0
Victoria JonesPartnerCharitiesContested Wills and Trusts
• Corporate Partner -  ILM• Corporate Supporter -   Remember a Charity
Charitable Legacy Pipeline                               r                           i to )              ill              ...
Potential relationship goalsCharity                 SolicitorObtain legacies        Obtain workAssist will making     ...
Phase 1          1. Establish                        Fir                         st                         Im           ...
Phases 2 & 3Maintain & GrowKeep in touch - butknow when to stopTry to have adopt aconsistent approachHave more than one...
Panel discussion working together   victoria jones
Panel discussion working together   victoria jones
Upcoming SlideShare
Loading in...5
×

Panel discussion working together victoria jones

1,302

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
1,302
On Slideshare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
16
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Transcript of "Panel discussion working together victoria jones"

  1. 1. Victoria JonesPartnerCharitiesContested Wills and Trusts
  2. 2. • Corporate Partner - ILM• Corporate Supporter - Remember a Charity
  3. 3. 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
  4. 4. Potential relationship goalsCharity SolicitorObtain legacies Obtain workAssist will making Assist will makingAssist with legacy Assist with legacyadministration administrationTo build a long term To build a long termpartnership partnershipObtain legal advice Give legal advice
  5. 5. Phase 1 1. Establish  Fir st Im pre ssi ons last  Ke ep pro mo tion
  6. 6. Phases 2 & 3Maintain & GrowKeep in touch - butknow when to stopTry to have adopt aconsistent approachHave more than onecontactAttend jointnetworking eventsTwo way street
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×