Key Considerations for Charities Receiving a Bequest or Legacy

Having the relevant information available can help your solicitor establish the charity’s entitlement and identify any matters that may need to be addressed during the administration of the estate.

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Below are some of the points a solicitor may wish to discuss when responding to your enquiry. It can help if you prepare the relevant information so that your initial conversation is more productive.

  • The Will – Obtain a copy of the Will and any codicils where available, as the precise wording will determine the nature and extent of the gift left to the organisation.
  • What Has Been Left – Establish whether the charity has been left a fixed sum, a particular asset or a share of the remaining estate, as this can affect how the legacy is administered and its eventual value.
  • The Conditions – Identify whether the donor has specified how the money or assets should be used, as any restrictions may affect how the charity can apply the legacy once received.
  • Who is Administering the Estate – Keep details of the executors and any solicitors acting for the estate so that communications and requests for information can be managed effectively.
  • A Challenge to the Will or Charity’s Entitlement – Provide details of any dispute, threatened claim or request for the charity to give up part of its entitlement so that legal advice can be obtained before any decision is made.

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01/10/2023
The DTM Legal LLP are one of our charity’s most valued legal skill donors. We can rely 100% on DTM Legal’s support. They are always quick to respond and very efficient and thorough in their work. They set out the parameters to which they are able to offer pro bono support and have a personable approach, which puts the charities at ease, during what can be stressful situations.
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01/10/2023
Our initial key contact has been such a pleasure to work with, Alison Brennan. Alison always responds to email requests promptly and, wherever possible, will offer to help either directly, if the skills request is within her area of expertise, or she will facilitate support from her colleagues in other departments, within the DTM Legal practice. Our charities are always very happy with Alison, Kate and their respective teams’ support.