Charitable Legacy Pipeline r i to ) ill lic tor W So cu e (Ex y g ac r Le a to t Tes – i ty ing ar ai s y Ch dr ac n g . Fu & Le min Ad
Potential relationship goalsCharity SolicitorObtain legacies Obtain workAssist will making Assist will makingAssist with legacy Assist with legacyadministration administrationTo build a long term To build a long termpartnership partnershipObtain legal advice Give legal advice
Phase 1 1. Establish Fir st Im pre ssi ons last Ke ep pro mo tion
Phases 2 & 3Maintain & GrowKeep in touch - butknow when to stopTry to have adopt aconsistent approachHave more than onecontactAttend jointnetworking eventsTwo way street
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