Legacy officer jobs

Role Overview
The Talent Set are delighted to partner with an amazing well known charity on a fantastic Legacy Officer role. This is an exciting opportunity to help embed a newly launched legacy proposition, supporting donor journeys through a blend of supporter care, communications and campaign coordination, alongside essential administration and record-keeping.

Key Responsibilities

• Manage day-to-day administrative duties, including handling post, banking support, scanning and filing in line with agreed processes
• Respond to inbound legacy enquiries via phone and email, ensuring sensitive, timely and accurate support
• Help coordinate legacy stewardship communications, including drafting, recording and maintaining high-quality contact histories
• Support marketing delivery for the legacy proposition, including compiling materials, liaising with relevant partners and meeting deadlines
• Monitor shared inboxes, triage enquiries and ensure information is logged and actioned correctly
• Provide helpful day-to-day support to colleagues across legacy activity and contribute to continuous improvements

Person Specification

• Experience in an officer/assistant-level role supporting customers or supporters, with confidence handling sensitive conversations
• Strong attention to detail and accuracy when recording information and managing enquiries
• Clear, professional communication skills for phone calls and written correspondence
• Experience working with marketing or communications activity (campaign materials, content, inboxes, or data-led updates)
• Competent administration skills: prioritising tasks, working to deadlines, and maintaining tidy, reliable records
• A people-focused approach with empathy and professionalism, paired with the ability to stay calm and structured

What’s on Offer
Salary: £36,437

How to Apply
To apply, please submit your CV demonstrating your suitability for this role by clicking the 'apply now' button (please do not apply via email). We aim to get back to all successful candidates within 48 working hours.

Commitment to Diversity
The Talent Set are committed to diverse and inclusive recruitment practices, ensuring equal opportunities for all applicants regardless of race, religion or belief, sex, sexual orientation, gender reassignment, marriage and civil partnership, pregnancy and maternity, disability, or age. We actively encourage applications from a wide range of backgrounds and are always happy to make reasonable adjustments to ensure a fair recruitment process.

If this role sounds like a great match, apply now and take the next step towards making a meaningful impact through legacy fundraising.

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.