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.

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Ian Bond

Lifestyle and Estate Planning Partner • Irwin Mitchell

Ian is a partner in Irwin Mitchell’s Lifestyle & Estate planning team dealing with all aspects of Private Client work; including trust formation, administration and termination; wealth succession; and, estate planning (including the making of wills and powers of attorney).

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