Supporting charities
through legacy insight

Welcome to Smee & Ford. We've been helping charities to understand and grow their legacy income for over 125 years.

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What's new

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Why the legacy sector needs awards

Hear 4 of our judges speak about why the inaugural Smee & Ford Legacy Giving Awards are needed.

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Charitable estate values on track to reach £20bn in 2022

The latest data from Smee and Ford shows that legacy giving in the UK has been continuing to grow during 2022.

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Is your Board on board for legacy growth?

Richard Radcliffe FCIoF Cert, Founder of Radcliffe Consulting, provides an action plan to help you get buy-in for your legacy strategy.

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Case Studies

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CASE STUDY

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.

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CASE STUDY

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.

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CASE STUDY

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.

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Supporting

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