Blog

The latest data, commentary, analysis and developments within the legacy sector     

LGA Winners Are

Legacy Events,legacy fundraising,Legacy Administration

And the winners are...
21 winners and 10 high commendations at Smee & Ford's Legacy Giving Awards 2025
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Legacy Strategy,Legacy People,Legacies,Legacy Limelight,Legacy Administration,Legacy Management

Short-term future gazing: legacy sector insights from the experts
In this insightful Q&A, our in-house experts and sector partners share their predictions for the year ahead, shedding light on emerging trends and strategies that will shape the future of legacy giving.
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Legacy Giving Awards 2025,Legacies,Legacy Administration,legacy fundraising,Legacy Management,Legacy People,Legacy Strategy,Legacy Events

Smee & Ford Legacy Giving Awards 2025 Shortlist Revealed.
The Smee & Ford Legacy Giving Awards 2025 will showcase the outstanding achievements, talent and dedication of UK legacy giving professionals, and highlight the vital and significant income that gifts in wills bring to charities.
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Legacy Giving Awards 2025,Legacies,Legacy Administration,legacy fundraising,Legacy Management,Legacy People,Legacy Strategy,Legacy Events

Entries are now open for the Smee & Ford Legacy Giving Awards 2025
The Smee & Ford Legacy Giving Awards 2025 will showcase the outstanding achievements, talent and dedication of UK legacy giving professionals, and highlight the vital and significant income that gifts in wills bring to charities.
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SFLF Partners

We would like to share some exciting news with all our customers and partners.
We are delighted to announce our new partnership with Legacy Futures...
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Legacy Strategy,Legacy People,Legacies,Legacy Limelight,Legacy Administration,Legacy Management

Evolving from Legacy Administrators to Legacy Managers: A Conversation with RSPCA's Donna Barclay
When RSPCA won Legacy Administration Team of the Year at the 2023 Smee & Ford Legacy Giving Awards, it marked a turning point for Donna Barclay, Head of Legacy Income Management—highlighting both her team’s achievements and the growing recognition of legacy management’s value across the sector.
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legacy fundraising,Legacy Strategy,Legacy People,Legacies,Legacy Limelight

Legacy Fundraising Trends Taking the Limelight in 2024
To kick off 2024, we’re exploring the trends poised to make a real impact this year. In this latest Legacy Limelight article, we highlight four key issues that could help charities seize upcoming opportunities, drawing on insights from four industry experts to inspire your legacy fundraising efforts.
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Important Update

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,Legacy Strategy,Legacy People,Legacies,Legacy Limelight

Legacy Limelight: Weldmar Hospicecare - Zero to Hero
How does a regional charity go from no real legacy giving plan in place, to creating a full-blown, award winning campaign? Here to share their secret is April Whitehead, Fundraising Lead ‑ Major Gifts & Partnerships at Weldmar Hospicecare.
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legacy fundraising,Legacy Strategy,Legacy People,Legacies,Legacy Limelight

Legacy Limelight: Smee & Ford's Will Reading and Reporting Team
Over 180 years since Smee & Ford’s founders began scouring Wills at Somerset House, their legacy lives on through a dedicated team still playing a vital role in the charity sector. Here we go behind the scenes with our Will reading and reporting team to uncover the fascinating stories they encounter in their daily work.
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legacy fundraising,Legacy Strategy,Legacy People,Legacies,Legacy Limelight

Legacy Limelight: British Heart Foundation
We're in conversation with Meenaxi Patel, Head of Legacy Management at the British Heart Foundation about the importance of legacy income, challenges and identifying WOMBATs!
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legacy fundraising,Legacy Strategy,Legacy People,Legacies,Legacy Limelight

Legacy Limelight: Dougie Mac's Award-Winning Legacy Fundraising Achievement
We speak to Jill Bowler, MCIoF (Dip), Head of Individual Giving & Trusts at Dougie Mac about their Make a Will Month campaign and how they won Outstanding Legacy Fundraising Achievement at the 2023 Legacy Giving Awards.
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legacy fundraising,Legacy Strategy,Legacy Administration,Legacy People,Legacies,Legacy Limelight

Legacy Limelight: How Shelter grew their legacy reach by 124%
We spoke to Elle Cohen, Senior Legacy Marketing Manager at Shelter about what inspired their Collaboration Champions idea and what winning the Smee & Ford Excellence in Collaboration and Partnership in Legacy Giving Award has meant for the charity.
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Legacy Strategy Masterclass (4)

legacy fundraising,Remember a Charity Week

Remember a Charity Week 2024
This September, Smee & Ford are proud to be joining forces with hundreds of charities, professional advisers and partners across the UK to celebrate Remember A Charity Week!
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Charitable Estates

Data & Insight

The percentage of charitable estates remains stable so far in 2023
Latest Smee & Ford data shows the percentage of charitable estates and bequest volumes are tracking in line with 2022
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LGA Finalists Are

Legacy Events,legacy fundraising,Legacy Administration

And the winners are...
13 winners and 7 high commendations at Smee & Ford's Legacy Giving Awards 2023
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LTR Record Breaking Year

Data & Insight

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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LGA Finalists Are

Legacy Events,Legacy Administration,legacy fundraising

And the finalists are...
We're thrilled to announce the finalists of the Smee & Ford Legacy Giving Awards 2023!
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LTR Highest Bequests

Data & Insight

Charities received the highest number of bequests on record in 2022
Figures from Smee & Ford show that 2022 was another strong year for charitable gifts in wills in England & Wales.
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LTR Estate Values

Data & Insight

Charitable estate values on track to reach £20bn in 2022
The latest data from Smee and Ford shows that legacy giving in the UK has been continuing to grow during 2022.
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LGA Needs Awards

Legacy Fundraising,Legacy Administration

Why the legacy sector needs awards
Hear 4 of our judges speak about why the inaugural Smee & Ford Legacy Giving Awards are needed.
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Board On Board

Legacy Strategy

Is your Board on board for legacy growth?
Richard Radcliffe FCIoF Cert, Founder of Radcliffe Consulting, provides an action plan to help you get buy-in for your legacy strategy.
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Legacy Events

Legacy Fundraising,Legacy Events

How to create the perfect legacy event
Adam West, Legacy Director at Humane Society International, explores 6 creative and practical pointers to help create the perfect legacy event.
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