Bit of a random question...but, if a testator were illiterate how would the Will or any codicils be validated? Has anyone come across this before? Yours from...
I will be out of the office starting 01/11/2007 and will not return until 02/11/2007. Please be assured I will deal with your email as a priority on my...
Most of the users of our service at Calibre have sight problems, so many of them can't read the print copy of their wills before signing them. There is an...
Is there any evidence that we need some kind of national Will Register, to ascertain who wrote the most recent copy of a will/codicil, when, and where it is...
Hi there I came across something today when I was speaking to one of our supporters who wants to include us in his will. He told me that his will had just been...
Hi Charlotte I suspect you'll get a bunch of divergent opinions to this one. Yes, a charity can be an executor of a Will and yes, the charity can benefit under...
Hi Everyone, Does anyone have information they could share on using 'legacy propensity' profiling on their supporter database? I'm especially interested in...
I would only add that to act as Executor (even if the work is delegated to an external solicitor) the charity needs to be a registered Trust Corporation, and...
Hi Charlotte,
My thoughts converge with Duncan's on your question. I would however,
in dealing with an individual inquiry, have a stronger response to the...
Hi Thanks everyone for their advice, it's certainly been a learning experience for me! I have actually heard from the charity in question, they obviously ...
Hi All Charlotte's questions refer to our Wills Advice Service so I've given some background information below. If anyone would like any more info on what we...
Hi Richard We've used a variety of models in the past, factors include age, length of home ownership, postcode, length of relationship with the charity, and so...
It is always refreshing to get good debates going on the smart group and I must support Ian is his request to get you all to read the IoF guide – I think...
Hi again all I thought I'd drop you a quick update on this. We've been able to identify the gentleman concerned - he has been a supporter of the charity for a...
Hi everyone I'd just like to say that a really good thing to have come out of this debate is that I am now working with the legacy team at Help the Aged to ...
I agree totally with Duncan and now many more charities are training their field based fundraisers to feel confident when handling the topic should the legacy...
Legacy administrator £22,761 per annum, 35 hours per week Based in Tower Hill The Alzheimer's Society is the leading care and research charity for people with...
Hi Richard, Sorry for the delay in posting a reply but hope being on leave is a reasonable excuse! I agree with Duncan whole-heartedly that the key is ...
Dear Charlotte I have been on holiday and therefore just seen this very interesting discussion. I would say that Help the Aged is in a very special position...
Lynne Nesbit
lynne@...
Nov 26, 2007 9:30 am
131
Hi I am new to the group. I work for an international development organisation and we recently received a very substantial legacy. This is very new to us and...
Jennifer Holden
j.holden@...
Jan 10, 2008 9:15 am
132
what would the family like you to do Jennifer? Duncan Bell Head of legacy marketing Cancer Research UK Prince's House 39 Kingsway London WC2B 6TP T: 0207 438...
Dear Jennifer I am the Legacy Officer of Hospice in Stoke on Trent. We hold a Legacy Gifts Album here, with one page dedicated to each legacy we receive. ...
Iain McAndrew Legacy Development & Promotions Team Tel: Main Office 0845 6031477 Tel: Home Office 01227 730323 Mob: 07825 20 2175 The Guide Dogs for the Blind...
Hi there Not strictly a marketing question but more of a technical one, I hope someone can help. We've just had a £10k legacy in which has come from the...
My understanding is that a gift through a Deed of Variation is still from the estate of the dead person and is their "will", even although varied by agreement...
Hi Charlotte, I have to agree with Ian as to the allocation of the funds to your legacy income target rather than to the individuals' pot. However, your...
I agree with Ian. This is definitely a legacy and I am sure the lady would wish it to be considered in that light, though it would be really nice to...
Lynne Nesbit
lynne@...
Jan 14, 2008 2:14 pm
139
Yes and maybe. Yes, a gift under a Deed of Variation is effective as it becomes part of the Will, and that can be used as part of the argument. BUT the gift...
Hello All, I wondered whether anyone had come into contact with the Elderly Client Advisor, and had a negative experience with pushy & rude sales staff? I ask...
Dear All, A belated Happy New Year to you all - may 2008 be a year of success and one in which your legacy marketing goes from strength to strength. . Your LMG...
