Ian Bond’s 5 top tips for discussing charity with clients

Ian Bond as a supporter of Remember A Charity shares his five top tips for discussing charity with all of your will-writing clients.

In the video we also share some useful statistics around legacy giving and discuss Ian’s perspective on why all practitioners should always mention the option of charitable legacies to their clients when taking instructions.

As mentioned in the video, the Remember A Charity Campaign Supporter scheme is free to join. When you sign up on behalf of your organisation it will be listed on our public directory and you’ll receive free resources helping you discuss charity with your clients. Find out more here: www.rememberacharity.org.uk/solicitor

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Resources:

• Remember A Charity Strategic Priorities 2019 2021 | Download
• Remember A Charity Campaign Supporter Scheme | Download
• Remember A Charity 2020 Impact Report | Download

For more information on Remember A Charity, visit their partner profile by clicking the logo to the side of this video.

Resources

• Find out more http://www.rememberacharity.org.uk/solicitor

Downloads

• 2020 Impact Report pdf • 2300Kb
• Campaign Supporter flyer 1 pdf • 75Kb
• Remember A Charity Strategic Priories 2019 2021 pdf • 221Kb
• Social norming document pdf • 2952Kb