1. Victoria Jones
Partner
Charities
Contested Wills and Trusts

2. • Corporate Partner -
ILM
• Corporate Supporter -
Remember a Charity

3. Charitable Legacy Pipeline
r
i to ) ill
lic tor W
So cu
e
(Ex
y
g ac
r Le
a to
t
Tes
–
i ty ing
ar ai s y
Ch dr ac
n g .
Fu & Le min
Ad

4. Potential relationship goals
Charity Solicitor
Obtain legacies Obtain work
Assist will making Assist will making
Assist with legacy Assist with legacy
administration administration
To build a long term To build a long term
partnership partnership
Obtain legal advice Give legal advice

6. Phase 1
1. Establish
 Fir
st
Im
pre
ssi
ons
last

Ke
ep
pro
mo
tion

7. Phases 2 & 3
Maintain & Grow
Keep in touch - but
know when to stop
Try to have adopt a
consistent approach
Have more than one
contact
Attend joint
networking events
Two way street