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.
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.