Charity Legacy Notifications
Exciting news for lawyers, probate professionals and charity legacy managers! Our team is proud to announce the launch of SenseCheck™ Your Legacy Communication Platform.
SenseCheck is a secure, online platform to streamline legacy communication between lawyers, executors, charities and individual beneficiaries.
How does SenseCheck add value to charities?
Legacy Managers and charities recognise that bequests from estates make a significant contribution to their income. Managing legacies efficiently in a hybrid world is challenging and this is where SenseCheck shines.
The benefits for charities are:
- a reduction in legacy notification and completion time
- affordable access to SenseCheck with no set up or training costs
- improved risk management
- time savings from real-time communications and automation
Legacy managers are able to:
- receive legacy notifications from lawyers and lay executors
- track and update the progress of a legacy
- share documents securely
- share bank or payment details securely at the time of their choosing
- chat in real-time
- collaborate with team members, auditors and consultants
We’ve worked closely with the Institute Of Legacy Management to create an industry standard legacy data model to standardise the legacy notification. Making it accessible to all lawyers and lay executors will allow SenseCheck to become the standard way to notify a charity of their inheritance. All for a low annual subscription fee with no setup costs or training fees and a one-off PAYG charge per legacy record - SenseCheck scales with your charity, affordably.
“Legacy managers and officers face a number of challenges in today’s fundraising climate. From costs pressures, fraud risk and a need to do more with less - the SenseCheck platform will greatly help charities meet these challenges.” - Paul Browne