Working with Lay Executors

Event details

Date: 16th March 2023
Time: 9.30am-1pm
Venue: Online via Zoom

This event has already happened.

This brand new training opportunity will take place on Thursday 16th March from 9:30am until 1pm.

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.