We are passionate about supporting charities to maximise and protect one of their most valuable income streams, legacies. We offer free, practical training sessions designed specifically for charity trustees, leadership teams and legacy officers, covering legacy creation, effective administration and risk management.
Our sessions explore how to encourage legacy giving in a compliant and sensitive way, how to manage estates efficiently once notified, and how to identify and respond to potential risks or disputes. Delivered by experienced probate and contentious legacy specialists, our training is clear, practical and tailored to your organisation’s needs, helping you protect your reputation while safeguarding vital legacy income.
Support for Every Stage of the Legacy Journey
Expert legal guidance to help your charity grow, manage and protect legacy income.
Our Training Can Cover Topics such As:
- Understanding different types of legacy gifts and how they work in practice
- Encouraging legacy giving in a compliant, ethical and supporter-focused way
- Best practice for communicating about legacies with supporters
- Managing the administration of estates once a charity has been notified of a gift
- Identifying common issues that arise in legacy administration
- Recognising and responding to disputes, challenges or claims against estates
- Protecting your charity’s interests while maintaining positive relationships with families and executors
- Practical steps to reduce risk and strengthen internal legacy procedures
Get In Touch
If your charity would benefit from a free legacy training session, our team would be delighted to help. We can deliver sessions in person or online and tailor the content to suit your organisation’s size, experience and objectives.
