Legacy manager jobs in Greater london

Greenpeace is a movement of people who are passionate about defending the natural world from destruction. Their vision is a world where everyone has equal access to clean air, water, and energy; where the nature we love is protected, precious habitats are restored and communities are united by ambitious climate action.

Legacy giving is a vital and growing part of Greenpeace UK's fundraising programme, generating £5–7.5 million each year and playing a crucial role in securing long-term, sustainable income. Following a recent step-change in investment, there is now a significant opportunity to accelerate growth and position legacy giving more centrally across Greenpeace UK’s fundraising and supporter engagement.

This role is central to Greenpeace UK’s legacy programme, managing a varied caseload from straightforward estates to complex and high-value cases. As a newly created position, it brings legacy administration fully in-house and will play a key role in ensuring income is realised in full, accurately managed, and delivered in line with best practice.

As Legacy Case Manager, you will: 

• Manage a caseload of residuary, pecuniary, life interest, discretionary, and high-value legacies, including contentious cases
• Lead on the preparation, monitoring and reporting of the legacy income budget and mid year forecasts, working closely with Finance and Fundraising colleagues to provide accurate, timely projections and variance analysis
• Work closely with internal teams and build effective external relationships with solicitors, executors and families to support positive outcomes
• Identify and resolve complex issues involving probate, trusts, tax, property, or litigation
• Represent Greenpeace UK externally with professionalism, fostering constructive relationships with pledgers, executors, solicitors, and sector peers
• Ensure compliance with relevant legislation, Charity Commission guidance, and ILM best practice

Essential skills and experience:

• Substantial experience in charity legacy and estate administration, both contentious and non-contentious
• Significant knowledge of probate, trusts, tax, and property issues relevant to legacy casework
• Strong understanding of sector best practice in legacy administration and charity law
• Proven ability to manage a high-volume and varied caseload to deadlines
• Excellent organisational skills and attention to detail
• Diplomacy, empathy, and resilience in handling contentious or sensitive cases
• Ability to work independently, prioritise effectively, and manage competing demands

A legal, probate, or legacy administration qualification is advantageous but not required.

Diversity and Inclusion

Greenpeace UK recognise the value in having a diverse workforce, as well as the importance of creating equal opportunities for all. Applications are welcomed and encouraged from people of all backgrounds.

Applications are particularly encouraged from people of colour, disabled people, and people who identify as working class now or in the past.

Anti-racism and inclusion commitments

Greenpeace UK wants its team to reflect the diversity of the communities it works alongside. It is committed to fairness, inclusion, and challenging discrimination and oppression in all its forms.

The environmental sector still has further to go when it comes to representation. Greenpeace UK has published ambitious race representation targets and, through its Anti Racism Plan, is working proactively to achieve stronger representation of people of colour, particularly within leadership positions.

As part of this commitment, a Guaranteed Interview Scheme (GIS) is being piloted. Greenpeace UK aims to offer an interview to everyone who opts into the scheme and meets the essential criteria. Guaranteed interview applications will be processed by QuarterFive and shared only with the Greenpeace UK recruiting manager and HR team.

If you identify as a person of colour and meet the essential criteria for the role, you can choose to opt in to the Guaranteed Interview Scheme via the link contained within the applicant pack.

Don’t meet every single requirement? Research shows that women and people of colour may hesitate to apply unless they meet every area of the person specification. If you’re excited about this role but don’t meet all the criteria, you are encouraged to apply.

Employee benefits

• 25 days annual leave for full-time staff, with additional leave accrued according to length of service up to a maximum of 32 days
• Once a month, all Greenpeace staff take an organisational ‘breather’ day where the office closes with no expectations of output on these days
• Office closure normally occurs between Christmas and new year and staff are not required to use annual leave to cover this period
• Employer pension contribution of 8.5% of basic salary, provided employees contribute at least 3%
• Interest free season ticket loan, or a tax efficient bicycle loan
• Life assurance scheme (4 x annual salary)
• Employee Assistance Programme that includes access to free confidential advice with a qualified counsellor

About the role

We’re looking for an experienced and strategic Individual Giving & Legacy Manager to lead and grow our Individual Giving, Legacy and In Memory fundraising programmes.

This is a pivotal role where you’ll drive sustainable income growth through innovative, data-led, multi-channel fundraising. You’ll shape supporter journeys, deepen engagement, and maximise long-term donor value across a range of channels including digital, direct mail, telemarketing, lotteries, face-to-face and press.

You’ll also line manage and support a team member, while working collaboratively with colleagues across fundraising, communications and service delivery to deliver compelling, supporter-focused campaigns.

What you’ll be doing

Strategic leadership

• Develop and deliver strategies to grow Individual Giving, Legacy and In Memory income
• Lead integrated, multi-channel campaign planning and delivery
• Drive innovation, testing and continuous improvement across supporter journeys
• Stay informed on sector and digital trends to keep our fundraising fresh and effective

Campaign delivery

• Oversee end-to-end campaign management across acquisition and retention
• Approve campaign briefs, messaging, segmentation and supporter journeys
• Ensure campaigns are insight-led, delivered on time and within budget
• Support the creation of high-quality content and storytelling

Product development & innovation

• Develop and optimise Individual Giving and Legacy products
• Identify and launch new fundraising propositions and digital initiatives
• Enhance journeys for key audiences including regular givers, legacy prospects and in-memory supporters

Data, insight & performance

• Champion a data-driven approach to fundraising
• Work closely with data teams on segmentation, targeting and personalisation
• Monitor KPIs, ROI, retention and lifetime value
• Use insight to inform strategy and support income forecasting

Leadership & collaboration

• Line manage and develop the Individual Giving & Legacy Officer
• Build strong relationships with internal teams and external partners
• Engage stakeholders including leadership, trustees and service teams
• Work with agencies and suppliers to deliver campaigns

Compliance & governance

• Ensure compliance with GDPR and fundraising regulations
• Maintain high standards in supporter care and ethical fundraising
• Manage budgets, monitor performance and take corrective action where needed

About you

We’re looking for someone who combines strategic thinking with a hands-on approach.

Essential

• Experience in Individual Giving, Legacy or Direct Marketing fundraising
• Proven track record of delivering successful multi-channel campaigns
• Strong understanding of supporter journeys, acquisition and retention
• Experience managing budgets and delivering against income targets
• Skilled in data analysis, performance tracking and forecasting
• Excellent communication and stakeholder management skills
• Experience managing and developing staff
• Highly organised, detail-oriented and confident working with data (including Excel)

Desirable

• Fundraising or marketing qualification
• Event management experience
• Experience using fundraising CRM systems
• Experience of working within a social care or disability charity would be advantageous, but isn’t essential. 

Why join us?

At Hft, we’re a values-led organisation where people genuinely look out for one another. Our teams are collaborative, supportive and focused on making a real difference.

In this role, you’ll have the opportunity to shape and improve how we deliver fundraising, while contributing to meaningful outcomes for the people we support.

• Home-based with flexibility and regular team connection
• Occasional travel to Bristol
• A collaborative, values-driven culture
• The opportunity to shape and improve our fundraising approach
• A role where you can make a tangible difference in a purpose-led organisation

Selection process

We review applications on an ongoing basis. If shortlisted, you’ll be invited to a pre-screening interview with a member of the hiring team.

Successful candidates will then take part in a final stage, including a competency-based interview and the opportunity to meet the team.

Apply now or get in touch to find out more — we’d love to hear from you.

We are committed to recruiting people from diverse backgrounds and believe that a diverse and inclusive workforce helps us better support the people we work with to live their best lives. If there is anything we can do to support you to do your best during the application and selection process, please contact our recruitment team.