Legacy officer jobs
How's your job search on our site?
Senior Legacy Officer
Location: Manchester (Northern Quarter) or London
Contract: Permanent
Salary: £32967.34 - £41740.90
Closing Date: Monday 6th April 2026
Interviews: w/c 7th April 2026
About us
Centrepoint, the UK’s leading youth homelessness charity, is looking for a Senior Legacy Officer to join our Individual Giving and Legacies team.
We support over 16,000 young people each year by providing accommodation, health support and life skills to help them move on from homelessness. Our ambition is to end youth homelessness by 2037.
Our fundraising teams play a vital role in making this happen, with legacy giving forming an increasingly important part of our long-term, sustainable income.
About the role
This is an exciting opportunity to play a key role in delivering Centrepoint’s growing legacy programme, helping to generate over £2.5m annually and supporting our wider fundraising ambitions.
You’ll lead on the development and delivery of impactful legacy marketing campaigns, inspiring supporters to leave a gift in their Will and helping to build meaningful, long-term relationships.
Working collaboratively across teams, you’ll create compelling supporter journeys, use insight and data to drive performance, and manage agency relationships to deliver high-quality, multi-channel campaigns.
This role can be based in either our London or Manchester office.
What you’ll be doing
- Delivering multi-channel legacy marketing campaigns (direct mail, digital, telemarketing and paid media)
- Developing and optimising supporter journeys to increase engagement and legacy pledges
- Using data, insight and a test-and-learn approach to improve campaign performance
- Managing relationships with external agencies and suppliers
- Collaborating with internal teams including Data & Insight, Communications and Supporter Care
- Monitoring budgets and ensuring campaigns deliver against KPIs
- Supporting the development of in-memory giving products and stewardship approaches
About you
We’re looking for a creative and data-driven fundraiser who understands the sensitivity and impact of legacy giving.
You will have:
- Experience in legacy, direct marketing or relationship fundraising
- Strong knowledge of supporter journeys and campaign delivery
- Experience managing external agencies and delivering campaigns end-to-end
- The ability to analyse data and translate insight into action
- Excellent communication and stakeholder management skills
- A proactive, collaborative approach with a passion for innovation
Most importantly, you’ll have a genuine commitment to supporting young people and helping to end youth homelessness.
Why join Centrepoint?
In return for your efforts, you’ll receive:
- 25 days annual leave (rising to 27 days)
- Healthcare cash plan and private medical insurance
- Employer pension contribution (5%)
- Income protection
- Cycle to Work scheme and interest-free travel loan
- Ongoing training and development opportunities
We operate a hybrid working model, with a minimum of 50% office attendance (typically 2–3 days per week).
Our commitment to inclusion
At Centrepoint, we are committed to creating an inclusive environment where everyone feels valued. We welcome applications from all backgrounds, including those with lived experience of homelessness.
Using AI in your application
We recognise that some candidates may choose to use AI tools to support their application. While this is fine, we encourage you to ensure your application reflects your own skills, experience and motivations. Applications that appear overly generic or not tailored to the role may not be progressed.
Apply now
Don’t miss out on this fantastic opportunity to join our team as a Senior Legacy Officer — click Apply now.
Registered Charity 
101 - 500
The client requests no contact from agencies or media sales.
Thank you!
About SPANA
For over a century, SPANA has been dedicated to transforming the lives of working animals and supporting the people who depend on them. We work with partners worldwide to increase access to essential veterinary treatment and campaign for better welfare standards. We also support owners as they develop the knowledge and skills to look after their animals with confidence and care – while inspiring the next generation to do the same. Together, we're building a world where working animals are healthy and valued, communities are stronger and livelihoods are more secure.
About this role
The Legacy Officer plays a vital role in securing the long-term future of the charity by administering, promoting, and stewarding the charity’s legacy programme, our largest income stream. Legacies are predicted to peak in the next ten years, so this is an exciting time to help us bolster our existing programme, try new and innovative marketing methods to attract new legacy pledgers, and provide ongoing stewardship to legacy pledgers and enquirers, ensuring supporters understand the lasting impact their gift can have on the lives and welfare of working animals across the world. The Legacy Officer will be part of the Philanthropy and Fundraising Partnerships department, working with 5 other team members, and managed by the Head of Philanthropy and Fundraising Partnerships. This position will also be responsible for overseeing the administration of estates in which SPANA has an interest under the guidance of our Legacy Adviser, ensuring compliance with fundraising regulator policies and other legal frameworks.
Contract, location and salary
This is a permanent, full-time (34.5 hours per week) role. This is a UK based position. Applicants must have the right to work in the UK currently and for the duration of the contract. The salary for this role is c. £36,000 per annum.
Further information and how to apply
Please review the job description for full details including a person specification. The deadline for applications is 23:59 GMT on Sunday 29 March 2026.
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!
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.
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!
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
