Working with lay executors presents both a challenge and an opportunity for any legacy team – and each relationship combines a complex set of circumstances, sensitivities, possibilities, and outcomes.
This award recognises:
This award recognises the fine balance of experience, project management, perseverance, people skills and diplomacy needed to forge effective lay executor relationships – perhaps the most vital skill within legacy administration.
Judges will be particularly interested in:
Judges will be particularly interested in entries that combine diplomacy, patience, bereavement training, staff training in this challenging area, record successful financial outcomes, good reputation management. You will be asked to demonstrate your 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.