colleagues in Operations and Retail to ensure that Centres and shops are equipped with the information and training needed to promote legacy giving effectively.

Other Duties

· Contribute content for social media, fundraising newsletters, publications and local media to support marketing objectives and increase our engagement with adopters, supporters and donors online.

· Keep up-to-date with sector trends and developments in legacy and in memory giving

· Attend ad hoc supporter and community events to represent JGDR and promote legacy and in memory giving

· Act as a champion for fundraising compliance across the organisation, including ensuring adherence to the Fundraising Regulator’s Code of Fundraising Practice, the General Data Protection Act and PECR, and other relevant legislative requirements

· Manage any complaints from supporters with empathy and professionalism, ensuring sensitive issues are escalated and resolved appropriately.

· Act as a collaborative role model to the wider team, and build strong working relationships with colleagues across the wider charity to be an internal ambassador for Fundraising and Marketing

This is not an exhaustive list of duties but outlines the key roles and responsibilities for this post. The post holder’s specific objectives will be set upon commencing their role.

Performance Measures

Monitoring & Insight

· Ensure that our fundraising CRM is up-to-date, in a timely manner, and develop reporting mechanisms to understand and analyse metrics on your audiences, including legacy enquirers, pledgers, and in memory supporters, and their historical engagement with the charity.

· Maintain accurate supporter records in our fundraising CRM, ensuring the status of in memory fundraising and legacy pledges are monitored and reported on to support financial planning and forecasting against budgets.

· Monitor and report on activity and agreed KPIs, such as donor calls, follow-ups, page creation, and pledger contact. Provide insight to support future development of in-memory and legacy products and journeys.

Organisational Skills & Values

· Committed to dog welfare, and representing the values of JGDR both internally and externally

· Prepared and able to travel to other JGDR Centres and partner organisations where needed.

· Prepared and able to attend relevant supporter events - occasionally at weekends and on evenings – in the community to promote legacy and in memory giving; a time off in lieu policy for this is in place.

Relationships

In Memory supporters

Legacy Pledgers

Funeral Directors

Pet Crematoriums

Centre staff

Retail staff

Fundraising & Marketing Team

Role-specific knowledge & skills

You are:

· A confident and emotionally intelligent individual who can adapt your communication style to suit different supporters and situations.

· Motivated and tenacious, driven by purpose, but also by outcomes – you follow up, track progress, and close conversations well.

· Financially proficient, and comfortable planning, monitoring and being accountable for fundraising budgets to agreed deadlines.

· You’re comfortable dealing with grieving individuals and talking about remembrance, but also how to frame a gift as a positive, hopeful act.

· You’re not afraid of outreach or relationship-building – you pick up the phone, write warmly, and connect quickly.

· Skilled at managing competing demands and shifting priorities – you can adapt when plans change, without losing sight of your key responsibilities or income goals.

· You love the idea of helping people create meaning through giving – and helping dogs find their forever homes as a result.

· Experienced in using CRM databases to input, monitor, and

· report on supporter data and to gather insights

· Diligent, organised and respectful of others’ contributions, and keen to work in an environment that encourages constructive feedback and collaboration

Prospectus are pleased to be partnering with our client to help them recruit for a Legacy Manager.

The museum is a world-class visitor attraction and leading science research centre. They care for more than 80 million objects spanning billions of years and welcome more than five million visitors annually.

This is an exciting time to join the organisation as they embark on a major capital campaign to raise £150m to transform their South Kensington site ahead of their 150th anniversary. The Legacy Manager will be leading and delivering the museum's legacy programme, building on and driving forward their legacy strategy. You will develop relationships with internal and external stakeholders at all levels to deliver the legacy strategy, as well as promote legacy giving to a wide audience and cultivating new legators.

The successful candidate will have extensive experience in legacy fundraising and marketing and successfully soliciting legacy pledges. They are looking for someone with proven ability to develop strategy, manage budgets and deliver results.

We welcome all candidates to apply, regardless of age, sex/gender, disability, race, religion, sexual orientation, marital status or pregnancy/maternity. If you have any disability and require reasonable adjustment/s to any part of the process, then please contact Ariha Semontee at Prospectus.

At Prospectus we invest in your journey as a candidate and are committed to supporting you with your application. Please in the first instance share an up-to-date CV with us and should your experience be suitable, we will look to arrange for a call and/or meeting to brief you on the role. You will then have all the information you need to finalise your formal application. We are looking forward to connecting with you soon.

Position: Head of Individual Giving and Legacies
Hours: Full-time, 35 hours a week
Contract: Permanent
Location: Office-based in London, with flexibility to work remotely
Salary: £65,118 per annum plus excellent benefits
Salary Band and Job Family: Band 4

About us

We make sure people living with MS are at the centre of everything we do. And it’s this commitment that unites us across the UK.

Our strategy is based on what people affected by MS have told us is important to them. It gives us a clear and determined focus.

Our work is based on the hopes and aspirations of our MS community. Together we campaign at all levels, fund ground-breaking research and provide award winning support and information.

Our people are our greatest asset and the key to our success. We offer a vibrant, progressive working environment where you'll be able to make a difference.

About this job

It is a very exciting time to join the MS Society as Head of Individual Giving. We are implementing an ambitious cross-organisational transformation programme. And we have just started a new 2025-29 strategy. Income Generation and Individual Giving are central to both.

We are transforming our approach to engagement to grow and deepen relationships with all our audiences. This creates an opportunity to integrate our approach to Engagement, Income Generation and Individual Giving. So we can increase our financial supporter base. Grow and diversify long-term sustainable income to deliver transformational impact for the MS Community. And contribute to our ultimate vision of a world free from MS.

We are looking for someone to provide strategic and operational leadership to Individual Giving. Someone who can work collaboratively across the organisation to lead and drive forward our ambition to increase our financial supporter-base and increase income.

You will act as the leading authority on matters relating to Individual Giving, providing advice across the organisation including to the Director of Income Generation, and cross-organisational Income Generation Activity Group.

You will enable the delivery of the transformation Individual Giving workstream.  And have strategic ownership of the Individual Giving programme, including income-related activities and KPIs within the engagement calendar, and customer experience and journeys relating to financial supporters

You will lead on Individual Giving planning and budget setting, contributing to the overall business planning process for Income Generation.

Closing date for applications: 9am, Friday 22nd August 2025
Anticipated interview date: w/c 1st September 2025

Interested?

PLEASE PRESS THE 'HOW TO APPLY' BUTTON FOR MORE INFORMATION.

Equal Opportunities 
We particularly welcome applications from people with disabilities and or from ethnic minority backgrounds.

We’d be grateful if you downloaded and completed the equality and diversity monitoring form and submit it with your application. 

Disability Confident Employer 
We’re a Disability Confident Employer and we’re committed to promoting equality and diversity.

You can ask for reasonable adjustments as part of both our recruitment and new starter on-boarding processes.

If you need any help or adjustments to apply for this role, please contact us. You can also ask for the application materials to be sent to you in a different format. Such as for them to be sent to you by email or in a larger word format.

More about our employee benefits:
We have a wide range of employee benefits including (but not limited to): 

Encouraging work life balance

• 38 days paid annual leave (including bank holidays), pro-rata for part-time
• More annual leave entitlement, based on length of employment
• Smart working options (with the opportunity to work remotely and find a smart working pattern that suits both you and us) 
• Flexible working options 

Caring for you and your family 

• Generous sick pay entitlement
• More sick pay entitlement, based on length of employment 
• Opportunity to buy and sell annual leave in each calendar year 
• Free access to a GP virtually 24 hours a day/7 days a week allowing you unlimited advice, reassurance and where appropriate diagnosis 
• Enhanced leave for new parents 
• Free access to a confidential 24 hours a day/7 days a week helpline service for both you and your family with a specialist range of support and information
• Special leave options (such as up to 5 days paid leave for domestic or personal emergencies a year)
• 10 days paid disability leave a year, pro-rata for part-time 
• 10 days paid carers’ leave a year, pro-rata for part-time 
• Cycle to work scheme 
• Death in service scheme
• New family-friendly benefits, including paid leave:
  • In the event of miscarriage or still birth 
  • To support fertility treatments
  • For antenatal appointments for both parents

Thinking about your finances 

• Enhanced salary sacrifice pension scheme
• Discounted season ticket loan and interest-free emergency loans
• Give as you earn to support other charities of your choice before tax
• New employee portal including lifestyle savings vouchers and personal wellbeing

Enriching your life at work

• Personalised development plans with a wide range of training courses and opportunities to source additional training options with your line manager
• Yearly internal apprenticeship opportunities
• New, modern offices that embrace working together both in-person and remotely 
• Various opportunities to influence how we internally operate (including surveys, and focus and committee groups) 
• Active and supportive internal employee networking groups for collaboration and peer support 
• 2 days paid leave a year for volunteering for MS Society activities during normal working hours (such as fundraising events, or campaigning in the local community) 
• 2 days paid leave a year for volunteering with other charities during normal

Safeguarding 
We’re committed to safeguarding and promoting the welfare of everyone who uses our services and we come into contact with.

This is regardless of Gender, Race, Disability, Sexual orientation, Religion or belief, Pregnancy, Gender reassignment.

We recognise our particular responsibility to make sure vulnerable adults and children are protected.

We have measures in place to protect everyone we come into contact with from abuse and maltreatment of all kinds.

Your right to work in the UK 
You must have the right to work in the UK to work in paid employment with us. You’ll need to share documents showing you’re eligible to work in the UK if we offer you employment.

You can find the UK visas and permits granting you the right to work in the UK on the UK Government website. We currently don’t have a Sponsor Licence agreement with the Home Office and aren’t able to support you with your visa applications.

No agencies please.

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.

Location: Godalming, Surrey, UK (Flexible hybrid working from HQ)
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

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.

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.

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.

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.

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:

• Contract type: 6-month fixed-term (with strong potential to become permanent, subject to KPIs)

• Start date: September 2025

• Location: Remote (Must be UK-based)

• 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)

• Salary: £13,957 per annum (pro rata), based on a full-time equivalent of £30,500 (35 hours per week)

Key Responsibilities

• Lead the implementation of Salesforce CRM and ensure smooth migration from legacy systems

• Build and manage data automations using Zapier or similar no-code automation platforms, connecting platforms such as MailerLite, FundraiseUp, Meta Lead Ads, and Stripe

• Ensure all supporter data is accurate, deduplicated, well-tagged, and GDPR-compliant

• Create and maintain segmentation and logic to support targeted campaigns and supporter journeys

• Collaborate with the MarrComm team to deliver campaign-ready data for fundraising and advocacy

• Develop dashboards and reporting tools for real-time performance insights

• Document workflows and integrations to ensure long-term sustainability of systems

• Proactively identify opportunities to improve donor retention, upgrade journeys, and LTV through smarter data use

Essential Skills & Experience

• Strong experience working with CRM systems in the non-profit or charity sector

• Hands-on experience with Zapier and third-party platform integrations

• Direct experience with Salesforce (or another comparable CRM such as Dynamics or Raiser’s Edge)

• Understanding of data hygiene, supporter segmentation, consent management, and GDPR compliance

• Ability to work independently and manage multiple technical tasks simultaneously

• Confidence in working with both technical and non-technical colleagues

• Excellent attention to detail and data accuracy

Desirable

• Experience with MailerLite, FundraiseUp, or similar email marketing and donation platforms

• Familiarity with other automation platforms (e.g. Power Automate, Make/Integromat)

• Experience creating fundraising journeys (e.g. welcome series, upgrade campaigns, reactivation flows)

• Prior experience supporting legacy fundraising or donor segmentation

• A vegan or vegetarian lifestyle and alignment with cruelty-free principles (desirable but not essential)

• Experience working remotely and independently within a small, agile team