And we’re living through the biggest generational transfer of wealth in human history, with gifts in Wills and in-memory giving now raising over £5 billion a year and set to double in real terms by 2050.
Our purpose is to help charities grow through legacy giving, at every step of the legacy journey, through the insight and analysis of Legacy Foresight, the strategic consultancy of Legacy Voice, and the estate administration of Legacy Link.
Legacy giving means the world to us. That’s why we do everything legacy.
Legacy giving is most often used when talking about the precious gifts left to charities in Wills.
We see legacy giving as being more than this. Legacy giving is about motivation. It is the motivation to have a life live on through causes loved, to help shape the future, whether through gifts made in a Will or gifts made In Memory of a loved one.
Gifts in Wills create a legacy for the person themselves. Gifts In Memory create a legacy for a loved one. Together they give purpose and meaning to millions of people worldwide.
We strive to be the charity sector's most trusted partner for everything legacy. We are on a mission to help charities grow through the transformative power of legacy giving.
Legacy giving is all about values. These are the ones we live by in all that we do, as a team, with our clients, and our partners around the sector.
Never constrained in our thinking or in what legacy giving can achieve.
The best solutions are built on trust and collaboration.
Above and beyond to the highest of standards.
Experience is everything. Our team has been immersed in decades of gifts in Wills and In Memory giving, driven by a shared vision for the sector and unwavering commitment to its development for the good of the charities we work with.
Neil is a qualified Legacy Officer and Chartered Accountant with 20 years of Finance and Charity experience.
More about Neil Kirk
Stephen works closely with Group-wide clients to maximise their legacy giving potential.
More about Stephen Mooney
Dr Claire Routley has worked in fundraising for over fifteen years, specialising in legacy fundraising for the last decade. In 2011, she completed a PhD looking at why people choose to leave legacies to charity.
More about Claire Routley
Anna leads research and insight activities and brings over 20 years’ experience in advertising and communications, having worked on leading brands, charities and government organisations for Ogilvy & Mather, one of the biggest global agency networks.
More about Anna Turner
Doug joined the team in 2022 and brings more than 25 years of experience analysing data to provide insight that drives action.
More about Doug Clow
Caroline supports our clients on the various consortium research programmes and across our benchmarking and forecasting services.
More about Caroline Waters
Having gained his CiCLA, Paul is now enjoying the challenges of delivering legacy administration, best practice and educational seminars to charitable legacy teams across the UK.
More about Paul BrowneWe work with most of the UK’s top 100 charities and a large number of the top 250. We also work internationally, and in emerging sectors such as Hospices and Education. So, whatever your charity’s shape, size, cause, sector, age or location, we will always help where we can.
