Date: 15th November 2017
Time: 9.45am for 10.00 am – 4.30pm
Venue: Claire House Children’s Hospice, Bebington, Wirral
Who should attend: Anyone involved in legacies or supporter relations management
Cost: ILM Members £115; Non ILM members £135

Speakers

Nichola Sims

Nichola is the Training Manager for ILM, having worked in the charity sector since 1993, and in the legacy sector for over 20 years.  Having worked for The Salvation Army and Diabetes UK as well as freelance work at numerous national and local charities, she is especially keen to share best practice in legacy management, something which she believes can be seen and learnt from charities of all sizes and causes.

Gaynor Jackson

Gaynor has more than 20 years of experience working with charity legacy officers.  Gaynor recalls that her first charity legacy meeting was with the late, great Hector Mullins who was instrumental in introducing Gaynor to the wider charity legacy community.

Gaynor advises charities on a wide range of legacy issues including trust and estate disputes, inheritance claims and accounting for estate administrations where there may be a problem with regard to fees, the burden of tax or a failure by the executors or trustees to properly account for the funds due.

Gaynor is recognised as a leading expert in independent legal directories Legal 500 and Chambers & Partners and is a recognised Private Client expert in Legal Experts Directory 2011.

Course Description
Continuing ILM’s regional training programme with this specially devised one day course (normally two days) to provide an overview of estate administration and charity practise.
During the morning we will review the legal background to legacies followed by consideration of the practicalities of dealing with legacies at a charity including dealing with executors, trustees and members of the public. The course will finish with a practical case study incorporating the themes and topics encountered earlier in the day.
Regional Bitesize Beginners
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