Legacy Administration Manager

Air Ltd; Chatham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A charity organization located in the United Kingdom is searching for a Legacy Administration Manager to oversee legacy gifts. The successful candidate will manage and record legacy income, ensuring compliance with regulations and effective communication with executors and stakeholders. The role requires a certificate in Charity Legacy Administration or equivalent experience. Join a dedicated team passionate about saving lives and making a difference in the community.

Qualifications

• Proficient in managing legacy gifts and related documentation.
• Experience with legal advisement and dispute resolution.
• Ability to work autonomously while maintaining accurate records.

Responsibilities

• Manage and administer legacy gifts ensuring compliance with regulations.
• Process incoming legacy notifications from various sources.
• Liaise with executors, solicitors, and stakeholders.
• Review estate accounts to ensure they are accurate.

Skills

Organisational skills

Communication skills

Attention to detail

Sensitivity

Education

Certificate in Charity Legacy Administration or equivalent training

Job description

We are now seeking a highly organised and motivated Legacy Administration Manager to join our team. The role will manage and administer legacy gifts left to the charity ensuring that legacy income is maximised, recorded, and received in a timely manner that is compliant with relevant regulations.

Responsibilities

• Process incoming legacy notifications from a range of different sources, creating and maintaining appropriate digital and physical records
• Respond to all legacy related correspondence in a sensitive and timely manner
• Manage legacy gifts to ensure timely receipt of income and accurate record keeping ensuring compliance with legislation, the Charity's Scheme of Delegation and alignment with Charity Commission, and Institute of Legacy Management best practice
• Review and approve estate accounts ensuring they are correct and appropriate, constructively questioning any anomalies
• Liaise with executors, solicitors, and co-beneficiaries (mainly other charities) to progress gifts and resolve any challenges ensuring the charity's entitlement is protected and where appropriate encourage charities to collaborate to minimise costs.
• Identify and elevate contentious or complex cases and those that pose a higher level of reputational, financial, or legal risk. Working with KSS or other legal advisors as required.
• Develop and maintain strong relationships with internal teams and external stakeholders to ensure continuity of messaging and experience for those involved in the legacy giving for the charity.
• Provide additional support to lay executors if required.
• Follow up on legacy cases where contact has not been forthcoming, has been lost, or progress has stalled.
• Work closely with and provide cover for the Legacy and In Memory Manager to maximise the impact of legacy fundraising communications and events, and the potential growth of this income stream.
• Maintain and improve legacy administration policies and processes
• Ensure all work is undertaken sensitively and in line with GDPR
• Report to Directors and Trustees on the legacy pipeline and update progress with contentious cases.
• Work closely with KSS Finance and Supporter Data Processing teams to accurately capture, record and report legacy income.

Other General Duties

• Welcome visitors and assist them in the appropriate manner.
• Observe and adhere to office procedures.
• Respect confidentiality of all information obtained whilst working for the Charity.
• To contribute to the functioning and morale of the team, whilst conducting yourself in a professional and efficient manner.
• Supporting KSS fundraising events.
• Other duties as may be required from time to time on behalf of the Charity.

This role requires someone who can run the process of legacy administration from end to end including communicating with executors and keeping accurate records as needed, resolving disputes and working with legal advisors if required. As the role will be undertaken with a large degree of autonomy the right candidate will have a certificate in Charity Legacy Administration or equivalent training or experience.

We are Air Ambulance Charity Kent Surrey Sussex (KSS), and we fight every day to save lives. We are Team KSS, a close-knit team of dedicated, skilled, sector-leading experts with an incredible level of expertise. We are passionate about what we do which drives us to always deliver our very best. We're driven by our purpose of saving lives and ensuring the best possible outcomes for our patients. Last year alone we responded to over 3,100 incidents. We are fearless and tireless in fighting to save every life. Our charity headquarters and forward operating base are located at Rochester Airport, with our aircraft hangar and maintained at Redhill Aerodrome. When the call comes, we can reach any part of Kent, Surrey or Sussex in under 30 minutes.