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
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
Karin joined Legacy Link in June 2021 and brings over 13 years of Legacy Case Management gained as a sole Legacy Officer with Motor Neuron Disease Association and World Vision UK.More about Karin Farmer
Jenny is a natural communicator whose love of language and people has found a natural home in the Legacy world.More about Jenny Perry
Brad has decades of experience in the field and is very well trusted and respected in the sector.More about Brad Greis
Sophie has been working in the Legacy sector for 10 years with a wide skillset from Executorship and Legacy Administration right through to Donor strategy.More about Sophie Craig
Tracey has over twenty years of experience in legacy administration for a national charity.More about Tracey Geeves
Davina has worked in legacy administration for the past twenty years and has worked for several major charities including as the Legacy Manager at the British Red Cross and then at the National Trust.More about Davina Mackay