For wealth advisers
Join our professional adviser network and discover more about the benefits of legacy giving for your clients.
Legacy giving for high net worth individuals
Donating part of their estate to charity enables supporters to leave a lasting impact, transforming beneficiaries’ lives, strengthening charities’ resilience and funding charitable services at scale. It also offers generous tax incentives.
Why talk charitable bequests with clients?
By bringing legacy planning into your advisory services, you can attract and retain loyal, value-driven clients.
Legacy Academy Series
Our new free CPD training series for private client advisers is designed to equip you with the insight and confidence to have values-led discussions with your clients about charitable legacies.
I always thought that, should I be lucky enough to have the resources, I would want to invest in something that would make life better for future generations - and be a force for good.
When and how to get the legacy conversation started
Raising the topic of legacy giving can be a valuable addition to your client conversations - helping clients shape a more meaningful, purpose-driven legacy, and to deepen your relationships.
Here, we round up some top tips for getting the legacy conversation started.
Understanding the role of wealth advisers in growing legacy giving
We know from our work with solicitors and Will-writers how crucial trusted advisers are for those with wealth.
So, we commissioned Philanthropy Impact and Boon Philanthropy Consulting to explore the role of wealth advisers in helping wealthy clients shape their charitable legacy.
Join our Legacy Friends Network
We invite you to join our Legacy Friends Network on LinkedIn, where you can share knowledge, ask questions, and collaborate with your peers. You can also sign up to our monthly bulletin for private client advisers, covering all the latest news and developments in the world of charitable legacies. (View past editions here.)
If you're a solicitor or Will-writer, we encourage you to join our Campaign Supporter scheme, getting your firm listed in our Will-writing directory.
Our wealth adviser committee
Our Private Client Advisory Committee for Legacy Giving aims to empower advisers to accelerate growth of high value legacies.
Learn more about their work and who sits on the committee.