Summary
In line with our redeployment policy, we'll prioritise applications from employees who are under formal notice of redundancy.
We’re looking for a Legacy Development Officer to join our Public Fundraising team. Legacies (gifts in wills) are the Trust’s second-largest source of income, after membership, and we’ve got big ambitions to grow the number of supporters who give in this way.
You’ll bring experience of delivering fundraising programmes and use your understanding of legacy giving motivations and barriers to deliver effective legacy fundraising across a variety of activities and channels. You’ll be a confident communicator with both internal stakeholders and external audiences, applying this across our marketing and events communications to present compelling messages that inspire legacy consideration.
You’ll bring an eye for detail and an understanding of fundraising compliance and best practice in order to expertly manage data and reporting to keep our operation running smoothly and will be data-led in your programme delivery.
You’ll be someone who can effectively collaborate with internal and external stakeholders to champion the role Public Fundraising plays, and specifically the importance of legacy giving. You’ll inspire and support colleagues across the Trust to play their part in growing legacy giving and you’ll personally enjoy engaging with supporters, confidently responding to enquiries and occasional complaints.
**We’re open to applications from individuals with comparable experience in non-fundraising programmes and a dedication for developing their knowledge and skills in legacy fundraising**
This role involves travel and overnight stays when required.
What it's like to work here
You’ll be working in the Public Fundraising team which incorporates Legacy Administration, Individual Giving and Legacy Development. Together, we’re responsible for growing fundraising’s engagement with our mass audiences and ultimately grow income from new and existing donors. We work with teams such as Public Engagement to grow awareness of the Trust as a charity and support our strategic goal to Inspire Millions.
We’re presented with a massive opportunity to grow legacy income over the next 20 years and in the Legacy Development team our ambition is to make this happen. We’re ready to launch an exciting national campaign in early 2026 with the Trust’s first ever charity TV ad. You’ll be part of a skilled, motivated and passionate team of people who care about the Trust’s ability to look after nature, beauty and history for everyone, for ever.
Your contractual location will be our head office in Swindon and there will be an expectation for you to attend the office. However, there is flexibility on where you are based at other times. You will be required to work at a National Trust location for 40-60% of your working week. This will be discussed in more detail at interview.
What you'll be doing
You’ll support the Legacy Development team with programme delivery, including marketing campaigns and a series of c.20 legacy events. You’ll support the marketing brief writing process and manage the day to day implementation, liaising with stakeholders and external agency partners to implement campaigns. You’ll ensure work is delivered on time and on budget.
You’ll be responsible for managing supporter data, particularly from our third party will-writing partners. You’ll work with the Fundraising Events team to support successful delivery of our events, including pre- and post-event communications, event resources, data management and internal briefings etc.
Working with SSC and the Legacy Development team you'll respond to supporter enquiries and provide an excellent supporter experience.
As a key implementation role within Legacy Development, you may support other activities as required including things like our legacy storybank, processes & compliance, and reporting & evaluation mechanisms.
Who we're looking for
Applications from redeployees are assessed against the minimum criteria for the role. In your application, please provide details of how you meet the minimum criteria below:
1. Experience applying legacy fundraising across different settings and audiences
2. Ability to apply fundraising regulations and best practice standards in day-to-day work
3. Strong stakeholder engagement skills, with the ability to build relationships, collaborate effectively and influence others
4. Confident and adaptable communicator
5. Experience delivering fundraising programmes in the not-for-profit sector
Additional criteria for all other applicants:
6. Knowledge of GDPR, fundraising compliance and ethical standards
7. Experience of using CRM and Data systems to support data-driven decision making
The package
The National Trust has the motto ‘For everyone, for ever’ at its heart. We’re working hard to create an inclusive culture, where everyone feels they belong. It’s important that our people reflect and represent the diversity of the communities and audiences we serve. We welcome and value difference, so when we say we’re for everyone, we want everyone to be welcome in our teams too.
•Substantial pension scheme of up to 10% basic salary
•Free entry to National Trust places for you, a guest and your children (under 18)
•Rental deposit loan scheme
•Season ticket loan
•EV car lease scheme
•Perks at work discounts such as gym memberships, shopping discount codes, cinema discounts
•Holiday allowance up to 32 days relating to length of service, plus holiday purchase scheme, subject to meeting minimum criteria.
•Flexible working whenever possible
•Employee assistance programme
•Free parking at most Trust places