Some 500 charities in the UK regularly receive gifts in Wills, and amongst these there is a growing body of largely unwritten practice on how best to communicate with Executors.
So we have compiled some guidance to help you navigate the legacy administration process, balancing the need to respect the wishes of the donor and treating Executors with the care and respect they deserve.
This guidance is based on the experience of our consultants, who are some of the most experienced people in the field and, due to the number of charities that each has worked with, are very aware of the need to balance expediency with tact and sensitivity when communicating with Executors.
We hope that our guidance document may be useful to charities beyond those that we work with and to others interested in achieving best practice, such as trainers, charity managers and charity trustees.
When communicating with Executors and family members, we must reflect:
We have noticed a number of specific issues and occasions in day-to-day legacy administration where an inappropriate or poorly-worded communication could cause offence and also tarnish the charity’s reputation. By committing these examples to print and sharing what Legacy Link consultants believe to be best practice; we hope that they may be minimised.