Julie,
Your approach is spot on - so often we fail to close the loop in accepting a legacy gift - it is after all a donation and one would & should always thank for gifts received and if you have contact with the executor/family its great for them to be thanked personally for a gift helping to celebrate the life of the individual who made that gift and the work he/she has enabled. Where perhaps there isn't that proximity of relationship one can always ask the solicitor to pass on a letter of thanks.
Keep up the good work.
Regards,
Iain
Iain McAndrew | Save the Children UK | Head of Legacies | 1 St John's Lane, Farringdon, London, EC1M 4AR
Direct line: 0207 012 6979 | Mobile: 07825 234339 | Home Office: 01227 730345 |
Email: I.McAndrew@...
Website: www.savethechildren.org.uk
From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of julie.tunnicliffe@...
Sent: 10 July 2009 13:03
To: legacymarketing@...
Subject: [Legacymarketing] Thanking executors
|
Hi
Can anyone help with a question about who and how to thank / acknowledge / recognise gifts in wills, where the executors include members of the family or friends as well as solicitors.
Currently, it is my preference to write and thank the family/friend executor for the time and trouble they have taken in admninistering the will and the bequest, let them know the difference the gift makes (what it could fund) and invite them to look round the hospice. Other member sof the team feel difrerently and thinkwe should only acknowledge receipt of the bequest with the solicitor and not contact the family/friend at all.
What happens at your charity, how well is that received and does it work for you?
Thanks for your advice
Julie |
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