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...
Hi there I'd be really interested to hear more about the specifics of your experience, particularly with reference to your comment that they did not deliver on...
I have just joined this group having just started in my role as a Legacy Marketing and Admin Officer. One of my jobs is to explore ways of making pledgers...
Its my view pledges aren't looking for 'gifts' per say but small tokens of practical use can help cement relationships - we've used those fake pound coin...
Sorry you will a blank one before this one! without any doubt a vaste majority of legacy prospects will feel uncomfortable about pledging because they will...
Hi Jonathan,
We used to send a paperback copy of 'Peter Pan and Wendy' by Barrie (who
left the copyright to the hospital in his Will) and included a...
Dear All - a free legacy event being hosted by Blue Frog see attached for further details. Iain Iain McAndrew Legacy Development & Promotions Team Tel: Main...
Hi I wondered if anyone has any opinions or experience of advertising In Memory donations in the obituary pages of their local papers? My PR Coordinator has...
We did this when I worked at Marie Curie. We ran ads in 3 regional papers in different parts of the country (where we had a good local prescence). We'd changed...
________________________________ From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Iain McAndrew Sent: 31 January...
Lynne Nesbit
lynne@...
Feb 5, 2008 9:55 am
154
The very simple answer for why they are struggling is that the salary is at least £5 - 7,000 too low The job is operating at a high level of responsibility...
Lynne Nesbit
lynne@...
Feb 5, 2008 9:55 am
155
Dear All, I hope someone can offer some advice on a difficult situation. One of our graduates, an elderly lady (85), is very keen to support the University...
Hi Laura, I would advocate caution here - what all seems to have family approval Y& consent can turn in an instance if the true value of the gift left exceeds...
Hi Laura The Code of Practice clearly states that you should havea third person in the meeting if at all possible and I htink it is good to tell the daughter...
Laura I echo Iain McA's point about capacity. Do you know who the lady's solicitor is? Have you discussed the issue with them? Does the lady have someone...
We've just started recruiting for two new posts based in the north, and it would be great if you can pass these details on to anyone you think may be...
Dear All, Great Ormond Street Hospital was opened on 14th February 1852. In 1856 the annual report was running an 'in your Victorian face' full page legacy...
