We can offer a healthcheck to review your current processes.
Legacy Link offers an independent opinion to improve your charity’s legacy administration processes and procedures to help you look after your legacy gifts more effectively.
We can also provide a means to help make your month-end reporting a doddle.
Linking in directly with your case management system and pulling in the data to a single report tailored to your needs.
If like me, your background is more on the fundraising side rather than the legacy admin side then it’s absolutely worth outsourcing. Not only are they expert at what they do, they can help unlock more funds from the estate, they can spot tax related issues or opportunities and they can speak the lingo with the professional executors.
Jordan Miller Hughes. Legacy and In Memory Manager NHS Charities Together
