Legacy Sector Discussions Set For Today’s Wills And Probate Round Table
The charity sector has been forced to confront the wrath of governmental reform in recent months; all of which had huge ramifications on the charity sector and their ability to accrue legacy gifts. Firstly, the changes to the Non-Contentious Fees Bill have the potential to cause a loss of £10 million per year in legacy […]
Short-Term Arrangement To Replace Current Wills Notification Service
Her Majesty’s Courts and Tribunal Service (HMCTS) have claimed that the proposed changes to the Wills Notification Service will launch a short-term arrangement that is set operate for around a year until a long-term solution is created and set up by the summer of 2020. In February, the Government announced that the Wills Notification Service, […]
Charities Plea To MoJ For Alternative Proposal On Probate Fees
Charity bodies have written to the Ministry of Justice urgently seeking an alternative proposal on the probate fees by asking for a reduced or discounted rate on fees for estates that include legacy gift. This month, The Institute of Fundraising (IOF), Remember a Charity, the Institute of Legacy Management (ILM) and NCVO wrote to the […]
Update On HMCTS’ New Legacy Notification Service
This month, the Institute of Legacy Management (ILM) and other key professionals from the charity sector attended the first meeting of the HM Courts and Tribunals Service (HMCTS) working group on the new system which will alert charities to donations in Wills – following its announcement that Smee & Ford has been given notice on […]
Changes To Wills Notification Service Could Affect Charitable Spend
At the end of January, the Government announced it was to terminate its contract with Smee & Ford, the company that notifies charities of gifts left to them in Wills. This service is invaluable to our members, who rely on it to notify them of any bequests and use the service to help with forecasting […]
HMCTS Announce New System Which Alerts Charities To Will Bequests
HM Courts and Tribunals Service (HMCTS) is implementing a new system, which alerts charities when money has been bequeathed, after ending their current arrangement. The reason behind terminating HMCTS’ current scheme with private firm, Smee and Ford, which has provided a paid-for notification service to participating charities for many years, was because “it is not […]
How Using Will Aid Can Help Law Firms Tap Into the Millennials As Clients
Are you looking to reach out to the Millennials? Using Will Aid can help law firms attract the younger generation as potential clients. Some people might have you believe that Millennials (defined as those aged between 19-32) are narcissistic and shallow who spend all their time on social media – even Millennials themselves share this opinion. This stereotypical image of the […]
Oxfam’s Legacy Windfall: The Legal Implications
Gifts in Wills are a vital source of income for many charitable organisations. Many rely on this income to sustain provision of their services for often the most vulnerable in our society. According to ‘Legacy Trends 2018’ published by Smee & Ford, charity legacy income reached a record high of £2.8bn in 2017, up by […]
40% of legal professionals reluctant to discuss charitable giving with clients
The Law society held a roundtable discussion on legacy giving which found 40% of solicitors did not feel able to raise the issue of charitable giving with their clients, according to 2016 research by Remember a Charity (RAC). Legacy income is the biggest single source of voluntary income to the charities sector, currently worth more […]
Will Public trust in charities effect charity legacy giving?
Research findings in 2018 shows more than 4 in 10 members of the public donate less money as a result of lack of trust in charities – how will this effect legacy giving? Researcher Populas, on behalf of The Charity Commission, investigated overall public trust and confidence in charities which found it had decreased over the past two years. Scandals reported in the media in relation to […]
Under 55s more likely to donate to charity
Recent research has revealed that those aged under 55 are more likely to make a donation to charity than their older counterparts.
Government issues public advice on making a charitable donation safely
The Charity Commission have released public guidance to help ensure consumers donate to charities safely.
Lady Lucan leaves fortune to homeless charity
The Dowager Countess of Lucan has left the entirety of her fortune to a homeless charity.
Charities fundraisers affected by HMRC delays
Recent reports from legacy professionals have indicated that charities fundraisers may be feeling the impact of delayed correspondence from HM Revenue & Customs.
Disputes over charitable gifts in wills has increased
The number of disputes over charitable gifts in wills has risen and this corresponds with a rise in the number of people leaving money to charities after they have gone.
Remember a Charity Week launches
Remember a Charity has launched its annual awareness campaign this week, aiming to encourage people to think about leaving a charitable gift in their will.
Remember A Charity aim to make charitable will writing the social norm
Charity consortium, Remember A Charity is calling on the general public to ‘pass on something legendary’. The campaign which will return for its seventh year on 12th– 18th September 2016, and hopes to encourage generations to follow suit using the hashtag #MyWisdom. The 170 strong consortium is calling on more charities to join up and […]
Charities – What Does a Legacy Manager do?
Liz Parry, Legacy Manager for the National Osteoporosis Society – a charity which helps people affected by the often debilitating bone condition osteoporosis – explains the incredible importance of legacies to charities, why charities need a Legacy Department and why Legacy Officers request the information they do. Why do charities need a Legacy Officer or […]
Legacies: working together to fulfil final wishes
Chris Millward, Chief Executive of the Institute of Legacy Management, highlights the need for positive working relationships between charity legacy teams and probate professionals.
Man aims to secure will after disinheriting children
A former accountant has disinherited his children in favour of a charity and believes he’s secured it from a potential challenge. 85 year-old Don Day fell out with his youngest daughter, now in her 50s, after the death of her only sibling, her elder sister Julie who was 50. According to Mr Day, after Julie’s […]