Administration and management of legacies to optimise the benefit from each estate in which they are a beneficiary. The department works closely with the Legacy Fundraising and the Finance Teams.
Key attributes and tasks within a Legacy Administration team: administer a caseload of legacies and manage the administration of residuary, reversionary and contested legacies, proactively action regular correspondence with pledgers/grieving loved ones/executors/solicitors via email and letter, process cheques and legacy-related payments in an effective and timely manner and assisting with the thanking process, liaise with solicitors and estate practitioner, maintain an effective evaluation and follow-up system to review the status of legacy cases, identifying successes and areas for improvements, maintain an up-to-date knowledge of probate law, tax and legacy administration issues and share with colleagues as appropriate
Substantial knowledge of probate, trusts, tax and property related issues as relate to charitable legacies, along with experience of legal and/or charity legacy environment are often required. Legal and/or legacy administration qualification (Solicitor, ILEX, STEP Member, CiCLA qualification) are ideal.
Up to £24.73 per hour
I'm working exclusively on a temporary Head of HR role for brilliant Charity ...Apply
City of London, London
£280 - £300 per day
This Interim Finance role is an immediate start on going temporary position w...Apply
Haywards Heath, West Sussex
£17.00 - £22 per hour
A wonderful charity is looking for an immediately available Year End Accounta...Apply
£32500.00 - £35000.00 per annum
A leading international awarding body with an excellent reputation as an exam...Apply
£25700.00 - £28560.00 per annum
TPP are supporting a brilliant mental health charity who support young people...Apply
£250.00 - £280 per day
A fantastic charity based in Woking is looking for an immediately available S...Apply
£30000.00 - £36000.00 per annum
A well-respected membership body are now looking for a Executive Assistant re...Apply
Up to £28000 per annum
TPP is currently representing a social welfare charity who provide a valuable...Apply
North London, London
Role: Volunteer Administrator Supported by: Head of Property and Procurement ...Apply
£38000 - £42000 per annum
We are working with a well-known housing and community charity based in Watfo...Apply
Up to £35 per hour
A Gold TEF awarded university, opened a new campus in September last year. Th...Apply
Up to £39,615 per annum
TPP are working with a leading Children's Charity based near Angel and Old St...Apply
General practice is the backbone of the NHS and every GP surgery needs non cl...
Data roles may not be the most obvious jobs in charities, but they make up an...
On Tuesday, 28th November TPP Recruitment took part in #givingtuesday. Donati...
Higher Education tends to conjure up images of closed academic circles, but i...