Understand & grow
your legacy income

We partner with charities of all sizes to grow their legacy income by supporting them with quality legacy insight they can trust.

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Legacy Limelight: Smee & Ford's Will Reading and Reporting Team

After the legacy giving sector came together at the Smee & Ford Legacy Giving Awards in April, we want to continue the celebration of legacy professionals and the impact of their incredible work.

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Smee & Ford Legacy Trends report 2023

2022 was a record-breaking year for legacy income to charities. Read our latest report now!

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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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BespokeData - CaseStudies

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Bedfellow and Competitive Rankings

A large UK charity wanted to understand how they compared to selected peer charities when appearing as co-beneficiaries in bequests. They believed they may have been receiving a smaller share of the estates than their peers. They were also interested in extrapolating this further to compare against peer charities when they appeared as co-beneficiaries without being mentioned.

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In-Depth Peer Analysis

A medium-sized UK charity within a causal area alongside many active smaller charities was struggling to get a clear understanding of giving across their peers. Many of the charities were receiving a small number of gifts a year, but this meant it was difficult to get a picture of what legacy giving across the cause looked like.

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Opportunity Report

We worked closely with a medical charity who were beginning their first large-scale legacy marketing strategy. They worked mainly within two key regions and had a good presence in both, but were struggling with how to understand the opportunity, prove ROI and build a case for investment in legacies.

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Our upcoming events

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Excellence in Legacy Administration

The biggest names in legacy administration gather at this event every December to share practical tips, techniques and advice.

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Smee & Ford Legacy Giving Awards 2024

The Legacy Giving Awards 2024 will showcase the outstanding achievements, talent and dedication of UK legacy giving professionals.

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17

Legacy Strategy Summit

This Legacy Strategy Summit brings together charities to share ideas, inspiration and developments in legacy fundraising strategy.

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