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
Neil is a qualified Legacy Officer and Chartered Accountant with 20 years of Finance and Charity experience.
More about Neil Kirk
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 Browne
Sharon enjoys developing a close working relationship with our legacy administration consultants and charities.
More about Sharon Wheeler
Lyn joined Legacy Link in March 2021 and brings a vast knowledge of customer care experience both with internal and external customers.
More about Lynn Hall
Hazel was admitted as a Solicitor over 30 years ago and has extensive experience of a wide range of issues which affect charity legacy administration including Will drafting, Probate, Scottish Executries, Trusts, Powers of Attorney, Court of Protection matters and applications to the Charity Commission.
More about Hazel Jones
Tracey has over twenty years of experience in legacy administration for a national charity.
More about Tracey Geeves
Cordelia joined Legacy Link in 2023, bringing experience both from her work in charity legacy administration and as a solicitor in private practice.
More about Cordelia O'Regan
In 2022 Matt secured a part-time Legacy Manager role at BHF and so decided to fill the time he had available in the working week by joining Legacy Link, with the aim of helping as many charities as possible and supporting a wide range of causes.
More about Matt Philcox
Naomi Orrey joined Legacy Link in 2018 and is passionate about using her 15 years of experience in legacy administration to make a positive difference to charities.
More about Naomi Orrey
Rebecca started working with Legacy Link in 2022 as a Developing Consultant and brings her creative and communication skills to the role.
More about Rebecca Rowthorn
