Institute of Fundraising: Institute launches lifetime legacies survey

As a member of the Lifetime Legacies Coalition, the Institute is currently lobbying the Government to introduce tax breaks on lifetime legacies for UK donors and charities.

A lifetime legacy has both non-charitable and charitable beneficiaries.

A donor invests capital for a fixed period, during which time the gift acquires interest, the donor receives an income and the remainder passes to the donor's chosen charity at the end of the life of the trust.

Since their introduction in the US more than 35 years ago, around $100bn has been donated to charity through lifetime legacies (known as charitable remainder trusts in the US).

Lifetime legacies are particularly attractive to wealthier individuals and we hope that their introduction will have the same positive impact on this side of the Atlantic as they have in the US.

We are interested to hear what you think. The Institute has launched a web survey to discover your views about what can be gained from lifetime legacies in the UK.

One representative from each fundraising organisation is invited to complete this survey online at www.institute-of-fundraising. org.uk.

All Institute members and respondents will receive a full analysis of the survey's results. The closing date for this survey is 5pm, 7 March.

Have you registered with us yet?

Register now to enjoy more articles and free email bulletins

Register
Already registered?
Sign in

Before commenting please read our rules for commenting on articles.

If you see a comment you find offensive, you can flag it as inappropriate. In the top right-hand corner of an individual comment, you will see 'flag as inappropriate'. Clicking this prompts us to review the comment. For further information see our rules for commenting on articles.

comments powered by Disqus
Follow us on:
  • Facebook
  • LinkedIn
  • Twitter
  • Google +

Latest Jobs

RSS Feed

Third Sector Insight

Sponsored webcasts, surveys and expert reports from Third Sector partners

Markel

Expert Hub

Insurance advice from Markel

Guide: What insurance does your charity need?

Guide: What insurance does your charity need?

Partner Content: Presented By Markel

Third Sector Logo

Get our bulletins. Read more articles. Join a growing community of Third Sector professionals

Register now