Smee & Ford customers work within charities of all sizes, causes and locations across the UK. 

Our mission is to support charities through legacy insight. We support the whole legacy function, from fundraising strategy to administration once a charity has been named in a Will. 

Legacy Administrators

The Smee & Ford legacy notification service supports legacy administration teams to optimise their processes by providing:

• Timely & accurate information on forthcoming legacies
• Notification of named legacies within weeks of probate
• Advanced notification of discretionary legacies
• Information on any new charitable trusts or additional funding

To find out how to receive Smee & Ford legacy notifications, submit your information here.

Legacy Fundraisers 

We work with legacy fundraising and insight professionals from a variety of UK charities to help them analyse and understand trends in legacy giving to identify opportunities to grow their legacy income.
We understand that every organisation has its own challenges which can arise from:

• Building a case for additional investment to grow legacy programmes,
• Working in small teams with increasing responsibility, leaving less time for detailed data analysis and planning,
• Updating strategies using incomplete and inconsistent internal data,
• Comparing performance against peer charities, with limited or no access to detailed sector data,
• Operating in a growing and highly competitive fundraising stream.

Our legacy intelligence, coupled with our data visualisation, maps the UK’s charitable legacies to provide you with the detailed bequest and legator data to inform your future fundraising campaigns.

Learn more about our legacy data insights here.