The History of ILM

ILM was formed at the offices of Campbell Hooper on 12th June 1999. The 21 individuals present agreed that the aims of the institute were “to educate and train those involved in legacy management, to promote professional standards, to provide consultancy and support, to represent the views of the profession and to act as a lobby group where appropriate”.

A glimpse at the first 10 years of ILM’s life shows how it has provided a strong vehicle, not just for charities, but for the legacy community as a whole to air its voice on important issues facing it. As the legacy industry grew and developed, ILM grew and developed alongside it, working hand in hand with its members and partners in resolving the important concerns of the day.

A look at the newsletters from the early years reveal some of the pressing concerns that faced the ILM membership during those early years which now seem to be unthinkable. An article in the November 2003 newsletter entitled “Who gets internet access in your office and who doesn’t?” addressed the concern that internet access was only available to managers and encouraged ILM members to push to be granted access to the internet! No doubt a serious issue at the time, but a similar article in this digital age would no doubt reflect nostalgically upon those analogue days when you could get through the day without the constant distraction of replying to emails.

Another early reference refers to establishing a professional qualification for legacy officers to work towards. The qualification, now known as the Certificate in Charity Legacy Administration (CiCLA), is among one of ILM’s many successes and has brought a level of professional recognition to the industry. CiCLA is now considered the benchmark for legacy professionals to aspire to and is a clear testament to the gold standard that ILM has worked to since its inception.

In October 2002, just 3 years after the formation of ILM, founding member Gordon Crowe was meeting with the Government Treasury Minister of the time, the Rt. Hon Paul Boateng MP, to discuss research into unclaimed assets lying dormant in UK financial institutions and how much of the unclaimed money held in those accounts belonged to ILM charity members through legacy bequests.

As shown by the stories above, through the years of its life ILM has stayed true to its goal of effectively representing the interests and viewpoints of its members and partners businesses. This has enabled ILM to experience steady growth through the years. ILM’s membership base, comprising of hundreds of members, is extremely diverse and covers every possible charitable sector. This substantial membership has enabled ILM to be an effective voice for legacy professionals.

And so to today, all these years later, ILM remains committed to improving its support, services, and benefits to achieve its main goal of being an effective and respected voice for the legacy industry whilst providing value for its members.