Legacy Notification Services
Are you looking to optimise your legacy administration and management? Subscribe to the S&F legacy notification services and receive:
- Timely & accurate information on forthcoming legacies
- Notification of named legacies within weeks of probate
- Advanced notification of discretionary legacies
- Information on any new charitable trusts or additional funding
Named Legacy Reports
- Get notified of a legacy within weeks of it being granted probate
- Receive detailed data for each of your charity's benefactors
- Accurately forecast your legacy income figures
Discretionary Services
- Receive details of relevant discretionary legacies
- Specify the causes and geographical areas which match your charity
- Approach executors with a targeted appeal
Charitable Trust Service
- Get notified of charitable trust set-ups first
- Find out about potential income early
- Receive detailed data on trust benefactors
- Contact the trustees with your appeal