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 marketing.

Legacy Roundtable 14 Speakers

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 for leaving a legacy gift. We also discussed how best to understand the needs, preferences and behaviours of the Baby Boomer generation, in order to strengthen legacy marketing and stewardship.

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  over the last two years and what these mean for the future of legacy fundraising.  We discussed online will writing, legacy administration and legacy events with particular focus on the transformation we’ve seen as well as looking at what lies ahead. 

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 all things Legacy TV adverts

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 between legacy teams and those dealing with High-Value givers or Philanthropists.

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 nuances between Legacy and In-Memory marketing (and how to navigate this dual role) and also how to use effective measurement to demonstrate the impact of your marketing efforts and how far the dial has shifted towards achieving set goals.

Legacy Roundtable 9 – 23rd June 2021

Ali O’Neill (RNLI), Tom Newton (soon to be at Shelter), Rob Cope (Remember a Charity) and Helen Smith (Cancer Research UK) explore tips and strategies for unlocking and normalising legacy conversations across your organisation, with your supporters and with wider external stakeholders.

Legacy Roundtable 8 – 21st April 2021

Jenny Kronbergs (UNICEF UK), Helen Smith (Cancer Research UK), Richard Hill (Legacy Foresight) and Alexis Fairclough (Bequeathed) discuss strategies for turning warm supporters of your charity into Legacy supporters.

Legacy Roundtable 7 – 17th February 2021

Helen Smith and Jon Collins (Cancer Research UK), Katie May and Melanie Day (The Brain Tumour Charity), Ben Eden-Davies (St Mungo’s) and Ben Garner (Charity People) discuss creating realistic KPIs and look at strategies they have employed to demonstrate success and progression.

Legacy Roundtable 6 – 30th September 2020

Helen Smith (Cancer Research), Claire Routley (Legacy Fundraising consultant), Beth Thompson (Macmillan Cancer Support), Michelle Adelman and Jess Hood (Battersea Dogs & Cats Home) discuss the all-important topic of Stewardship.