Legacy officer jobs

This role combines Legacy marketing and administration, offering an excellent opportunity for someone with early-career fundraising or marketing experience to develop skills in both areas. We're seeking a proactive, organised individual with an understanding of marketing, strong administrative abilities, and the confidence to work with internal stakeholders, external suppliers, and Legacy supporters. Attention to detail, discretion, and a commitment to continuous improvement are essential. As part of a high-performing fundraising team, you'll contribute to the growth of a key income stream for MSF UK, which raised over £100 million last year and has ambitious plans for further expansion. The role offers strong support through experienced managers, specialist colleagues, and a network of peer officers.

Hours: 37.5 hours per week, Mon-Fri

Duration: Permanent

Location: London - hybrid, 2 days per week in office (including Wednesdays)

Salary: £36,437.07 to £44,534.19 per annum | Salary is offered in line with our pay framework and typically starts at the entry point of the band. Salary increases are considered annually and are subject to our appraisal and performance review process.

Job Purpose:

This is an important role in MSF UK’s growing Legacy Fundraising team, requiring diverse skills, knowledge and behaviours including understanding of marketing techniques as well as experience in managing process-led business administration tasks.

The successful candidate will work alongside the Legacy team to help deliver MSF UK’s Legacy strategy and support the growth of one of the charity’s largest income streams. You will be an integral part of a high-performing fundraising team at an international humanitarian cause during an exciting period of growth, with opportunities to broaden your experience in both Legacy marketing and administration.

Working closely with internal stakeholders and external partners, this role has a dual focus in supporting on Legacy marketing activity and also ensuring an effective and organised Legacy administration for the organisation. You will be communicating with supporters who are interested in leaving gifts in their wills, or are executors of estates where MSF is a beneficiary. Providing an excellent quality and accuracy of support and information by email, telephone and post is therefore essential. You will also be assisting in the delivery of marketing campaigns to recruit new legacy supporters, supporting on campaign reporting and analysis, and contributing to an excellent ongoing experience for those who have already committed to leaving a gift in their will.

Knowledge, Skills and Experience:

• Significant experience working in office environment with strong administration and time management skills with an ability to manage a varied and busy workload effectively.
• Proven ability to maintain accuracy, combined with meticulous attention to detail.
• Excellent communication skills to build and manage key relationships and choose appropriate communication channels.
• Proactive approach to providing support across multiple areas, within a fast-paced team, exercising good judgement and using own initiative.
• A systematic and organised approach with a proven ability to follow things through and meet targets in line with processes/ schedules and deadlines.
• Ability to work with various stakeholders and multiple teams with different levels of experience in order to deliver objectives.
• Experience in relationship management and liaising with wider teams/external suppliers. 
• Responsible attitude to dealing with sensitive and confidential information. Some experience of dealing with confidential and sensitive conversations with customers, donors, stakeholders is desirable.
• Flexibility to take on other related tasks combined with a willingness to learn and develop.
• A naturally curious mindset, with proven ability to look for insights and identify opportunities to drive continuous improvement.
• Excellent fluency in written and spoken English. 
• Experience in Fundraising or Marketing is desirable.
• Experience of Microsoft Dynamics or other CRM databases is desirable.
• Some experience of Legacies and/or First Class CRM is desirable.
• Experience of working for an International Development / Humanitarian Charity or Organisation is desirable.
• •Experience in the practical use of personal IT equipment and Microsoft Office 365 suite. The ability to effectively collaborate and communicate within a hybrid working environment utilising Teams, SharePoint, One Drive and Yammer.
• Commitment to the aims and values of Médecins Sans Frontières.

Right to work in the UK - Candidates must have the right to work in the UK. Employment sponsorship will NOT be offered by MSF UK for this role.

HOW TO APPLY:

Please apply on our website by submitting a copy of your CV together with a supporting statement by the closing date:

Monday, 22 June 2026, 12pm (BST)

Incomplete applications will not be considered.

We encourage early applications as we reserve the right to close applications before the advertised closing date, or if a suitable candidate is found.

We look forward to receiving your application!

About the team

We have big goals over the next few years.

We're going to be fighting for mental health in a way we never have before.

Together we'll be working to make sure everyone experiencing a mental health problem gets the support and respect they deserve.

Team information

Will you join us?

We're recruiting three Legacy & In Memory Officers to join Mind's Legacy & In Memory team. Our team recruits and builds meaningful relationships with supporters who choose to leave a gift in their Will to Mind or donate in memory of a loved one. We create thoughtful, insight-led campaigns and stewardship that grow long-term support, deliver excellent supporter experiences and help secure sustainable income for Mind. The Legacy & In Memory team is part of a wider Mass Engagement team. In this financial year, Mass Engagement is responsible for raising more than £23 million so that Mind can fight for timely access to great quality mental health care for all.

This role requires a Disclosure and Barring Service (DBS) check.

Key duties and responsibilities

The post holder will:

The Legacy & In Memory Officer will help plan, deliver and evaluate fundraising campaigns and supporter journeys from end to end. You will lead on delegated campaigns and projects to build engagement with supporters and drive long term support to Mind. You'll use data and insight and work with colleagues and external stakeholders to optimise activity and deliver an excellent supporter experience for our legacy supporters and in memory donors.

Mind's equity statement

Mind is committed to equality of opportunity for all staff, and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please refer to the Job Description while completing your application as candidates will be shortlisted based on how closely they match the criteria in the personal specification.

The Brent Centre for Young People is the leading mental health charity for young people in Northwest London, helping over 750 young people a year with a wide range of issues. We offer specialised treatment in the areas of depression, suicide prevention, tackling self-harm, eating disorders, exam anxiety and more. Our approach is rooted in psychoanalytic psychotherapy. We aim to reach significantly more young people in the years ahead, drawing on our heritage that combines specialist treatment in-house and outreach into communities. The Brent Centre is also an important Research Centre on Adolescent Breakdown and Adolescent Psychotherapy.

We are seeking an experienced, strategic and proactive fundraiser to join our growing team as we embark on our next phase of expansion. Building on strong foundations in trusts and foundations, BCYP is now investing in legacies and community fundraising, two income streams that will be central to our long-term sustainability and ability to reach significantly more young people in the years ahead.

This is a rare opportunity to help shape and grow our legacies and community fundraising at a pivotal point for the charity. You will define the approach, create a strong pipeline of supporters and partners, and deliver activities that build awareness and generate sustainable income, combining strategic thinking with hands-on delivery.

We’re looking for someone with energy, motivation and experience who thrives on building, someone who can turn ideas into action, work at pace and bring others with them. You will be confident developing and delivering supporter journeys, community fundraising initiatives and legacy marketing and stewardship, with strong relationship-building skills and excellent attention to detail. Above all, you will share BCYP’s commitment to ensuring young people can access specialist mental health support, and you will help us grow long-term value and impact through fundraising.

The role will lead the creation and delivery of Community Fundraising and Legacies programmes, establishing two core income streams that will drive sustainable growth. It will define strategy, build insight-led, multi-channel programmes and design supporter journeys that deepen engagement over time, from first gift to long term support and legacy giving.

Working across the organisation the postholder will embed a strong supporter focus, ensuring that fundraising is integrated into wider engagement activity. You will take ownership of income performance, budgets and continuous improvement through data, testing and learning.

Location (UK): Office Hybrid* - London / Sheffield
Hours: Full-time, 35 hours per week (Part-time 28 hours plus considered)
Benefits: Read more about this on our profile page
Travel: Travel to London or Sheffield offices on a monthly/bi-monthly basis

Join us and use your skills, knowledge, passion and energy to help us achieve a future free from arthritis.

We are looking for a Gifts in Wills Officer to join our team to support with the stewardship and retention of our gifts in Wills enquirers and pledgers, and the further marketing of this important income stream. With gifts in Wills making up around 80% of our income it is crucial for our ability to move towards a future free from arthritis, and this role plays a key part in making sure our pledgers have a brilliant experience with us and understand the impact that their incredible gift will have for people with arthritis. As part of the gifts in Wills team you will sit within the wider Public Fundraising department, a collection of teams who are curious, collaborative and ambitious in our work to grow our income and impact.

About the role

Recently shortlisted for the Excellence in Stewardship Legacy Giving Award, the gifts in Wills team put our supporters at the heart of everything they do. This role is a varied one that collaborates with colleagues and supporters daily. That could be working with our innovation team to maximise marketing opportunities to our Inspire product members, ensuring our website content is a powerful call to action, or working with our supporter journey team to plan an exceptional welcome journey for new gifts in Wills enquirers. You will also be a key point of contact for our supporters, stewarding one-on-one via email, phone or in person, and also working on mass impact communications to retain their support. Since we rebranded to Arthritis UK in October 2025, we have seen a big rise in potential supporters, and you will play a key part in delivering a brilliant experience to them.

About you

If your knowledge, skills and experience include the following then we'd love to hear from you:

• Experience of building excellent relationships with a wide range of customers or supporters, across different channels and face to face, anticipating their needs and creating a high-quality supporter experience.
• Experience of project management, developing and executing plans and projects within budget and on time.
• Experience of working in Legacy fundraising/marketing, with an understanding of the audience's needs.
• Excellent relationship management skills - passionate about people, strong listening skills, able to demonstrate empathy and emotional intelligence.
• A proactive and solution-focussed approach.

*As a hybrid worker the expectation is that you will spend around 40% of your working time in our office spaces or working in community settings. As an inclusive employer we will consider home-based working for anyone where office-based hybrid working would be a barrier to being able to work for us, for example for someone living with a long-term health condition or disability.

The Woodland Trust is looking for a Regional Gifts in Wills Fundraising Officer to be one of the faces of legacy fundraising, and lead key areas of legacy activity, with a focus on inspiring individuals to remember the Woodland Trust in their will.

This role is advertised as part-time, 22.5 hours per week.

A company vehicle will be provided for this role. Please note that our Company Vehicle Policy is also under review as part of our Job Families and Contract Review project, so the eligibility criteria therein are subject to change in due course.

The Role:

• Manage and grow a pipeline of legacy supporters across all stages of the donor journey, increasing pledger numbers, loyalty, and legacy income.
• Act as a visible ambassador for gifts in wills by leading stewardship and prospecting events, delivering talks and briefings, and engaging confidently with supporters and colleagues through one-to-one and group communications.
• Provide personalised and sensitive responses to gifts in wills enquiries, ensuring an excellent supporter experience and strong relationship-building.
• Build and nurture supporter relationships, creating opportunities for deeper engagement, connection, and recognition.
• Develop a portfolio of compelling legacy case studies and stories for use in communications to encourage gifts in wills.
• Identify and support new prospecting and stewardship opportunities to expand legacy giving activity.
• Collaborate with colleagues across regions, countries, and philanthropy teams to share learning and maximise advocacy for gifts in wills.
• Maintain accurate CRM records, communications consent, and GDPR compliance.
• This is a homebased role, requiring regular travel to locations within the UK, sometimes to remote locations. Occasional travel to regional offices and overnight stays will be required.
• This is a fixed term contract for 12 months.

The Candidate:

• Experience working in fundraising, third sector or a targeted communications environment.
• Excellent relationship development and stakeholder engagement skills.
• Exceptional planning and organisational skills gained in a busy, target-driven environment.
• Negotiation and collaboration skills, with proven ability to secure commitment from individuals.
• IT literate, specifically experienced in Microsoft office and database management.
• Personable, diplomatic and empathetic with strong listening skills.
• Outstanding communication skills - must be confident and comfortable communicating through formal and informal methods to engage and inspire.
• Experience planning and developing appropriate engagement material is desirable. 

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. Even if you don't meet every requirement of the role, we would encourage you to apply. 

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 6th & 7th July. 

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. 

Harris Hill is delighted to be working with St Luke's Hospice to recruit for a Senior Legacy Officer. Reporting to the Head of Public Fundraising, you will take ownership of our legacy fundraising programme, driving long-term income growth through inspiring campaigns, meaningful supporter stewardship and strategic development.

This is an exciting opportunity for someone with legacy fundraising or supporter marketing experience who is ready to make a lasting impact within a respected and community-focused hospice.

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.

Why Join St Luke’s?

At St Luke’s Hospice, you’ll be part of a compassionate and collaborative team dedicated to making every day matter for local people and their families.

Salary & Benefits

• Salary: up to £35,000 per annum
• Contract type: Permanent, full time
• Location: London, Harrow, hybrid working , 2 days in the office
• Deadline: 11th June at 8am
• Interview: 24th June in person

Recruitment process: Cv and Supporting Statement to

If this sounds like you, then please do get in touch ASAP!

As leading charity recruitment specialists and a certified B Corp™, Harris Hill is committed to high and ever-improving standards of equitable and inclusive recruitment. We actively welcome applications from all sections of the community regardless of age, disability, gender, race, religion, sexuality and other protected characteristics.