My Legacy CLG

Lobbying Organisation My Legacy CLG

Date published 18 Jan, 2022

Relevant Matter Matters involving public funds

Public Policy Area Budgetary matters

Period 1 Sep, 2021 to 31 Dec, 2021

Specific Details Pre-budget 2022 submission by My Legacy to remove VAT from the cost of making a will if a charitable bequest is included in that will.

Intended results Encourage the public to consider leaving a charitable bequest in their will and prompt solicitors to make their clients aware that it is an option to leave a bequest in a will.

Name of person primarily responsible for lobbying on this activity Ellie O'Donnell

Did any Designated Public Official(DPO) or former Designated Public Official(DPO) carry out lobbying activities on your behalf in relation to this return? You must include yourself, and answer Yes, if you are a current DPO or a DPO at any time in the past. (What is a Designated Public Official?) No

Did you manage or direct a grassroots campaign? No

Was this lobbying done on behalf of a client? No

Mass communications

Email All TDs An email to all TD's on the 14th September enclosing a copy of our pre-Budget 2022 submission document.

Lobbying activity

The following activities occurred for this specific Subject Matter Area.

Virtual Meeting (1)

A Webex meeting on the 4th November from 2.00pm - 2.45pm to discuss our pre-budget 2022 submission with the Minister of State with responsibility for Community Development and Charities, Joe O'Brien, and his advisors.

Designated public officials lobbied

The following DPOs were lobbied during this return period on this specific Subject Matter Area. These DPOs were involved in at least one of the Lobbying Activities listed above, but not necessarily all of them. As returns are specific to a Subject Matter Area the above Lobbying Activities may be associated with multiple returns.

Joe O'Brien Minister of State (Department of Rural and Community Development)

Anne Marie McNally Special Adviser (Department of Rural and Community Development)