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Discretionary Legacies

Posted on 25 April 2007 at 10:47 am

This topic contains 1 reply, has 2 voices, and was last updated by  Anonymous 12 years, 4 months ago.

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  • Anonymous
    25 April 2007 at 10:47 am #2796

    I was reading the latest issue of Codicil – the magazine by Smee & Ford and I came across this comment:

    “Do apply to discretionary legacy trusts that have any link with your charity such as locality, or look for a more personal link.”

    This was very interesting to me as a fairly new legacy fundraiser. I know that Smee & Ford can produce discretionary legacy reports, which I will look into, but the article mentioned that the charity in question found a substantial discretionary legacy after a “two minute search on Google.” Am I missing a trick? I searched Google and found nothing! Does anyone know of any other way to get this information other than though Smee & Ford or maybe even what I should could be searching for on Google!

    Any advice would be greatly appreciated.
    Thanks, Kathryn

    Anonymous
    25 April 2007 at 1:13 pm #9420

    As a legacy fundraiser at Amnesty International UK in the early 1990s I certainly picked up a few discretionary legacies after an alert from the Smee & Ford service. So the system works. But then I think that was because of Amnesty’s name and reputation.

    Equally I don’t think I secured any in the years before that when using the service while working at Afghanaid, a charity with less public profile than Amnesty’s.

    As for using Google, it is probably worth a shot, especially if you can focus on discretionary legacies in your town or area. But how would one do that? Which search terms would you use? I can’t believe those newspapers that feature the occasional quirky bequest story (“woman leaves £1 million to her cats”) would use the phrase “discretionary legacy”. Has anyone used Google successfully to locate this kind of potential legacy?

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