Have your say on dealing with charity legacies – Survey

The Institute of Legacy Management (ILM) has today launched a survey asking probate professionals for their thoughts and experiences of dealing with charities. ILM has teamed up with Today’s Wills and Probate to understand more about the way in which law firms and probate practitioners interact with charity teams and what lessons can be learned to improve the process in the future. Two £100 Amazon vouchers are up for grabs for respondents who enter the prize draw. 

ILM is a membership and training organisation for charity legacy professionals, with more than 700 members from around 400 charities. Together, they manage over £3bn worth of legacy income per year and play an important role in liaising with the legal profession to ensure legacies are received by charities in a timely and efficient manner. Always striving to guide its members towards achieving best practice, the ILM is keen to hear from probate professionals about their dealings with charities throughout the probate journey, the processes that work well and the ones that could be improved.

ILM CEO Matthew Lagden, explains:

“As charity legacy professionals, our members deal with solicitors and other probate professionals on a regular basis. It may be checking progress with the estate – particularly if there is property to be sold, or perhaps asking for figures and a timeline to help make decisions about new investment projects.

“We want to hear from Today’s Wills and Probate readers about how they feel the communication process works with charities and if there are things they would like to see done differently. Overall, our aim is to understand how we can better work together to ensure the lasting gift left by an individual is delivered in a timely fashion and to the best of all our abilities.”

This is your opportunity to help shape future guidance and training for charity legacy professionals. Only by understanding more about what probate professionals need from our members, can we deliver the training that will help improve future working relationships. You can click here to complete the survey or use the embedded form below.

The deadline for responses is Friday 3rd May

While the survey can be anonymous, should you wish to be contacted by the ILM about your responses, and/or be entered into a prize draw to win one of 2 £100 Amazon vouchers, please leave your details in the relevant sections of the survey.

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