Estate manager jobs in belfast

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