Victoria Jones

Partner

Charities

Contested Wills and Trusts

• Corporate Partner - ILM

• Corporate Supporter - Remember a Charity

Solicitor

(Executor)

Will

Legacy

Charity – Fundraising

& Legacy Admin.

Testator

Charitable Legacy Pipeline

Potential relationship goals

Charity

Obtain legaciesAssist will making Assist with legacy administration To build a long term partnershipObtain legal advice

Solicitor

Obtain work Assist will makingAssist with legacy administrationTo build a long term partnershipGive legal advice

Phase 1

1. EstablishFirst Impressions last

Keep promotional information:BriefCurrentIn an appropriate formatTransparentWhere possible – arrange a meeting

Phases 2 & 3Maintain & GrowKeep in touch - but know when to stopTry to have adopt a consistent approachHave more than one contactAttend joint networking events Two way street