Fundraising code to cover legacy management

The IoF and the PFRA have also appointed Mike Smith, formerly of Age UK, as their new joint head of media and public affairs

Legacy management: code will cover it
Legacy management: code will cover it

The Institute of Fundraising has announced that it will expand its Code of Fundraising Practice to cover legacy management.

The move, which was announced at the IoF’s legacy conference in London yesterday, will involve its Standards Committee working with the Institute of Legacy Management to improve the code in relation to legacy management and include best practice on how estates are administered.

Chris Millward, chief executive of the ILM, said: "We are looking forward to working with the IoF Standards Committee to build on our traditional role working with bodies like the Law Society, HM Revenue & Customs and the Law Commission to ensure that the rules and best practice guidance around legacy management are brought into the Code of Fundraising Practice so that we can ensure every charitable legacy gift achieves its greatest potential."

Asked when the work was due to be completed, Ceri Edwards, director of policy and communications at the IoF, said the IoF would "start the scoping of this work over the coming weeks".

The IoF and the Public Fundraising Association have also appointed Mike Smith, former head of public affairs at Age UK, as their new joint head of media and public affairs.

It is the first joint appointment between the two organisations and is part of the strategic partnership formed between the bodies in July, which is partly designed to help the IoF and the PFRA collaborate on influencing government policy related to fundraising.

Andy Ricketts

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