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
The S&F [named] notification service provides us with very useful early warning of potential gifts. Some executors don't know how to contact us, so they are grateful when we get in touch.
Chichester Diocese Church of England