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. 

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.