Role Description

Title                               Parish Legacy Officer

Accountable to            Pioneer Team Vicar

Role Summary

To help the parish community understand that writing a will is an important act of good stewardship, and to encourage gifts in wills to further resource the church’s mission and ministry..

Core Tasks

  1. Understand the church’s history of encouraging and receiving gifts in wills.
  2. Promoting legacies within the parish through circulating leaflets, producing magazine articles, resourcing clergy and readers, etc.
  3. Encourage your Clergy Person to preach on the importance of gifts in wills.
  4. Talking with an individual about a gift in their will.
  5. Act as the main point of contact in the parish for all legacy enquiries.
  6. Organising an annual event or occasion to celebrate gifts in wills.
  7. Ensuring the church honours and thanks the family of any legacies received.
  8. Being a point of contact for the parish with the Diocesan Stewardship Advisor and attending training when organised by the Diocese.

Person Specification

  1. Sensitive to people and able to maintain total personal confidentiality.
  2. A good listener.
  3. A well organised individual, used to dealing with official paperwork.
  4. Well respected and well liked within the church and community.
  5. Enthusiastic and able to motivate other people to give to God.
  6. Knowledge of legal and financial matters is beneficial, but not required.
  7. Preferably has made their own will including a charitable legacyUnderstand the church’s history of encouraging and receiving gifts in wills.