About The Institute Of Legacy Management

The Institute of Legacy Management (ILM) is the membership body for legacy professionals – those responsible for the successful and sensitive administration of donors’ final gifts to charitable organisations.

The Institute was established in 1999 to provide individual legacy professionals, often relatively isolated within their respective organisations, with a network of support and dedicated training services. Today it represents and supports more than 500 individuals, working in over 350 charities, not-for-profit organisations and associated professions.

Across the sector, legacy professionals are responsible for over £2.4bn of charitable income each year – income that many charitable organisations rely on for their survival. They are proud to do the work they do, they know they are representing a person’s final wishes, and they conduct their work with great skill and compassion.

Ultimately the ILM seeks to ensure that every donor’s charitable legacy achieves its greatest potential. In working towards that goal, the Institute partners with a range of companies and professional bodies to ensure the legal environment supports and promotes charity legacy giving, and to offer members additional support, information and collaboration opportunities.

We are proud to:

  • Act as a crucial network uniting legacy professionals across the UK
  • Provide dedicated training services to maintain and improve practices across the profession
  • Work with probate professionals and other service providers to improve and strengthen the legacy management process from start to finish
  • Maintain and deliver information about the legacy management profession to the wider community
  • Help define and share the highest professional standards for legacy management

Our vision

Ensuring generous donors’ final wishes achieve their greatest potential.

Our mission

    • To support our members in the delivery of professional, proactive and sensitive legacy case management.
    • To champion the interests of donors, members and charities to optimise the impact of legacy gifts.
    • To drive professional standards and benchmark performance in legacy giving.