Legacy Officer

Chard, Somerset
£12.09 per hour
24 Apr 2019
24 May 2019
Part Time
Contract Type

Legacy Officer

Wambrook, Chard, Somerset

An interesting opportunity has arisen to join our busy and dedicated fundraising team to help support and develop our legacy work. The current postholder is looking to retire in due course and the aim is that this role will begin the process of taking on some of the legacy work with a view to a full handover once the current postholder retires. Responsibilities will include legacy administration for existing wills, supporting the External Funding Manager in nurturing existing and potential legators and maintaining relevant and up to date records of their specific wishes.

Interested candidates will be able to demonstrate recent fundraising and/or relevant administrative experience. Excellent attention to detail, organisation skills and a positive ‘can do’ approach is essential for this post. You will be a confident communicator able to build relationships with people from varied backgrounds and have the ability to effectively prioritise and work calmly under pressure and to tight deadlines. You will also be a competent user of Microsoft Office applications and preferably have experience using databases.

Due to the location and the role it is essential you have access to transport and have the ability to travel independently. There will also be some evening, weekend and bank holiday working.


Job Description

Job Title:                Legacy Officer

Department:           Fundraising

Responsible to:     Head of External Funding

Overview of the Organisation

Set in 52 acres of glorious Somerset countryside, high in the Blackdown Hills, Ferne Animal Sanctuary has been saving the lives of unwanted and abandoned animals for over 75 years. We provide refuge for domestic animals, farm animals and horses. We work hard to re-home the cats and dogs that find their way into our care, other animals remain at Ferne to enjoy the rest of their lives in the peace and tranquillity that the Sanctuary offers.

Main purpose of the role

To work for the External Funding Manager for the orderly transition of the handover of legacy work. To develop and deliver appropriate events that support the development of new potential legators. To develop and deliver events that sustain our current group of legators.  The post holder will also support the team in the effective delivery of a wide range of fundraising activities across the key areas of: events and community fundraising; individual giving and corporate fundraising.  Key to this role is the desire and ability to work with people at all levels, developing and maintaining excellent relationships with staff and supporters alike.

Key Responsibilities

  • To ensure the effective and timely handling of all matters relating to legacies including development and management through to money distribution.
  • To help prepare proposals, reports and presentations for different audiences.
  • To support with the planning and implementation of legacy events.
  • To set up and maintain accurate and up to date records for legators.  
  • To support the finance team with the receipt and acknowledgement of legacies.

Skills & Experience


Good standard of education

Knowledge and Experience

  • Some experience of fundraising in the charitable sector / proven demonstrable ability to meet the job requirements
  • A keen understanding and belief in the mission of Ferne Animal Sanctuary 

Personal Skills

  • An ability to build good relationships
  • Exceptional tact and diplomacy skills
  • Excellent planning and organisational skills to multi-task administration tasks and prioritise effectively
  • Ability to work under own initiative, managing own workload and working collaboratively
  • The ability to work under pressure to meet deadlines
  • Good analytical skills with the ability to research and interpret information
  • Strong attention to detail
  • Sound IT skills, working knowledge of fundraising databases preferable

This is an outline of the post-holder’s duties and responsibilities. It is not intended as an exhaustive list and may change from time to time in order to meet the changing needs of the charity.

Conditions of Employment

Hours: Part time - 21 hours per week (within the normal office hours 9am – 5 pm Monday to Friday, excluding 1 hour for lunch).

Some evening and weekend work essential.

Holidays: 28 days including bank holidays pro rata.

Salary: £12.09 per hour

Application forms to be sent to Racheal Rattenbury, HR Advisor at hr@ferneanimalsanctuary.org 

Closing Date: 25th May 2019