Ahead of the retirement of its Legacy Administration Manager, Marie Curie Cancer Care asked Legacy Link to provide a range of services to help recruit a successor and to cover any vacant period before the successor was in place. The charity has a high level of legacy income and complex cases and would need a sure hand. At the same time, the legacy administration role would be moving to the Fundraising Division, a new responsibility for the department head.
Legacy Link was able firstly to advise on questions for the interviews, aimed to cover a wide assortment of complex issues. We then provided assistance through two Consultants, to cover the gap before the new post-holder arrived; at the same time we made recommendations for changes and enhancements in procedures and policies for him to consider. We also worked to deal with a backlog of reviews.
Following the arrival of the new post-holder, one of the Consultants stayed on during the first few weeks, to help train and to provide assistance as the new incumbent found his feet.
Tribute funds… public dedications… places of remembrance… it’s all going on with charities’ in-memory products. Some of these offers work well for supporters who aren’t yet ready to close the door on their giving or fundraising after they first connect.
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The Autumn Budget has brought some big changes to the UK’s tax system, particularly in the areas of inheritance tax, capital gains tax, and pensions—all likely to have an impact on legacy giving. With charitable legacy giving exceeding £4bn in 2023/24, these changes and their possible affects are certainly worth reviewing.
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A UK charity has received £1.8 million in a landmark legal decision, after winning a contested will case with the specialist help of Legacy Link, part of the Legacy Futures Group.
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