For Charities
Your new legacy notification portal
Get a standard portal for inbound legacy notifications, improve your legacy management workflow, and increase visibility of legacy value and progress across your organisation.
- Secure storage:
- store and share documents securely with 256-bit encryption giving the parties the information they need in one place.
- Real-time Chat:
- communicate with lawyers, charity co-beneficiaries and other stakeholders in a secure and efficient way, reducing time and cost.
- Integrated AML Checks:
- Ensure compliance and reduce risk with built-in bank and AML checks.
Boost your team's productivity and reduce costs
Say goodbye to tedious back-and-forth communication and hello to a secure, efficient, and easy-to-use platform designed for lawyers and charities.
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
Consultant Legacy Manager, Legacy Link
Legacy Co-ordination Tools
Your charity's legacies in the cloud
Collaborate with probate practitioners, executors, and your charity team to manage legacies in the cloud. SenseCheck provides a central source of truth for your legacies and a secure way to share your nominated bank details.
Structured Legacy Notifications
The information you need in a consistent format
Probate practitioners and executors provide legacy data through our secure platform. A rich data set with everything you need to manage and track the legacy through to payment.
Market Leading AML Checks
Less time worrying, more time supporting
SenseCheck provides integrated, market leading AML checks for beneficiaries. This includes the identification check, Bank Verification check, and Bankruptcy / IVA Search.
Reports at your fingertips
Less time reporting, more time understanding
The SenseCheck dashboard provides GDPR reporting for your legacy managers, finance team and trustees. SenseCheck makes legacy analytics more accessible and less time consuming.
Trustworthy and Secure
256 bit encryption
All documents and records are stored with end-to-end encryption. Store unlimited documents and records securely with SenseCheck.
Nominate Bank Accounts
Get paid accurately
SenseCheck provides controlled permissioned bank account sharing between charities and probate professionals or executors. Add references and decide when to share your bank details.
Document Uploads
All of your documents connected to the legacy
Don't jump around between systems to find the documents you need. Receive and share documents with advanced visibility permissions.