About Excellence in Legacy Administration 

On Tuesday 5th Decemeber 2023, Smee & Ford brought together leading experts and professionals from the legacy administration sector to share the latest thinking and guidance on maximising the value of legacy bequests, and to examine the latest in-depth insight into legacy trends.

Combining panel sessions, data analysis, and case studies - the day will offer both inspiration and first-hand solutions on strategy and best practice, as well as highlight the challenges for the coming year.  

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  • Relevant to all levels of charity and legacy professionals:  With sessions for all levels of the team and all sizes of charity.

  • Senior leaders and board members wanting more insight into income and donor engagement opportunities that can be created from legacy fundraising.

  • International Legacy Fundraising: Our digital format will once again enable charities and speakers from charities outside the UK to view and participate in the summit – and we welcome their contribution to the day. 

Highlights of this year’s event will include: 

  • Digital Assets – Looking to the next generation of virtual assets. How can legacy administration value and manage these gifts?
  • Property bequests in a buyers’ market – practical solutions for difficult cases. When a property is a slow sale – what’s next? The session presents a road map of how to deal with sitting tenants, dilapidation and other tricky scenarios whilst maintaining reputation and minimising costs.
  • Managing and motivating a hybrid legacy admin team. Now we are fully into the era of working from home and flexible working, how can legacy managers steer and support a multi-location team and still achieve the best results?
  • Working with the bereaved – best practise communication and safeguarding measures. Guidance on how to balance the many roles within legacy administration – diplomat, grief counsellor, house move specialist, family dispute mediator.
  • Predatory wills: the hot topic in the sector right now. Red flags to look out for, progress of the Charity Commission position and recent cases. 
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