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 solutionsAfter 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.
Read more2022 was a record-breaking year for legacy income to charities. Read our latest report now!
Read moreLatest Smee & Ford data shows the percentage of charitable estates and bequest volumes are tracking in line with 2022
Read moreCase Studies
CASE STUDY
Bedfellow and Competitive RankingsA 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 AnalysisA 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 ReportWe 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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