Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Legacy Officer (Maternity Cover)
Role Summary:
As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Officer will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.
Position Objective:
- Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
- Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.
Term of Employment:
Fixed-term, maternity cover
Hours of work:
Full-time (part-time hours considered)
Reports To:
Director, Major Gifts and Gift Planning
Salary:
£29,000 - £34,000
Location:
Remote in mainland UK
Primary Responsibilities and Duties:
Augustus Club
- Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
- Maintain departmental information, files, and records related to legacy estates
- Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
- Work with various stakeholders on contested legacies, collaborating with other charities where needed
- Be able to communicate to supporters how important and desirable legacies are to PETA
- Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
- Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
- Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
- Keep up to date on probate and tax laws, informing the team of any changes
Other
- Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
- Assist in the training of new major gifts and/or planned giving assistants
- Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
- Assist with the preparation and proofreading of mailings
- Perform any other tasks assigned by the supervisor
- Maintain strict confidentiality at all times
Qualifications:
- Minimum of one year of planned-giving or other development experience
- Excellent written and verbal communication skills
- Thorough knowledge of animal rights issues and PETA campaigns
- Demonstrated exceptional attention to detail
- Demonstrated ability to prepare professional business communications
- Proven ability to organise and manage multiple projects simultaneously and effectively
- Proven ability to use initiative and work independently
- Proven experience in legacy fundraising and administration
- Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
- Commitment to PETA's objectives
- Adherence to a vegan lifestyle strongly preferred
Registered Charity 
21 - 50
The client requests no contact from agencies or media sales.
Thank you!
Actively Interviewing
This organisation is scheduling interviews as applications come in. They're ready to hire as soon as they find the right person. Don't miss your opportunity, apply now!
Brain tumours kill more children and adults under the age of 40 than any other cancer, yet historically just 1% of the national spend on cancer research has been allocated to this devastating disease. Brain Tumour Research is determined to change this.
Their vision is to find a cure for all types of brain tumours. To achieve their mission, they are looking for a Community Fundraiser who will proactively engage with supporters, community groups and volunteers across the West Midlands to join their team of 12 Community Fundraisers across the UK.
The Community Fundraiser (West Midlands) is responsible for providing support and guidance to fundraisers within their communities to achieve their ambitions and ultimately raise vital funds for Brain Tumour Research. This is achieved through a wide variety of activities such as helping supporters to make the most of their own fundraising, engaging participants with externally organised events such as the Great Birmingham Run, and encouraging communities to get involved in events organised by Brain Tumour Research such as Wear a Hat Day and Walk for Hope. The Community Fundraiser will be the face of Brain Tumour Research in the area, providing excellent stewardship to existing supporters, and building great relationships with new supporters.
This post has been vacant since Autumn, and as such needs a fundraiser with confidence and capability in fundraising to join the team, provide donor love to the loyal supporters in the area, and approach developing the areas potential with energy and enthusiasm. If you have fundraising experience and are keen to join a charity with ambition and an amazing supporter base, then this could be the role for you.
Please note the successful candidate will need to live within the region (Warwickshire, Staffordshire, Herefordshire, Worcestershire, Shropshire and Gloucestershire), have access to a car and be willing to travel around their region. If you are not currently based in this area, please clarify if you have plans to relocate.
Application notes
Please download the Candidate Info Pack provided for further information about the role, timelines and next steps.
To progress your application, please follow instructions in the pack to organise an informal screening call. Please note, we cannot shortlist candidates who have not had a screening call.
As this role has been vacant for some time, we are running rolling interview to see suitable candidates as they apply. Interviews will be kept to one stage, and organised to suit the candidate, where possible. Don’t delay – apply today!
