Gifts in Wills & Supporter Care Assistant

An exciting opportunity has arisen for a Gifts in Wills & Supporter Care Assistant to join a well-established and respected national charity based in London. This role sits within a collaborative Individual Giving team and plays a key part in supporting legacy fundraising activity, which represents one of the organisation’s largest income streams, while also delivering high-quality supporter care.

Key Responsibilities

• Act as a key point of contact for supporters, responding to queries via phone, email, and at events, ensuring all interactions are accurately recorded on the CRM system


• Support the delivery of the Gifts in Wills fundraising programme, assisting with supporter stewardship and engagement activity


• Process donations and supporter income, including batching, reconciliation and liaising with finance colleagues as required


• Administer Gift Aid processes, legacy administration, and associated documentation with a high level of accuracy


• Maintain and update supporter records and reporting documents, ensuring data accuracy and compliance at all times


• Assist with data checks, proof reading, and the preparation of supporter communications, including newsletters and campaign materials


• Support the use of marketing and communication platforms (e.g. email tools) to deliver supporter journeys and stewardship activity


• Collaborate with internal teams and regional colleagues, including attending events to support promotion of legacy giving where required


• Provide general administrative support across the Individual Giving and Supporter Care function, including maintaining records and filing systems

• Experience working in an office or administrative environment


• Strong written and verbal communication skills, with confidence engaging with a wide range of stakeholders


• Excellent attention to detail, with the ability to maintain high standards of accuracy when handling data and financial information


• Highly organised, with strong time management skills and the ability to manage multiple tasks and meet deadlines


• Comfortable using IT systems, including Microsoft Office and databases/CRM systems


• Professional and discreet, with the ability to handle sensitive information with tact and confidentiality


• A proactive and collaborative team player with a positive and supportive approach


• An interest in fundraising or the charity sector, with a willingness to learn about legacy giving

Working Pattern: Hybrid (2 days per week on-site)

Hours: Full-time, 35 hours per week

Contract: Permanent

Salary: £33,000 per annum

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