UK charities join forces to deliver co-working day for their legacy teams

In January, CRUK hosted a joint training and co‑working day at the CRUK offices for the legacy teams from CRUK, BHF, Battersea, and Marie Curie. Becky Massey, Legacy Management Lead at CRUK and ILM Board Member shares more.

We saw this day as a great opportunity to bring everyone together, share expertise, and strengthen our collaborative approach to Ex Gratia Requests.

We were delighted to be joined by Michelmores, one of the ILM’s Corporate Partners, who delivered an Ex Gratia refresher session alongside Megan Paul, a Legacy Management Specialist at CRUK. Lisa Benham, from Michelmores, and Megan are speakers on the Legacy Essentials course and regularly provide Ex Gratia training to the sector.

The session focused on the recent changes to the legislation and what these mean in practice. We also explored best‑practice guidance for preparing Charity Commission applications and discussed practical tips to ensure our submissions are as clear and robust as possible.

We worked through several real life case studies, comparing our approaches and identifying ways we can continue to improve consistency and cooperation across our organisations. These conversations were incredibly valuable and highlighted the benefits of sharing learning and tips across the sector.

We rounded off the day with a lovely lunch and an afternoon of co‑working – whilst being watched over by the wonderful CRUK mascots, which added a bit of fun to the atmosphere!