Legacy officer jobs

The Senior Legacy Officer will lead the delivery and development of St Luke’s legacy fundraising programme, taking ownership of one of the hospice’s most critical income streams. Reporting to the Head of Public Fundraising, the role will focus exclusively on growing legacy income through strategic marketing, supporter engagement and stewardship, pipeline development and internal advocacy. The post holder will be responsible for the day-to-day management and continuous improvement of the legacy programme, using insight and best practice to maximise long-term income while delivering an outstanding supporter experience.

What you’ll be doing:

• Leading and developing St Luke’s legacy fundraising programme
• Planning and delivering multi-channel legacy campaigns
• Managing Free Will Writing initiatives and legacy events
• Building strong relationships with legacy supporters, pledgers and professional partners
• Developing engaging supporter journeys and stewardship communications
• Monitoring pipelines, income forecasts and campaign performance
• Acting as an internal advocate for legacy giving across the organisation
• Ensuring all activity complies with fundraising regulations and GDPR

We’re looking for someone who brings:

• Experience in legacy fundraising, direct marketing or supporter led fundraising
• Excellent relationship building and communication skills
• Strong copywriting and storytelling ability
• Confidence using CRM systems, data and reporting tools
• Strong project management and organisational skills
• Sensitivity and empathy when working with donors and bereaved families
• Knowledge of fundraising regulations and data protection requirements
• A relevant fundraising or marketing qualification is desirable but not essential.

Do you want to help us make a lasting difference to the lives of dogs and their owners?
We’re searching for an experienced Legacy Officer, who will play a vital role in ensuring every gift left to Dogs Trust in a will reaches its full potential. This role sits at the heart of our work, as every legacy makes a difference to the dogs we support.

What does this role do?
As a Legacy Officer, you will: 

• manage a caseload of pecuniary, specific, life interest, and residuary legacies, ensuring the charity receives its full entitlement and maximising value where possible,
• liaise with external stakeholders, such as executors or solicitors, handling sensitive conversations efficiently and professionally,
• review estate accounts, including the allocation of Capital Gains Tax (CGT) and Inheritance Tax (IHT), to confirm estates are correctly administered,
• represent the charity’s interests in all legacy-related correspondence, handling queries from legal professionals and the public with professionalism,
• maintain accurate records using the First Class 4 database, support with reporting, and escalate significant matters to senior legal staff as needed.

Interviews for this role are provisionally scheduled for 15th July 2026, and will take place at our London office.

Could this be you?
With proven experience in legacy administration, you will have good knowledge of wills, probate, tax and trust law. With excellent attention to detail, you will be highly organised and able to demonstrate experience of managing and prioritising own caseload. A certificate in Charity Legacy Administration is desirable. 

About Dogs Trust
We love dogs. That’s why we do whatever we can to make sure every four-legged friend gets the love they deserve. We’ll never put a healthy dog down, so our work is focused on helping dogs in need, supporting owners every step of the walk, and creating a better world for dogs in the future. It’s what we’ve been doing since 1891 and how we’ve grown to become the UK’s leading dog charity, helping 12,000 loyal friends find their forever homes every year.

To apply for this position please click the APPLY NOW button. Our application process requires you submit a personal statement explaining your interest and suitability for the role.
 
Dogs are incredibly diverse, much like the humans that love them! At Dogs Trust we value diversity, and we're committed to fostering an inclusive culture. We actively encourage applications from people of all backgrounds, abilities, and cultures and believe that a diverse workforce helps us to achieve our mission. Our colleague networks give our people a voice, acting as vehicles for real and meaningful change within Dogs Trust. We truly want to see every candidate shine throughout the entire job application process, interview stages, and during their time with us. If there's anything on your mind or any adjustments you may need, don't hesitate to reach out to us. We're here to support you every step of the way.

Oxford Hospitals Charity is seeking a proactive, tactful and empathetic individual to join our Fundraising Team and help grow our legacy and in memory giving programme across the Oxford University Hospitals NHS Foundation Trust.

Legacies and in memory donations are a vital and growing part of the charity’s fundraising income, helping to fund projects that improve patient care, support NHS staff and drive innovation across our hospitals. As the first point of contact within the charity for legacy and in memory fundraising, this role is central to generating new partnerships, nurturing existing supporter relationships, converting pledges into gifts, and ensuring an excellent supporter experience throughout.

As a visible and proactive ambassador in our hospitals, you will be excited about finding new ways to promote legacy and in memory giving to OUH staff and patients, supporting them and  the wider OHC team to feel comfortable talking about gifts in wills. Working with our external partners, such as Muchloved, Crematoriums and funeral directors, you will bring your creativity and communication skills to develop engaging new opportunities for our donors and grow income across legacy and in memory giving.

Join our small but ambitious team to help inspire supporters to leave a lasting impact, build meaningful relationships with donors and partners, and contribute to projects that make a real difference to patients, families and staff across Oxfordshire.

The Woodland Trust is looking for a Senior Legacy Officer to support the strategic objectives of the Legacy Income Management Team by administering and managing legacies left to the Woodland Trust, ensuring that all legacy income is secured, protected and maximised. 

The Role:
•    Manage a complex caseload of legacy files, including pecuniary, residuary, specific gifts, and life interest trusts, protecting income where legal challenges arise.
•    Recruit, line manage, and mentor the Legacy Assistant, providing ongoing support and guidance.
•    Maximise legacy income through proactive case management and strategic decision-making.
•    Deputise for the Legacy Income Manager and support team leadership and mentoring.
•    Provide legal and advisory support on legacy-related matters to internal stakeholders.
•    Monitor legacy notifications and income, supporting forecasting, reporting, and audit requirements.
•    Collaborate with fundraising teams to enhance legacy journeys and secure future pledges.
•    Contribute to policy development, process improvements, and data quality initiatives.
•    This is a hybrid position with a mix of home working, and from our head office in Grantham, Lincolnshire. Head office attendance would be required no more than once a month on average. Occasional travel to other offices and remote locations may also be required.

The Candidate:
•    Experience in legacy management or administration and/or Wills, Probate and Trust law.
•    Background working in a charity legacy management team.
•    Skilled in case management systems (ideally First Class 4) and Microsoft Office.
•    Proven ability to manage residuary estates, probate disputes, and complex caseloads.
•    Experience managing, mentoring, and advising colleagues.
•    Strong stakeholder relationship-building skills across internal and external teams.
•    Knowledge of probate, tax, charity, and data protection law relating to estate administration.
•    Qualified in legacy administration (e.g. ILM Certificate in Charity Legacy Administration) and/or other legal qualifications.

Benefits and Wellbeing:
Joining our team means you’ll be a big part of tackling environmental and climate issues. We take good care of our staff, offering support and training opportunities. We also offer:
•    Enhanced Employer Pension
•    Life Assurance
•    Flexible & Hybrid Working Options
•    Generous Annual Leave - 25 Days Plus Bank Holidays (pro rata’d for part-time)
•    Buy and Sell Holiday Scheme
•    Enhanced Parental Pay
•    Employee Assistance Programme

About Us:
The Woodland Trust is the UK’s largest woodland conservation charity.  We want to see a world where trees and woods thrive for people and nature. The Trust engages and inspires people to make their difference tackling the nature and climate crisis helping protect, restore and create our vital woods and trees.

Our Commitment to Diversity and Inclusion:
To achieve our vision of a world where woods and trees thrive for people and nature, we need to better reflect society and the communities we work in. All people, no matter their background, identity, ability, or circumstance, should benefit from trees.  
People of colour and disabled people are currently under-represented across the environment and conservation sector. If you identify as a person of colour and/or disabled, we particularly encourage you to apply. 
Please contact us to discuss any additional support or adjustments you may need to complete your application.

Application Advice:
For fairness we keep our candidates’ personal details hidden from the hiring managers, and we do not ask for your CV at application. 
Make sure that your Personal Statement clearly shows how your skills and knowledge link to the specifications in the job description and you share with us your passion for the role.

Acceptable Use - Artificial Intelligence (AI):
We understand that candidates may choose to use AI tools to support their job applications-for example, to help structure or edit written responses. We welcome the use of AI in this way, particularly where it helps improve accessibility, such as for neurodivergent applicants. However, we ask that any information submitted reflects your own experience, skills and understanding. During interviews, candidates are expected to respond independently without the use of AI tools.

Apply Now:
If you're ready to make a difference and grow with us, send in your application today. We might close the job opening early if we get a lot of applications, so it's a good idea to apply soon. If we do close the advert early, and you have an application in process, we will email you prior to closing to give you time to complete. 

Interviews will be held via Microsoft Teams on 9th & 10th July.