Sign up for the next Legacy Roundtable

Join us at 10:30am on Wednesday 12th of November to explore practical steps and inspiring ideas to futureproof your charity's legacy fundraising.

On Wednesday, 12th of November, we will be hosting the next Legacy Roundtable. You can sign up now at the link below:

Our topic will be about setting up success in the face of the Great Wealth Transfer

We’re excited to invite you to the next online session in our Legacy Roundtable series.

Title: Setting Up for Success: Being Ready for the Great Wealth Transfer

Date: 12th of November 2025

Time: 10:30-12:00

Location: Online (Zoom)

Over the coming decades, trillions in assets will pass from the Baby Boomer generation, creating one of the biggest opportunities for legacy giving in history. As well as considering how to reach future legacy donors who may benefit from this wealth transfer, charities also need to think carefully about how they’re communicating with their current legacy supporters and prospects to keep them engaged, reassured, and inspired.

In this session, we’ll hear from sector experts from leading charities as we discuss how organisations are preparing now: from team structures and planning, to communications, forecasting, and nurturing the next generation of supporters.

Key takeaways:
· What the Great Wealth Transfer means for legacy fundraising
· How forward-thinking charities are preparing their teams and plans
· Ways to start engaging the next generation of potential legacy donors
· Practical insights and inspiration to futureproof your legacy programme

Speakers are being finalised, but we’re already in conversation with some fantastic voices from across the sector.

Register now to secure your place. We can’t wait to see you there!