Inheritance Tax (IHT) is an unpopular and complicated tax that affects a minority of estates and yet it has a huge impact on legacy fundraising. Why does it matter so much and, in light of the ongoing review of IHT, what is being done to protect the current environment for gifts in Wills?

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Legacy income teams have immense power and responsibility when it comes to maximising the entitlement from each bequest. Blerta Clubb, Solicitor & Senior Legacy Case Manager at Save the Children and speaker at the Excellence in Legacy Administration conference 2018, explains how teams can achieve fantastic return on investment…

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Do you feel as though your legacy work is often left unappreciated? Find out four actionable ways to ensure that your organisation gets the credit and support it’s due...

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Legacy Administrators can be left feeling demotivated at best and significantly under-resourced at worst. Adam West, Legacy and In Memory Manager, MS Society, and speaker at the Excellence in Legacy Administration conference 2018, reveals his top 4 tips towards combatting the key problem areas faced by legacy professionals...

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Marcia Prince, Legacy Manager at The Salvation Army and speaker at the upcoming Excellence in Legacy Administration conference on 4 December, discusses how collaboration between Legal Administration and fundraising can bring real benefit to charities…

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We need to quash the perception that Legacy Administration is little more than ‘banking and thanking’ by raising the profile of Legacy Officers and educating colleagues on what they do. That’s according to Duane Saunders, Legacy Administration Manager at Marie Curie and speaker at the Excellence in Legacy Administration conference 2018...

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Legacy Administrators play an integral part in maximising income, guarding reputation and forecasting income. Eifron Hopper, Legacy Income Manager at RNLI and moderator at the Excellence in Legacy Administration conference 2018, explains the inherent challenges faced by Legacy Administrators…

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Data from Smee & Ford’s Legacy Trends 2018 report reveals that Macmillan Cancer Support has topped the charts for the greatest growth in legacy income with a £12.9 million annual increase.

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This summer Smee & Ford reported that the UK legacy market is worth between an estimated £2.8 billion and £2.9 billion – the largest ever reported. The general long-term trend is that charitable estates are increasing, with just over 6% of the population leaving a legacy.

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It’s a myth that older generations aren’t online savvy. A recent study found a surge in older users on Facebook. This resulted in over-55s becoming the second-biggest demographic of its users this year, which is a core group for many legacy teams…

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