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.

Explore our solutions

What's new

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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...

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Legacy Fundraising Trends Taking the Limelight in 2024

After the legacy giving sector came together at the Smee & Ford Legacy Giving Awards in April, we want to continue the celebration of legacy professionals and the impact of their incredible work.

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Smee & Ford Legacy Trends report 2023

2022 was a record-breaking year for legacy income to charities. Read our latest report now!

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BespokeData - CaseStudies

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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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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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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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Our upcoming events

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Excellence in Legacy Administration

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

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Smee & Ford Legacy Giving Awards 2024

The Legacy Giving Awards 2024 will showcase the outstanding achievements, talent and dedication of UK legacy giving professionals.

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17

Legacy Strategy Summit

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

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