Victoria Jones
Legacy Administration Consultant @Keepace.Consults
Signup · Get unlimited contacts
WORK HISTORY
Legacy Administration Consultant @Keepace.Consults
Working with a wide range of charities, Keepace is a specialist legacy consultancy. I look after the legacy administration side, helping charities with their planning and financial reporting, managing ongoing legacy pipelines, working with trustees to ensure delegated authorities are in place and processing income. I am a member of the Institute of Legacy Management and speak at webinars and events on legacy administration and process improvement.
ABOUT VICTORIA JONES
I\'m a freelance charity legacy administration consultant, currently working with Keepace Consultants. My background is in charity project management, having worked across most major income streams, but I have a love for legacies. Legacy administration is an under-developed and under-appreciated area in many charities, so I can advise small and medium charities on how to set up legacy administration systems, digitisation of legacy paperwork and technology to streamline legacy fundraising. I can look after your legacy admin, including budgeting and forecasting, working with co-beneficiary charities and solicitors, assessing IHT and and fees for both pecuniary and residuary legacies. I can also manage contentious matters and instruct solicitors where necessary. I am a member of the Institute of Legacy Management. Your legacy team shouldn\'t just be focused on marketing. Getting your legacy admin right is absolutely vital!
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.