Legacy officer jobs
21 hours per week
This is an exciting time for Parkinson’s UK, we want to reach as many people as possible so we can improve life for everyone affected by Parkinson’s. We are looking for people to join our network, make genuine connections, and be part of a larger team that works together to support the Parkinson’s community.
About the role
This is a new role within the Legacies Team. Our legacy notifications and income have been steadily growing and we are excited to be expanding the team.
In this role, you will be a crucial part in ensuring that all legacies to the charity are administered in a timely and sensitive manner, maintaining and building great relationships with both internal and external stakeholders.
Legacies currently fund over half of our work and you will have an important role in helping Parkinson’s UK support more people affected by Parkinson’s.
What you’ll do:
-
Work with the Legacy Administration Manager to actively manage a varied caseload
-
Handle a mixture of pecuniary, residuary and reversionary legacy cases
-
Tailor your approach to each case depending on the circumstances, having a flexible approach whilst ensuring that all gifts are administered in a timely manner
-
Work to optimise Parkinson’s UK legacy income where appropriate
-
Ensure that all bequests to Parkinson’s UK are received and utilised, in accordance with Parkinson’s UK policies, including Local Group gifts
-
Maintain your knowledge of current legislation around IHT, CGT, s.119 requirements etc
-
Play an active role in the wider legacy team and promoting Gifts in Wills where necessary
What you’ll bring:
-
Demonstrable experience and understanding of charity legacy administration
-
Ability to communicate clearly, assertively and compassionately with Executors, solicitors and bereaved family and friends
-
High level of numeracy skills in order to approve complex Estate Accounts and tax calculations
-
Experience of operating in a modern digital workplace, including using digital tools to work collaboratively and productively.
-
Ideally have experience of using First Class 4 legacy software
-
Either have or are working towards a recognised professional legacy qualification including Certificate in Charity Legacy Administration (CiCLA), Solicitor, or other relevant legal qualification
This is an exciting time for Parkinson’s UK and we would love you to join us!
Please apply by sending us your CV, together with a detailed supporting statement which will fully demonstrate how you meet all the criteria of the role, as stated in the "What you'll bring" section of the job description.
Interviews for this role will be held on 25 and 26 February, in person at our London Office.
The successful candidate will be required to:
-
attend the UK London office 1 day per month
-
provide their own broadband service with a minimum download speed of 2Mb
-
have a confidential space in which to work
Anyone can get Parkinson’s. It’s vital that the people who work for Parkinson’s UK are representative of our diverse community. We actively encourage people from all sections of the community to apply, regardless of race, ethnicity, gender identity, age, disability, sexual orientation, or religion.
Registered Charity
101 - 500
We exist to make every day better, for everybody living with Parkinson’s. Right now.
Thank you!
Location: London office with flexibility to work remotely
Salary: £33,044 per year, rising to £35,109 after 6 months and £37,174 after a further 6 months, plus excellent benefits
Closing date: 9am, Monday 26 January
Are you ready to inspire people to make a lasting impact? We’re looking for a Senior Legacy Development Officer to help shape and deliver creative campaigns that encourage gifts in wills and secure vital future income for our work.
This is an exciting opportunity to join a team that generates a significant proportion of our income. You’ll play a key role in planning and delivering legacy marketing campaigns across multiple channels, working closely with colleagues and external partners to engage supporters and grow pledges.
What you’ll do
- Lead on planning and delivering gifts in wills campaigns, including advertising, email and direct marketing, and engagement activities.
- Create project plans and briefs, ensuring all communications are on brand, accessible and values-driven.
- Monitor and evaluate campaign performance, using data insights to improve strategy and results.
- Manage relationships with suppliers and agencies, including free will service providers and fundraising organisations.
- Respond sensitively and efficiently to legacy enquiries from supporters and the public.
- Ensure compliance with fundraising regulations, GDPR and charity law.
What we’re looking for
- Confidence and ability to learn quickly, with experience in marketing campaigns (direct and email marketing essential).
- Strong organisational skills and the ability to manage multiple projects and budgets.
- Excellent written and verbal communication skills, with confidence to speak sensitively about gifts in wills.
- Ability to analyse data and report on campaign performance.
- Knowledge of fundraising codes, GDPR and safeguarding principles.
- Comfortable using technology and digital tools to deliver campaigns.
- Event management experience is desirable but not essential – training can be provided.
Additional information
- Occasional travel and overnight stays for events (TOIL available).
- Commitment to equality, diversity and inclusion is essential.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Thank you!
Using Anonymous Recruitment
This organisation is using Anonymous Recruitment to reduce bias in the first stages of the hiring process. Submit your application as normal and our system will anonymise it for you. Your personal information will be hidden until the recruiter contacts 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!
About the Orpheus Centre
The Orpheus Centre is a specialist college that promotes personal development through the arts for young disabled adults. Our work is underpinned by our core values of being joyful, bold, inclusive, resilient and determined, and we are passionate about creating meaningful opportunities that change lives.
The role
We are looking for an enthusiastic and creative Individual Giving Officer (including Digital) to help grow and develop our Individual Giving and Legacy income streams.
You will plan, deliver and evaluate inspiring fundraising activity, build long‑term relationships with supporters, and provide excellent donor stewardship. This is an exciting opportunity to play a key role in shaping how supporters engage with — and feel connected to — the Orpheus Centre.
Salary: £27,000 – £30,000 per annum (depending on experience)
Location: Godstone, Surrey
Hours: Full-time, 35 hours per week (52 weeks per year) Flexible, hybrid and part‑time working options available
Reports to: Deputy Head of Fundraising
Key responsibilities
- Plan and deliver engaging individual giving digitalappeals across multiple channels
- Develop and manage regular giving and donor stewardship journeys to increase loyalty and lifetime value
- Lead on all aspects of legacy fundraising, including promoting gifts in wills and administering legacy cases
- Build strong relationships with supporters, case studies and internal stakeholders
- Develop and nurture a mid‑value donor programme, working closely with senior fundraising colleagues
- Create new and innovative channels of giving, including In Memory and Celebration Giving
- Manage individual giving and legacy budgets and track performance
- Use Salesforce CRM to manage data, analyse performance and produce reports
- Ensure Gift Aid claims are accurate and processed in a timely manner
About you
You will be an organised and confident fundraiser with a passion for building relationships and telling compelling stories.
You will have:
- At least 3 years’ experience delivering fundraising or supporter‑focused projects
- Experience of using databases/CRMs and Microsoft Office (Word and Excel)
- Excellent written and verbal communication skills
- Strong organisational skills with the ability to manage a varied workload
- High levels of accuracy and attention to detail
- An understanding of fundraising regulations, including Gift Aid and GDPR
Desirable:
- Experience in individual giving and/or legacy fundraising
- Experience using Salesforce
- Experience of digital or direct marketing, copywriting or donor communications
Why work with us?
- A supportive and values‑driven working environment where your ideas matter
- Flexible and hybrid working opportunities
- Be part of a passionate team that celebrates creativity and makes a tangible impact on young disabled people’s lives
- Opportunities for professional development and training
Join us in making a lasting difference in the lives of young disabled people through the power of the arts.
Safeguarding and Equality
Orpheus is committed to safeguarding and promoting the welfare of young people. All posts are subject to an enhanced Disclosure and Barring Service (DBS) check and satisfactory references. This post is classed as having a high degree of contact with vulnerable adults and is exempt from the Rehabilitation of Offenders Act 1974. It is an offence to apply for this role if you are barred from engaging in regulated activity relevant to children.
As part of our safer recruitment process and in line with Keeping Children Safe in Education 2025, online searches may be undertaken as part of due diligence.
We are an equal opportunities employer and welcome applications from all sections of the community.
In order to be considered you must be eligible to work in the UK.
The Orpheus Centre is proud to be a disability confident employer.
We have made a positive commitment to employing disabled people. Reasonable adjustments will be made to the recruitment procedure as required in consultation with the applicant to ensure no-one is disadvantaged because of their disability. If a disabled person is selected for a position, reasonable adjustments will be made to the workplace, including premises and equipment, work duties and practices or policies, as appropriate. All disabled applicants who meet the minimum criteria for the role as set out in the role profile and person specification will be considered for interview.
As a Disability Confident Employer, we are:
- Challenging attitudes towards disability
- Increasing understanding of disability
- Removing barriers to disabled people and those with long-term health conditions
- Ensuring that disabled people have the opportunities to fulfil their potential and realise their aspiration
No agencies please.
Registered Charity
51 - 100
We are focused on inspiring and empowering young disabled students to live fulfilling, independent lives
The client requests no contact from agencies or media sales.