Legacy Fundraising Officer

Charities Aid Foundation (CAF) accelerates social progress by providing essential connections between donors, charities and communities.
They safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through its award-winning bank CAF Bank.
The CAF Legacy Team provides a service through which donors can simplify their legacy giving, by naming CAF in their Will and having them onward grant funds to their chosen charities. This role will give the successful candidate the opportunity to facilitate gifts to charities throughout the UK and around the world. The team handled over £22.5m in gifts last year.
We are delighted to be working with CAF to recruit a talented Legacy Officer to join the team.
The role:
At CAF, everyone contributes to impact, and as the Legacy Officer you too will play an integral part in what they do.
This person will support with the administration of straightforward gifts left to CAF, respond to client enquiries, liaise with executors, and be responsible for accurate record keeping and filing with respect to all legacy cases that they handle.
This person will also manage the administration of legacy gifts, both pecuniary and residuary legacies, but will also have some exposure to more complex residuary gifts. This will include liaising with executors to collate required information, managing the onward granting process, ensuring fees are calculated and deducted properly and funds are disbursed in line with client wishes, reviewing Deeds of Variation and other draft documents from clients to ensure they are fit for purpose, providing support to the Legacy Manager for complex cases, including representing the Legacy Team at internal and external meetings & supporting the wider team as required with admin and legacy giving plans and processes.
The person:
The successful candidate will have experience of working in charity administration, legacy managementor have relevant transferable skills and is keen to make a difference to society. The ideal person will have excellent attention to detail, fantastic organisation skills and the ability to problem solve naturally. A demonstrable interest in the charity sector will be important in addition to outstanding administration skills & a helpful and collaborative approach.
Diversity and inclusion
CAF knows that the more diverse and inclusive the organisation becomes, the more creative, effective and impactful they will be. Their aim is for its workforce to represent the society they serve, and they have embarked upon an ambitious pathway to achieve this.
They want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.
CAF welcomes applications from everyone who feels they meet the criteria, regardless of age, sex/gender, disability, race, religion, national origin, sexual orientation, marital, veteran or parental status.