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!
Mary’s Meals is a global movement supported by people from all walks of life and we are focused on one goal – that every child receives a nutritious daily meal in a place of education. We offer more than just a career, we offer the opportunity to support our global movement in a dynamic and inclusive environment with a real focus on personal development.
We are recruiting for a dedicated Legacy Officer to join our Finance team and be responsible for the administration of the legacy income process. Reporting to our Finance Business Partner, you will take ownership of the recording of our legacy income, an important area of growth for Mary's Meals.
Key responsibilities
- Set up records and create case files on Salesforce for all legacy bequests received from solicitors and from notifications of bequests on the Smee and Ford website.
- Record the details of all legacy bequests in the case file on Salesforce.
- Set up a SharePoint folder for the notified legacy bequests.
- Upload all legacy documentation received into the legacy case files on salesforce and into the SharePoint folder.
- Respond to the solicitor or personal executor acknowledging the legacy bequest, thanking the next of kin on behalf of major giving and requesting any further documentation.
- Raise tasks on the salesforce legacy case files as a reminder to follow up with the solicitor or the personal executor as to the progress of the legacy administration.
- Correspond in a timely manner with solicitors and personal executors to enquire into progress of the legacy administration.
- Throughout the legacy administration process update the legacy case files with notes of the correspondence with the solicitor or personal executor.
- On receipt of the legacy income complete the documentation requested by the solicitor and close the legacy case file on Salesforce.
- Escalate any issues identified to the Finance Business Partner Income.
- Review the open legacy case files with the Finance Business Partner Income and follow up on actions raised.
- Highlight any improvements/enhancements to the legacy process to the Finance Business Partner Income.
To apply for the role of Legacy Officer based at Mary’s Meals UK, please follow the apply instructions on Charity Job.
Applicants must hold full right to work in the UK.
We welcome applications from candidates of all different backgrounds and identities to apply. We are committed to building an inclusive and diverse charity providing a supportive place for you to do the best and most rewarding work of your career.
Applications will be reviewed on an ongoing basis and interviews arranged accordingly.
We reserve the right to close this vacancy early if we receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.
Hours: Full Time (35 hours per week)
Location: Remote Working, with national travel requirements for meetings, events and collaboration, occasional travel to Warwick, London, Birmingham
Key Relationships: NHS Charities Together supporters, NHSCT development, fundraising and engagement staff, wider staff team, Member Charities, external agencies and other third-party suppliers.
Reporting To: Fundraising Executive
Overall Purpose
The role’s focus is on helping steward relationships, deliver first class engagement opportunities and support the development and delivery of partnerships with high-value supporters, including Corporate, Philanthropists and Charitable Trusts.
You will play an essential part in our plans to grow our mission through delivering the income enable our work, and through increasing funding to our NHS Charity members.
Overall objectives
The role will work flexibly in support of the work of the Development team, in particular working in support of the Partnership & Philanthropy Manager and Fundraising Executives.
The postholder will play a key role in:
- Delivery of income for NHS Charities Together and our members, working closely with colleagues across our development team and wider organisation to devise and deliver fundraising strategies at a local level.
- Creating surprise and delight engagement opportunities that will help to maintain and grow relationships and income across the partnership and philanthropy portfolio.
- Supporting development team colleagues to maintain effective relationships with our portfolio of partnerships.
- Supporting wider fundraising activities across the team
KEY RESPONSIBILITIES
The main duties and responsibilities of the role holder are as outlined below:
Strategic Partnerships and Philanthropy:
- Support the creation and delivery of effective fundraising within our key strategic partnerships, working with and through our network of over 200 members. This includes some established national multi-year corporate relationships.
- Assist in the creation and scheduling of strategic communications between partners and members, working closely with the colleagues within NHS Charities Together.
- Support and facilitate the creation and delivery of volunteering opportunities for partners on both a national and local level, working closely with NHS charity members and wider NHS Charities Together staff.
- Support in the coordination of national and local partnership activities during peak moments in our calendar and employee engagement campaigns.
Cultivation & Stewardship:
- Work with the Development Team to devise and deliver programmes of engagement for major corporate donors.
- Support in the creation of partnership reports, newsletters and regular updates.
- Provide support to the wider Development team at moments of peak activity, including supporting events and other campaigns
Relationship Management:
- Maintain accurate records of interactions with partners, donors and members in our database & CRM systems (Raiser’s Edge, Beacon), working in accordance with General Data Protection Regulations)
- Support the development of stewardship plans to recognise and retain partners and donors.
- Maintain close working relationships with members of the team across the organisation to support the delivery of our fundraising plans
- Maintain important relationships with external stakeholders including corporate partners, stakeholders and NHS charity members.
Other Duties
- Maintain and develop knowledge of fundraising trends and innovations especially within the corporate and philanthropy fundraising market.
- Work closely with internal teams to understand the work of the charity and how we can bring this to life in creative ways for our supporters.
- Visibly live NHS Charities Together’s values, including our commitment to diversity and inclusion.
- Carrying out the duties of post in accordance with NHS Charities Together’s policies and procedures on Health and Safety and take responsibility for ensuring personal health and safety.
- Working flexibly, prioritising workload and working effectively as part of a team.
- Adhere to relevant legislation, best practice, policies and processes including, but not limited to charity law, the fundraising regulator, GDPR and professional codes and standards, and conduct due diligence on donors as required
This is not meant to be an exhaustive list of duties. The need for flexibility is required. We are currently a small team, and the post holder is expected to carry out any other related duties that are within the employee’s skills and abilities whenever reasonably instructed.
REF-227 131
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 Case Officer
Location: London
Hiring range: 33,000-39,000 GBP per year
Hybrid schedule: 2 days/week in office
The Legacy Case Officer is responsible for the professional administration of a substantial portfolio of UK estates in which the charity is a beneficiary. Managing approximately half of the charity’s active UK caseload, you will ensure gifts left in Wills are realised efficiently, compliantly and in line with the charity’s values. This role is central to safeguarding and maximising legacy income and you will exercise sound judgement, manage risk, and build relationships with executors and legal professionals to secure timely and accurate distributions.
About IFAW
International Fund for Animal Welfare (IFAW) is a global leader in animal welfare and conservation. We work tirelessly to protect animals and their habitats around the world. We help animals and people thrive together. Legacy gifts play a vital role in sustaining our critical work worldwide.
Join us in making a lasting impact for animals and the planet, through careful legacy case management.
Role and Responsibilities
Portfolio & Case Management
• Independently manage a diverse caseload including pecuniary, specific and residuary gifts from notification through to final distribution.
• Assess Wills, communications and estate accounts to confirm entitlement and identify risks.
• Proactively progress cases, minimising delays and protecting the charity’s interests.
• Maintain clear case files, identifying where further information is required.
• Escalate complex, high-value or contentious matters in line with internal processes.
Income & Financial Handling
• Contribute to reliable income forecasting through active case monitoring and accurate valuations.
• Support timely and appropriate accruals.
• Ensure estate accounts are reviewed, approved and distributions recorded in line with internal controls.
• Identify opportunities to maximise value where appropriate and proportionate.
Relationship Management
• Build and maintain professional relationships with solicitors, executors and co‑beneficiaries, communicating clearly, confidently and with empathy.
• Represent the charity’s interests with a balance of income protection and reputational awareness, ensuring a smooth experience for all parties.
Risk & Compliance
• Ensure estate administration complies with UK probate and charity law, applying proportionate challenge where it appears inconsistent with the charity’s entitlement.
• Maintain accurate, audit ready records and provide recommendations to progress cases requiring management/Trustee input or carrying reputational risk.
Qualifications and Education Requirements
Essential Experience and Knowledge
• Experience in estate administration, probate casework or legacy management, with working knowledge of UK probate processes and estate documentation.
• Experience reviewing estate accounts and financial information.
Desirable
• Professional qualification or study toward CiCLA, LMAP, STEP, a law degree or equivalent.
• Experience managing residuary or contentious estates and understanding legacy income recognition in a charity context.
We welcome applications from candidates with transferable probate or estate administration experience, even if they have not worked within the charity sector.
Core Competencies
• Strong interpretation of Wills, legal documents and financial accounts; excellent attention to detail.
• Skilled in risk assessment, proportionate decision‑making and accurate CRM use.
• Effective caseload management with clear written communication.
• Confident engagement with legal professionals and executors, handling sensitive matters empathetically.
• Proactive, resilient and collaborative when progressing complex estates.
At IFAW, we aim to create and foster a workforce that reflects and contributes to the diverse, global community in which we work to improve the lives of both animals and people. We are dedicated to fostering justice, equity, diversity, and inclusion so we actively encourage candidates from diverse backgrounds.
Application deadline: 31 March 2026
To apply, please submit CV and letter of interest at Legacy Case Officer | Opportunities