Trusts and legacy officer jobs

Role description:

The Senior Philanthropy Officer will play a key role in delivering ambitious income growth by securing philanthropic support from individuals, trusts and foundations, and corporate partners.

Managing a mixed portfolio of high-value prospects capable of making five-figure and above gifts and above, the postholder will cultivate, develop and steward long-term relationships as well as identify and secure new opportunities.

We are looking for a self-motivated and proactive Senior Philanthropy Officer who thrives on building strong, long-lasting relationships. You will be an excellent relationship builder, someone who is curious and able to identify opportunities to strengthen relationships, and who demonstrates resilience when working towards ambitious fundraising goals. You will convey a genuine passion for Southampton Hospitals Charity and feel confident sharing our vision and impact with others.

Main Responsibilities:

• Manage, grow and steward a mixed portfolio of individual major donors, trusts and foundations, and corporate partners capable of making five-figure gifts and above
• Identify and cultivate new high-value prospects, developing tailored engagement and solicitation strategies aligned to charity priorities
• Build strong, trusted relationships with donors, clinicians and senior hospital stakeholders to develop compelling philanthropic asks and stewardship reports
• Grow philanthropy pipeline, focusing on increasing multi-year support and improving the quality, volume and success rate of applications
• Support the Director of Income Generation and Marketing with the delivery of donor stewardship and cultivation events
• Work closely with colleagues across hospital engagement, community fundraising, legacy and in-memory giving and grants to ensure joined-up planning and delivery
• Maintain accurate records of donor engagement, pipeline activity and income forecasting using the CRM system
• Monitor trends in philanthropy, trusts and major giving, adapting approaches in response to changes in the external funding environment
• Act as a professional ambassador for Southampton Hospitals Charity, representing the organisation with credibility

Person Specification:

Knowledge and Experience

• Proven experience of securing philanthropic income at the five-figure level or above
• Experience working within a charity, NHS charity or not-for-profit organisation
• Demonstrable success in managing and developing relationships with major donors and/or trusts and foundations and/or corporate partners
• Experience of producing high-quality funding proposals, cases for support and impact reports
• Track record of managing fundraising portfolios and delivering income against targets

Skills

• Excellent written and verbal communication skills, with the ability to communicate information clearly and compellingly
• Strong relationship-building skills, with confidence engaging clinicians, senior stakeholders and donors
• Outstanding organisational and time-management skills, with the ability to manage competing priorities
• High attention to detail and strong project management capability
• Confident use of CRM systems and fundraising databases

Personal Qualities

• Self-motivated, proactive and able to work effectively on own initiative
• Collaborative and relationship-led, with a strong team ethos
• Professional, reliable and highly organised
• Resilient and adaptable
• Passionate about improving patient outcomes and supporting NHS staff

Join a charity rated ‘Outstanding’ by the Care Quality Commission and play a central role in our senior leadership team.
This is a rare opportunity to use your finance and people leadership expertise to help shape the future of a well-established, values-driven organisation.

Shared Lives South West delivers long-term and short break care and support across Devon, Cornwall and Somerset, enabling people to live fulfilling lives within family homes and communities. We are proud of the quality of our work and the positive, relational culture we have built as an organisation, and we are ambitious about what comes next.

As Deputy Chief Executive, you will join our senior leadership team in a pivotal organisation-wide role leading finance, people and core business functions. Working closely with the Chief Executive and Leadership Team, you will help strengthen financial stewardship, support a thriving and sustainable people culture, and ensure the organisation remains resilient, well-governed and effective.

This is a broad and influential leadership role offering both strategic responsibility and meaningful organisational impact. You will contribute to long-term planning and decision-making, provide leadership depth and continuity, and deputise for the Chief Executive when required.

We are looking for an experienced senior leader with strong organisational finance expertise and a good understanding of people leadership and workforce practice. You may come from the charity, public or wider values-led sector, and you will bring a collaborative, grounded leadership style alongside professional rigour.

For the right candidate, this role offers the opportunity to make a significant contribution to an already high-performing organisation while continuing to grow your own leadership portfolio in a supportive and purpose-driven environment.

For full details and to apply please see Applicant Pack attached. 

Other organisations may refer to roles like this as Deputy CEO, Chief Operating Officer (COO), Finance Director, Director of Finance and Operations, or Executive Director of Corporate Services.

Who we are:

Hope is here. The Global Returns Project (GRP) is a UK charity unlocking new philanthropy to deliver urgent solutions for our planet.

We are a fast-moving nonprofit that makes donations to high-impact nature and climate charities simple – and we don’t take any fees. We’ve already mobilised nearly £2 million for top environmental solutions and are working to unlock at least £30 million annually by the end of the decade.

We are growing quickly: Last year's annual fundraising was 50% higher than the previous year.

The problem: Charities protecting our planet can turn the tide on climate change and nature loss. They have the skills, strategies and networks to deliver fast and global impact. But less than 2% of philanthropy goes to climate mitigation.

Our solution: In the UK alone, around £2 trillion sits with “HNW+” individuals – those holding between £100k and £30 million. Yet traditional philanthropy largely overlooks them. We’re unlocking this funding by offering trusted, pro bono advice and a simple, portfolio approach to giving. Our expertise in UK wealth advice offers a unique path to scalability and systems-change.

What we are looking for:

Job Title: Major Gifts Lead

We’re looking for a confident, experienced fundraiser to lead major-gift fundraising — securing transformational gifts from high-net-worth individuals. This individual will also assist with building wealth-adviser relationships that generate referral leads. You’ll own the full pipeline: prospecting, cultivation, making direct asks, closing and stewardship.

The ideal candidate will be excited to cultivate networks of wealth managers, private-client teams and other advisers to HNWIs, and to convert adviser introductions into committed support. Importantly, you’ll also prospect independently for major gifts outside those referral streams.

To succeed you’ll master three distinct fundraising pitches: a business case for advisers; an impact case to persuade donors to support our portfolio charities; and a systems-change case to win backing for GRP’s operating costs (salaries, office costs, etc) to keep the charity running fee-free.

You’ll be comfortable making direct asks for funding, with evidence of having closed high-value gifts or multi-year commitments. You’ll be willing to roll up your sleeves and get hands-on with everyday cultivation tasks. You’ll thrive in a small team, taking initiative and juggling priorities. Crucially, you’ll care deeply about climate and nature.

Experience required:

Substantial experience in frontline major gifts fundraising (as a guide, likely 5+ years), or an exceptional track record in adjacent fields (private client advisory, philanthropy advisory, etc).

Skills required:

• Major-gifts fundraising, with track record securing high-value and multi-year gifts
• Confidence making direct asks for major gifts
• Prospecting, research and CRM
• Donor stewardship and tailored reporting
• Excellent written and verbal communication
• Team player
• Time management
• High attention to detail
• Strong understanding of, and passion to address, climate change / nature loss

Skills preferred but not required:

• Experience in environmental philanthropy
• Experience managing relationships with wealth advisers
• Geographic expertise in Jersey, Guernsey or other high-potential jurisdictions
• Trust/foundation expertise

Main duties and responsibilities:

Major gifts to GRP’s portfolio of charities

• Prospect, cultivate and convert major gifts from individuals to support GRP’s charity portfolio.
• Act as principal point of contact for HNW client referrals from GRP’s wealth-adviser network.
• Source and qualify major gift leads outside the adviser network and add them to the pipeline.
• Prepare tailored cases for support, bespoke asks and gift agreements for portfolio donors.
• Coordinate with team to ensure timely, high-quality, bespoke stewardship.

HNW wealth adviser relationships

• Prospect, cultivate and manage relationships with wealth managers, family offices, private-client teams, philanthropy advisers, etc as a referral stream for GRP.
• ​Present GRP’s proposition to advisers (meetings, presentations, webinars) and design adviser-facing materials when necessary.
• Develop initiatives to generate adviser referrals (events, webinars, co-branded materials) and track referral performance.
• Target and visit high-potential jurisdictions (e.g. Jersey, Guernsey) and other adviser hubs (est. once per month).

Major gifts to GRP’s operating costs

• Prospect, cultivate and convert major gifts to GRP’s core operating costs.
• Prepare business-case and budget materials that explain the strategic case for core funding.
• Pursue appropriate institutional core funders (trusts, foundations, family foundations) and draft proposals where needed.

Location: Centrally located, light and airy office on Regent Street, London. Minimum one day per week in the office. Approx. one day London/UK travel per week.

Benefits: 12.5 days’ annual leave (pro-rata), plus statutory bank holidays (pro-rata). Occasional 1–2 days’ additional paid leave over Christmas period. Flexible working.

Reports to: CEO

Preferred start date: 30 March 2026. Applications reviewed on rolling basis.

Greenpeace is a movement of people who are passionate about defending the natural world from destruction. Their vision is a world where everyone has equal access to clean air, water, and energy; where the nature we love is protected, precious habitats are restored and communities are united by ambitious climate action.

This is a pivotal moment for the Key Relationships function as a newly formalised Events & Operations hub is established, with donor-facing events and the operational systems and processes that underpin high-value fundraising being brought together into a cohesive function. This integrated approach will ensure outstanding donor experiences alongside robust infrastructure to support pipeline management, forecasting, reporting and income growth.

We are looking for an exceptional Events & Operations Manager to lead this new hub, manage a team of two staff, and shape how events and operational infrastructure work together to support Major Donor, Trusts & Foundations, Legacy and Key Influencer programmes.

This role will suit a self-starter who is comfortable working with a high degree of autonomy and who takes genuine satisfaction in shaping a new role around the needs of the team. The postholder will be confident operating in ambiguity, able to take the lead in defining processes, and proactive in establishing clear, effective ways of working.

As Events & Operations Manager, you will:

• Lead the newly established Events & Operations hub within the Key Relationships team, managing and developing a team of two staff while actively delivering across both functions
• Plan, design and deliver high-quality donor-facing events, taking full ownership from briefing and creative concept through to meticulous execution and evaluation
• Deliver capital campaign ask events, donor networking events and supporter access moments for the key relationships team
• Work closely Team Heads to ensure events meet their objectives and are delivered to a high standard
• Work with Executive Directors to ensure they are well briefed when speaking at or attending events
• Lead on systems, infrastructure and compliance including CRM oversight, data integrity, GDPR, income reconciliation, forecasting, reporting and dashboarding in partnership with Finance and Data teams
• Oversee prospect research, pipeline management and performance tracking to ensure the operational backbone is in place for the Key Relationships team to be effective and drive income growth
• This is a hands-on leadership role that will actively deliver across events and operations while leading and developing others

Ideal skills and experience:

• Significant experience planning, delivering and evaluating high-quality donor or stakeholder events across in-person, hybrid and digital formats, with clear evidence of aligning events to cultivation and stewardship objectives
• Excellent project management skills, able to manage multiple complex workstreams simultaneously, meet deadlines, maintain high standards of detail and manage budgets effectively
• Demonstrable experience working in an operations or support role, with responsibility for coordinating systems, processes and infrastructure that underpin fundraising or relationship management activity
• Proven ability to design, improve and embed efficient, compliant systems and processes, including gift administration, data integrity, income reconciliation and structured pipeline management
• Strong experience using CRM databases or similar platforms, maintaining accurate data, overseeing data quality and confidently learning new systems and reporting tools
• Experience of leading and supporting others within a small team, contributing to a collaborative, inclusive and high-performing culture while remaining comfortable with hands-on delivery
• Clear evidence of working in a values-driven way, demonstrating commitment to collaboration, inclusion, continuous learning and role-modelling organisational values consistent with Greenpeace UK

Diversity and Inclusion

Greenpeace UK recognise the value in having a diverse workforce, as well as the importance of creating equal opportunities for all. Applications are welcomed and encouraged from people of all backgrounds.

Applications are particularly encouraged from people of colour, disabled people, and people who identify as working class now or in the past.

Candidates will be selected based on how well they meet the criteria for the role and all applicants will be treated fairly throughout the recruitment process. 

Anti-racism and inclusion commitments

Greenpeace UK wants its team to reflect the diversity of the communities it works alongside. It is committed to fairness, inclusion, and challenging discrimination and oppression in all its forms.

The environmental sector still has further to go when it comes to representation. Greenpeace UK has published ambitious race representation targets and, through its Anti Racism Plan, is working proactively to achieve stronger representation of people of colour, particularly within leadership positions.

As part of this commitment, a Guaranteed Interview Scheme (GIS) is being piloted. Greenpeace UK aims to offer an interview to everyone who opts into the scheme and meets the essential criteria. Guaranteed interview applications will be processed by QuarterFive and shared only with the Greenpeace UK recruiting manager and HR team.

If you identify as a person of colour and meet the essential criteria for the role, you can choose to opt in to the Guaranteed Interview Scheme.

Don’t meet every single requirement? Research shows that women and people of colour may hesitate to apply unless they meet every area of the person specification. If you’re excited about this role but don’t meet all the criteria, you are encouraged to apply.

Employee benefits include: 

• 25 days annual leave for full-time staff, with additional leave accrued according to length of service up to a maximum of 32 days
• Once a month, all Greenpeace staff take an organisational ‘breather’ day where the office closes with no expectations of output on these days
• Office closure normally occurs between Christmas and new year and staff are not required to use annual leave to cover this period
• Employer pension contribution of 8.5% of basic salary, provided employees contribute at least 3%
• Interest free season ticket loan, or a tax efficient bicycle loan
• Life assurance scheme (4 x annual salary)
• Employee Assistance Programme that includes access to free confidential advice with a qualified counsellor

This is not just recruitment – it's a revolution.

Sikh Women's Aid stands at a pivotal moment. With unprecedented support from major funders including Comic Relief, Lloyds Bank Foundation, National Lottery, Smallwood Trust, The Circle, West Midlands Police and Crime Commissioner, and various other funders and generous donations from corporates and the community, we are scaling our impact to reach thousands more women who need our support.

Our groundbreaking Gender, Power & Abuse Report 2024 revealed the shocking truth: 61.48% of Sikh Panjabi women have experienced domestic abuse, yet 58.13% never report it. The silence ends now. We are seeking a transformational Chief Executive who will:

• Lead service delivery transformation for survivors

• Challenge harmful practices rooted in culture

• Build movements for change in communities

• Influence policy at local, regional and national levels

• Create sustainable growth from £250K to £1M+

Why Lead Us Now?

Purpose: Your leadership will literally save lives Impact: Be the architect of systemic change in the Sikh community

Growth: Lead a rapidly expanding organisation with major multi-year funding secured Innovation:

Shape pioneering approaches to culturally-specific services Legacy:

Build: an institution that will protect generations of women

Genuine Occupational Requirement: This position is restricted to Sikh Panjabi women only under Schedule 9, Part 1 of the Equality Act 2010. This is essential to provide culturally specific services to women who have experienced gender-based violence and require support from those who share their cultural and faith background.

Please note that candidates who applied during our previous recruitment round are not eligible to apply again. 

We value the time and effort every candidate invests in applying and look forward to hearing from individuals who share our passion for supporting women and girls affected by domestic abuse and harmful practices.   

PMRGCAuk is a small national charity dedicated to supporting people affected by polymyalgia rheumatica (PMR) and giant cell arteritis (GCA). We have a big impact, supporting patients with our small staff team and with the help of a proactive team of volunteers and working closely with leading rheumatologists and researchers to improve diagnosis and treatment of these conditions. As we continue to grow, we are looking for a passionate and dynamic Fundraising Officer.

Key focus of the role

This is a newly created role designed to develop and support our fundraising activities, particularly in the areas of legacy fundraising and grants and trusts, as well as increasing our membership, working alongside our small team. We are a small charity with big ambitions and this role is designed to help us grow and become sustainable in the future.

Key Responsibilities

Legacies:

· To develop a comprehensive legacy fundraising strategy and workflow, in collaboration with the Director and the Fundraising Committee.

· To work with colleagues to raise the profile of legacy fundraising, including production of materials, social media content, website development, etc.

· Work across the charity to ensure legacies are integrated across relevant channels to reach key audiences

· Build a portfolio of case studies in conjunction with the Deputy Director to showcase how legacy giving has impacted the community

Trust and Grants

· Identify and research a pipeline of potential Trust and Grant funders to secure financial support for the charity

· Work with the Director, trustees and other colleagues to develop fundraising applications for new and existing projects

· Develop compelling funding applications with service-user insight to Trust and Grant funders

· Manage and track existing funding received and complete appropriate reporting protocols to the relevant funders

· Produce timely and engaging project reports to inspire future funders and clearly measure impact of any funding received.

Membership

· To develop a strategy to increase membership, including professional membership

· To increase membership, including professional membership in conjunction with the wider PMRGCA team of staff and volunteers

General

· To lead on the development and establishment of a ‘shop’ on our website to generate additional funds.

· Support with other fundraising initiatives within the organisation, for example, Marathon in a Month, Big Give.

· Achieve agreed income targets, with a focus on securing funding from Trusts and Grants, as well as an increase in legacy donations and increased membership

Who We're Looking For:

• A proactive self-starter with experience of legacy and trusts and grants fundraising
• Someone with experience of working in a small voluntary organisation who recognises the needs to be flexible and adaptable
• Someone with knowledge of the UK voluntary sector and a passion for improving health outcomes.
• A strong communicator with excellent writing, project management, and financial skills.
• Someone who is confident with IT systems

Part time – 22.5 hours per week (equivalent to 3 days)

Salary range £27,000-£30,000 FTE (pro-rata 0.6 £16,200- £18,000)

Fixed term contract – 2 years

Location: Home based with occasional travel to meetings in London

This is a fixed-term contract for a period of two years. The fixed-term nature of the post reflects the charity’s current operational and financial planning cycle. Any extension beyond this date will be at the charity’s discretion based on organisational need and affordability.

Closing date: 5th March 2026

Please apply by sending a copy of your CV and a cover letter (no more than 2 sides) outlining why you feel you would be the perfect fit for this role and what you could bring to the organization.

Potential applicants are sometimes put off if they don’t meet 100% of the requirements. We think individual experience, skills and passion make all the difference, so if you meet the majority of the criteria, we’d love to hear from you.

We reserve the right to close the vacancy earlier if we receive sufficient applications so, please submit your application as soon as possible.

Contract Type: Fixed Term for 10 months

Interviews: 23rd and 24th of March via MS Teams

Join us at The King’s Trust as our new Brand & Marketing Coordinator and play a vital role in helping young people feel inspired, connected and supported.

As part of our growing Brand & Marketing team, you’ll be at the heart of the action - keeping operations running smoothly, supporting colleagues across multiple marketing and fundraising functions, and ensuring our campaigns land with real impact. This is a fantastic opportunity to bring your organisational flair, creativity and energy to a mission‑driven team committed to changing young lives for the better.

In this varied and fast-paced role, you’ll manage inboxes, diaries and key administrative processes, coordinate team meetings and events, support with presentations and documentation, and act as a first point of contact for internal stakeholders. You’ll also work closely with our finance team to keep budgets and supplier processes on track, oversee departmental filing systems, support the Brand & Marketing Director with day‑to‑day admin, and help maintain the smooth flow of information across the wider team. Every task you take on contributes directly to our ability to deliver meaningful campaigns and initiatives for young people across the UK.

We’re looking for someone who’s proactive, organised and enthusiastic someone who enjoys solving problems, building relationships, and supporting colleagues at all levels. You’ll bring strong Microsoft Office skills, experience managing admin within a busy team, and confidence working with a variety of internal stakeholders. In return, you’ll join a supportive, inclusive workplace where your ideas are valued and your development is encouraged. If you’re passionate about helping young people thrive and want to play a key part in a charity making a real difference, we’d love to hear from you.

What happens next?  

Please submit a CV, and Cover Letter that includes your experience, transferrable skills and motivation to work for The King's Trust! The Team will be in touch about the next steps shortly after the closing date. 

Why do we need Brand & Marketing Coordinators? 

Last year, we helped more than 40,000 Young People, with three in four young people on our programmes moving into a positive outcome in work, education or training. The young people we help face a range of challenges, such as unemployment, mental health issues or some who have been in trouble with the law. We believe all young people should have the chance to succeed, and that young people are the key to a positive and prosperous future for all of us. We want to continue having a positive impact on young people’s lives and we couldn’t do this without the important work of Brand & Marketing Coordinators! 

Perks for working at The Trust! 

• Great holiday package! 30 days annual leave entitlement, plus bank holidays. Office closure on the days between Christmas and New Year 
• Flexible working! Where operationally possible, our roles require a combination of office days and working from home (please speak to the hiring manager about this particular role)
• You can volunteer for and/or attend events – The King's Trust Awards, Pride, active events etc. 
• In-house learning platform! Develop your skills for your career and your role 
• Benefits platform! Everything from health and financial well-being support to discounts on your favourite restaurants, shops and cinemas. 
• Personal development opportunities through our Networks – KT CAN (Cultural Awareness Network), KT GEN (Gender Equality Network), KT DAWN (Disability & Wellbeing Network), and PULSE (LGBTQIA+ Network). 
• Fantastic Family leave! Receive 13 weeks of full pay and 13 weeks of half pay for maternity and adoption leave. Receive 8 weeks of full pay for paternity leave. 
• Interest-free season ticket loans 
• The Trust will contribute 5% of your salary to the Trust Pension Scheme 
• Generous life assurance cover (4 x annual salary) 

Marie Curie is the UK’s leading end-of-life charity. We are the largest non-NHS provider of end-of-life care in the UK, the only provider across all 4 nations, delivering community nursing and hospice care across the country, while providing information and support on all aspects of dying, death, and bereavement. Our leading research pushes the boundaries of what we know about good end-of-life, and our campaigns fight for a world where everyone gets to have the best possible quality of life while living with an illness, they’re likely to die from.

We’re looking for an exceptional Legacy Administration Team Leader to play a critical role in safeguarding and maximising one of Marie Curie’s most significant income streams. This is a senior operational role suited to someone with large-charity experience, a strong commercial mindset, and the confidence to manage a high-volume, high-value caseload in a fast-paced environment.

You’ll oversee a team of three Legacy Officers, providing expert guidance, coaching and performance management while maintaining accountability for a portfolio of around 900 active cases. Alongside this, you’ll personally manage approximately 50 complex and contentious matters, including litigation-related cases, ensuring Marie Curie’s interests are protected through robust decision-making, cost-benefit analysis and close collaboration with our legal team.

What You’ll Do

• Lead, support and develop three Legacy Officers, ensuring high performance, quality assurance and clear progression pathways.
• Hold oversight and accountability for 900+ legacy cases, ensuring accuracy, compliance and timely administration.
• Manage a personal caseload of 50 complex and contentious matters, including litigation, disputes and reputationally sensitive issues.
• Work closely with the legal team, executors, solicitors and co-beneficiaries to protect Marie Curie’s entitlement.
• Apply strong commercial judgement, undertaking cost-benefit analysis and making informed decisions on behalf of the charity.
• Monitor KPIs, SLAs and quality standards, ensuring consistent excellence across the team.
• Provide expert technical guidance on wills, probate, tax, trusts and multi-jurisdictional UK estate administration.
• Support process improvement, systems optimisation and operational best practice.
• Deputise for the Legacy Administration Manager when required.

Skills & Experience Needed

• Proven line management experience, including performance management, coaching and developing staff.
• Significant experience in a large charity legacy administration team, ideally handling income of £20m+ annually.
• Demonstrable experience managing contentious and complex legacy cases, including litigation and dispute resolution.
• Advanced technical knowledge of wills, probate, trusts, tax and estate administration across multiple UK jurisdictions.
• Strong commercial mindset, able to assess risk, analyse costs and make confident, informed decisions.
• High-volume caseload management experience, with exceptional organisational skills and the ability to prioritise under pressure.
• Excellent stakeholder management, able to influence solicitors, executors, co-beneficiaries and internal teams.
• Exceptional attention to detail, especially when reviewing legal documentation, estate accounts and financial information.
• Strong systems capability, ideally with experience using FirstClass4 or similar legacy administration platforms.

Please see full job description

Application & Interview Process

• As part of your online application, you will be asked for a CV. Please review both the advert and job description and outline your most relevant skills, experience and knowledge for the role.
• Close date for applications: Sunday 4th January 2026 

Salary: £41,000 + London Allowance (£3,500)

Contract: Contract, 12 months

Based: Homebased (can be based in London office 2 days per week)

Benefits you’ll LOVE:

• Flexible working. We’re happy to discuss flexible working at the interview stage.
• 25 days annual leave (exclusive of Bank Holidays)
• Marie Curie Group Personal Pension Scheme (we will match your contribution up to 7.5%)
• Loan schemes for bikes; computers and season tickets
• Continuous professional development opportunities.
• Industry-leading training programmes
• Wellbeing and Employee Assistance Programmes
• Enhanced bereavement, family friendly and sickness benefits
• Access to Blue Light Card membership
• Subsidised Eye Care

At Marie Curie, our values are central to everything we do. They guide how we care for people, how we work together, and how we make decisions every day. We are committed to creating a workplace that is safe for everyone — staff and volunteers alike — supportive, inclusive and rewarding.  We take stringent steps to ensure that anyone who joins our organisation are suitable for their roles and are committed to safeguarding all our people from harm. We actively consider our impact on the planet, embedding sustainability into everyday decisions to create a lasting, positive difference for the individuals we care for and the world we share.

We believe everyone should have the opportunity to thrive and fulfil their potential. Marie Curie is deeply committed to diversity, equity and inclusion, recognising both the social justice imperative and the strength a diverse workforce brings.  We actively encourage applications from people of all cultures, perspectives and lived experiences.

We are happy to make reasonable adjustments throughout the recruitment process. If you require any support, please contact us at .

Every application we receive is personally reviewed by a member of our Talent Acquisition team, and in return, we ask that your application authentically reflects you — your experience, perspective and voice.

We are seeking an experienced relationship driven Fundraiser to take ownership of a strategic role with real influence.  You’ll own the philanthropy and major gifts portfolio — identifying, cultivating and stewarding high-net-worth individuals, high-value corporate partners and trusts & foundations — and shape a compelling case for support that unlocks multi-year funding and strategic partnerships.

In this new role you will close significant gifts, steward long-term relationships and see the measurable difference your work makes to patients and families.

This role is for you if:

• You’re motivated by securing high-value support and building long-term philanthropic relationships.
• You enjoy high-touch, strategic stewardship and personalised donor engagement.
• You’re confident working with senior leaders, trustees and external stakeholders in fundraising asks.
• You want to design and deliver a major-gifts strategy that shapes organisational growth.
• You seek a role where commercial awareness, relationship-building and impact reporting matter.

What you’ll be doing:

• Developing and owning a 3–5 year philanthropy and major gifts strategy aligned to our priorities and targets.
• Identifying, qualifying and cultivating major donor prospects, corporate partners and foundation opportunities.
• Delivering a stewardship programme for legacy giving.
• Preparing bespoke proposals, briefing materials and stewardship plans for high-value supporters.
• Leading solicitation and negotiation of major gifts, multi-year pledges and corporate partnership agreements.
• Working with a trusts & foundations fundraiser on applications, reporting and relationships to maximise grant income.
• Working with CEO/Board to involve senior leadership in cultivation and asks; coordinating donor visits and stewardship events.
• Maintaining CRM pipeline, forecasting, compliance with donor agreements and reporting on performance.

What we’re looking for:

• 3+ years’ experience with a proven track record in major gifts, philanthropy or senior fundraising.
• Exceptional relationship-building, presentation and negotiation skills with senior stakeholders.
• Experience writing successful trust/foundation proposals and managing grant relationships.
• Strong strategic thinking, pipeline management and financial forecasting abilities.
• Excellent written skills for proposals, reports and personalised stewardship communications.
• Discreet, professional approach to donor confidentiality and ethical fundraising practice.

Why join us?

• Influence service delivery directly by securing funding that expands and sustains Hospice care.
• Lead a strategic, high-profile fundraising area with visibility to senior leaders and trustees.
• Opportunity to build and shape a major-gifts programme and leave a lasting legacy.
• Flexible working and the chance to build meaningful relationships across our community and partner network.

Location: Hexham, hybrid working will be considered.

Hours: Full-time, with some weekend and out of hours working

Reports to: Head of Income Generation

Closing date: 9 March

Interviews: 16 March

We have an exciting opportunity for someone to join our high performing Legacy Management Team as a Legacy Officer.

About the role

Legacies form a key source of income for the British Heart Foundation (BHF), raising around £100m a year for our life saving research. 

As a Legacy Officer, you’ll manage and protect this income, optimising the BHF’s income from gifts in Wills.

Joining a thriving team, you’ll be responsible for the day-to-day administration of legacies in accordance with the law, best practice and BHF’s processes and procedures. You'll manage your own caseload of largely residuary legacies. You will answer enquiries from solicitors and individuals in connection with bequests and assist in all matters relating to the department’s work.

About you
 
You'll either have experience in legacy management within the charities legacy sector; or be a Qualified private client Solicitor; or be a Qualified member of the Society of Trust and Estates Practitioners; or be a Qualified Chartered Legal Executive with experience of Wills and probate.

A self-starter with excellent communication skills, and strong interpersonal skills, you'll bring proven experience of working within private client / legacy management. You’ll have a high level of empathy able to develop strong relationships with colleagues and contacts.

With high levels of financial numeracy, previous experience working in a fast-paced environment, and excellent IT skills, you’ll also have excellent attention to detail with strong time management skills and the ability to prioritise your workload and deliver to deadlines.

Our ambition is to build, develop and empower a talented and diverse team. Join us at BHF and be part of a supportive environment where you can thrive both personally and professionally.

Working arrangements

This is a fixed term contract for 7 months covering family leave.

Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.

This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause.

Belonging at BHF 

We celebrate and value the diversity of the communities we serve, recognising that embracing different perspectives and backgrounds strengthens our organisation and drives innovation. By fostering an inclusive environment where everyone feels respected and supported, we are better equipped to achieve our mission of helping people have a healthier heart for longer.

Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer.

Money and Mental Health has a trusted reputation and a strong track record of impact. We’re ready to take our fundraising to the next level, and we’re looking for an ambitious and talented Senior Fundraising Officer to help us grow our income, develop our fundraising culture and strengthen our relationships with funders.

The primary aim of this role is to help Money and Mental Health secure the income it needs to deliver its mission and further strengthen the charity’s financial footing for the future. This is a crucial role in our new Fundraising team, and the successful candidate will work across all elements of our income generation activities - from grant-writing to donor stewardship and pipeline development.

The role will have a particular focus on securing funding from Trusts and Foundations, but there will also be ample opportunities to engage corporate partners and other prospective funders. 

The successful candidates will have the chance to bring their ideas in terms of identifying new routes to funding for the organisation and shaping our income generation activities.

Key responsibilities:

Funding bids and proposals

• Draft and develop effective and impactful fundraising bids and proposals to secure both grant income and corporate sponsorship

• Project manage the process of developing funding proposals - including completing funding checklists, coordinating the team on relevant deadlines and booking in time for sign off from relevant colleagues.

Relationship management

• Play a key role in donor stewardship alongside Head of Fundraising and Senior Leadership Team (SLT), including grant makers, corporates and individual donors

• Support SLT in identifying - and building relationships with - relevant individuals within prospective funder organisations - including coordinating meetings.

• Ensure we stay on top of our grant requirements, including drafting grant reports and coordinating other team members to fulfil those requirements

• Work with External Affairs team to create excellent supporter journeys for online donors.

Pipeline development

• Work with Head of Fundraising to undertake research into new fundraising prospects and to develop a strong funder pipeline

• Stay on top of new developments in the charity sector and wider funding landscape

• Make recommendations to Head of Fundraising on new funders we should engage with or seek to build relationships with

• Maintain accurate pipeline data and prospect records, ensuring regular updates

Planning, strategy and vision

• Contribute to the delivery of our income generation strategy - including meeting relevant targets set out in the strategy. 

• Support the team with advance planning on funding bids, project managing complex cross-team processes, matrix-managing small project teams and ensuring all key milestones are met 

• Proactively suggest ideas for ways of improving our processes and ways of working to better support our income generation targets or better deliver our work.

About you:

We’re seeking someone who is ambitious, driven and emotionally intelligent. We need a relationship-builder and a clear and concise communicator, ready to step into an exciting new role and help build a fundraising function which leaves a lasting legacy.

Essential qualities 

• A proven track record of securing five-figure grants or income from trusts, foundations and/or corporate partners.

• A demonstrable track record of writing impactful and effective funding proposals, and leading the end-to-end process of applying for grants and reporting on those received 

• Strong copywriting skills, and the ability to articulate the impact from donations

• Excellent project management skills 

• Solid relationship management skills, with the ability to lead donor stewardship and develop excellent working relationships with key teams internally

• A genuine commitment to the organisation’s mission, as well as to the principles of equality, diversity and inclusion

• Ability to work independently and as part of a team, managing a busy to-do list

• Ability and desire to be hands-on and get stuck in

• Excellent attention to detail, record-keeping and commitment to high standards.

• Basic understanding of fundraising regulations, including Fundraising Code of Practice, and how they apply to your work

• Experience of working towards personal income targets and managing individual KPIs.

Desirable qualities 

• Experience using relevant trusts and foundation and CRM databases

• Experience of developing and managing a pipeline of funding opportunities, and advising colleagues on where to prioritise our resources

• Experience of fundraising for a small charity, think tank or a research charity

• Experience of working with project budgets.

Legacies are at the heart of what we do, providing around £100 million each year to fuel pioneering cardiovascular research. As our next Legacy Manager, you’ll be instrumental in safeguarding and maximising these vital funds, ensuring every gift leaves a lasting mark on the fight against heart disease.

Working with a collaborative team of Legacy Managers and reporting into the Head of Legacy Management, you’ll help shape strategy and drive innovation. You’ll manage a diverse, stimulating caseload, ensuring compliance with best practice and the law with confidence.  You’ll forge strong relationships across BHF and beyond, inspiring colleagues and future supporters with your technical knowledge and empathetic approach.

You’ll also lead and nurture two Assistant Legacy Officers and our Legacy Administrator, fostering a culture where every team member thrives. From time to time, you may be asked to step up for the Head of Legacy Management, showcasing your leadership and vision.

About you

We’re seeking a candidate with significant experience in legacy management within the charity sector, or a recognised professional qualification (Qualified private client Solicitor, Qualified member of the Society of Trust and Estates Practitioners, or Qualified Chartered Legal Executive with experience of Wills and probate).

You’ll have advanced knowledge of law and legacy administration. You will have experience in managing complex casework across Wills, probate, trusts, tax, estate management, and multi-jurisdictional processes.

You’ll be outstanding stakeholder manager, able to manage sensitive or contentious cases with empathy, engaging compassionately with families, executors, and stakeholders while protecting our reputation.

You will have:

• Demonstrated strategic thinking with a track record of delivering results, driving innovation, and optimising legacy income.
• Extensive experience in private client and legacy management, including mentoring and developing teams through best practice sharing.
• Resilient and adaptable approach, able to manage varied and demanding workloads while maintaining meticulous attention to detail in legal and financial matters.
• Excellent stakeholder engagement and relationship-building skills with supporters, solicitors, co-beneficiaries, and internal teams.
• Outstanding verbal and written communication, including clear presentation of complex issues and communicating BHF’s mission, and
• High financial numeracy, strong IT skills (Microsoft Office essential; First Class 4 desirable).

This is your chance to join a dynamic, supportive environment where your expertise is valued and your impact is tangible, to help build a world where everyone has a healthier heart for longer.

Working arrangements  

This is a 12-month fixed-term contract covering family leave.

Whilst this role is advertised as full time (35 hours per week), we are also very open to considering the role on a part time basis of either 28 or 32 hours if preferred.

This is a hybrid role, where your work will be split between your home and at least one day per week, on average, in our London office. This may vary from time to time, so you will need to work in a flexible way to unlock your best work for our cause. 

About us 

Our people are at the heart of everything we do. By funding research across six decades, we’ve helped keep millions of hearts beating and millions of families together. We’re investing in ground-breaking research that will get us closer than ever to a world where everyone has a healthier heart for longer. 

Belonging at BHF 

We are committed to fostering a workplace where everyone feels valued and supported. Embracing different perspectives and backgrounds strengthens our organisation and empowers us to make a real difference together.

The Role

The Fundraising & Grants Officer is a key role within the Society to deliver and grow income from trusts, foundations, statutory funders, and legacies, playing a key operational role to support the fundraising function.

The postholder will manage funding applications end-to-end, administer legacy income sensitively and accurately, and contribute to the charity’s overall fundraising activity.

The successful candidate will have previous experience securing funds from multiple sources, as well as excellent writing skills, and a keen interest in the heritage sector and the Vision, Mission and Values of SPAB.

Please visit our website to download a full job pack via the button below.

Deadline for applications: 5pm, Monday 9 March 2025.

Provisional interview date: 17 March 2026 (in-person, London (E1 6DY))

Please note, we may interview and appoint before the closing date if we identify a strong candidate.

Job Purpose

This role sits at the heart of Operation Smile UK’s five-year strategy to deliver transformational growth across all income streams. As Retention Fundraising Lead, you will be instrumental in delivering on three of the four core strategic priorities:

1. Build Regular Giving – retain and maximise value from the regular giving base

2. Drive All Donors to Legacy – ensure donors experience best-in-class stewardship, increasing their loyalty to the charity with an objective of feeding into legacy and long-term giving goals.

3. Maximise Growth Through Digital Fundraising Integration – leading the expansion and optimisation of digital growth for all existing supporters.

The Retention Lead is responsible for delivering Operation Smile UK’s strategic individual giving retention and legacy marketing programme. This role is key to driving income growth from our existing donors from the point of recruitment, maximising value and minimising attrition from the regular giving pool and generating and retaining legacy actions and prospects.

You will lead on the strategy, planning, delivery and evaluation of retention campaigns, with full accountability for managing significant budgets, agency partnerships and performance metrics.

You will support the development of the Legacy strategy, be instrumental in planning legacy activity and delivering legacy marketing for the existing supporter base across all income streams and methods of support, from Partnerships, Volunteers and public fundraisers.

This is a senior, hands-on role suited to an experienced Individual giving fundraiser with strong commercial acumen and a data-driven mindset.

Key Responsibilities

Strategic Campaign Leadership

• Develop and implement the retention strategy, aligned with income targets and supporter growth objectives.
• Lead on the planning and delivery of campaigns across cash, donor stewardship, legacy prospecting and stewardship, welcome, conversion, reactivation and upgrade appeals.
• Lead on strategic development of the cultivation journey to ensure Operation Smile maximise growth through digital channels.
• Monitor and report on campaign performance, providing insight-driven recommendations to optimise results.
• Drive testing and innovation to expand existing approaches and introduce new ones within acceptable risk and return parameters.

Budget Ownership & Performance Monitoring

• Take full responsibility for retention and legacy budget management, income forecasting and cost control.
• Set, monitor, and evaluate key performance indicators (KPIs), reporting against ROI, value and response, retention and conversion metrics and long-term value across all supporter groups channels.
• Collaborate with the Senior Database Manager and the Director of Data and Technology to develop and maintain performance dashboards (e.g., Power BI) and support strategic data analysis, including both short term and long-term channel performance evaluation.

Line Management

• Provide day-to-day leadership and support to the Retention team, ensuring clarity of objectives, effective workload management, and professional development opportunities.
• Conduct regular 1:1s, annual appraisals, and performance reviews for direct reports, supporting their growth and accountability.
• Foster a collaborative and inclusive team culture, encouraging innovation, learning, and high standards of delivery.
• Provide strategic and operational direction to external agencies or freelancers working on retention projects.

Agency & Partner Management

• Manage day-to-day relationships with external fundraising and creative partners.
• Lead on the relationship with the external fulfilment agency working with multiple internal stakeholders to ensure an effective partnership is in place.
• Lead briefings, content sourcing, agent training, stakeholder approvals, and quality assurance processes.
• Negotiate contracts and hold suppliers accountable for delivery and performance.

Cross-Team and Market Integration

• Represent the retention and legacy programme in cross-functional planning meetings and contribute to a unified team culture focused on strategic delivery.
• Work closely with the Acquisition and Digital lead to deliver a seamless supporter journey from point of recruitment to donor communications.
• Work closely with the Philanthropy Manager to develop and manage the pipeline of HV/Major donors.
• Work closely with the Legacy administrator, Philanthropy Manager and Volunteer Manager to develop the legacy pipeline.
• Work closely to ensure all digital communications are aligned and support the retention strategy
• Act as a key liaison with colleagues across Operation Smile global markets, sharing insights and exploring opportunities to align strategy, co-develop creative, or pilot cross-market initiatives.

Compliance, Risk & Best Practice

• Ensure all campaigns meet legal, ethical and data protection requirements (e.g., GDPR, Fundraising Regulator).
• Act as a key contributor to organisational risk assessments relating to income performance and supplier performance.
• Keep up to date with sector trends, innovations and benchmarks to maintain best practice.

Person specification

Essential Experience

• Extensive experience (ideally 5+ years) in Individual Giving, Legacy or fundraising acquisition roles.
• Proven success delivering multi-channel (including digital) retention campaigns for both cash, legacy and regular giving donors with strong ROI.
• Experience managing external agencies and suppliers to high performance standards.
• Strong background in regular giving retention.
• Demonstrable experience managing and reporting on retention budgets.

Skills & Attributes

• Strategic thinker with excellent campaign planning and execution skills.
• Highly numerate and confident using data for decision-making and optimisation.
• Strong project and stakeholder management abilities.
• Proactive, self-starting approach with high levels of ownership and accountability.
• Excellent communication and interpersonal skills, able to represent the organisation externally.

Desirable

• Understanding of retention and supporter journey optimisation.
• Familiarity with CRM, Dot digital and data system Donorfy.
• Experience with Power BI or other reporting tools.

First-round interviews are set for the week of 9th March 2026. We strongly encourage early applications.

Disability Confident Committed Employer

We're a Disability Confident Committed employer, so we guarantee an interview to any disabled applicant who meets the minimum requirements for the job.

At Operation Smile UK, we value individuals based on their performance and potential. We're dedicated to creating a diverse and inclusive workplace that supports everyone's needs. We're happy to make reasonable adjustments throughout the application and employment process, and we particularly welcome applications from diverse backgrounds.

If you need this document in a different format, require any adjustments, or need help with your application, please contact us (further details contained within the job description).

Equality, Diversity & Inclusion

Operation Smile UK knows fundraising could better reflect the diverse backgrounds and experiences of the people the charity sector supports. If you don’t meet every requirement but believe your transferable skills align with the role, we encourage you to contact us for a conversation. 

We want our team to reflect the diversity of the communities we serve, offering equal opportunities to everyone, regardless of, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation.

We celebrate diversity and encourage you to bring your authentic self to Operation Smile UK. We are committed to supporting all applicants and ensuring a fair hiring process. All appointments will be made solely on merit, and we are happy to make reasonable adjustments throughout the recruitment process.