Legacy Link Blog

On occasion, your charity may be asked to become the executor of a Will, either by someone who is making their Will, or in respect of a person who has died leaving a Will but their named executor is unable or unwilling to act. Should you agree to do this and what are the risks and benefits?

A key role for a legacy officer is to optimise the value of legacy gifts and make the biggest impact possible for the legacy donor.

Checking estate accounts can seem time-consuming and confusing. So why is it vital that you do it, and what should you look for? Checking estate accounts is an important part of ensuring that the administration of an estate has been completed correctly, and that a charity has received its full entitlement under the Will. Indeed, a charity should not give …

Weekends mean ‘lie-ins’ in our household (in a very loose sense of the word). The chance to enjoy the comforts of a soft mattress and a bit more shut-eye for an extra hour or so until the necessities of the day and the co-ordinating of children can’t be put off for any longer. There’s no formal system but my good …

How Trustees manage legacy income is a key pillar of efficient charities. With increasing regulation and recent criticisms of the sector, putting accountability at the heart of every organisation (large or small) is essential for long term self-preservation and potential damage limitation. Legacy administration itself is a particularly delicate area, and should be considered by all charities as a priority in …