St Helena Hospice is looking for an experienced Legacy Officer to work full time with their Fundraising and Philanthropy team.
Legacy gifts provide vital income that supports the work of St Helena Hospice. In 2025/26, our generous supporters left approximately £1.7 million in gifts in wills, and growing this important income stream remains a key priority for us.
Join us at St Helena as a Legacy Officer in this new role and play a vital role in securing the future of hospice care. You’ll build meaningful relationships with supporters who choose to leave a gift in their will. You’ll liaise and build relationships with executors and solicitors to oversee legacy administration —ensuring compassion and dignity for generations to come.
You will be working closely with the Senior Philanthropy and Legacy Manager and the Philanthropy Fundraising Assistant and be a part of the wider fundraising team based at the Hospice.
Every conversation you have can shape the future of compassionate care. You’ll be part of a team where your work truly matters—today and for generations to come.
The Legacy Officer will be responsible for the effective day to day administration of future and existing legacy income and cases, ensuring robust governance and compliance and stewardship:
· Be the point of contact for supporters’ questions when they are considering leaving a bequest to St Helena and to have a good understanding of St Helena structure, work and values.
· To ensure legacy awareness focus is on unrestricted income where this can be achieved, opposed to restricted.
· To build relationships with existing pledgers, including an annual update, birthday card and Christmas card.
· To identify opportunities for pledger stories for legacy awareness promotions.
· To work with the Philanthropy Fundraising Assistant to organise and administer the St Helena annual Wills Month promotion with local solicitors.
· Ensure all legacy cases are administered efficiently, accurately and in a timely manner
· Maintain full legal and regulatory compliance across legacy fundraising and income handling
· Provide clear, well organised legacy records and documentation to support auditing, reporting and forecasting
· Deliver a professional and compassionate experience for solicitors, executors and bereaved families
· Support the Senior Philanthropy and Legacy Manager by ensuring the legacy pipeline is accurate, up to date and reliable
Uphold St Helena Hospice’s values, reputation and standards in all legacy related communications and processes
Person Spec:
Qualifications
GCSEs (or equivalent) including English and Maths
Evidence of ongoing professional development relevant to administration, fundraising, finance or data management
Experience
Experience working in legacy administration or legal environments
Experience using First Class 4 database to manage cases, records or income
Experience in an administrative or support role requiring high levels of accuracy and organisation
Experience handling confidential or sensitive information in a professional setting
Experience of working to policies, procedures and compliance requirements
Experience liaising with internal colleagues and external contacts professionally
Experience within the charity, hospice, healthcare or public sector
Exposure to audit processes or income reporting
Skills & Knowledge
Excellent attention to detail with the ability to manage multiple cases simultaneous
Strong administrative and organisational skills, with the ability to meet deadlines
Good IT skills, including confident use of databases, spreadsheets and document management systems
Communication
Clear, professional and empathetic written and verbal communication skills
Ability to communicate confidently with solicitors, executors and bereaved family members
Ability to explain information clearly and factually, with appropriate sensitivityStrong internal communication skills, working collaboratively across teams
Ability to communicate confidently with solicitors, executors and bereaved family members
Qualities
High levels of integrity, discretion and professionalism
Empathetic, calm and respectful approach when dealing with bereavement‑related matters
Reliable and methodical, with a strong sense of responsibility and accountability
Commitment to St Helena Hospice’s values and reputation
Willingness to learn and develop knowledge of legacy administration and compliance
Closing date 21/6/26
Job Types: Full-time, Permanent
Pay: £26,000.00-£30,000.00 per year
Benefits:
Experience:
- legacy: 1 year (required)
Work Location: Hybrid remote in Colchester CO4 9JU
