Taking care of your legacy income.

In times of uncertainty, you can’t leave your organisation’s future to chance. Legacies provide a vital source of income to many charities across the UK, and it is essential that this is safeguarded.

Our legacies team is unrivalled in experience and are on hand to ensure that your legacy donor’s final wishes are realised and that they have the greatest impact for your charity.

We can help you navigate the sometimes complex estate administration process, from notification of a gift, through to distribution of the estate. Our experience means we are able to communicate with executors in a respectful and sensitive way, while making sure your interests are represented. We thrive on working quickly and adding value – so you can be confident your legacy gifts are in safe hands.

Contested legacies – love them or hate them? - By Katherine Ellis The contested legacy. The marmite of the legacy administration world! Legacy officers either relish the opportunity to get to grips with a more challenging and not so straight forward estate administration, or loathe the prospect of navigating the complex myriad of highly charged emotions, legalistic arguments, and PR implications. Whichever end of that love it or loathe ...

Legacy Management Services

Outsourced service

Let us take care of your legacy gifts though our legacy management service. Adding value to your legacy income, reducing risk for trustees and speeding up your pipeline.

Short term support

Increase the capacity of your legacy team when you need it – to cover staff leave, gaps in recruitment or simply when things get busy.

Legacy HelpDesk

A helping hand to review cases, or answer any questions you have, whenever you need it. Submit questions to us securely through our online helpdesk.

Consultancy support

Training and advice to help you work to best practice, ensure good governance, reduce your risk and maximise your potential.

Trusted by over 100 charities.

Charity testimonials

  • “Legacy Link can always be relied upon to provide additional resources whether it be short term or on a more long term basis. The consultants are professional and experts in legacy administration which means they can hit the ground running and take some of the pressure off the team, when help is needed the most.”

  • “Excellent value for money – I couldn’t recommend Legacy Link’s service highly enough.”

  • “Legacy Link has administered Greenpeace’s legacies for over three years. Highly professional, they deal with ease with the most complex cases; we are very happy with Legacy Link’s services.”

  • “The service is responsive, friendly and effective; we are very happy to recommend Legacy Link to other charities.”

  • “Alzheimer’s Society received first class support from Legacy Link over a period of some 8 years. Our legacy team has really benefited from the consultants’ knowledge, reliability, flexibility and professionalism which have simply been outstanding”.

  • We have outsourced our legacy administration to Legacy Link for several years. We receive regular reports on cases, we know the work is in good hands and the savings in terms of staffing and overheads make outsourcing well worth while.”

  • “NSPCC has regularly used Legacy Link’s services over the past few years. The consultants are reliable and friendly; and they really get their heads down and eat through the work.”

  • “A friendly, flexible and competent service that I would happily recommend.”

  • “Legacy Link has provided an invaluable service, responding quickly and flexibly with advice and locum assistance at our Cotswold and London offices. We are grateful for their professional and capable assistance.”

  • “RSPB needed a great deal of help and Legacy Link really pulled out the stops for us – both in administration support and training. Without its help, the backlog of work would have been unmanageable. A professional, responsive and very flexible service.”

  • “Legacy Link has been invaluable to the RSPCA in providing maternity cover and then project work. Marie’s positive and professional attitude has made her an asset to the team, and she has expertly handled contentious and sensitive cases to manage potential financial and PR risk. We have valued her ability to always think about the bigger picture.”