Working with Lay Executors

Event details

Date: 14th September 2023
Time: 9.30am-1pm
Venue: Online via Zoom

This event has already happened.

All are welcome to join Anna Turner, Head of Research and Insight at Legacy Foresight and Sarah Anderson, Senior Legacy Partnership Manager at Cancer Research UK (CRUK) for an expert overview of how to understand and build positive partnerships with lay executors.

Session Schedule

9:30am – 11am
Anna Turner (Head of Research and Insight) of Legacy Foresight will look at who lay executors are and their mindset; an understanding of the experience of being a lay executor, both in general and with regard to charities – and some tips for working with them. This session will give an overview of the lay executor experience when dealing with charitable estates.

11am – Break

11:30am – 1pm
Sarah Anderson (Senior Legacy Manager – Friends and Family) of CRUK will focus on the day-to-day experience of dealing with lay executors – what are the major challenges they face and how do they deal with them? This interactive session will help delegates to understand the practicalities of building a positive relationship with lay executors and how to collaborate effectively.