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National Charity Streamlines Legacy Management & Volunteer Verification

Client: A Charity
Industry: Charity
Charity
National Charity Streamlines Legacy Management & Volunteer Verification
The Challenge

Struggling with inefficient legacy notification processes, delays in receiving bequest funds, and a time-consuming system for verifying new volunteers and trustees. A Charity sought a modern approach.

Our Solution

Implemented SenseCheck's Charities Platform for streamlined legacy communication with legal professionals and integrated its verification tools for secure volunteer and trustee onboarding.

The Outcome

Accelerated legacy payout times by an average of 30%, improved transparency in estate administration, and established a faster, compliant process for volunteer and trustee verification.

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