Legacy Strategy Summit

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Legacy Strategy Summit is back for its third annual event on 11th June, with an agenda that is our best yet!

The past 12 months have presented numerous challenges for legacy giving teams, with upheaval in the courts' service causing concerns regarding the levels of legacy income.

The 2020 Legacy Strategy Summit will provide practical advice and insight for all stages of the legacy fundraising journey, opening with the very latest data and sector analysis from Smee & Ford and Richard Radcliffe, and showcasing inspirational case studies and discussion from charities across the legacy fundraising landscape. Find out what's in store this year…

Why attend

Now in its third year, the Legacy Strategy Summit 2020 will provide attendees with the opportunity to gain insight into the current trends in legacy giving and debate the external factors affecting your donors’ legacy intentions now and in the future.

The conference will reveal intriguing new data and trends behind legacy giving. Fundraising guru Richard Radcliffe and Mark Pincher of Smee & Ford will present a combination of the latest Smee & Ford data and qualitative research gained from conversations with leading wealth advisors, solicitors and over 32,000 legacy pledgers. They will uncover whether the landscape of legacy giving really is as rosy as we all thought.  

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Key Themes

Building a legacy stream

A-Z of putting together a sound legacy fundraising plan

Trends session

Ground-breaking new information on Will data & legacy planning influences

Growing an established legacy strategy stream

Advanced and in-depth themes for the mature legacy strategy team 

Sponsorship Enquiries

We maintain a close-knit relationship with our legacy fundraising audience all year round. Subsequently, this allows us to retain insight into their roles so we can understand the various challenges that they face, both in the present and future. 

We understand that for legacy fundraisers it can be incredibly difficult to reach their target audience, to track the return on their investment and define their individual legacy message; this is why they need to hear from businesses like you to help them develop and grow.


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Contact Us


Tracy Annang

T: 020 7549 8664



Bethan Poland

T: 0207 566 5753



David Boore

T: 020 7324 2372



Customer Service

T: 020 7324 2365



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