For Any Organisation.

A system with years of expertise built into it has to be powerful. But it doesn’t have to be complicated. Gifted Legacies has a clean and modern UI customisable to each user. It also has the capabilities to support legacy marketing, keeping in touch with pledgers, and the detailed process of administration from probate to completion. It’s fully cloud, fully scalable, and fully yours. You can choose to take advantage of our digital processing experience, or, if you have an effective operation in place already, we can set it up to suit your exact way of working. It really is that simple.

Our flexible cloud software means that Gifted Legacies can always be easily scaled to cater to the needs of charities of any size. Smaller organisations don’t need to miss out on powerful elements of the software or pay extortionate prices for only a small number of users. Large organisations can glide through volume with ease and increase capacity whenever they need to. With no physical implementation or set up required, you can also access your Gifted Legacies application securely from anywhere, on any device.

Whether you’re looking to upgrade from spreadsheets, or you have a legacy history of years of specialised software, Gifted Legacies has what you need to take your programme to the next level. It’s ready to be implemented as an out of the box solution or to be fully customised to suit your exact needs. It’s fitted with a fresh and modern UI to enhance marketing, streamline administration, and keep track of every interaction with ease. What’s more? Gifted’s total flexibility means you’ll have a system that works, changes, and grows with you. Always.

With the capabilities of Gifted’s workflow tool, you can automate communications while maintaining a sensitive touch where needed. Stream enquirers and pledgers into appropriately tailored communication plans and create multi-segmented, highly targeted promotional mailings. While we’re at it, we could set up automatic notifications to reduce manual intervention and make your work more efficient too. Get more out of the work you put into Legacy Marketing.

The detailed and intricate art of Legacy Administration demands an application that can keep up. Capture information down to the finest detail and view it all in one place, automate time-consuming processes and set up smart alerts. Gifted Legacies ensures you’re never out of touch with your pledgers.

Capture notifications from Smee and Ford, details of other charities named, contact details for next of kin and executors, estimated value and details of the life party, and anything else you need.

Every interaction matters in the marketing and administration of legacies and losing track of any communication can impact your relationships. With Gifted Legacies’ built-in interaction tracker, you can stay on top of things with a full audit of all correspondence. Schedule meetings, diarise tasks and customise reminders while communicating sensitively with next of kin and other interested parties using specialised correspondence templates. You can even capture legacy enquirers through your website and feed their details directly into Gifted Legacies.