Legacy officer jobs

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.

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.

Do you have experience exceeding targets and building relationships with a wide range of people? Would you like to contribute to the UK’s leading dementia charity by promoting legacy giving to our Will writing partners and legal professionals across the North?

About the role
We are recruiting for a Legacy Partnerships Officer to join on a full-time basis, working 35 hours per week on a fixed term contract for 9 months. This is a home-based role, though you will need to be based in the Midlands, North East or North West of England, or Northern Ireland AND be willing to travel across that area for events as required.

As the Legacy Partnerships Officer (North) you will represent Alzheimer’s Society, raise our profile, and promote legacy giving to our Will writing partners and legal professionals to secure future income for the charity. You will work collaboratively across the organisation at all levels to maximise our Will writing partnerships.

You will be responsible for the targeted acquisition of new Will writing partners in your region, whilst delivering a seamless onboarding and retention journey for the professional audience, through outstanding relationship management.

Interviews for this role have been provisionally scheduled to take place on Friday 6th and Tuesday 10th February.

About you
Joining us, you will have good customer service skills with experience in a sales, marketing or business to business partnerships. You’ll also be able to network, particularly in a business partnership setting, and build rapport within a one-to-one relationship with a customer or business, discussing technical issues and combining persuasiveness with trust building.

Crucially, you’ll have a track record of exceeding targets and using your initiative to prioritise your work effectively. You’ll be a good communicator, able to speak publicly and communicate effectively with a wide range of people.

What you’ll focus on:

- Delivering an effective stewardship and retention programme of support for all Will writing partners by phone, email or via in-person meetings in an agreed time frame.
- Continually monitoring and evaluating the performance of our Will writing partners and making recommendations for future development by offering bespoke relationship management through face to face and virtual meetings and training.
- Maintaining accurate partner database records in compliance with Society policy and data protection laws.
- Planning, delivering and hosting acquisition and retention events for solicitors, including post event follow up stewardship activity.
- Meeting agreed annual targets through Will writing promotion which will support future Legacy income generation.
- Contributing to the continued development and project management of our Will offers. 
-  Working in collaboration with our Legacy Marketing Team and wider Regional Legacy Team to ensure that our Will offer messaging is supporter led, consistent and on brand.

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.

Are you based in the South East of England with experience exceeding targets and building relationships with a wide range of people? Would you like to use your communication and customer service skills to help make a difference to the lives of people affected by dementia?

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.

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.

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.