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Safeguard and grow your legacy giving income with Legacy Link’s legacy administration service.

More charities than ever before are benefiting from the generosity of donors leaving a gift in their will. And with that generosity, comes responsibility on the charity’s part, to ensure that gift is realised and has the biggest impact for the cause as possible.

In fact, Trustees have a personal legal responsibility under Charity Law to manage their resources responsibly, with reasonable skill and care, and in line with the charity’s best interests. This role is best delegated to a skilled and experienced legacy officer, who is qualified to carry out the role.

Legacy Futures Team

Last year we secured over £100m in legacy income for charities through our services.

For many charities, employing someone at this level can be unaffordable, particularly when there isn’t enough case work to warrant a dedicated member of staff. Instead, this role can often be given to members of staff who lack the training to carry out the function well, and it can expose the charity to unnecessary risk and mean they lose out on potential income.

Or for larger charities, it is increasingly difficult to find and retain the right levels of staff and to keep it cost effective.

That’s where Legacy Link’s outsourced legacy management service can help.

Why Choose to outsource?

1. It’s personal

You get a point of contact with one of our experienced legacy consultants, to work with you and manage the full administration of your legacy income.

2. It’s efficient

Our consultants can work up to 50% faster than an equivalent member of staff.

3. It’s cost-effective

Save valuable office space and reduce overheads.

4. It’s flexible

There are no set up costs or monthly retainers to pay, we simply charge for the amount of work required each month within your budget.

5. You’re in safe hands

Our consultants are fully qualified and indemnified for £2m, giving you peace of mind.


“RSPB needed a great deal of help and Legacy Link really pulled out the stops for us – both in administration support and training. Without its help, the backlog of work would have been unmanageable. A professional, responsive and very flexible service.”



“Legacy Link has provided an invaluable service, responding quickly and flexibly with advice and locum assistance at our Cotswold and London offices. We are grateful for their professional and capable assistance.”

Blue Cross


“Alzheimer’s Society received first class support from Legacy Link over a period of some 8 years. Our legacy team has really benefited from the consultants’ knowledge, reliability, flexibility and professionalism which have simply been outstanding”.

Alzheimers's Society


“The service is responsive, friendly and effective; we are very happy to recommend Legacy Link to other charities.”

MacMillan Cancer Support

Sharon Wheeler

Want to know more?

Contact Sharon Wheeler for more information.

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