Charity Legacies, Gifts and Wills | Help and Advice for Charities

WHAT ARE CHARITABLE LEGACIES?

A charitable legacy is a gift that someone leaves to a charitable organisation in their Will.

They’re one of the most effective ways to help donors make a lasting difference to your cause.

There’s a lot to consider with charitable legacies, including:

Does your charity have the knowledge in-house to run an effective legacy programme?
Can your charity handle the admin required to process legacies or provide a legacy programme?
How can your charity promote legacies alongside other fundraising activity?
Do you need help knowing where to start?

HOW CAN WE HELP?

Use our charitable legacy service

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*

Help you develop your own legacy programme

Our Legacy Service has been running for over 40 years; with our experienced team managing all types of legacy gifts.

*Institute of Legacy Management 2008

OUR CHARITABLE LEGACY SERVICE

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.

You don’t have to do the admin associated with legacies, or invest in specialised training
Donors can leave a legacy, safe in the knowledge that CAF - as an independent third party - will handle the process sensitively
Creating a charitable legacy through us is simple and flexible for donors

COMMON QUESTIONS

Why have I received money from CAF?

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.
Why can’t I get direct contact with our donor’s estate?

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.
Are we getting all that we were gifted?

We’ll distribute funds from the donor’s estate exactly according to their wishes.
I want to start a charitable legacy programme for my charity – what’s the first step?
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:

Can’t find the answer to your question?

Contact our team; we're happy to help.

Get in touch

Want to know more?

Talk to our team today

Contact our expert team who can help you with all aspects of charitable legacies.

Contact the team

OTHER WAYS WE CAN HELP YOU

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.