The Legacy Strategy Summit  brings together legacy fundraising professionals to explore the latest trends & best practice to drive innovation, income, and outcomes

With unique and innovative content specifically researched to provide learning, debate, and insight for all delegates, regardless of charity size or legacy income total, the virtual summit provides attendees with valuable, first-hand insight into the latest trends in legacy giving and the latest news on legacy fundraising. 

This year’s Summit theme will be: Embracing the new era of Legacy Fundraising: Using data, diversity, and digital insights to boost your strategy. 


2024 key themes

  • Connecting and growing donor groups with in-Memory strategy 
  • The search for new legacy prospects: Micro-mining your donor database
  • How can legacy fundraising campaigns connect with faith-based groups?  
  • Does your digital campaign reflect the diversity of donor audiences and supporters? 
  • Putting the Art into stewardship: Learning from Cultural charities’ skill at donor connection 

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Why attend?

Join us for the Legacy Strategy Summit to benefit from: 

  • 5 hours of live content where you have the opportunity to learn from and put questions to inspiring legacy fundraisers who have been specifically selected for their stories and the growth & innovation they’re driving in legacy income
  • Access to on on-demand sessions for you to watch back in your own time to expand your learning and curate a learning programme that meets your charity and professional development needs
  • The ability to view all attendees in the virtual platform with options to exchange messages and set up meetings. As an international event bringing together legacy fundraisers and teams from across 40 countries, this is a chance to make new connections and meet with your network
  • Access to wider ideas and benchmarking for your legacy programme with live polling throughout the event. Smee & Ford will also be sharing their annual legacy data report – with essential insights to help you benchmark your legacy income and follow trends in bequests and charity causal area choices.
  • Access to peculiarly commissioned thought leadership pieces and reports linked to the themes in the 2024 Summit.  

Register your interest for 2024

Who should attend?

The summit is a must-attend event for the entire legacy giving community, offering sessions tailored to all members of your broader legacy team, regardless of income level. Whether you're new to legacy fundraising or a seasoned team member seeking inspiration and insight, or even a senior leader or board member eager to explore the income and donor engagement potential of legacy fundraising, our sessions cater to your needs.

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Accessible & flexible format 

 Our digital format, using the Swapcard platform, will once again enable charities and speakers from charities inside and outside the UK, and in various time zones, to view and participate in the summit – and we welcome their contribution to the day.

All live sessions are recorded and can be viewed or watched at a time that’s convenient for you – and added content can be accessed from the menu of on-demand sessions that accompany and the live Summit Day.  In addition, the day is complimented by a series of thought leadership pieces distributed after the event.

Who attended last year?


Your ticket includes

  • Access to all the live content on the day 
  • Post-event recordings of all sessions  
  • Access to On-Demand presentations for pre- or post-event learning  
  • Any thought leadership articles or reports circulated after the summit

Register your interest for 2024