Legacy Link is aware that not all charities express condolences and appreciation of gifts in wills in the same way. So we are publishing a discussion document to suggest some common procedures that charities might adopt, and to further discussion in this area. Our discussion document can be found below:
Breakfast seminars on legacy fundraising strategy
The first of a series of free morning seminars: Building the Case for investing in Legacies, held on 29th May was a sell-out success. Aimed to assist Chief Executives, Fundraising Directors and Legacy Managers put a strong case for legacy fundraising, the session was led by Legacy Link Associates Jonathan Cook, Duncan Bell and Ashley Rowthorn. The next breakfast seminar …
Feedback on the Legacy Link one-stop-shop approach
Since September 2013, Legacy Link has been working at The National Osteoporosis Society, for the first time assisting an organisation with both legacy fundraising and legacy administration. Claire Wynne-Hughes, recently Director of Fundraising at the charity, says: “We are extremely pleased with the services provided. So much so, that we decided to extend the arrangement. We enjoy working with them! …
Legacy Link consultants really add value
Legacy Link has calculated that its consultants added £1.25m of value to the legacy income of client charities each year through efficient and pro-active legacy administration. Examples include asserting correct treatment of taxation, persuading solicitors to bring forward distributions where possible, effective management of contentious claims, ensuring the use of brokers, surveyors and others offering preferential rates to charities, maximising …