Legacy Income Manager

Macmillan Cancer Support; Greater London; On-site; GBP 65,000 - 75,000; Full time

Benefits offered by this job

25 days holiday

Pension matched up to 7.5%

Learning and development offers

Flexible working patterns

Life insurance

Retail discounts

Job summary

Macmillan Cancer Support is seeking a Senior Legacy Income Manager to lead a high-performing team of Legacy Officers, bringing expert knowledge of legacy and estate administration. You will optimise the timing and value of gifts while upholding compassionate stewardship and strong governance.

You will develop processes, drive performance reporting, build external relationships, and contribute to Macmillan's Legacy Strategy to grow income while maintaining ethical standards.

Qualifications

• Experience leading and developing a high-performing team.
• Extensive knowledge of charity legacy and estate administration.
• Strong data analysis and risk management capabilities.
• Excellent communication and stakeholder relationship skills.
• Ability to develop and improve processes.
• Commitment to governance and ethical fundraising practices.

Responsibilities

• Lead, motivate and develop a committed team of Legacy Officers.
• Oversee administration and accounting of legacy gifts with reliable forecasts.
• Apply knowledge of legacy and estate administration to optimise timing and value.
• Ensure excellent customer service and compassionate stewardship to families.
• Ensure compliance with legislation, Charity Commission guidance and Macmillan policies.
• Use data and performance reporting to identify risks and drive improvements.
• Develop and improve processes and ways of working for efficiency.
• Contribute to the Legacy Strategy and grow legacy income.
• Build relationships with internal and external stakeholders to grow market share.
• Support income forecasting, budgeting and strategic projects.

Skills

Team leadership

Coaching

Stakeholder engagement

Data analysis

Project management

Microsoft Office

Tools

Microsoft Office

Job description

At Macmillan, gifts in wills make an extraordinary difference to people living with cancer. They help us be there for people when they need us most, both now and in the future. As one of our Senior Legacy Income Managers, you'll play an important role in making sure every gift is managed with care, compassion and expertise, helping us make the most of this vital source of income. We're looking for an experienced legacy professional and inspirational people manager who can lead a high-performing team of Legacy Officers, build strong relationships and continually improve how we work. You'll bring together technical expertise, commercial awareness and a compassionate approach, recognising the importance of every gift and the people and families behind it. What you'll be getting up to

• Lead, motivate and develop a committed team, creating an inclusive environment where people feel supported, empowered and able to do their best work.
• Oversee the accurate administration and accounting of legacy gifts, ensuring income estimates and forecasts are reliable and up to date.
• Use your extensive knowledge of legacy and estate administration, including taxation and contentious probate, to help optimise the timing and value of gifts while carefully considering reputational and ethical matters.
• Champion excellent customer service and compassionate stewardship, ensuring executors, families and friends of deceased supporters feel valued and appropriately thanked.
• Ensure the team works in line with relevant legislation, Charity Commission guidance, Macmillan policies and sector best practice.
• Use data, insight and performance reporting to identify risks, inform decisions and drive continuous improvement.
• Develop and improve processes, systems and ways of working to make the team as effective and efficient as possible.
• Contribute to the development and delivery of Macmillan's Legacy Strategy, helping to grow our legacy income and build a culture where everyone understands the importance of gifts in wills.
• Build and maintain relationships with internal and external stakeholders, influencing and collaborating to improve the wider legacy sector and grow Macmillan's share of the market.
• Support income forecasting and budgeting, deliver strategic projects and represent Legacy Income across the organisation.
  You'll be an experienced legacy professional with extensive knowledge of charity legacy and estate administration. You'll bring the technical expertise, sound judgement and confidence needed to support your team through complex cases and sensitive situations.

Our organisational strategy sets out how we'll fight even harder to make every pound raised count for even more. With your help, we'll transform cancer care for good., You'll be an experienced legacy professional with extensive knowledge of charity legacy and estate administration, bringing the technical expertise and confidence to support your team through complex situations.

• Experience of leading, coaching and developing a team, bringing out the best in people and creating a positive, high-performing culture.
• Excellent communication and relationship-building skills, with the ability to influence and engage stakeholders at all levels.
• Strong analytical skills, with the ability to interpret data, identify trends and use insight to improve performance and manage risk.
• Experience of developing and improving processes to create more effective ways of working.
• Strong planning, organisational and project management skills, with the ability to manage competing priorities and deliver at pace.
• Excellent attention to detail, resilience and the ability to navigate complex and sometimes sensitive situations.
• Good IT skills, including experience using Microsoft Office.
• Above all, you'll understand that behind every legacy gift is a person, a family and a story. You'll bring the care, professionalism and ambition needed to ensure every gift makes the greatest possible difference.
  25 days holiday plus flexible bank holiday options, increasing by 1 day every year of service up to 30 days.
• Pension matched up to 7.5%.
• 120+ learning and development offers, with access to external professional qualifications.
• Flexible working patterns, such as compressed hours, flexibility to work earlier or later around our core working hours of 10am-4pm.
• Holiday buying and selling scheme, life insurance, free wills, retail discounts and much more