Too few qualified staff to handle legacies, says institute chief

Chris Millward, chief executive of the Institute of Legacy Management, also tells seminar that a lack of qualifications and training means many charities lack the soft skills that would help

Charities are not employing enough qualified staff to handle legacies and will struggle with rising volumes of cases, according to Chris Millward, chief executive of the Institute of Legacy Management.

A lack of qualifications and training has also meant that many charities lack the soft skills to help them deal with difficult or disputed legacy cases, he said.

Speaking at a seminar on the issues facing charity legacies, held by the law firm Bates Wells Braithwaite in central London yesterday, Millward said the problem of staff recruitment was one of the things that kept him awake at night.

“There’s a challenge at the moment in that charities aren’t necessarily employing professionally qualified people to undertake the role of legacy administration,” he said.

The institute needed to work to establish legacy administration as a recognised and respected profession, he said, in much the same way the Institute of Fundraising was with fundraising.

“I think there are some challenges coming down the line, particularly in regard to the rising death rate of the baby-boomer generation,” Millward said.

“What that actually means is that hopefully we’re going to get more legacy gifts, but also that we’ve got a resourcing issue because we can’t currently recruit as many people as we need to do the job let alone do the job well to handle those increasing numbers.”

He said the sector needed to consider what kind of training or professional qualifications candidates should have to make them effective legacy administrators, how they should communicate with those people and encourage them into the profession and how they should be supported once they entered it.

This would also put charities in a better position to focus on supporter care and deal with more complex legacy disputes, Millward said.

“We portray ourselves quite often as the victim in some of these scenarios, unable to do anything about our own situation,” he said.

“But what we’ve failed on is some of those softer skills: communications, being sensitive, influencing, managing internal stakeholders – the stuff that actually is critical and creates those breakthrough moments.”

Michael Clark, legacy and in-memory manager at the Cystic Fibrosis Trust, who also spoke at the seminar, agreed there was an issue with recruitment because the career was not well known and was not seen as a sexy. He said that charities should start raising awareness of legacy administration at universities.

He said there was also a problem with retention.

“Some of the larger charities are starting to implement, good robust structures to enable legacy staff to develop,” said Clark. “But an awful lot don’t employ anybody in the legacies department over management level despite the income probably being greater than any other income within their organisation.”

Legacy administrators tended to stay in post for only 18 months or so because there was very little opportunity to move on once they reached manager level, he said, and for small charities, replacing them could mean having to start again with a new strategy.

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Under-45s more willing for their parents to leave legacies than expected, survey shows

Two-thirds wanted their parents to leave on average 16 per cent of their wealth to charity, Remember A Charity says

Two-thirds of people aged between 30 and 45 are willing for their elderly parents to leave considerable gifts to charity in their will, a survey by Remember A Charity has found.

In a survey of 1,000 adults aged between 30 and 45 and 1,000 adults aged over 65, Remember A Charity said that most of the younger generation surveyed said they would be happy with their parents donating on average 16 per cent of their estate to charity.

One in 10 people surveyed said they actively encouraged their parents to use their will to do social good, and 5 per cent said they wanted to see the full estate go to charity.

In comparison, the over-65s surveyed thought an average of 5 per cent of their estate should go to charity.

The survey found that these views were held despite the majority of under-45s claiming they worried about their financial future, accounting 83 per cent surveyed.

The survey also found that 67 per cent had scaled down their inheritance expectations, and only three in ten factor inheritance into their long-term financial planning.

Among the over-65s surveyed, 53 per cent said they were worried about their own finances, and 64 per cent said they were concerned about their children’s finances.

Rob Cope, director of Remember A Charity, said: “This study suggests a shift in attitudes between generations. The older generation is enthused about the concept of leaving a gift, but remains understandably anxious about the need to take care of their families.

“Meanwhile, the under-45s have become less expectant about receiving a sizeable inheritance. They are happy for their parents to make provisions in their will for all those things that matter to them, including good causes.”

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