My Legacy CLG

Lobbying Organisation My Legacy CLG

Date published 30 Dec, 2022

Relevant Matter Matters involving public funds

Public Policy Area Budgetary matters

Period 1 Sep, 2022 to 31 Dec, 2022

Specific Details Pre-budget 2023 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 5th Sept 22 enclosing a copy of our pre-Budget 2023 submission document.

Lobbying activity

The following activities occurred for this specific Subject Matter Area.

Email (1)

An email on the 5th Sept 22 to the Minister of Finance and Dept of Finance officials enclosing My Legacy's pre-budget 2023 submission.

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.

John Hogan Secretary General (Department of Finance)

Paschal Donohoe Minister (Department of Finance)

Colm O'Reardon Assistant Secretaries or Equivalent Grades (Department of Finance)

Emma Cunningham Assistant Secretary (Department of Finance)

John McCarthy Chief Economist (Department of Finance)