The second of our popular, free morning seminars: The Top 10 Reasons Charities Give for Not Investing in Legacies, is to be held on Wednesday 7th October at the Law Society. Its predecessor on 29th May was a sell-out success. Aimed to assist Fundraising Directors and Legacy Managers put a strong case for legacy fundraising, the session will be led …
Article on SORP 2015 and its implications for legacy accrual
Legacy Link has written an article on the likely implication of SORP 2015 on legacy accrual and the trend of auditors to recommend more and more accrual. But is this healthy for charities? The article can be found below:
Legacy Link win at IoF Insight Awards 2015!
Our legacy strategy development project with Wood Green Animals in 2014 won the ‘Most Powerful Use of Insight by a Charity with Fundraising Income Less Than £7m’.
A discussion document on thanking the family of a legator
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 …