Understand & grow
your legacy income

We partner with charities of all sizes to grow their legacy income by supporting them with quality legacy insight they can trust.

What's new

NEW Thumbnails (1)
The Legacy Giving Report 2025: Webinar

Join us on Wednesday 14th May at 12pm for a live webinar unveiling the key findings from the report, sharing expert insight into what’s driving and shaping legacy giving.

Read more
Copy Of Thumbnail Images (4)
Short-term future gazing: legacy sector insights from the experts

As the legacy sector faces an ever-changing landscape, 2025 presents both challenges and opportunities for charities striving to strengthen their fundraising strategies.

Read more
Copy Of Thumbnail Images (1)
Smee & Ford Legacy Giving Awards 2025 Shortlist Revealed.

The Smee & Ford Legacy Giving Awards 2025 will showcase the outstanding achievements, talent and dedication of UK legacy giving professionals, and highlight the vital and significant income that gifts in wills bring to charities.

Read more

Case Studies

NEW Thumbnails (1) (1)

Bedfellow and Competitive Rankings

A large UK charity wanted to understand how they compared to selected peer charities when appearing as co-beneficiaries in bequests. They believed they may have been receiving a smaller share of the estates than their peers. They were also interested in extrapolating this further to compare against peer charities when they appeared as co-beneficiaries without being mentioned.

Read more
NEW Thumbnails (2)

In-Depth Peer Analysis

A medium-sized UK charity within a causal area alongside many active smaller charities was struggling to get a clear understanding of giving across their peers. Many of the charities were receiving a small number of gifts a year, but this meant it was difficult to get a picture of what legacy giving across the cause looked like.

Read more
NEW Thumbnails (4)

Opportunity Report

We worked closely with a medical charity who were beginning their first large-scale legacy marketing strategy. They worked mainly within two key regions and had a good presence in both, but were struggling with how to understand the opportunity, prove ROI and build a case for investment in legacies.

Read more

Our events

Copy Of Thumbnail Images (11)

Smee & Ford Legacy Giving Awards

The Legacy Giving Awards showcase the outstanding achievements, talent and dedication of UK legacy giving professionals.

Find out more
16

Excellence in Legacy Administration

The biggest names in legacy administration gather at this event every December to share practical tips, techniques and advice.

Find out more
17

Legacy Strategy Summit

This Legacy Strategy Summit brings together charities to share ideas, inspiration and developments in legacy fundraising strategy.

Find out more

Supporting

Guide Dogs logo (1)
RNLI Logo
YHA Logo
Blue Cross Logo
Rainbow Trust
Macmillan Logo
Amnesty International Logo
Myton Hospice Logo 2
Cancer Research UK
Save The Children Logo
Qef Med Logo 03
SSAFA Logo
Scope Logo
Scripture Union Logo
Air Ambulance Logo
Phyllis Tuckwell Memorial Hospice Logo
University Of York Logo
St Christophers Hospice Logo
BDA Logo
Christian Aid Logo
Combat Stress Logo
Cystic Fibrosis Logo
Glaucoma Uk Logo
St Barnabas Hospices (Sussex) Logo