Help and guidance for legacy officers and executors

including ILM's Good Practice Guidance

One of ILM’s aims is to ensure that legacy officers can do their job to the very best of their ability, and in doing so ensure that they optimise legacy income for their charity. It is also vital that executors understand the role of legacy officers and understand what information and help charities will need from them.

We have developed guidance for both charity legacy staff and executors to ensure that this process runs as smoothly as possible, thus helping to ensure that every generous donor’s final wishes reaches their greatest potential.

Our Good Practice Guidance was developed to help guide legacy officers through every stage of the process, ensuring that legacy professionals have the tools they need to make better ethical decisions, further improve engagement with stakeholders, and consistently act in a professional manner.
Click here to view the guidance

Our Guidance for Executors is designed to act as a useful guide to ensure that the process of the administration of a charitable estate is clear, and that executors can better understand the information that charities will need. We have guidance for both professional and lay executors.
Click here to view the guidance

For Legal has also produced some videos that include further useful information for executors. You can view the recordings at the links below:

Introduction to ILM
Working Constructively with Charities
Charities Act Valuations – Getting Best Value

We hope that the guidance you find here is useful. However if you feel that anything is missing, or you would like any further information, don’t hesitate to get in touch – find out how here