Excellence in Legacy Administration provided attendees with the opportunity to gain knowledge, compare experiences and share best practice on the day to day challenges affecting legacy administration. Attendees received practical guidance on the latest sector developments, investments and challenges, in a safe space for discussing the complex issues associated with legacy admin.
You spoke – we listened. Following last year’s launch, ELA 2019 focused on the most fundamental topics in legacy admin, helping attendees:
- Understand the new Will-writing formats and their legal status
- Recognise when to accept or refuse a legacy gift when ethics are involved
- Learn when it’s appropriate to have a lead charity (and how to choose who leads)
- Manage unusual or complex lay executor requests effectively
- Examine the impact of forecasting in the legacy profession and more
You can view the full agenda here. Our 2019 speaker line-up included..
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The next generation of legacy wishes
Understand the latest will-writing formats and the expanded parameters of what’s legal.
Cutting through complex executor requests
Learn from real examples and solutions by charities that have dealt with unique lay executor requ...read more
Understand the changing legacy landscape
Learn what’s weighing in on the legacy world and the impacts on your charity.
Excellence in Legacy Administration
Enhance your existing skills and develop your legacy admin process.
Creating and developing the best legacy admin team
Raise the profile of your team via best practice, resource management and more.
The power of collaboration
Discover when it’s appropriate to have a lead charity – and how to choose who leads!
Engage in strategic conversations with experienced professionals in the sector.
Examine the impact of forecasting in the legacy profession.
When ethics and legacies collide
Find out when and why charities should consider turning down a legacy.
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ELA took place at the Leonardo Royal Tower Bridge Hotel (previously The Grange Tower Bridge Hotel) on Tuesday 3rd December 2019. This hotel is situated in central London, 15 minutes’ walk from the Tower of London and Tower Hill Underground Station is just a 5-minute walk away.
T: 020 7324 2365
T: 020 7324 2372
T: 020 7549 2526
T: 020 7324 2365