News, views and guidance relating to legacy giving for the not for profit sector.
Legacy Link are proud to have recently awarded the Crispin Ellison bursary award to two very worthy recipients, providing funding to enable them to complete the ILM Certificate in Charity Legacy Administration (CiCLA). Leanne Beaton was one of the bursary award recipients and we’d like to share a bit of her background and how receiving the award will impact her …
Legacy Link are proud to have recently awarded the Crispin Ellison bursary award, launched earlier this year, which aims to support the professional development of the recipient by providing funding for them to complete the ILM Certificate in Charity Legacy Administration (CiCLA). We’d like to share a bit about our recipients and how the bursary award will impact their work …
Legacy Link have been shortlisted for the Most Committed Company to the Sector award at this year’s National Fundraising Awards, organised by the Institute of Fundraising. Now in their 27th year, the Awards are the only one of their kind that recognise and reward fundraising excellence and best practice in the voluntary sector. Legacy Link have been nominated alongside Just Giving, Home …
We hope you are able to join us in Leeds on 26th April 2017, for a free lunchtime seminar about legacy fundraising. Over tea, coffee and a light lunch, we will discuss the future of legacy giving, including: Changes in donor behaviour, and the potential impact on their giving by wider political and economic factors. Changes to fundraising regulations and …
One important way of increasing the value of a legacy is by claiming back the tax paid on income received during the course of an administration. Although the sums involved may seem modest when compared to the overall value of the legacy received, when added up it can amount to a considerable sum which can then be used toward your charitable objectives. So, what are the principles, and how is it done?
Communicating with Executors of estates where a charity is fortunate enough to be left a gift in a will should be straightforward. Yet in reality there are pitfalls and the legacy officer must proceed with utmost care, sensitivity, tact and respect. Some 500 charities in the UK regularly receive gifts in Wills, and amongst these there is a growing body …
The ability to budget and forecast legacy income is an essential part of your charity’s financial planning. So, how is this done and what are the key issues and risks to consider?
We are pleased to announce the launch of our new service, Legacy HelpDesk.
Legacy HelpDesk provides charities with remote legacy administration assistance and advice through a secure online platform and is ideal for charities that only need occasional assistance.
Legacy Link are pleased to announce the launch of the Crispin Ellison Bursary Award. The bursary aims to further the professional development of those working or volunteering in the charity sector. The Crispin Ellison Bursary Award is an annual award launching in January 2017, to cover the costs for two successful applicants to complete the Certificate in Charity Legacy Administration …
It may seem that a legacy officer’s role is just to attend to day-to-day legacy management matters but, in reality, the role can potentially cover many key areas which require a wide-ranging set of skills and experience, and so bring additional value to the role. So, what are they, and why are they important?
