Legacy Officer

This is an exciting opportunity to join the Global Fundraising Team at this Global Charity. As the organisation experiences growth in legacy income both within the UK and increasingly across international markets, the Legacy Officer role has been created to support in the pivotal task of enhancing the capacity to manage the caseload of legacies.The role involves maintaining detailed records, managing data in CRM systems, and supporting income forecasting and reporting. A key part of the role is building strong relationships with executors, solicitors, and internal teams to ensure smooth estate administration. The role can be PT or FT (please specify on application preference) For those working more than 0.6 FTE, the role also includes supporting legacy marketing campaigns and contributing to international programme development.This is a Surrey based Hybrid role with 2 days a week in the office. The CharityA passionate charity dedicated to paving the way for a new era where people, wildlife and the planet thrive, with a strategy focused on mobilising a movement and delivering key legislative reforms. The charity offer a range of benefits including flexible working, learning and development opportunities, a generous 10% pension and an employee assistance programme.The RoleAssist in the administration of UK and international legacy gifts.Maintain and update legacy data in CRM systems.Assist in forecasting legacy income by analysing historical data and trends to contribute to ..... full job details .....
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