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Virginia Sherbourne

LEGACY CONSULTANT

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WHAT I DO

I'm a legacy administration professional,

with over a decade's experience of working with large and small charities to add value to their legacy offering.

I can help your charity with anything from a few hours'

ad hoc legacy administration support

to a full interim legacy team management service.

I can offer bespoke training for your

trustees, fundraisers and administrators.

I can work with you on your legacy strategy

and help you to start the legacy conversation with your supporters.

Let's talk...

Beach Chairs

HOW I CAN HELP YOU

I provide a fully bespoke legacy administration and consulting service tailored to your charity's needs.  Pricing is flexible and dependent on each individual charity's specific requirements, so please do contact me to discuss.

Cobble Road

Legacy Strategy

I can work with you to develop or optimise your legacy offering, helping you to have the right conversations with trustees and fundraisers and providing training to help your staff become ambassadors for legacies in your charity.

On the Desk

Legacy Administration

I can provide a full legacy administration service or ad hoc support. I can be a 'helpdesk'  for specific legacy queries

or can deal with all aspects of administration, including contentious and planning matters, and can help you to get best value out of external advisers such as solicitors and surveyors.

Ring of Light Bulbs

Legacy Development

I can work with external auditors or review your legacy processes, helping you optimise procedure for an effective legacy administration offering to maximise value for legacy gifts.

Sandy Beach

ABOUT ME

I love legacies.

I trained as a solicitor (currently non-practising) in 2010 at a well known private client firm in the City, initially specialising in contentious probate and trust law.  I escaped the rat race in 2011 to work as a legacy case officer at Cancer Research UK, working with them for several years  and eventually managing a team of six specialist solicitors dealing with contentious and difficult legacy cases.  I then worked at RNID as an interim legacy administration lead and have worked with a number of smaller charities to support their legacy function.  I am a member of the Institute of Legacy Management.

I firmly believe that no one size fits all when it comes to a successful legacy administration and strategy programme, and will work with your charity to help you to get the best from the legacies you have right now. I also spend a lot of my time talking to fundraisers and trustees about how good legacy administration can effectively support fundraising, and helping smaller charities develop effective legacy procedures.  I have worked with several charities on short and medium term legacy forecasting and will happily advise on options for legacy case management.   I am very familiar with probate law and can guide you through the management of contentious cases, advising you on when and how to instruct external lawyers and how to get the best value out of those relationships.  I also have experience in dealing with very high value cases and can manage complex relationships with multiple beneficiaries and relatives where necessary.  I also particularly enjoying dealing with estates with complex and long running planning matters.

Stone Tower
Pebble Beach

WHAT PEOPLE SAY

NIALL CAMPBELL
Chair of Trustees
NW Hearts

'Virginia's thoughtful guidance enabled us to defend a contested legacy claim, adding £60,000 to our share of the estate.  Her pragmatic and clear advice was invaluable and made the process far less stressful'

REBECCA MASSEY
Senior Legacy Manager,
Cancer Research UK

'Virginia is highly experienced in Private Client Law, Charity Law and Legacy Administration and managed complex Legacy gifts with sensitivity whilst always protecting CRUK’s best interests. Virginia was an excellent mentor and provided much needed legal and technical support for the entire team.  Virginia is an absolute pleasure to work with and was a fantastic ambassador for CRUK across the Charity and Legal Sector. '

HOW TO FIND ME

Phone

Email

07947 238348

Postal Address

Suite 99352, PO Box 4336, Manchester M61 0BW

Based in Greater Manchester, I can work remotely or travel to you for meetings.  I am generally available Monday to Friday  (hours by arrangement).

© 2022 Virginia Sherbourne

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CONTACT ME

Thank you for your enquiry. I'll contact you as soon as I can.

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