Legacy Solutions for Charities

Smee & Ford Webinars

Starting your legacy strategy from scratch
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Legacy Webinar Series package

Brought to you by Richard Radcliffe, leading legacy expert and Smee & Ford, the most comprehensive legacy data provider in the UK, this webinar series aims to bring you closer to establishing successful legacy fundraising campaigns in 2018. Structured around creating and building legacy income, the four webinars cover in-depth legacy fundraising, communications and strategy.

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Starting your legacy strategy from scratch
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Dear Executor: Communicating with Executors, Personal & Professional

As the number of contested wills rises there is a crucial need to develop the best communications to those who are closest to your legators. Get it wrong and your whole brand and reputation can suffer long term damage. Get it right and your reputation can be dramatically enhanced.
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Starting your legacy strategy from scratch
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Legacy fundraising on a shoestring

This webinar will look into legacy marketing and fundraising activities for those charities with little or no investment.
Key tasks will include simple research and phrases to use in thank you letters, email communications, social media, websites and at local events. We will ask the question: "if you had £1000 to invest in legacies what would you invest in?"
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Starting your legacy strategy from scratch
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Creating inspiring legacy communications

This webinar will look at Wills, how to develop inspirational legacy messages and the importance of inheritance tax savings.
Examples of legacy brochures, newsletter articles and websites will be given. We will consider which messages lie at the heart of a great campaign and how to build the best answer to the question: "why should I leave your charity a gift in my Will?"
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Starting your legacy strategy from scratch
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Starting your legacy strategy from scratch

This webinar will focus on the overall structure of a legacy campaign – the legacy fundraising cycle. We will cover key issues concerning research, communications, tactics, cultivation and stewardship, and evaluating success.
The heart of this webinar will be on setting objectives to develop a focused legacy campaign. 
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The future of legacy income
Free Webinar

The Future of Legacy Income

Over the past 40 years, income from legacies has grown steadily. Find out why in this webinar and make sure your charity is equipped to be part of the growing income stream.

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