We support charities and organisations in developing and delivering effective legacy giving campaigns that encourage supporters to leave a gift in their will.
Our professional and fully regulated will writing and estate planning services are delivered with complete independence, ensuring individuals are never pressured and decisions are made freely.
Support for Every Stage of the Legacy Journey
Expert legal guidance to help your charity grow, manage and protect legacy income.
Legacy Campaigns
We work with you to build a sustainable and well-structured legacy programme by developing messaging that communicates the practical steps involved in charitable giving. We ensure all wording is legally robust and provide straightforward, practical guidance to help supporters feel informed and confident in their decision-making.
Our independent advice reassures supporters that their will is valid and that any charitable gift is correctly drafted. We can also offer guidance on tax efficiency, protection against ambiguity or failed gifts and reduce the risk of future disputes.
Via our TE Member Assist package, your supporters can also access other discounted legal services.
Ongoing Support
Legacy creation is a long-term relationship, not a one-off campaign. Our Charity Assist team works alongside your organisation as a trusted partner, providing training, technical updates, and ongoing support for your fundraising team, as well as guidance on specific legacy queries.
We can also assist with estate administration when gifts are realised and help navigate the complex and emotive issues that arise when wills are contested.
A Responsible and Ethical Approach
We understand legacy fundraising must always be:
- Transparent
- Ethical
- Supporter-focused
- Fully compliant
As such, our experienced professionals adopt an approach that safeguards both the individual and your charity, as well as your reputation. Our independent legal advice is always accompanied by complete cost transparency and full regulatory compliance, helping safeguard your charity’s reputation as well as your supporters.
Pledge Notifications
With a supporter’s consent, we can provide you with pledge notifications when a legacy gift has been included in a will. This early awareness can be extremely useful for charities, enabling more informed budgeting, forecasting and strategic planning.
Whilst any gift remains confidential and revocable during the supporter’s lifetime, a notified pledge allows you to better understand potential future income and acknowledge the long-term commitment of your supporters in a respectful and appropriate way.
Education and Training
Clear, accessible education and training helps reduce the risk of failed gifts and improves the outcomes for both donors and charities. We deliver:
- Seminars for supporters on legacy giving
- Training for trustees and charity teams on legacy creation and administration
- Guidance sessions on avoiding legacy disputes
- Updates on legislative changes and best practice
Discounts for Employees, Supporters and Members
Through our TE Member Assist package, your supporters can also access discounted will writing and other legal services.
Our TE Member Assist package is simple to implement and comes at no cost to your organisation. Find out more here.
Supporting your Fundraising
Taylor Emmet has a dedicated Charity Committee that coordinates a wide range of fundraising activities and events throughout the year.
We are committed to championing charities through organised fundraising activities, community initiatives, client events and awareness campaigns, which proactively raise the funds and profiles of the organisations we support.
Thanks to our professional network, business contacts and local community connections, we can extend the reach of our charity partners and their wider objectives. Click here to find out more about our charitable work and how to put forward your organisation for possible future support.
Contact Us
If you would like more information about developing a legacy giving campaign or offering your supporters will writing services, don’t hesitate to contact our Charity Assist team for a free, no obligation discussion.
