Legacy giving: the role of the practitioner

On 18 October, my colleague Beatriz Brockhurst (STEP News Editor) and I attended the launch of Legacy Giving and Behavioural Insights – a research report which examined how will writers discussed charitable giving with their clients. Bridging the gap The research illustrates the gap between clients expressing an interest in leaving charitable gifts (35 per… Read More Legacy giving: the role of the practitioner