Legacy Manager Contract

Third Solutions
40000.00 GBP Annual
22 Jul 2017
19 Aug 2017
Contract Type
Full Time

In this key role you will lead and manage a team to deliver legacy marketing activity and you will also need to have exceptional legacy administration experience. This is a 6 month contract.

The CompanyWelfare charity who are looking to expand the services they offer.

The Role
Lead on the planning and delivery of the warm acquisition marketing strategies maximising the conversion of existing supporter database to legacy giving channels include mailings, email and social.
Manage and deliver the legacy supporter journey strategy and all mass marketing communications that legacy supporters will receive.
Lead the marketing approach to promote our national legacy events programme including cold and warm acquisition activity.
Maximise the income left to the charity as gift in wills and contribute to the setting of the legacy income target.
Liaise with executors of legacies left to the charity to ensure payment and relevant paperwork
Create case files for all new notifications received direct or via legacy notification services and make contact with executors as appropriate.
Identify potentially contentious issues and make recommendations to the Group Manager Individual Giving for resolution. Instruct solicitors when this is the only recourse available.
Review open files on a regular basis and check they are up to date

The Candidate
Proven Legacy Marketing experience
Proven experience of legacy administration in a charity environment
Knowledge of the law and taxation relating to wills
Line management
Ability to manage relationships effectively
Ability to motivate others
Ability to work to deadlines and plan accordingly
Good budgeting skills


Our aim is to respond to all successful applications within 5 days. If you havent been contacted within 5 days your application has been unsuccessful and your details will not be held further but we positively encourage you to apply for any other positions that you may see in the future.

We apologise that we cannot contact everybody in person but thank you in advance for your interest.

Third Solutions encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Third Solutions acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003.