1. Future ILM “Run by members for members”

2. From Our heritage ILM was established in 1999 to provide individual legacy professionals with training services and a network of support.

3. Now How we got to where we are Despite significant change within the legacy sector over the past 15 years, the ILM has continued to provide a voice for its members and the wider legacy community. Insight Challenge Bring, ‘run by members for members’ to life. Build understanding of current member attitudes and needs in order to inform future development of a more responsive and, therefore effective, membership organisation - balanced against commercial needs to maintain a sustainable organisation.

4. Now How does being a member of ILM make you feel?

5. Towards What could we be? The representative body for our members Driving the professionalization of our industry (and legacy sector more widely?) Championing member interests Supporting members in their professional development Setting the standard in terms of quality; proactivity and sensitivity Providing a benchmark of excellence for people to compare themselves to Optimising income for our charities and our beneficiaries Our authority is our responsibility to our causes: Fulfilling donor’s final wishes Ensuring legacies contribute in the greatest possible way to building a better future Creating pride in what we do

6. Towards Vison; values and mission VISION To ensure charitable legacies contribute in the greatest possible way to building a better future for the causes and beneficiaries our members represent MISSION Support the professional; proactive and sensitive delivery of legacy case management VALUES Champion excellence; drive change; shape culture; forge innovative partnerships; embed new ways of working; two way dialogue; personalise the experience and provide more open communication (not exhaustive)

7. Next How we will achieve this?

8. Our story on a page From ILM was established in 1999 to provide individual legacy professionals with training services and a network of support. Now Today the ILM represents 300+ charities and not-for-profit organisations. We are the foremost providers of information and training on legacy administration, relied upon by the charity sector to ensure that the £2 billion in legacy donations received each year is managed in accordance with donor’s wishes and in compliance with the law Towards To ensure charitable legacies contribute in the greatest possible way to building a better future for the causes and beneficiaries our members represent Next

9. Thank You