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Thanking executors   Message List  
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Re: [Legacymarketing] Thanking executors

Hi Julie
 
I would always advocate building a relationship with friends and family. They could well be your warmest prospects, they are also your biggest risk in terms of negative PR and - frankly, it's the courteous thing to do.
 
How that relationship builds is up to both them and you of course - but the sooner the terrain is changed from legal to fundraising terminology, the better.
 
regards
 
Duncan Bell
 
freelance legacy strategy
 


 
On Fri, Jul 10, 2009 at 1:02 PM, <julie.tunnicliffe@...> wrote:


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




--
Duncan Bell
freelance legacy fundraising consultancy
07812 086 099


Fri Jul 10, 2009 2:49 pm

duncanbell19
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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...
julie.tunnicliffe@...
julie.tunnic...
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Jul 10, 2009
12:53 pm

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...
Iain McAndrew
i.mcandrew@...
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Jul 10, 2009
1:25 pm

Hi Julie I would always advocate building a relationship with friends and family. They could well be your warmest prospects, they are also your biggest risk in...
duncan bell
duncanbell19
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Jul 10, 2009
3:00 pm

Hi everyone, I agree with the advice, and I always try to find the executor and write to them or ask the solicitor if they would be happy to pass on a letter. ...
Claire Haslam
lentil_modo
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Jul 13, 2009
8:34 am

Thanks to all the legacy crew for helping me with this issue. I'm  glad to know I get it right some of the time and am not a numpty! Cheers  Julie ... From:...
julie.tunnicliffe@...
julie.tunnic...
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Jul 13, 2009
11:25 am

Hi All, Delighted to see a lively debate being had with regard to MD's - just to flag the October meeting will be focusing o on this area. Watch out for ...
Iain McAndrew
i.mcandrew@...
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Jul 13, 2009
12:05 pm

Hi everyone, The next LMG session (which will be focussing on the subject of MD's) is scheduled for 1st October, 2-5pm at Mencap (Golden Lane, EC1Y 0RT). We...
Clair Lucy
clair.lucy
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Jul 13, 2009
12:20 pm
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