Legacy Officer

Description

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.

Ad ID: 5416908615