Introduction – The State of the Legacy Sector
The data and trends shaping the UK legacy fundraising sector – a post-lockdown reality check
The last few years have been overshadowed by a perfect storm of challenges including Brexit and the 2019 delay in probate service notifications – then 2020 brought the global pandemic. Will the landscape of legacy giving be as rosy as predicted? How much has it changed since Smee & Ford presented their 5-year trends back in 2018? How has Covid-19 changed donor’s legacy giving plans and priorities?
We tackle these issues head on in an exclusive opening session in which will use a combination of the very latest Smee & Ford data and qualitative research gained from conversations with leading wealth advisors, solicitors and over 32,000 supporters. The findings will present a brand-new perspective on the future potential for legacy giving and debate the external factors that are making an impact on potential future legacy donors’ propensity to give.
- The full 2019 legacy giving data update – Mark Pincher, Head of data management, Smee & Ford
- A year like no other? External factors affecting the legacy giving sector – Richard Radcliffe, Radcliffe Consulting
- Long term legacy trends and legacy planning post Covid19 – Richard Radcliffe, Radcliffe Consulting and Mark Pincher, Head of data management, Smee & Ford
- Interactive questions and poll