Battersea Dogs and Cats Home – Legacy Executive

This is an exciting role with great opportunities for the post holder to gain further skills and experience of the fast-growing charity Legacy sector. The work the post holder will be carrying out, to ensure the fulfilment of the wishes of those animal lovers who have been kind enough to remember Battersea in their Will, will be of direct help to some of the most vulnerable animals in our society.

 

Main Purpose of the Role

• Provides administrative support to the Legacy team, who are responsible for the legacies left to Battersea. Manage own caseload of pecuniary legacies, including corresponding sensitively and effectively with family and friends of the people who have left a legacy to Battersea.

 

• Opportunity to also manage a caseload of non-contentious residuary cases, maximising the gift to Battersea. This will include liaising with external solicitors to ensure that the legacy to Battersea is maximised through proactive case management, including arranging for properties to be appropriated, spotting IHT tax savings and scrutinising Estate Accounts.

 

• Build relationships with supporters, executors, family members and co-beneficiaries to maximise Battersea’s legacy income and protect the reputation of the charity. This includes acting as lead charity, and working closely with lay executors on estates to help them where possible, as well as providing excellent stewardship through supporter engagement, such as sending personalised thank you letters and working with the team on behind-the-scenes tours of Battersea.

 

• To effectively manage cases, influence and persuade multiple stakeholders (including Solicitors, Executors and surveyors) on issues of law, taxation, disposal of property, Battersea policy and reputational issues (among others).

 

• Represent the charity’s interests when the estate is shared with charity co-beneficiaries, by seeking to reduce costs, collaborating to reach the best outcomes and act as lead charity where appropriate.

 

• Be responsible for the accuracy of the legacy database (FirstClass 4), ensuring that all relevant information relating to cases is entered and updated with precision to enable the effective planning of the charity’s work, and to be responsible for producing accurate monthly reports for the wider senior leadership team.

 

•  Build relationships with supporters, executors, family members and co-beneficiaries.

Closed on 15 January 2024

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