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#629 From: julie.tunnicliffe@...
Date: Fri Jul 10, 2009 12:02 pm
Subject: Thanking executors 		julie.tunnic...
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Send Email Send Email
 
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


Reply | Forward
#630 From: "Iain McAndrew" <i.mcandrew@...>
Date: Fri Jul 10, 2009 1:15 pm
Subject: RE: Thanking executors 		i.mcandrew@...
Send Email Send Email
 
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


Tens of thousands of children and their families have fled the conflict zone in Sri Lanka and are now living in temporary camps. We’re providing them with essential items to survive, such as bedding and clothing, and helping their children go to school. Read more about our emergency response and find out how you can help at: http://www.savethechildren.org.uk/srilankacrisis


This email has been sent from Save the Children (a company registered in London number 178159 and limited by guarantee, registered charity England and Wales (213890), Scotland (SC039570))or from Save the Children (Sales) Ltd (a company registered in London number 875945). The information in this email is confidential and may be legally privileged. It is intended solely for the addressee. Access to this email by anyone else is unauthorised. If you are not the intended recipient, any disclosure, copying, distribution or any action taken or omitted to be taken in reliance on it, is prohibited and may be unlawful.

Internet communications are not secure and therefore Save the Children does not accept legal responsibility for the contents of this message. Any views or opinions presented are solely those of the author and do not necessarily represent those of Save the Children, unless otherwise specifically stated. If the content of this email is to become contractually binding, it must be made in writing signed by a duly authorised representative of Save the Children.

Save the Children, 1 St. John's Lane, London, EC1M 4AR
Telephone +44 (0)20 7012 6400 Fax +44 (0)20 7012 6963
www.savethechildren.org.uk

Reply | Forward
#631 From: duncan bell <duncanbell101@...>
Date: Fri Jul 10, 2009 2:49 pm
Subject: Re: Thanking executors 		duncanbell19
Offline Offline
Send Email Send Email
 
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

Reply | Forward
#632 From: "Claire Haslam" <claire-haslam@...>
Date: Fri Jul 10, 2009 5:03 pm
Subject: Re: Thanking executors 		lentil_modo
Offline Offline
Send Email Send Email
 

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. Also think of it from the executor’s point of view – if I’m the executor of my partner’s will and I carry out their wishes to leave a gift to charity, I think I’d expect a pretty great letter in return! J I would then be much more inclined to support them myself as a way of honouring the deceased.

 

Claire

 

Claire Haslam

Fundraising Co-ordinator

Together: Working for Wellbeing

12 Old Street

London

EC1V 9BE

 

020 7780 7374

www.together-uk.org

 

You are invited to Individual  Within by Tracey Brown. An exhibition of visual art from Tracey’s six year journey through paranoid psychosis exploring life, labels and relationships in a suburban town and examines the relevance to wider UK society.  

Sponsors: The Arts Council,  NSUN (National Survivor User Network) and Together,

Location: Together’s Our Space Gallery, 12 Old Street, London, EC1V 9BE. Open to the public: 9am - 5pm weekdays, 1st  - 31st July 2009

 

Together is a leading national charity working for wellbeing: that means we support people with mental health needs to get what they want from life and to feel happier. We do this by running a range of services across the country; by campaigning and doing research; and by educating local communities about their own mental health needs. In everything we do we are inspired and guided by the hopes and wishes of the people we support.

One in four people will experience mental distress during their lives. If you would like to support our work, please click here www.together-uk.org/donation

Together: Working for Wellbeing is registered charity no. 211091 and a company limited by guarantee registered no. 463505

12 Old Street

London

EC1V 9BE

 

T 020 7780 7300

F 020 7780 7301

http://www.together-uk.org

______________________________________________________________________________________________________
Disclaimer and confidentiality notice
The information in this email and any attachments is for the confidential use of the individual(s) named above. Review, dissemination or copying of this communication by anyone other than the named recipient(s) is not permitted. If you have received this email in error please notify us immediately. The contents of this message are not in any way binding upon Together. Opinions, conclusions, contractual obligations and other information in this message, in so far as they relate to the official business of Together, must be specifically confirmed in writing by Together.
We have taken all reasonable precautions to ensure that any attachment has been swept for viruses. However it is your responsibility to ensure that it has been swept and checked by your own anti-virus software and we cannot accept liability.
Thank you.


Reply | Forward
#638 From: julie.tunnicliffe@...
Date: Mon Jul 13, 2009 10:50 am
Subject: Re: Re: Thanking executors 		julie.tunnic...
Offline Offline
Send Email Send Email
 
Thanks to all the legacy crew for ehlping me with this issue.  Gald to know I get it right some of the time and am not a numpty!
 
Cheers
 
Julie

--- On Fri, 10/7/09, Claire Haslam <claire-haslam@...> wrote:

From: Claire Haslam <claire-haslam@...>
Subject: [Legacymarketing] Re: Thanking executors
To: Legacymarketing@...
Date: Friday, 10 July, 2009, 6:03 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. Also think of it from the executor’s point of view – if I’m the executor of my partner’s will and I carry out their wishes to leave a gift to charity, I think I’d expect a pretty great letter in return! J I would then be much more inclined to support them myself as a way of honouring the deceased.

 

Claire

 

Claire Haslam

Fundraising Co-ordinator

Together: Working for Wellbeing

12 Old Street

London

EC1V 9BE

 

020 7780 7374

www.together- uk.org

 

You are invited to Individual  Within by Tracey Brown. An exhibition of visual art from Tracey’s six year journey through paranoid psychosis exploring life, labels and relationships in a suburban town and examines the relevance to wider UK society.  

Sponsors: The Arts Council,  NSUN (National Survivor User Network) and Together,

Location: Together’s Our Space Gallery, 12 Old Street, London, EC1V 9BE. Open to the public: 9am - 5pm weekdays, 1st  - 31st July 2009

 

Together is a leading national charity working for wellbeing: that means we support people with mental health needs to get what they want from life and to feel happier. We do this by running a range of services across the country; by campaigning and doing research; and by educating local communities about their own mental health needs. In everything we do we are inspired and guided by the hopes and wishes of the people we support.

One in four people will experience mental distress during their lives. If you would like to support our work, please click here www.together- uk.org/donation

Together: Working for Wellbeing is registered charity no. 211091 and a company limited by guarantee registered no. 463505

12 Old Street

London

EC1V 9BE

 

T 020 7780 7300

F 020 7780 7301

http://www.together -uk.org

____________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________
Disclaimer and confidentiality notice
The information in this email and any attachments is for the confidential use of the individual(s) named above. Review, dissemination or copying of this communication by anyone other than the named recipient(s) is not permitted. If you have received this email in error please notify us immediately. The contents of this message are not in any way binding upon Together. Opinions, conclusions, contractual obligations and other information in this message, in so far as they relate to the official business of Together, must be specifically confirmed in writing by Together.
We have taken all reasonable precautions to ensure that any attachment has been swept for viruses. However it is your responsibility to ensure that it has been swept and checked by your own anti-virus software and we cannot accept liability.
Thank you.



Reply | Forward
#639 From: "Iain McAndrew" <i.mcandrew@...>
Date: Mon Jul 13, 2009 11:50 am
Subject: RE: Re: Thanking executors 		i.mcandrew@...
Send Email Send Email
 
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 further details in due course.
 
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: 13 July 2009 11:51
To: Legacymarketing@...
Subject: Re: [Legacymarketing] Re: Thanking executors

Thanks to all the legacy crew for ehlping me with this issue.  Gald to know I get it right some of the time and am not a numpty!
 
Cheers
 
Julie

--- On Fri, 10/7/09, Claire Haslam <claire-haslam@together-uk.org> wrote:

From: Claire Haslam <claire-haslam@together-uk.org>
Subject: [Legacymarketing] Re: Thanking executors
To: Legacymarketing@yahoogroups.co.uk
Date: Friday, 10 July, 2009, 6:03 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. Also think of it from the executor’s point of view – if I’m the executor of my partner’s will and I carry out their wishes to leave a gift to charity, I think I’d expect a pretty great letter in return! J I would then be much more inclined to support them myself as a way of honouring the deceased.

 

Claire

Claire Haslam

Fundraising Co-ordinator

Together: Working for Wellbeing

12 Old Street

London

EC1V 9BE

020 7780 7374

www.together- uk.org

You are invited to Individual  Within by Tracey Brown. An exhibition of visual art from Tracey’s six year journey through paranoid psychosis exploring life, labels and relationships in a suburban town and examines the relevance to wider UK society.  

Sponsors: The Arts Council,  NSUN (National Survivor User Network) and Together,

Location: Together’s Our Space Gallery, 12 Old Street, London, EC1V 9BE. Open to the public: 9am - 5pm weekdays, 1st  - 31st July 2009

Together is a leading national charity working for wellbeing: that means we support people with mental health needs to get what they want from life and to feel happier. We do this by running a range of services across the country; by campaigning and doing research; and by educating local communities about their own mental health needs. In everything we do we are inspired and guided by the hopes and wishes of the people we support.

One in four people will experience mental distress during their lives. If you would like to support our work, please click here www.together- uk.org/donation

Together: Working for Wellbeing is registered charity no. 211091 and a company limited by guarantee registered no. 463505

12 Old Street

London

EC1V 9BE

T 020 7780 7300

F 020 7780 7301

http://www.together -uk.org

____________ _________ _________ _________ _________ _________ _________ _________ _________ _________ _________
Disclaimer and confidentiality notice
The information in this email and any attachments is for the confidential use of the individual(s) named above. Review, dissemination or copying of this communication by anyone other than the named recipient(s) is not permitted. If you have received this email in error please notify us immediately. The contents of this message are not in any way binding upon Together. Opinions, conclusions, contractual obligations and other information in this message, in so far as they relate to the official business of Together, must be specifically confirmed in writing by Together.
We have taken all reasonable precautions to ensure that any attachment has been swept for viruses. However it is your responsibility to ensure that it has been swept and checked by your own anti-virus software and we cannot accept liability.
Thank you.



Tens of thousands of children and their families have fled the conflict zone in Sri Lanka and are now living in temporary camps. We’re providing them with essential items to survive, such as bedding and clothing, and helping their children go to school. Read more about our emergency response and find out how you can help at: http://www.savethechildren.org.uk/srilankacrisis


This email has been sent from Save the Children (a company registered in London number 178159 and limited by guarantee, registered charity England and Wales (213890), Scotland (SC039570))or from Save the Children (Sales) Ltd (a company registered in London number 875945). The information in this email is confidential and may be legally privileged. It is intended solely for the addressee. Access to this email by anyone else is unauthorised. If you are not the intended recipient, any disclosure, copying, distribution or any action taken or omitted to be taken in reliance on it, is prohibited and may be unlawful.

Internet communications are not secure and therefore Save the Children does not accept legal responsibility for the contents of this message. Any views or opinions presented are solely those of the author and do not necessarily represent those of Save the Children, unless otherwise specifically stated. If the content of this email is to become contractually binding, it must be made in writing signed by a duly authorised representative of Save the Children.

Save the Children, 1 St. John's Lane, London, EC1M 4AR
Telephone +44 (0)20 7012 6400 Fax +44 (0)20 7012 6963
www.savethechildren.org.uk

Reply | Forward
#640 From: "Clair Lucy" <clair.lucy@...>
Date: Mon Jul 13, 2009 12:16 pm
Subject: October's LMG meeting 		clair.lucy
Offline Offline
Send Email Send Email
  
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 will post the agenda as soon as it is confirmed, hopefully in the

next couple of weeks.



Kind regards



Clair



Clair Lucy

Legacy marketing manager

Mencap, 123 Golden Lane, London, EC1Y 0RT. Tel 020 7696 5550





>>> "Iain McAndrew" <i.mcandrew@...> 13/07/2009

12:50 >>>

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

further details in due course.



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

<http://www.savethechildren.org.uk/>











________________________________



From: Legacymarketing@...

[mailto:Legacymarketing@...] On Behalf Of

julie.tunnicliffe@...

Sent: 13 July 2009 11:51

To: Legacymarketing@...

Subject: Re: [Legacymarketing] Re: Thanking executors











Thanks to all the legacy crew for ehlping me with this issue.  Gald to

know I get it right some of the time and am not a numpty!



Cheers



Julie



--- On Fri, 10/7/09, Claire Haslam <claire-haslam@...>

wrote:







	 From: Claire Haslam <claire-haslam@...>

	 Subject: [Legacymarketing] Re: Thanking executors

	 To: Legacymarketing@...

	 Date: Friday, 10 July, 2009, 6:03 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. Also think of it from the executor's point of view - if I'm

the executor of my partner's will and I carry out their wishes to

leave

a gift to charity, I think I'd expect a pretty great letter in return!

J

I would then be much more inclined to support them myself as a way of

honouring the deceased.







	 Claire



	 Claire Haslam



	 Fundraising Co-ordinator



	 Together: Working for Wellbeing



	 12 Old Street



	 London



	 EC1V 9BE



	 020 7780 7374



	 www.together- uk.org



	 You are invited to Individual  Within by Tracey Brown. An

exhibition of visual art from Tracey's six year journey through

paranoid

psychosis exploring life, labels and relationships in a suburban town

and examines the relevance to wider UK society.



	 Sponsors: The Arts Council,  NSUN (National Survivor User

Network) and Together,



	 Location: Together's Our Space Gallery, 12 Old Street, London,

EC1V 9BE. Open to the public: 9am - 5pm weekdays, 1st  - 31st July 2009







	 Together is a leading national charity working for wellbeing:

that means we support people with mental health needs to get what they

want from life and to feel happier. We do this by running a range of

services across the country; by campaigning and doing research; and by

educating local communities about their own mental health needs. In

everything we do we are inspired and guided by the hopes and wishes of

the people we support.



	 One in four people will experience mental distress during their

lives. If you would like to support our work, please click here

www.together- uk.org/donation <http://www.together-uk.org/donation>



	 Together: Working for Wellbeing is registered charity no.

211091

and a company limited by guarantee registered no. 463505



	 12 Old Street



	 London



	 EC1V 9BE



	 T 020 7780 7300



	 F 020 7780 7301



	 http://www.together -uk.org <http://www.together-uk.org/>



	 ____________ _________ _________ _________ _________ _________

_________ _________ _________ _________ _________

	 Disclaimer and confidentiality notice

	 The information in this email and any attachments is for the

confidential use of the individual(s) named above. Review,

dissemination

or copying of this communication by anyone other than the named

recipient(s) is not permitted. If you have received this email in

error

please notify us immediately. The contents of this message are not in

any way binding upon Together. Opinions, conclusions, contractual

obligations and other information in this message, in so far as they

relate to the official business of Together, must be specifically

confirmed in writing by Together.

	 We have taken all reasonable precautions to ensure that any

attachment has been swept for viruses. However it is your

responsibility

to ensure that it has been swept and checked by your own anti-virus

software and we cannot accept liability.

	 Thank you.









Tens of thousands of children and their families have fled the conflict

zone in Sri Lanka and are now living in temporary camps. WeÆre providing

them with essential items to survive, such as bedding and clothing, and

helping their children go to school. Read more about our emergency

response and find out how you can help at:

http://www.savethechildren.org.uk/srilankacrisis





This email has been sent from Save the Children (a company registered

in London number 178159 and limited by guarantee, registered charity

England and Wales (213890), Scotland (SC039570))or from Save the

Children (Sales) Ltd (a company registered in London number 875945). The

information in this email is confidential and may be legally privileged.

It is intended solely for the addressee. Access to this email by anyone

else is unauthorised. If you are not the intended recipient, any

disclosure, copying, distribution or any action taken or omitted to be

taken in reliance on it, is prohibited and may be unlawful.



Internet communications are not secure and therefore Save the Children

does not accept legal responsibility for the contents of this message.

Any views or opinions presented are solely those of the author and do

not necessarily represent those of Save the Children, unless otherwise

specifically stated.  If the content of this email is to become

contractually binding, it must be made in writing & signed by a duly

authorised representative of Save the Children.



Save the Children, 1 St. John's Lane, London, EC1M 4AR

Telephone +44 (0)20 7012 6400 Fax +44 (0)20 7012 6963

www.savethechildren.org.uk



***********************************************************



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