One-to-one or group training in legacy administration, tailored to suit.

Legacy Administration

Legacy Link offers legacy administration coaching tailored to fit the needs of the individual, and at any level. This is particularly useful where a new Legacy Officer is coming in whom the charity needs to bring up to speed quickly or a department head who needs refreshing quickly on some of the finer points.

Training can be spread over one or more days, and often is undertaken with a week between each day to enable those trained to practice what they have learned.

First Class Training

Legacy Link’s Lucy Male is able to offer introductory training for new users of FirstClass, the well-known legacy management software, in use by some 60 charities. The training is usually one full day, and is supplemented by excellent notes and exercises for the trainee’s future reference, prepared by Clear Software, providers of FirstClass. Please contact Alison Parker at Clear Software on 01257 272730.

For those needing a refresher on FirstClass, the course can be adapted as required.

Charities installing FirstClass from new will be offered training and should liaise with Clear’s Gordon Cooke or Alison Parker, on 01257 272730.

Legacy Audits to improve your internal processes and procedures.

Legacy Link offers an independent opinion to improve your charity’s legacy administration processes and procedures to help you look after your legacy gifts more effectively.

Our Legacy Audit is a detailed review of how your charity manages its legacy gifts, and provides advice on improvements that can be made to bring it in line with legal requirements and sector best practice.

This audit is carried out at your charity’s office, and presented as a detailed written report with recommendations for any improvements that must or could be made.

The typical areas our audit covers:

  • Security and risk
  • Forecasting income
  • Keeping on top of routine matters
  • General procedures
  • Review of delegated authority
  • Use of database / computer systems
  • Tone and frequency of communications
  • SORP compliance

Charity testimonials.

  • “A really informative training day – enabling us to claim some significant amounts of income”.

  • “Many thanks for the FirstClass training day, which was excellent – comprehensive but not complicated.”

  • “An excellent afternoon’s training perfectly tailored to the needs of our organisation. The trainer was very knowledgeable and extremely helpful.”