Legacy Administration Manager

at  Wales Air Ambulance

ABOUT US

Wales Air Ambulance delivers advanced lifesaving medical care to people across Wales, 24/7. We are the only air ambulance charity based in and dedicated to the people of Wales and rely entirely on your charitable donations to raise 11.2 million every year to keep the helicopters in the air and rapid response vehicles on the road.
We have successfully grown our service over the last twenty three years from a single aircraft operating five days a week from a single base in South Wales to the four aircraft 24/7 service model that we have today.
With a motto of “Serving Wales, Saving Lives”, we are absolutely committed to delivering the very best service we can for the people of Wales.

JOB PURPOSE

To be responsible for managing and operating the administration of all legacies to which the Charity is entitled, with an increasing open caseload, including some contentious probate.
To maximise the income received from legacies by ensuring all forms of assets bequeathed to the charity are realised for the highest possible value, utilising to the full, all legal and tax benefits available to charities by statute and operating within the law as it applies to the specialism of probate.
Building forward-looking relationships with stakeholders such as Solicitors and Lay Executors to support the charity’s development of the legacy income pipeline, and work closely with members of the Income Generation team supporting the development of legacy fundraising, marketing, and event programmes.

MAIN DUTIES AND RESPONSIBILITIES

• Managing the disposal of assets bequeathed to the charity to ensure the maximum value is received, always seeking ways to increase the value of gifts during administration
• Ensuring that the charity meets its statutory obligations by monitoring changes in tax law, probate law, charity law and Charity Commission regulations
• Negotiating and liaising with executors of estates from legal, banking and accountancy professionals to private individuals acting as personal executors, ensuring that the charity receives maximum income from legacies as quickly as possible
• Evaluating on a case-by-case basis, the need to seek external legal advice on behalf of the charity, including liaising with other charities and acting as lead charity when needed.
• Research, prepare background papers and brief solicitors, where appropriate, in contentious cases
• Ensuring estate accounts provided by executors are correct and that the wording of Wills reflects fully our charitable status in order to maximise income in full compliance with legal and tax requirements.
• Ensure HMRC Certificates are received and completed correctly to reflect the charity’s share of tax deducted at source thereby enabling the charity to reclaim such tax.
• Considering and, where appropriate, liaising with executors to ensure Deeds of Variation and Deeds of Family Arrangement are entered into to ensure that legacies bequeathed to the charity are received free from Inheritance Tax and Capital Gains Tax.
• Prepare reports and make representation to the Charity Commission, through agreed delegated authority from the charity’s Board of Trustees, in all matters relating to Deeds and ex-gratia payments.
• Delivering effective supporter engagement and cultivation activities ensuring growth of the legacy pipeline including supporting wider colleagues in conversations with supporters (donors) in a variety of settings
• Working with relevant teams to ensure legacy asks are effective and reflect insights, patterns and trends identified through the processes of gift administration.
• Identify and cultivate suitable Ambassadors and case studies for the charity
• Manage, monitor, and develop internal systems, databases, and procedures to ensure seamless administration of gifts from notification through to final gift
• Lead the monitoring and appraisal of administration correspondence to ensure the charity is gathering all necessary information, whilst being self-sufficient when corresponding with executors etc.