The Legacy Administration People.
Our team of independent charity legacy officers are available as an extension of your team, to ensure that your legacy donor’s final wishes are realised and that they have the greatest impact for your charity.
We 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.
Trusted by over 100 charities.
Legacy Management Services
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.
Increase the capacity of your legacy team when you need it – to cover staff leave, gaps in recruitment or simply when things get busy.
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.
Training and advice to help you work to best practice, ensure good governance, reduce your risk and maximise your potential.