We can help your charity offer donors a way to continue supporting you after they’re gone.
Let us do the work for you. After all, an experienced Legacy Officer can save a charity between 3% - 5% of its total annual legacy income*
Our Legacy Service has been running for over 40 years; with our experienced team managing all types of legacy gifts.
In 2015 we made over 300 payments to charities, worth over £20million.
Our experience means that you can trust us to take care of your legacy programme, leaving you free to focus on what you’re good at – supporting your cause.
Your charity has been named in an individual’s Letter of Wishes. This means that they’ve asked us to distribute an amount of money to your charity.
Our Letter of Wishes is a private document, which provides confidentiality to your donor and their family. This means we won’t pass on their details to beneficiary charities.
We’ll distribute funds from the donor’s estate exactly according to their wishes.
Our charitable legacy service means that we do the work for you, saving you time and money.
We can provide advice if you’re looking to set up your own legacy programme.
You can also visit these useful websites:
Contact our team; we're happy to help.
Contact our expert team who can help you with all aspects of charitable legacies.
We produce research on charities and charitable giving to help charities understand the sector - and to thrive.
Be inspired to make a real difference to the causes you care about.
Fundraising comes in many forms; we’ve got some ideas on how to bring in money for your charity.
We offer a full range of financial services designed specifically for charity and not-for-profit organisations. Here are some that may be of interest to you.
Our digital donation platform helps you reach more people, and process their donations quickly and hassle-free.
From instant access to fixed-term deposits, we can help you make the most of your charity’s money.
If you’re looking for funding, we could have a grant programme which suits your needs.
We’re one of the most innovative and affordable social investment providers in the UK.
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