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.

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Legacy Strategy Masterclass (1)
2022: A record-breaking year for legacy income

Our latest report reveals charities received at least £3.7bn in legacy income in 2022, the highest we have ever recorded.

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And the winners are...

13 winners and 7 high commendations at Smee & Ford's Legacy Giving Awards 2023

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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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Case Studies

8

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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9

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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10

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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