Charity beneficiaries and the legal sector will often come at estate administration from a very different perspective. Understanding why that might be, as well as charities’ regulatory and governance requirements, can all help to improve these key relationships and to find efficient and effective ways of working.

In this session, originally delivered for Campaign Supporters by Remember A Charity, Matthew Lagden, CEO of the Institute of Legacy Management (ILM), and Gaynor Lanceley, Head of Legacy Administration at Shakespeare Martineau, explore some top tips for helping solicitors to work with and communicate with charity beneficiaries.

Learning objectives:

Understanding the requirements of charities when they benefit from a gift in a Will
The role of the ILM
How to minimise excess communications with charitable beneficiaries

Communicating with Charity Beneficiaries

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