The challenge of how to steward lay executors is rising up the agenda for many of our clients. That’s why we are launching a new research project to explore how charities can manage these crucial relationships for the benefit of all parties : the family, the charity and of course the legacy donor.
Over the next six months we will be exploring the prevalence and process of lay executorship overall, and how interactions with charities fit into the picture. We will gain important insights into the decision-making process and into lay executors’ interactions with professional executors and other family members. Finally, we will consider the implications for legacy managers, legacy fundraisers and the wider charity team.
The project is being funded by 27 leading legacy charities, and the results will be presented in late June 2022.
This autumn we will be working with the Institute of Legacy Management to disseminate headline findings and recommendations to the legacy sector through workshops, training programmes and best practice guidelines.
Watch out for more announcements from us and the ILM over the coming months, or sign up for our newsletters here!