Legacy officer jobs
Legacy Case Administration Officer
We are looking for an enthusiastic and motivated Legacy Case Administration Officer to join the team.
This is an exciting time for the Stroke Association as we work to grow the impact of legacy giving.
Position: CE385 Legacy Case Administration Officer
Location: Home-based, UK nationwide. However, occasional travel will be required as part of this role (may include team meetings or other work-related meetings. All work-related travel expenses will be paid)
Hours: Full-time
Salary: £35,000 per annum (inner London weighting £3,950 per annum or outer London weighting £2,275 per annum may be applied in accordance with where you live)
Contract: Permanent
Benefits: 25 days’ annual leave plus bank holidays (this will increase with service up to 30 days, full time equivalent) cashback and discount scheme, employee assistance programme, learning and development, pension scheme, Life Assurance, Eye Care vouchers, Long Service Award, Tax-free childcare, Health Cash Plan, Working Pattern Agreement, flexible working opportunities available.
Closing Date: 1 February 2026
Interview Date: February 2026. Interviews will be held via video conferencing. Please let us know if this will present any challenges when you email your application.
The Role
With legacies already accounting for over half of our donated income, we are committed to increasing the prominence and sustainability of this crucial income stream. We now have a fantastic opportunity for an exceptional, customer-focused individual to join our busy Legacy Case Administration team at a pivotal stage of growth and transformation.
In this role, you’ll work closely with the Legacy Case Manager to implement best practice and optimise this vital income stream for the Stroke Association. Your focus on maintaining high standards will be essential in delivering the highest quality of service, ensuring the team operates efficiently and effectively. Your contribution will play a key part in protecting and maximising this essential source of income, helping to sustain our work across the UK and tackle the devastation of stroke.
If you’re looking for a role where your skills can truly make an impact, we’d love to hear from you.
Key responsibilities will include:
· The administration of all open legacy cases including contentious matters
· Recording of all data related to legacy case administration on the First Class database and any other relevant Supporter CRM
· Provide an excellent experience; communicating sensitively and with empathy when in contact with the variety of different recipients, including professionals, lay executors, and family members
· To assist the Legacy Case Manager with the preparation and management of all records for the annual external audit.
About You
· Good knowledge and experience in charity legacy administration, with a strong working knowledge of probate, and either hold - or be keen to work towards - a recognised professional legacy qualification (such as CiCLA)
· Exceptional attention to detail when managing casework, including reviewing legal documentation and estate accounts
· Excellent communication skills, with the ability to engage sensitively and professionally with supporters, legal professionals, and the public
· Proven experience of working collaboratively within a high-performing team
· Strong networking and relationship management skills.
Please submit your CV, (including details of your current address), and a supporting statement of no more than two pages, demonstrating how you meet the person specification and what you bring to the role in terms of your skills and experience.
Please note that only shortlisted applicants will be notified.
Stroke Association
Finding strength through support
The Stroke Association is the only charity in the UK providing lifelong support for all stroke survivors and their families. We provide tailored support to tens of thousands of stroke survivors each year. This support includes one-to-one and group support, funding vital scientific research into stroke prevention, acute treatment, recovery and long-term care, and campaigning to secure the best care for everyone affected by stroke.
We’re here for stroke survivors and their loved ones, from the moment they enter the new and frightening post-stroke world, supporting them every step of the way as they find their strength and their way back to life.
It’s only thanks to the generosity of our supporters and donors that we can provide vital support.
Stroke Association is driven by our ambition to improve the lives of everyone affected by stroke. This means we’re determined to create an equitable and inclusive workplace that benefits from the difference, and thrives on the diversity, of our people. Guided by Our approach to solving inequity in stroke, we are prioritising listening to, and learning from, lived experience across our charity.
We are working to improve the representation of this lived experience at all levels within the Stroke Association and we are eager to recruit applicants from a variety of communities and backgrounds. We are keen to receive applications from people affected by stroke, people of colour, members of LGBT+ communities, and disabled people because these identities and experiences are underrepresented and would add enormous value to how we work.
We are a Disability Confident employer, and we are making great progress focusing on flexible working, reasonable adjustments and access to work. Our charity has a variety of staff network groups and we're committed to continuously improving our diversity and inclusion efforts. If you have questions, or access needs, we’re happy to discuss any support and adjustments we can make throughout the recruitment process so that you’re able to contribute your best in a way that meets your needs.
You may also have experience in areas such as Admin, Administration, Administrator, Legacy Admin, Legacy Administration, Legacy Administrator, Legacy Case Admin, Legacy Case Administration, In Memory, Legacy.
PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Thank you!
About the role
We are recruiting for a Legacy Giving Officer to join on a full-time basis, working 35 hours per week on a permanent contract. This is a home-based role, within South East England (covering Kent, West Sussex, East Sussex, Hampshire & Surrey), with frequent travel across the region and to our Head Office in Central London.
As Legacy Giving Officer you will be responsible for developing and managing all legacy giving activities within the South East region. You’ll represent the Society, raise our profile and promote legacy giving in the region. You’ll work collaboratively across departments and directorates at all levels to maximise promotion of legacy giving opportunities to both internal and external audiences.
You’ll be the lead contact for the warmest legacy enquiries in the region and though a framework of excellent stewardship, you will ensure that supporters are converted up through the legacy cycle. In this role you’ll be the trusted guide for individuals considering leaving a gift in their will, helping them feel valued, informed, and inspired every step of the way.
Interviews for this role have been provisionally scheduled to take place on Friday 6th and Monday 9th February.
About you
Joining us, you will have good customer service skills with experience in a sales, marketing, fundraising or similar role, with the ability to interact positively with a wide range of audiences. You’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively.
Crucially, you’ll have experience building rapport with others, with the confidence to network, speak publicly and communicate effectively with a wide range of people. You’ll also be able to combine persuasiveness and influencing with empathising and understanding the issues faced by the people you communicate with.
What you’ll focus on:
- Responding to enquiries from supporters in the region interested in leaving a gift in their will or wanting to know more about our will writing offers by phone, email or via in-person meetings in an agreed time frame.
- Planning, delivering, hosting and presenting at legacy events including post-event follow up stewardship activity.
- Developing and implementing new regional opportunities to promote legacy giving both internally and externally.
- Meeting agreed annual targets relating to legacy promotion and will writing promotion and the number of promised legacies from individual supporters.
- Developing and delivering the stewardship plan ensuring ongoing engagement with all legators and enquirers by upgrading and conversion through the legacy cycle: enquirer, considerer, intender, pledger.
- Identifying and establishing relationships with key Ambassadors who are passionate about legacy giving.
About Alzheimer's Society - who are we and what’s our mission?
Dementia is the UK’s biggest killer. One in three people born in the UK today will develop dementia in their lifetime.
At Alzheimer’s Society, we’re the UK’s leading dementia charity and the only one to tackle all aspects of dementia by giving help and hope to people living with dementia today and in the future. We give vital support to people facing the most frightening times of their lives, while also funding ground-breaking research and campaigning to make dementia the priority it should be.
Together with our supporters, we’re working towards a world where dementia no longer devastates lives. Our values make sure that our focus is clear for the challenges and opportunities ahead and remind us of what we all stand for.
Our commitment to Equity, Diversity, Inclusion & Belonging
We need to ensure the voices around our table better reflect and understand the communities we exist to serve. We strongly encourage individuals to apply who have a disability, impairment or health condition or individuals who identify as part of a minority ethnic background, as these groups are currently under-represented at Alzheimer's Society.
Our hiring process
We want you to bring your whole self to the process. Applications are anonymised until interview stage, and we’re happy to support any adjustments. Share your feedback via our candidate survey when applying to help us improve. We may close early if we receive high interest (with 48 hours’ notice). Some roles may require a DBS check as part of our safer recruitment commitment. Thinking about using AI during the recruitment process? we know this can be helpful in many ways but remember to include your personal and authentic self too. Your voice and experience are what really set you apart.
Giving back to you
At Alzheimer’s Society, we value our people and take a total reward approach to pay and benefits. You’ll enjoy a generous double-matched pension scheme, 27 days’ annual leave (plus bank holidays and wellbeing days), and access to a free Health Shield Cash Plan, 24/7 EAP, Thrive mental wellbeing support, and virtual GP services. Our Society Plus platform offers exclusive discounts, wellbeing resources, and recognition schemes, while our flexible working, family-friendly policies, and life assurance provide peace of mind and work/life balance. We also offer a free Will-writing service and long service awards to recognise your ongoing commitment.
Registered Charity
More than 1000
Alzheimer’s Society is the UK’s leading dementia charity.
Thank you!
Position: Senior Legacy Development Officer
Hours: Full-time (35 hours a week)
Contract: Permanent
Location: Office-based in London, with flexibility to work remotely
Salary: Starting from £33,044 per annum, plus excellent benefits
Salary Band and Job Family: Band 2, Charity
You will start at our entry point salary of £33,044 per annum, increasing to £35,109 after 6 months service and satisfactory performance and to £37,174 after a further 6 months.
About us
We make sure people living with MS are at the centre of everything we do. And it’s this commitment that unites us across the UK.
Our strategy is based on what people affected by MS have told us is important to them. It gives us a clear and determined focus.
Our work is based on the hopes and aspirations of our MS community. Together we campaign at all levels, fund ground-breaking research and provide award winning support and information.
Our people are our greatest asset and the key to our success. We offer a vibrant, progressive working environment where you'll be able to make a difference.
About this job
Gifts in wills fund nearly half of the MS Society’s work - and we need a senior legacy officer to help deliver our ambitious plans to grow this vital income stream. In this key role, you’ll lead the delivery of legacy marketing campaigns across digital, direct mail and other channels, create compelling content to inspire gifts in wills, and take charge of in-person events to engage supporters and pledgers. You’ll also manage relationships with external partners and suppliers, ensuring every activity reflects professionalism and empathy.
We’re looking for someone with experience of gifts in wills fundraising who can confidently lead projects, communicate effectively, and bring creativity to campaign delivery. If you’re motivated by making a difference and want to play a leading part in funding life-changing research and support for people affected by MS, apply now and help us create a future free from MS.
Closing date for applications: 9:00 on Monday 26th January 2026
Interested?
PLEASE PRESS THE 'HOW TO APPLY' BUTTON FOR MORE INFORMATION.
Equal Opportunities
We particularly welcome applications from people with disabilities and or from ethnic minority backgrounds.
We’d be grateful if you downloaded and completed the equality and diversity monitoring form and submit it with your application.
Disability Confident Employer
We’re a Disability Confident Employer and we’re committed to promoting equality and diversity.
You can ask for reasonable adjustments as part of both our recruitment and new starter on-boarding processes.
If you need any help or adjustments to apply for this role, please contact us. You can also ask for the application materials to be sent to you in a different format. Such as for them to be sent to you by email or in a larger word format.
More about our employee benefits:
We have a wide range of employee benefits including (but not limited to):
Encouraging work life balance
- 38 days paid annual leave (including bank holidays), pro-rata for part-time
- More annual leave entitlement, based on length of employment
- Smart working options (with the opportunity to work remotely and find a smart working pattern that suits both you and us)
- Flexible working options
Caring for you and your family
- Generous sick pay entitlement
- More sick pay entitlement, based on length of employment
- Opportunity to buy and sell annual leave in each calendar year
- Free access to a GP virtually 24 hours a day/7 days a week allowing you unlimited advice, reassurance and where appropriate diagnosis
- Enhanced leave for new parents
- Free access to a confidential 24 hours a day/7 days a week helpline service for both you and your family with a specialist range of support and information
- Special leave options (such as up to 5 days paid leave for domestic or personal emergencies a year)
- 10 days paid disability leave a year, pro-rata for part-time
- 10 days paid carers’ leave a year, pro-rata for part-time
- Cycle to work scheme
- Death in service scheme
- New family-friendly benefits, including paid leave:
- In the event of miscarriage or still birth
- To support fertility treatments
- For antenatal appointments for both parents
Thinking about your finances
- Enhanced salary sacrifice pension scheme
- Discounted season ticket loan and interest-free emergency loans
- Give as you earn to support other charities of your choice before tax
- New employee portal including lifestyle savings vouchers and personal wellbeing
Enriching your life at work
- Personalised development plans with a wide range of training courses and opportunities to source additional training options with your line manager
- Yearly internal apprenticeship opportunities
- New, modern offices that embrace working together both in-person and remotely
- Various opportunities to influence how we internally operate (including surveys, and focus and committee groups)
- Active and supportive internal employee networking groups for collaboration and peer support
- 2 days paid leave a year for volunteering for MS Society activities during normal working hours (such as fundraising events, or campaigning in the local community)
- 2 days paid leave a year for volunteering with other charities during normal
Safeguarding
We’re committed to safeguarding and promoting the welfare of everyone who uses our services and we come into contact with.
This is regardless of Gender, Race, Disability, Sexual orientation, Religion or belief, Pregnancy, Gender reassignment.
We recognise our particular responsibility to make sure vulnerable adults and children are protected.
We have measures in place to protect everyone we come into contact with from abuse and maltreatment of all kinds.
Your right to work in the UK
You must have the right to work in the UK to work in paid employment with us. You’ll need to share documents showing you’re eligible to work in the UK if we offer you employment.
You can find the UK visas and permits granting you the right to work in the UK on the UK Government website. We currently don’t have a Sponsor Licence agreement with the Home Office and aren’t able to support you with your visa applications.
No agencies please.
Registered Charity
101 - 500
To fund world-leading research, share the latest information and campaign for everyone's rights. Together we are a community. Together we can stop MS
Thank you!
Are you passionate about building meaningful relationships and creating lasting impact through philanthropy? The University of Strathclyde is seeking a dynamic and experienced Donor Experience and Legacies Officer to lead stewardship and engagement for our major donors, scholarship supporters, and legacy pledgers.
This is a unique opportunity to shape donor journeys across multiple giving areas - from transformative scholarships and legacy gifts to major donations supporting research and teaching. You’ll work closely with inspiring students, academics, and colleagues across the University to deliver compelling donor communications, events, and impact reports that celebrate generosity and deepen engagement.
Brief Outline of Job:
To lead and deliver donor stewardship and engagement strategies for major gifts (donor gifts of £100k+), scholarships (UG and PG), and legacy giving. This includes creating compelling donor communications, managing cultivation events, and developing stewardship plans that support repeat giving and long-term relationships.
Major Gifts: Support the cultivation and stewardship of donors giving £100k–£1M+, including designing and delivering bespoke impact reports for major donors, organizing donor meetings, campus visits and events in collaboration with the Major Gifts team.
Scholarships: Support the development of and delivery of our scholarship fundraising strategy, including producing promotional materials and annual donor reports. Liaise with colleagues across the University to ensure effective scholarship delivery and reporting.
Legacy Giving: Lead the development of a new legacy stewardship strategy, including the introduction of a new giving circle for legacy pledgers, conducting face-to-face meetings with potential legacy donors and creating promotional content and opportunities.
Alumni Fund: Contributing to Giving Day and Alumni Fund Board activities. Support mass donor communications and stewardship initiatives.
Team Leadership: Line management of the Development Assistant and deputising for the Individual Giving Manager when required.
If you’re a creative communicator, strategic thinker, and relationship builder with a flair for storytelling and donor cultivation, we’d love to hear from you.
