Is your legacy gift being challenged? 

November 10, 2023

This week sees the launch of the IDR Claim Checker for charities, an intuitive online tool providing Legacy Officers and Junior Legacy Officers with an immediate assessment of claims affecting their legacy gifts.

In 2020 legacy gifts were valued at £3 billion per year, and this figure is set to rise, with legacy gifts on the increase your charity may well be faced with a challenge.

The IDR Charity Claim Checker is an online tool designed to guide Legacy Officers through these tricky situations, giving an immediate assessment of 1975 Act Claims and provides an answer on whether the claim has merit.

When a claim letter arrives, it can be a worrying time for Legacy Officers, and there are lots of important issues for charities to consider when dealing with a claim. It’s crucial to understand the facts when evaluating the claim, so you can make the right decisions for all parties. There is information and guidance through the form to help you evaluate the claim, guiding you on the steps you will need to take to respond appropriately and helps you make an informed decision on the best course of action.

You’ll receive a unique report with tailored advice specific to your claim, giving you the confidence to explain the situation to trustees and senior management.

The IDR Claim Checker is available via the IDRN and the ILM to use today.

If you’re facing a potential claim, use the tool for free today to help you navigate the situation.

Join the IDR Network here


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