A Practical Guide to Legacy Administration

Legacy administration is the process of fielding legacies as they become due and liaising with solicitors, executors and others to ensure that the charity receives its legacies in full and on time. Larger charities appreciate the importance of this and employ full-time experienced legacy administrators. However, thousands of small charities and voluntary organisations are unable to afford this facility. They rely on fundraising assistants, finance staff or anyone else they can find. The result is that incoming legacies are dealt with by inexperienced staff or volunteers who have little available time or inclination for the work. This can be greatly detrimental to the charity. This book brings the essential basic principles of legacy administration to these charities in an easily understandable and practical form, with many examples of situations which commonly arise and simple ways of dealing with them.