I wondered if anyone had any samples or advice on letters to executors in asking for a bequest from the deceaseds’ will.
These are your bog standard Smee and Ford reports and its been years since Ive done this sort of letter so any tips would be really helpful.
I used to write those letters while I was at Amnesty International UK in the 1990s, and can remember we secured several donations as a result.
I don’t have any of the letters to hand I’m afraid. I can however remember being very careful to craft each letter. It was much easier writing to solicitors acting as executors, as it was not always clear the relationship that some executors had with the deceased.
I always checked to see if the deceased was an Amnesty member or donor, to see if we could demonstrate an interest and commitment from the deceased.
There were certainly quite a few discretionary legacies that I didn’t pursue because I couldn’t see a link with the deceased or couldn’t be sure I’d get the tone right with the recipient executor.
Thanks Howard, that is useful information.
We don’t have a current member base (although that is being worked on) so that isn’t an issue.
The letter I want to write is to the executors who were infact fellow trustees of the charitable trust that the deceased has left his funds to. It’s not the usual requests Im accustomed to making which is why I’m a bit stuck.
Thanks for your help.
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