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Legacy Officer (Maternity Cover)
Role Summary:
As part of the Major Gifts and Planned Giving team, this role is responsible for managing a caseload of approximately 80 legacy estates, including pecuniary, specific, residuary and life interest estates. The Legacy Officer will also assist the team with legacy enquiries and pledges, supporting donors on their legacy journey, as well as managing PETA’s free will services.
Position Objective:
- Ensure that gifts in wills to PETA are handled appropriately, sensitively and efficiently, maximising legacy income to support PETA’s mission to protect animals.
- Effectively communicate PETA’s mission to potential legacy supporters, and deal with enquiries from supporters in a timely manner.
Term of Employment:
Fixed-term, maternity cover
Hours of work:
Full-time (part-time hours considered)
Reports To:
Director, Major Gifts and Gift Planning
Salary:
£29,000 - £34,000
Location:
Remote in mainland UK
Primary Responsibilities and Duties:
Augustus Club
- Administer legacies in a professional and approachable manner, to include correspondence with solicitors and other interested parties
- Maintain departmental information, files, and records related to legacy estates
- Act as the point of contact and grow and mature relationships with stakeholders and external groups in order to attain information needed to carry out the role
- Work with various stakeholders on contested legacies, collaborating with other charities where needed
- Be able to communicate to supporters how important and desirable legacies are to PETA
- Respond to enquiries and requests for assistance from Augustus Club members and planned-giving prospects
- Document pertinent information about planned-giving members for the purpose of enhancing and building relationships
- Remain current on estate-planning practices as well as fundraising techniques and methods used in the non-profit sector, attending professional training seminars as needed
- Keep up to date on probate and tax laws, informing the team of any changes
Other
- Maintain a clear understanding of – and the ability to articulate – PETA's objectives as well as details about specific global PETA programmes
- Assist in the training of new major gifts and/or planned giving assistants
- Maintain and expand knowledge of relevant departmental software (e.g. Revolution Online, ResearchPoint, Raiser's Edge, and Convio) in order to improve communication with donors
- Assist with the preparation and proofreading of mailings
- Perform any other tasks assigned by the supervisor
- Maintain strict confidentiality at all times
Qualifications:
- Minimum of one year of planned-giving or other development experience
- Excellent written and verbal communication skills
- Thorough knowledge of animal rights issues and PETA campaigns
- Demonstrated exceptional attention to detail
- Demonstrated ability to prepare professional business communications
- Proven ability to organise and manage multiple projects simultaneously and effectively
- Proven ability to use initiative and work independently
- Proven experience in legacy fundraising and administration
- Ability to insert files into databases using high levels of precision and attention to detail while maintaining confidentiality
- Commitment to PETA's objectives
- Adherence to a vegan lifestyle strongly preferred
The client requests no contact from agencies or media sales.
Everyone deserves a decent place to live. Join Habitat for Humanity Great Britain as our new Finance Manager and support people to find a safe, affordable home.
Are you an experienced and effective finance professional looking to make a difference in the charity sector? Habitat for Humanity is seeking a Finance Manager to take day-to-day responsibility for our financial systems and procedures, and so promote the long-term sustainability of our organisation.
Reporting to the Director of Finance and working closely with the Senior Leadership Team and colleagues across the organisation, you will be a key person ensuring that our financial data is complete and accurate, overseeing reporting to our programme funders and our international network, and ensuring best practice in all aspects of financial management. You’ll supervise the Database and Income Processing Officer and the Finance Assistant (position currently vacant).
Job Title: Finance Manager
Department: Finance, Operations & Compliance
Reports to: Finance Director
Budget responsibility: Yes
Line management: 2 direct reports
Location: Home-based with regular travel to internal meetings and team events, and occasional travel to our registered office in Slough
About Habitat for Humanity Great Britain
Habitat for Humanity Great Britain (Habitat GB) is part of the global Habitat for Humanity network fighting global poverty and homelessness. We believe that a decent home helps to permanently break the cycle of poverty and allows families to achieve strength, stability, and self-reliance.
Habitat GB has recently completed a strategic review, resulting in a new National Strategy and an organisational restructure, to ensure the charity is able to deliver the Strategy with impact, efficiently and effectively. This has included the integration of a subsidiary entity (GB Homes) into Habitat GB. As a result, the Finance, Operations & Compliance team has been expanded to ensure the right capacity and capability for these crucial functions.
Habitat’s turnover for the financial year ended 30 June 2023 was £3.0m with net assets of £2.5m: for the year ended 30 June 2024, it was £3.5m with assets of £2.1m.
Job Purpose
As our Finance Manager, reporting to the Director of Finance and working closely with the Senior Leadership Team and colleagues across the organisation, you will be a key person ensuring that our financial data is complete and accurate, overseeing reporting to our programme funders and our international network, and ensuring best practice in all aspects of financial management. You’ll supervise the Database and Income Processing Officer and the Finance Assistant (position currently vacant).
Key responsibilities
Ensure the integrity of financial data and controls, including budgeting, forecasting, Treasury and cash flow management
· Prepare data ready for monthly accounts, reports, and financial statements. This will include the normal monthly journals, reconciliations, and checks
· Support financial planning, risk management, and decision-making
· Liaise as necessary with colleagues in Habitat for Humanity’s international network for reporting and efficient transmission of funds to overseas affiliates
· Manage payroll, tax returns, and financial reporting for funders
· Provide leadership to finance team members and develop financial policies
Accountabilities and Responsibilities
Purchasing / Expenditure
· Administering commitment and invoice approvals in line with our Delegation of Authority
· Coordinating and verifying expense coding by non-finance staff
· Administering transfers to international partners according to policy
· Other ad hoc payments, including foreign currency transactions
· Reconciling supplier accounts each month
· Ensuring VAT records are accurate and returns made on time
· Maintaining auditable financial records
Income / Donations
· Manage income processing team
· Working with fund-raising teams to ensure all income is appropriately coded and documented
· Importing grants and donations from the CRM system (Raiser’s Edge) to the accounting system and reconciling to bank
· Regular reconciliations between the accounting and CRM systems
· Coding, processing and reconciling other income
· Assisting with Gift Aid claims
Bank
· Administering weekly payment runs and coordinating on-time authorisations
· Processing international transfers
· Currency and treasury management
· Bank account reconciliations
General queries
· Dealing politely and efficiently with questions from inside and outside the organisation
· Dealing assertively and effectively with cases of any deviations from policies and procedures
Record keeping
· Complete and accurate record keeping bearing in mind detailed level of audit compliance
· Logical filing of evidence of transactions, primarily electronic.
Month- and Quarter-End processes
· Preparing nominal journals, such as accruals/prepayments, payroll allocations, depreciation
· Monthly reconciliations of balance sheet accounts.
Other duties
· Checking Employee Expenses Claims (processed by the Office Manager) and final processing
· Assisting Director of Finance and other relevant staff with finance-related questions
· Assisting with the annual audit and preparation of financial statements
· Additional finance admin duties as required
· Run donor budget reports for the Europe region office and internal stakeholders
What we’re looking for
· A qualified or part-qualified finance professional with at least 3 years’ experience in charity finance, including fund accounting
· Skills in financial control, compliance, management, and reporting
· Knowledge of accounting software (Sage50 and Sun ideally) and downstream spreadsheet and similar tools; a willingness to learn new ways of handling data
· Good summarising and communication skills with the ability to influence colleagues and senior leaders
· A pragmatic, efficient character with a dedication to accuracy and reliability
· A questioning mindset, finding opportunities to improve every day
The role and responsibilities will be carried out in a way that reflects
· Habitat GB’s commitment to safeguarding children in accordance with the Safeguarding Policy
· A commitment to Habitat GB’s vision, mission, values, and approach
· A commitment to effective management of risk, by operating within the Charity’s code of conduct, policies, procedures and controls and by carrying out the risk management and assurance responsibilities of the role as set out in relevant Policy and Procedures
We offer a flexible and supportive working environment with options for hybrid working and training and other arrangements to help you thrive in your role.
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If this sounds like it could be a good match for you, please take a look at the Candidate Pack.
Please note: this role is not eligible for UK Visa Sponsorship - the successful applicant will need to have a pre-existing Right to Work in the UK.
Start your Habitat journey here…
Applications comprising a CV and cover letter explaining how your skills and experience match the job requirements should be sent by email (referencing the job title in the subject line) to: (See candidate pack for email)
Tell us about the skills and experience you would bring to the role and your motivation for applying.
The deadline for applications is 11th May 2025 (at 11:59 pm).
Habitat for Humanity requires all employees to take seriously their ethical responsibilities to safeguard our intended beneficiaries, their communities, and all those with whom we work. Managers at all levels have responsibilities to support and develop systems that create and maintain an environment that prevents harassment, sexual exploitation and abuse, safeguards the rights of beneficiaries and community members (especially children), and promotes the implementation of our code of conduct. The employment of this position will be subject to a satisfactory reference check and a Disclosure and Barring Service (DBS) check.
At Habitat for Humanity GB, we aim to build, develop and retain a talented workforce that represents a variety of backgrounds, skills and experiences. We welcome and actively encourage applications from anyone who feels they’d be a good fit for our organisation, regardless of race, religion, colour, age, sex, national origin, sexual orientation, gender identity, disability, neurodiversity or any other protected characteristics.
We’d prefer to hear directly from applicants – we won’t be working with third party recruiters on this role.
Habitat for Humanity Great Britain (Habitat GB) is part of the international Habitat for Humanity network, tackling housing poverty around the world.
The client requests no contact from agencies or media sales.