Charity changes legacy fundraising policy

by Daniel Jones

One charity has decided to change its policy on requesting donations from people given executor duties after a loved one has died.

International development charity Practical Action will no longer write to executors asking for donations, after finding out that many other good causes do the same.

Charity worker Marcus Watkins revealed that he received 58 letters from charities after being appointed the executor of his mother-in-law's estate, despite the money already being allocated to beneficiaries.

He told thirdsector.co.uk: "I feel bombarded by these begging charities, which seem to presume we will ignore her wishes.

"They have upset me and my family at a difficult time, and have alienated us to their cause."

Speaking on BBC Radio 4's Money Box, SavvyWoman.co.uk personal finance expert Sarah Pennells recently advised anyone who is writing a will to consider giving money as gifts to avoid being liable for inheritance tax.


  • Get expert guidance on how to obtain grant of probate and administer an estate with our step by step Executor Guide.

Published on: September 7, 2011

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