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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.
The Duke of Edinburgh’s Award is the charity that helps young people build lifelong belief in themselves, supporting them to take on their own challenges, follow their passions, and discover talents they never knew they had. Because when you prove to yourself that you’re ready for anything, nothing can hold you back.
Young people want to create a better future. With your help, they can.
Do you have the comms vision to keep DofE relevant, engaging and inspiring for young people? Can you tell our story in ways that resonate with different audiences? Are you a universally respected and respectful team leader? If so, we’d love you to apply to become our Head of Communications.
You will be responsible for delivering on shared strategic goals through compelling communications, externally and across our network of participants, staff, volunteers and organisations which offer the DofE. You’ll amplify the voices of young people, support relationships with funders and other partners, and continually promote the charity’s influence, reputation and brand profile.
The Head of Communications is one of two senior leadership roles in a wider Engagement team, which in December 2024 won Team of Year in the prestigious CharityComms Inspiring Communicator Awards. Working in partnership with our Head of Brand Marketing, you’ll build on that success, bringing a collaborative approach as we evolve our objectives and ways of working. You’ll play a key role as we mark DofE’s 70th birthday in 2026, then pivot to a new organisational strategy for 2026-31.
Critically, you will lead and shape the engagement of our network of almost 5,000 licensed organisations, 38,000 amazing volunteers and more than half a million participants, working closely with senior Operations colleagues. You’ll oversee staff communications, media and PR, and lead on corporate and crisis comms. Members of your team deliver our Youth Ambassadors programme and crucial support for DofE’s Fundraising and External Affairs.
We’re looking for someone who is versatile – able to switch between the big picture and the detail, with antennae equally alert to risks and opportunities. You’ll be an accomplished diplomat and influencer, with an ability to spot and make connections within and beyond the team. Given the breadth of the role, the successful candidate would ideally bring prior experience of different elements of the brief, together with proven experience of team leadership.
How to apply:
If you are excited about the prospect of working for the DofE and believe you have the desired skills and experience to make a real success of this role, then we are keen to hear from you.
If you would like to access the application form in a different format or if would like any assistance that might help improve your experience while completing the application, please contact us.
- Applications will close on: Sunday 18th May – Midnight
- 1st Interviews will take place: 13th and 16th June (to be held virtually via MS Teams)
- 2nd Interview will take place: WC 23rd June (interview will be in-person at the London Office)
The DofE are committed to safeguarding and promoting the welfare of young people. All successful applicants will be required to undergo a Basic Disclosure and Barring Service check. (e.g. DBS/PVG or similar), including references covering any gaps of employment/education, confirm eligibility to work in the UK and complete a health check.
**The geographical allowance is based on a member of staff having a home or office-based postcode within 30 miles (as the crow flies) from Charing Cross, WC2N 5HS. The allowance is 7% capped at £4,000 per annum.
The client requests no contact from agencies or media sales.