Legacy Manager

Legacy Manager

  • Location


  • Sector:

    Trusts, Statutory & Legacy, Major Donor

  • Job type:


  • Salary:

    £40k per year

  • Contact :

    Belton Bass

  • Contact email:


  • Contact phone:

    020 7820 7310

  • Job ref:


  • Published:

    11 months ago

  • Duration:


  • Closing date:


  • Posted:


  • Consultant:


Do you have a deep understanding of how Legacy giving works?

Are you knowledgeable about philanthropic trends?

If you are, then this is a great opportunity to join The Legacy Team on a 12 month FTC supporting the donors so the funds they leave to the charity have the maximum impact around the globe. You are joining a team dedicated to helping transform the lives of communities all over the world.
Even though there are no guarantees there is a strong possibility that the role could turn into a permanent position.

This is a fantastic time to join this amazing charity as they have reached a critically important point in its strategy and growth.
You will be part of the Private Client team and they are seeking an experienced Legacy Manager with an excellent track record of handling large volumes of legacy gifts with accuracy, speed, and a first-class level of customer service.

You will be:
Self-starter able to manage your workload.
Well-informed regarding the legal and tax elements of legacy
Aware of philanthropic trends, philanthropy and private client giving
Experienced in client and/or account management
Organised and detail oriented
ability to manage multiple projects at once
Computer literate and numerate
Able to multi-task and prioritise their workload, demonstrating proactive and efficient case management
Able to deal with complex and sensitive situations confidently and compassionately.

Good Luck!