Smee & Ford collect data on all charitable bequests and have built an exclusive and comprehensive bank of information on legacy giving dating back to 2012.
By accessing this data, through the Legacy Analysis Portal or bespoke data services, charities can:
- identify the profile and behaviours of their past legators,
- define growth opportunities,
- analyse trends and comparators and,
- use this insight to inform their future legacy campaign strategies.
The Legacy Analysis Portal is the access point for notification files and includes details of individual legacies that we hold for your charity. Making it easy for administrators to view and locate documents relating to recent cases.
It also includes dashboards that allow you to compare your charity to other charities with similar characteristics.
We give all notification service subscribers access to their own charity’s real-time legacy data through the Legacy Analysis Portal and the opportunity to delve deeper through our enhanced and Legacy Data Insights.
