Essentials in Focus: Restrictions – How to spot a lock and find a key

Event details

Date: 8th July 2022
Time: 10am-12pm
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

Restricted funds, designated funds, permanent endowments, expendable endowments, expressions of wishes….

There are many different ways that restrictions can present themselves. Whether you are looking at a Will clause of an incoming legacy, encouraging legacies for particularly projects, or reviewing the various funds your charity holds, it’s important that you can identify the difference between binding and non-binding restrictions. During this session we’ll hone our spotting skills so that you can quickly find any locks; but we’ll also explore the variety of keys at your disposal which provide the available routes to unlocking even seemingly binding restrictions.

This session will be presented by Sophie Cass from Bates Wells.