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

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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

Have a question? If you have any comments or feedback around this content, please get in touch

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.

Ian Bond

Head of Wills & Estates at Thursfields • Remember A Charity

Qualified as a Solicitor in 2003, TEP since 2007; specialising in private client work including wills and estate planning, trusts, powers of attorney, probate and estate administration.

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