The event


The Legacy Strategy Summit is the leading strategic level event in the charity sector for senior professionals and experts in legacy fundraising. It brings together expert speakers from across the charity sector, empowering high-level conversations and knowledge sharing on the latest trends and issues impacting legacy fundraising. The Legacy Strategy Summit is a unique networking opportunity. 

The Changing landscape 

Legacy income is now worth over £2.5bn a year, making gifts in Wills a vital source of income for UK charities. While legacy giving continues to grow, the ageing population and changing profile of donors presents legacy directors with some unique challenges and opportunities. With GDPR having significant implications for legacy data, issues around consent, legitimate interest and the impact of Brexit is yet to be seen. At the same time, the rise of free online Wills, social media and new collaborative ventures offer exciting opportunities for charities to engage new audiences in the legacy journey.


The Legacy Strategy Summit is brought to you by:

Wilmington Charities

As a leader in the charity sector, Wilmington Charities offers a complete suite of services for charities and organisations that are interested in the sector. From training and financial analysis to legacy notifications and fundraising tools, Wilmington Charities provides a range of top quality services to support all levels of professionals working in or with charities. Find out more about the Wilmington Charities services below:

Established for over 100 years, Smee & Ford is the UK's leading provider of trusted legacy information to over 1,000 clients across the charity sector. The Smee & Ford legacy notification services ensure that charities receive timely information on specific legacies left to them, or notification of money left in Wills or trusts for unspecified charitable purposes. Smee & Ford have a highly dedicated and skilled team of reporters that read over 5,000 wills every week to ensure that our clients benefit from the most up-to-date information. Together with the legacy notification services, Smee & Ford offers Legacy Income trends and analysis as well as legacy intelligence and information to inform fundraising campaigns.

Visit Smee & Ford at:

The Fundraiser Logo

The Fundraiser provides practical advice and inspiration for fundraisers looking for unique and useful insight into the latest charity trends. We include the latest fundraising techniques and proactive how-to guides to engage, advise and inspire your team, your donors and your volunteers. 

Visit The Fundraiser at: 

Charity Financials Logo

Charity Financials is the only fully interactive online platform containing the latest available financial information on UK charities, key contacts, league tables, benchmarking, plus much more. It provides a unique overview of the total charity sector over financial, causal, beneficiary and geographical areas. 

Visit Charity Financials at:

Charity Choice.png

Charity choice is an online giving platform that helps charities of all sizes gain supporters, donations and new fundraisers. This platform enables charities to create their own microsite with the ability to add legacy and appeal campaigns, post news, request volunteers and goods for free. Charity Choice also produces a range of print directories which cover the whole of the UK. Charity Choice UK, Scotland and Northern Ireland has a circulation of over 17,500 which includes Wills and probate solicitors who advise potential legators considering leaving a charitable bequest.  

Visit Charity Choice at:


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