Legacy Fundraising Virtual Conference


12pm – 3pm BST | Recorded | Subtitled

Calling all legacy fundraisers!

We’re hosting a celebration of everything legacy fundraising, bringing together a mix of global experts from the UK and around the world to help you grow your gifts in wills and in-memory income.

If you’re an early-stage legacy fundraiser that wants to learn how to grow your programme or a seasoned professional that wants to innovate in a rapidly changing world, this one is for you.

The future for legacy giving is bright with legacy income forecast to more than double in real terms by 2050. And no longer just to the benefit of the really big charities; legacy giving is growing at the grassroots, with thousands of small and local causes receiving legacy gifts for the first time.

Is your charity ready?

Book your place today and join us in April for a legacy conference that will inspire.

Hosted in partnership with Fundraising Everywhere and the team at Legacy Futures.

Want to partner with us? Email [email protected] to find out how you can get involved.


Top legacy fundraising strategies from scientific research: International data & results from the lab
Russell James
After more than 25 years in academic research and frontline fundraising, Professor James brings together scientific results from economics, neuroscience, psychology, demographics, and other disciplines to present the ten most important and effective strategies for increasing fundraising success in planned gifts. Beyond just “war stories,” this presentation gives you a deep understanding of what works – and why – in effective legacy fundraising.

7 Tips to launching a legacy program
Ligia Pena
Cash-strapped, acquisition costs keep increasing, and drawing a blank on how to engage supporters at a higher level. What is a fundraiser to do? This fast-paced session will share seven quick and easy tactics to help you launch a legacy program no matter what size organization you serve.

Your stewardship toolkit: what are key elements when engaging with prospects and pledgers?
Lena Vizy
Good stewardship is an important cornerstones of a sustainable legacy program. In this session you will learn about the key elements of successful legacy stewardship. Get practical tips and best-practices on how to engage supporters and grow the value of future legacy gifts. A strong legacy fundraising programme relies on long-term stewardship and great legacy communications.
Influencing change and having difficult conversations
Ceri Sunu
In this session, Leadership Development Coach (and former self-confessed accidental fundraiser) Ceri Sunu will teach you how to use the fundamentals of coaching in everyday conversations. With Ceri’s quick and easy models, you’ll learn how to push back without being pushy and save your ideas from stakeholder stagnation.

Getting the in-memory basics right – 5 must-dos for new starters!
Speaker: Kate Jenkinson
In this lively session, Kate Jenkinson discusses how to get your in-memory programme started, including 5 things to do today to lay firm foundations for your fundraising in this area. Her recommendations draw on first-hand findings from the In-Memory Insight consortium research programme; and her experience of working with charities of all sizes and sectors as Legacy Voice’s Head of In-Memory Consultancy. This is an ideal short session for smaller charities and hospices, or for any organisation that wants to feel confident it has its in-memory basics in place before planning an uplift in this area.

Data driven legacy fundraising with Farewill
Dan Garrett
In this session, Dan Garrett, Farewill CEO, will go through key learnings around the importance of data in legacy fundraising. With over 250 charity partners, Farewill has helped to raise £550m+ in legacy pledges, all with their proprietary data platform.

Panel: Creating movements in legacy fundraising
Paul Nazareth, Rob Cope, Maya Ahmad, Hazel Crombie
There is a strong track record of collaboration across the legacy sector around the world – whether through behaviour change campaigns. Whatever the shape of the collaboration, they all share the principle that by working together we can achieve more than we can do on our own, and grow the overall legacy giving market and we are excited to showcase some examples of this!

Inclusivity and diversity in Legacy marketing campaigns
Speakers: Claire Routley & Haseeb Shabbir
Following a study of representation within the top 100 legacy-earning charities’ brochures, Claire and Haseeb will share some important insights on the level of diversity within them. They’ll go on to explore how we might make our legacy communications more inclusive, drawing on examples of good practice from a range of charities.

Round Table Discussion: Legacy Giving for a Diverse World
Speaker: Juan Hendrawan, Thomas Grosse Stüve and Charlotte Smith
We are living in a globalised world where we are part of society with different religion, language, ethnicity, nationality, and race. As a legacy fundraiser, we are being challenged on how to talk about legacy appropriately with people from different background. We need to reach out from our comfort zone and explore new audiences. In this roundtable discussion, we are going to share experience and knowledge to bring legacy for different culture and explore the possibility to creating legacy campaigns that work across culture.

Embracing the new digital world
Speaker: Caroline Mcleod
This session will be looking at how we at World Vision have adapted our events and communications over COVID to make ourselves more digital enabled, and the impact this has had on our ability to engage with supporters in new and varied ways at no increased cost. I will be sharing our learnings – both successes and challenges and will show how these changes have strengthened and grown our relationships with our supporters and changed our longer term strategy.


Speakers are added to our events as we receive their details and are updated continuously. These events achieve the goals set out in our EDI commitment.

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