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Smee & Ford Legacy Trends report 2024

Register to access the webinar and recieve your copy of the Legacy Trends Report 2024! Following the popularity of last year's webinar, where we explored in detail the results from our annual Legacy Trends report, we will be running a webinar to examine another record-breaking year for legacy giving.

Evolving from Legacy Administrators to Legacy Managers: A Conversation with RSPCA's Donna Barclay

Welcome to Legacy Limelight - celebrating legacy professionals and the impact of their incredible work. In this series we will be sharing inspirational stories from across the legacy sector, shining a light on the difference that legacies can make for charities and their beneficiaries.

We would like to share some exciting news with all our customers and partners.

We are delighted to announce that we have secured new shareholders...

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.

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.

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.