This November, our free-for-members Large Charities Group Members Meeting will provide you with an opportunity to find out more about legacy disputes and help maximise charities income.
Why should I attend?
Join our speakers, Joanna Poole and Joseph de Lacey of Farrer & Co. Both act on a broad range of disputes for large charities and are frequently instructed on legacy disputes. They acted for the successful party in the Supreme Court in R v Agudas Israel Housing Association.
They will be joined by Kathryn Horsley, Director of Insight and Paul Browne, Head of Legacy Administration from Legacy Foresight, to discuss:
- the value of legacies to charities and current market trends
- how best to approach legacy disputes;
- when to settle and when to fight; and
- what can be done to manage reputational risk as cases develop
When and where?
- 10:00 - 11:30am
- Online training via Zoom - Joining instructions will be shared one week before the event day
Who should come along to this event?
All Finance Directors and COOs at charities where legacy donations make up their income. In particular, those wanting to understand the steps to manage risk and protect their legacy income in the context of a dispute when engaging with their Legacy Officer.
How do I book?
This session is free to all CFG members. Book below - if you have any issues contact firstname.lastname@example.org.
About CFG events and membership
CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could provide you with up to 1.5 hours of CPD. For more details contact your association or email email@example.com.
Becoming a CFG member gives you access to exclusive benefits including event discounts, so find out more about CFG Membership before you book. Association of Independent Museums members can register for free CFG membership through our partnership.
About CFG Special Interest Groups
This event is run as part of our Large Charities Special Interest Group. If this content is of value to you, then you may want to consider joining the Special Interest Group as a free-for-members benefit. This meeting is still freely accessible for members regardless of their inclusion in the Special Interest Group.