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.
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.