Free online guide to charity will-writing partners launched
30 Apr 2019by Chloe Green
Legacy fundraising campaign Remember A Charity has released a free online guide
to selecting a will-writing partner for charities.
Charities are increasingly pairing up with will-writers to help their supporters gain access to specialist and legal advice and to encourage legacy donations. But the number of will-writing providers is growing.
The checklist guide is designed to help charities assess the opportunities and risks so that they can choose the right partner for their needs and those of their supporters, along with a directory of the most well-known will-writing firms.
Developed with support from the Institute of Legacy Management, the tool encourages charities to consider how the will-writing service is delivered and regulated, whether the provider has the expertise to handle complex estates and at what level qualified legal professionals are involved in the process.
Remember A Charity was formed in 2000 as a consortium of charities hosted by the Institute of Fundraising to encourage more people to leave a legacy donation in the will.
“With will-writing options changing rapidly, especially in the online market, we are seeing growing opportunities for charities to reach out to new audiences," said Rob Cope, director of Remember A Charity. "However, with such a diverse range of providers on offer, and an as yet an unregulated will-writing marketplace, it is imperative that charities choose who they work with carefully. This advice helps charities identify the questions they need to ask when making that choice in order to form a proper assessment of potential partners, identifying what service will be the best fit for their needs.”
Matthew Lagden, CEO of the Institute of Legacy Management, added: “With contested wills having risen significantly since 2016, it is becoming ever more important that charities offering will-writing services work with a suitable partner to provide a service that protects both supporters and estate beneficiaries as well as themselves, and reduces the risk of dispute. These resources from Remember A Charity will help charities make informed choices and form strong partnerships that enable them to do just that.”