Legacy Officer (London)
Employer: SPANA
Location: UK based, hybrid working with regular attendance (approximately 1-2 days per month, or more if preferred) in our London office
Working hours: Full-time (34.5 per week)
Salary: c £36,000 per annum
Closing date: 11.59pm GMT, Sunday 29 March 2026
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The Legacy Officer plays a vital role in securing the long-term future of the charity by administering, promoting, and stewarding the charity’s legacy programme, our largest income stream. Legacies are predicted to peak in the next ten years, so this is an exciting time to help us bolster our existing programme, try new and innovative marketing methods to attract new legacy pledgers, and provide ongoing stewardship to legacy pledgers and enquirers, ensuring supporters understand the lasting impact their gift can have on the lives and welfare of working animals across the world. The Legacy Officer will be part of the Philanthropy and Fundraising Partnerships department, working with 5 other team members, and managed by the Head of Philanthropy and Fundraising Partnerships. This position will also be responsible for overseeing the administration of estates in which SPANA has an interest under the guidance of our Legacy Adviser, ensuring compliance with fundraising regulator policies and other legal frameworks.
Key responsibilities
Area 1: Legacy Administration
• Manage a caseload of pecuniary, residuary, and specific legacies, assisting our Legacy Adviser to ensure we maximise our income and meet our budgetary goals.
• Communicate professionally and empathetically with other beneficiaries, solicitors, executors and family members, where appropriate.
• Maintain accurate records of legacy payments and income using the charity’s CRM system.
• Create a legacy administration manual, helping codify existing processes, such as income reporting and CRM data input and analysis.
Area 2: Legacy Marketing
• Assist in the delivery of legacy marketing strategy, including overseeing production of relevant materials and resources, organising legacy pledger and enquirer events, and copywriting legacy adverts for digital, direct mail, and other fundraising channels.
• Help customise legacy marketing materials for Australian audiences, as well as other global markets
Area 3: Legacy Acquisition and Stewardship
• Manage legacy enquiries through phone, email, and mail and direct supporters to appropriate resources
• Work with our Fundraising Partnerships team to update and implement stewardship strategies for legacy pledgers, including highlighting how legacy donations support our work and ensuring appropriate thanking and recognition practices.
Area 4: Collaboration
• work collaboratively with our Global Programmes, Global Resources, and Global Fundraising, Marketing, and Communications teams, as well as our global partners in-country, to gather content for impact and manage restricted legacies.
In addition, undertake any other duty or responsibility that may reasonably be required for this role.
Person Specification
Knowledge and Education
• Knowledge of GDPR and fundraising regulations
• Knowledge of marketing strategies and strategic implementation, such as promoting gifts in Wills through mailings, digital content, or supporter communications.
• Knowledge of donor stewardship best practices
Experience and Skills
• Experience of direct marketing, digital marketing or supporter fundraising
• Experience in building and nurturing collaborative relationships with partners, potential and existing supporters, and colleagues at all levels
• Experience of communicating clearly with the ability to adapt your communication style for different people as appropriate
• Experience drafting professional correspondence and providing administrative and logistical support
• Experience supporting fundraising events
• Experience supporting fundraising campaigns (including tracking metrics, monitoring engagement levels, and coordinating with vendors)
• Experience using FirstClass or similar CRM
• Experience using Microsoft Office
Personal Attributes
• Excellent interpersonal, organisational, and communication skills, especially in handling sensitive conversations
• Interest in legacy fundraising and relationship management
• Ability to prioritise and well-organised
• A commitment to SPANA’s mission to transform the welfare of working animals.
Desirable Criteria
• Experience in a legacy fundraiser role
• Experience in probate law, working towards or have obtained solicitor qualification or Certificate in Charity Legacy Administration (CiCLA)
• Knowledge of bequest/gifts in Wills processes in international markets
• Knowledge of audit processes and accrual-based accounting
This is a UK based position and applicants must have the right to work in the UK currently and for the duration of the contract.
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