Legacy Roundtable 6 – 30th September

Save the date!

Join us on 30th September 10.30am – 12pm to discuss the all-important topic of Stewardship with insights from Claire Routley (Legacy Fundraising), Beth Thompson (Macmillan Cancer Support), Helen Smith (Cancer Research UK), Michelle Adelman and Jess Hood (Battersea Dogs & Cats Home).

Register and secure your place now.

Claire Routley – Legacy Fundraising Consultant

Claire has worked in fundraising for ten years, for charities ranging from a local hospice to Age UK, one of the UK’s largest non-profits. She is a full member of the Institute of Fundraising and a Chartered Marketer. She is also a tutor and examiner for the Institute of Fundraising. Claire is now an independent consultant helping non-profits with all aspects of legacy fundraising.

In addition to her professional experience, Claire holds the world’s first PhD in Legacy Marketing. Her thesis discusses how people’s life experiences have contributed to their legacy decision making, and how they want to be remembered in the future. Claire has spoken on legacies at academic and practitioner conferences nationally and internationally.

Michelle Adelman – Legacy & In Memory Fundraising Manager, Battersea Dogs & Cats Home

Michelle is an established direct marketer in the sector having undertaken a range of roles at a variety of charities – small, large, national and local. Passionate about animal welfare, more than 10 years have been spent working for animal charities, Michelle has been in post as Legacy & In Memory Fundraising Manager at Battersea since 2016 and believes establishing meaningful relationships with supporters is key to the success of her team’s programme and is the element of her work she most enjoys.

Jess Hood – Legacy & In Memory Development Officer, Battersea Dogs & Cats Home

Jess has worked in the Legacy & In Memory team at Battersea for just over four years. In that time she has helped to shape the stewardship programme for legacy supporters, including Battersea’s very popular supporter engagement events.

Helen Smith – Senior Legacy Manager, Cancer Research UK

Helen is a fundraising professional with 20 years’ experience of the third sector. She has a strong track record in operational development and the creation and implementation of innovative growth strategies.

Since 2013 Helen has created, developed and led the most successful regional legacy fundraising team in the UK growing it from an idea to a fully performing unit of hand-picked specialists, managing organisational change while identifying and maximising opportunity for Cancer Research UK.

Beth Thompson – Senior Legacy Promotions Manager, Macmillan Cancer Support

After 9 years working in charity events at Alzheimer’s Society, Pancreatic Cancer UK and Macmillan, Beth now leads on the gifts in wills stewardship events programme at Macmillan, building closer relationships with supporters by creating personalised experiences. More recently she’s helped develop the successful pledger thank you calling programme with their regional fundraising team. She’s currently navigating the new world of virtual events.