Advanced Legacy Onboarding: The Strategic Role of SenseCheck in Enhancing Charity Operations

Managing charitable legacies is a complex endeavor that demands meticulous attention to detail, skillful legacy managers and often: a team effort. At SenseCheck we are grounded in the collective experience and expertise of our team and industry leading partnerships. We focus on three core areas: charities, communication and checks. Our software is designed to enhance and simplify the important and ever increasing volume of legacies charities receive.

Charities: Simplifying the Onboarding of Legacies

The initial stages of legacy management set the foundation for future interactions with the estate - whether that’s lawyers acting as agents or lay executors. SenseCheck offers a refined approach to this crucial step, ensuring a systematic workflow and adherence to best practices. By providing a structured intake, SenseCheck eases administrative burdens, allowing charities to project manage their legacy receipts more efficiently.

Communication: Clear and Secured

Effective communication stands as a cornerstone of successful legacy management. SenseCheck facilitates this by providing a secure channel for real-time dialogue between charities, co-beneficiaires, legal professionals and executors. This feature not only accelerates decision-making but also maintains a high standard of transparency and continuity throughout each legacy’s lifecycle.

Checks: Security and Compliance Out of the Box

Recognising the sensitive nature of handling legacies, SenseCheck upholds rigorous security measures (read more about how we protect your data here). Our platform integrates robust bank verification and AML protocols to safeguard each transaction. Moreover, a centralised audit trail provides an accountable record of all activities, offering clear insights for auditors and peace of mind for stakeholders.

SenseCheck represents a thoughtful and impactful response to the challenges of legacy management in the charitable sector both now and in the future - where legacy income plays an increasingly important role.

You can learn more about our offering for charities here.