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Future ILM “Run by members for members”

Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

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Page 1: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

Future ILM“Run by members for members”

Page 2: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

FromOur heritageILM was established in 1999 to provide individual legacy professionals with training services and a network of support.

Page 3: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

NowHow we got to where we areDespite significant change within the legacy sector over the past 15 years, the ILM has continued to provide a voice for its members and the wider legacy community.

Insight Challenge Bring, ‘run by members for members’ to life. Build understanding of current member attitudes and needs in order to inform future development of a more responsive and, therefore effective, membership organisation - balanced against commercial needs to maintain a sustainable organisation.

Page 4: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

NowHow does being a member of ILM make you feel?

Page 5: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

TowardsWhat could we be?The representative body for our membersDriving the professionalization of our industry (and legacy sector more widely?)Championing member interestsSupporting members in their professional developmentSetting the standard in terms of quality; proactivity and sensitivityProviding a benchmark of excellence for people to compare themselves toOptimising income for our charities and our beneficiaries Our authority is our responsibility to our causes:Fulfilling donor’s final wishesEnsuring legacies contribute in the greatest possible way to building a better future Creating pride in what we do

Page 6: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

TowardsVison; values and missionVISION To ensure charitable legacies contribute in the greatest possible way to building a better future for the causes and beneficiaries our members represent MISSION Support the professional; proactive and sensitive delivery of legacy case management

VALUES Champion excellence; drive change; shape culture; forge innovative partnerships; embed new ways of working; two way dialogue; personalise the experience and provide more open communication (not exhaustive)

DRAFT

Page 7: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

NextHow we will achieve this?

Page 8: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

Our story on a page

From ILM was established in 1999 to provide individual legacy professionals with training services and a network of support.

NowToday the ILM represents 300+ charities and not-for-profit organisations. We are the foremost

providers of information and training on legacy administration, relied upon by the charity sector to ensure that the £2 billion in legacy donations received each year is managed in accordance with

donor’s wishes and in compliance with the law

Towards To ensure charitable legacies contribute in the greatest possible way to building a better future for the causes and beneficiaries our members represent

Next

Page 9: Future ILM “Run by members for members”. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services

Thank You