Graphic showing six people sitting around a circular table

Legacy Roundtable 22 – 23rd July 2024

Register to join us on Tuesday 23rd July for our next Legacy Roundtable. 

The topic and guest speakers joining us will be revealed closer to the time, so keep an eye out for the announcements!

Legacy Roundtable 21 – 4th June 2024

Hosted by Stephen Follows (Catsnake: The Story Agency) and Helen Smith (RNIB) the focus of this roundtable was on building and launching successful legacy programmes. 

Joining them on the panel were:

Jenny Girdlestone, Legacy and In Memory Officer at HorseWorld – Jenny shared her experience of building a legacy programme from the ground up.

Legacy Roundtable co-hosts and guest speakers

Legacy Roundtable 20 – 19th March 2024

Co-hosted by Emily Grint (Legacy Voice) and Shenley Connolly (Catsnake: The Story Agency), in the first roundtable of 2024 the focus was on in-memory giving and the power it can have for both donors and charities. 

Legacy Roundtable 19 Panel

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 Panel

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 in legacy fundraising for hospices.

Legacy Roundtable 17 Panel

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 reaching and effectively engaging with potential pledgers of the Baby Boomer generation.

Legacy Roundtable Speakers

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 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.