Legacy officer jobs in Lambeth, greater london
Location: London office with flexibility to work remotely
Salary: £33,044 per year, rising to £35,109 after 6 months and £37,174 after a further 6 months, plus excellent benefits
Closing date: 9am, Monday 26 January
Are you ready to inspire people to make a lasting impact? We’re looking for a Senior Legacy Development Officer to help shape and deliver creative campaigns that encourage gifts in wills and secure vital future income for our work.
This is an exciting opportunity to join a team that generates a significant proportion of our income. You’ll play a key role in planning and delivering legacy marketing campaigns across multiple channels, working closely with colleagues and external partners to engage supporters and grow pledges.
What you’ll do
- Lead on planning and delivering gifts in wills campaigns, including advertising, email and direct marketing, and engagement activities.
- Create project plans and briefs, ensuring all communications are on brand, accessible and values-driven.
- Monitor and evaluate campaign performance, using data insights to improve strategy and results.
- Manage relationships with suppliers and agencies, including free will service providers and fundraising organisations.
- Respond sensitively and efficiently to legacy enquiries from supporters and the public.
- Ensure compliance with fundraising regulations, GDPR and charity law.
What we’re looking for
- Confidence and ability to learn quickly, with experience in marketing campaigns (direct and email marketing essential).
- Strong organisational skills and the ability to manage multiple projects and budgets.
- Excellent written and verbal communication skills, with confidence to speak sensitively about gifts in wills.
- Ability to analyse data and report on campaign performance.
- Knowledge of fundraising codes, GDPR and safeguarding principles.
- Comfortable using technology and digital tools to deliver campaigns.
- Event management experience is desirable but not essential – training can be provided.
Additional information
- Occasional travel and overnight stays for events (TOIL available).
- Commitment to equality, diversity and inclusion is essential.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
We want you to have every opportunity to demonstrate your skills, ability and potential; please contact us if you require any assistance or adjustment so that we can help with making the application process work for you.
Thank you!
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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.
Registered Charity
51 - 100
We are focused on inspiring and empowering young disabled students to live fulfilling, independent lives
The client requests no contact from agencies or media sales.
Thank you!
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.
