Make more of your legacy potential.

Specialist Legacy consultancy helping charities understand, manage and grow Gifts in Wills

Blessed Are Those Who Plant Trees Under Whose Shade They Will Never Sit”

Strategy

Memento Legacy helps charities build strategically valuable Gifts in Wills programmes. From unique proposition to the design of scalable, intelligent legacy systems, we deliver legacy programmes which inspire future generation of givers.

Strategic advisory on philanthropic aspects of UK succession planning to wealth advisors, legal teams & their clients, connecting charities and families in the most efficient & impactful manner.

Administration

Legacy management & administrative support to charities benefiting from gifts in wills, from notification to final distribution.With professional management of legacy gifts, charities minimise administrative burdens, reduce risks, and speed up the distribution process.

Insight & Growth

An independent, expert review of your entire legacy operation - from portfolio performance, systems and data quality to compliance, delegated authorities and day-to-day processes. We identify gaps, inefficiencies and organisational risks that may delay administration, weaken financial oversight or leave your legacy income unprotected.

  • Client Testimonials

    "Petra is a total expert in her field. She is diligent, detailed, resourceful and tenacious. She organised our legacy files at lightening speed and capacity built my team to be able to manage legacy administration for the long term. As a result of Petra's support, the Vision Foundation has a much more accurate approach to budgeting legacies and a more efficient method of administration. She is helpful, thoughtful and incredibly experienced. I highly recommend her services."

    Tamsin Baxter, Vision Foundation for London

  • Client Testimonials

    "Petra is incredibly passionate about legacies for charities, and this comes through clearly in her work and willingness to share her vast knowledge. Whilst working together, Petra has improved our pipeline reporting, been a fantastic help with auditors, confidently handles all our legacy admin and as a result has helped us maximise our legacy income."

    Claire Pullinger, Queen Elizabeth Foundation

  • "Petra is a true role model on legacies.

    She manages a complex portfolio of legacies with consummate skill, delivering a level of quality that is of the very highest order and unpicking the most complicated problems with her trademark unflappable calm.

    What sets her apart, however, is her ability to engage and enthuse others in what can be a very complex and technical subject. Not only does she demystify the more complicated aspects of the subject with amazing subtlety, but she immerses herself in the wider charity so that the context of any legacy is always brought to life vividly. Working with Petra remains a constant and positive pleasure and she is hugely respected and trusted by all those she works with."

    Simon Hopkins, Turn2us

  • Client Testimonials

    "Petra is a superb legacy consultant. She rapidly assimilates the context in which a particular charity operates, enabling her to produce first class results with very little fuss. She works very hard and is happy to work with whatever systems a charity already has in place, requiring very little support. I have worked with her over a number of years, and would always call her if I needed a legacy consultant."

    Matthew Lagden, Action for Children

  • Client Testimonials

    "Petra is a fantastic, personable and extremely efficient Legacy consultant. Our income has grown significantly since Petra has been working for us and she deals with clients in an effective, clear manner. Her background in law is a real asset to us. Petra is a great addition to our team."

    Jane Beaven, Royal Hospital for Neuro-disability

Let’s talk about gifts in Wills.

Book a free 15-minute discovery consultation with Petra to explore how we can scale your legacy impact.