Careful and successful management of a contested case can be an expensive, time consuming and challenging task for any charity – and especially teams with more modest levels of legacy income and resource. The many benefits of treading carefully in case of a disputed probate cannot be underestimated.
This award recognises:
This award recognises the outstanding level of skill and tenacity needed when dealing with contested probate cases, focusing on a recent stand-out case study that stretched the abilities of the professionals involved.
Judges will be particularly interested in
Judges will be particularly interested in entries gives a leading best practise example of a charity legacy team that has successfully resolved a contentious case working alone or with a legal partner. You will be asked to demonstrate your contribution and achievements over the last 12-18 months, with evidence up to the awards entry deadline.
This award is open to charity professionals working in or with legacy giving teams.
In this category charities can also enter in partnership with an external third party (non-charity) who they work with to achieve best results on contested cases.