Immediate support with claims against your legacy gift



When a claim letter arrives, it can be a worrying time for Legacy Officers, and there are many complex issues to consider when dealing with a legal challenge.

The claim checker provides immediate support to help you understand the facts and evaluate the claim.



Assess the Claim

Immediate support for you charity


–  Immediate assessment of 1975 act claims, with an answer on whether the claim has merit


–  Detailed information and guidance throughout the form, so you can understand the situation and evaluate the claim


–  Guides you on the steps you will need to take to respond appropriately, helping you make an informed decision on the best course of action


–  Unique report with tailored advice specific to your claim, giving you the confidence to explain the situation to trustees and senior management




Assess the Claim

Charity Legacy Resources

Fundraising is hard at the best of times and losing a legacy as a result of a successful will challenge can be devastating. We have collated CPD, factsheets, FAQs and case studies to assist in your learning and responding to these types of claims.