Our new Essentials training programme

ILM’s new Essentials Training Programme is a series of three training modules that provide an updated and refreshed version of ILM’s former Beginners, Intermediary and Advanced courses.

The three essentials modules each last for two days, and sit together to form the basis of the essential skills package all legacy professionals need to ensure they can perform in their role to the very best of their ability. Covering everything you need to know from technical knowledge through to the all-important softer skills, a wide range of speakers will ensure you are fully equipped with the latest information in all aspects of legacy giving.

What do the three units cover?

Whilst each unit is a stand-alone course, the three units progress through from the basics of legacy giving and probate law, to more complex areas such as taxation, property and non-English & Welsh jurisdictions.

In each area, it is essential that this technical expertise is partnered with sensitive communication, and the “softer skills” required to fulfil the role will also be covered, through sessions on communication skills, dealing with bereaved people and influencing.

Highlights of unit 1

Charitable legacy giving – an overview of the marketplace by ILM corporate partner Legacy Foresight
ILM Good Practice Guidance – background, principles and discussion of current guidance notes
The basics of probate law
The administration of an estate
Inheritance Tax
Estate Accounts

To finish off the two days and help further embed the learning, we will work through a fictitious case file, looking at various issues which arise and how to handle them in a way which honours the donor’s intentions as well as the charity’s reputation.

Find out much more about Unit 1 and book online now here.

Highlights of unit 2

The second unit looks at more complex issues arising during the administration of an estate, but once again, within the context of the Good Practice Guidance.

Saving Charitable Gifts
The legal system is set up to do all it can to stop a charitable gift from failing and it is essential that legacy officers know what help is at hand, and in what circumstances they can be used.

As the major asset of many estates, it is vital that legacy officers are aware of the various issues involved, whether the property is a normal dwelling house being sold during the administration of the estate, or is being retained as part of a reversionary interest.

Bereavement Training
We believe that bereavement training is an essential skill which legacy officers should have, and we give one whole day of training to this core activity led by experts from Cruse Bereavement Care.

Highlights of unit 3

Contentious Probate
This introduction to contentious issues will look at subjects such as inheritance, validity and capacity issues, undue influence and estoppel.

Non-English & Welsh Jurisdictions
Many estates now comprise cross-border issues, whether within the UK itself, Europe or further afield. We will therefore look at the main areas legacy officers come across, with expert tuition from ILM Corporate Partners practicing in each jurisdiction.

Managing & Influencing
Having looked at various technical and communication issues throughout the three units of the Essentials programme, it is important not to overlook the work which many legacy officers must do internally within their own charity, such as information sharing and obtaining stakeholder buy-in.