Application form

St Helena Hospice is looking for a Legacy Officer to work full time Monday to Friday.

Key Priorities:

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, Corporate and Legacy Manager by ensuring the legacy pipeline is accurate, up to date and reliable

You must have experience of working in probate or legacy administration, fundraising, supporter care, finacne or legal environments.