Legacy Roundtable 19 – 10th October 2023
In the final roundtable of 2023, along with hosts Stephen Follows (Catsnake: The Story Agency) and Clare Sweeney (Keepace Consults), our guest speakers discussed all things Gifts in Wills guides!
Legacy Roundtable 18 – 18th July 2023
In this special edition of the Legacy Roundtable, along with hosts Stephen Follows (Catsnake: The Story Agency) and Clare Sweeney (Keepace Consults), our wonderful panel shared their expertise and experience …
Legacy Roundtable 17 – 10th May 2023
In this roundtable, we were joined by Becky Lackey and Laila Awda from GOSH Charity, and Francesca Mills from Asthma + Lung UK, to discuss their insights and strategies for …
Legacy Roundtable 16 – 7th March 2023
In this episode, our speakers shared their experiences of developing legacy strategies, discussed the challenges they encountered along the way, as well as the opportunities that emerged during the process.
Legacy Roundtable 15 – 1st November 2022
Our focus for this episode was on ‘Doing Things Differently’. We explored examples of ‘outside-the-box thinking’ in the legacy space, and celebrated some brilliant examples of standout approaches to legacy …
Legacy Roundtable 14 – 2nd August 2022
In this episode, our focus was on the Baby Boomer audience. Our speakers shared their expertise and insights into how to reach this audience and tap into their deep-rooted motivations …
Legacy Roundtable 13 – 10th May 2022
In this episode, almost exactly two years since our very first Legacy Roundtable event in 2020, we took the opportunity to reflect on the myriad of changes, challenges and progress …
Legacy Roundtable 12 – 1st March 2022
Vicki O’Hare (RSPB), Harvey Kirk (RSPB) Clare Sweeney (Keepace Consults) and Hannah Saunders (The Kite Factory) along with our hosts Stephen Follows (Catsnake) and Helen Smith (Cancer Research UK) discuss …
Legacy Roundtable 11- 30th November 2021
Is everyone on board? How to get everyone on the legacy train. In this episode, our hosts Stephen and Helen speak with our expert guests about building a partnership ethos …
Legacy Roundtable 10 – 15th September 2021
In this episode, our co-hosts Stephen Follows and Claire Routley speak to our expert guests on the topic of Legacy Marketing. They explore the value of a Legacy Proposition, the …