panel discussion working together victoria jones
Post on 22-Apr-2015
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Victoria Jones
Partner
Charities
Contested Wills and Trusts
• Corporate Partner - ILM
• Corporate Supporter - Remember a Charity
Solicitor
(Executor)
Will
Legacy
Charity – Fundraising
& Legacy Admin.
Testator
Charitable Legacy Pipeline
Potential relationship goals
Charity
Obtain legaciesAssist will making Assist with legacy administration To build a long term partnershipObtain legal advice
Solicitor
Obtain work Assist will makingAssist with legacy administrationTo build a long term partnershipGive legal advice
Phase 1
1. EstablishFirst Impressions last
Keep promotional information:BriefCurrentIn an appropriate formatTransparentWhere possible – arrange a meeting
Phases 2 & 3Maintain & GrowKeep in touch - but know when to stopTry to have adopt a consistent approachHave more than one contactAttend joint networking events Two way street
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