Whatever your legacy challenge, we have a service to fit your needs.

This bespoke service provides a detailed review of how your charity manages its legacy gifts and offers recommendations on improvements to bring you in line with the latest legal requirements and sector best practice.

The Healthcheck is carried out remotely and presented as a detailed written report with recommendations for any improvements that must or could be made.

Typical areas covered

• Security and risk
• Forecasting income
• Keeping on top of routine matters
• General procedures
• Review of delegated authority
• Use of database / computer systems
• Tone and frequency of communications
• SORP compliance

Cost: from £2,500 + VAT