Legacy Giving Conference - York

Legacy Giving Conference - York

Date: Monday 6th Nov 2017

Town/City: York , Yorkshire

Location: North East , Yorkshire

Venue: Hilton York

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For the first time, the Institute of Legacy Management and the Institute of Fundraising come together to present a day which encompasses both legacy fundraising and legacy management. With some of the best and most relevant speakers in the sector, addressing the most topical issues in legacy giving for regional charities, we look forward to a really productive day, which promises to be an interesting mix of sector news, professional development and networking.

It’s an exciting time for legacy fundraising.  As charitable legacies continue to grow and are now the major source of voluntary income, we await the ageing of the ‘baby boomers’ – a generation more savvy, digitally literate and with more disposable income than ever before.

With bigger marketing budgets, greater resource, and a stronger brand, clearly the bigger charities, many London-based, benefit from the current climate. But what about the incredible and often overlooked work from the smaller charities?

This conference will focus on those smaller and medium-sized charities.  Although able to offer a more personal approach, these charities face the immense challenge of having to understand the administrative side of legacy giving, as well as the fundraising one, and with naturally smaller teams, responsibility for both will often fall with the legacy fundraiser.

You will leave the conference informed, inspired and ready to make the most of the opportunities that legacy giving offers your own charity. 

In partnership with:

ILM logo 2017

Conference takeaways:

  • Hear from regional charities on the importance of will writing and legacies in the north
  • Learn how to develop inspiring legacy marketing campaigns for your charity
  • Find out how to juggle both legacy administration and legacy fundraising
  • Learn how to stand out from the crowd and catch a new generation of discerning donors
  • Gain an insight into managing the vital relationship between solicitors and charities
  • Hear about how the new GDPR regulations will affect legacies.


Speaker Ashley Rowthorn gives you a taster of what is to come, and why legacies can be seen as cool in a new blog post.

*Small charity rates available. See bottom of page for details* 

09.00 -09.30

Arrival and registration

09.30 -09.40

Opening remarks from the Chair

Meg Abdy, Director, Legacy Foresight, Ltd       

09.40 -10.15

Legacies: fulfilling final wishes - ten things you need to know about legacy fundraising

Whether just starting out or reviewing your existing strategy, this session will explore ten things you need to know about legacy giving, to ensure your donors' final wishes are honoured and that the legacy gifts they leave achieve their greatest potential.

Chris Millward, Chief Executive, Institute of Legacy Management (ILM)

10.15 -10.55

One size doesn’t fit all: legacy fundraising

Whilst best practice is relevant across the legacy field, the age, supporter base, and propensity of legacy communications changes the responsiveness of legacy perception. This session looks at how to develop a legacy programme, including events, direct mail, ‘drip drip’ messaging and training and takes time to explore the potential difficulties which may be faced, and overcome.

Michael Clark, Gifts in Wills and In-memory Manager, Cystic Fibrosis Trust

10.55 -11.15

Coffee break and networking

11.15 -11.55

Knowing what makes your legacy audience tick

How do you know what legacy message is going to resonate with your audience and how do you know what they want? At the RSPB, we haven’t done much in the way of legacy marketing over the past eight years and we’ve recently had to start afresh. We’ve learned a few things along the way and this session will share some of those insights with you. Whether you’re looking to start your charity’s legacy story or have already begun, what we have learned will help you on your legacy journey.

Sarah Griffiths, Legacy Marketing Manager, RSPB

12.00 -12.40

Legacy marketing and legacy influencing 

Ashley Rowthorn, Legacy Giving Specialist, Legacy Voice 

12.40 -13.30


13.30 -14.10

What fundraisers need to know about legacy administration

How can legacy administration help inform legacy fundraising?  What do you need to know to make sure your hard work in generating legacy gifts for your charity is fulfilled?  This session will aim to cover the salient legal and practical aspects of legacy administration to make legacy fundraising as informed and informative as possible.

Nichola Sims, Head of Training, Institute of Legacy Management (ILM)

14.15 -14.55

GDPR and legacy data

The implementation of General Data Protection Regulation in 2018 has been described as the biggest overhaul in data protection legislation ever. Many legacy fundraisers are concerned about what its implementation will mean for their practice, from being able to communicate through specific channels, to profiling supporters to communicating around the administration of an estate. In this session, you will be able to put your concerns about the implications of the changes to our GDPR expert.

Daff Richardson, Partner, Penningtons Manches LLP

14.55 -15.10

Coffee break and networking

15.10 -15.50

Bridging the gap: Better collaboration between probate practitioners and charities

This session will provide insight in to the crucial relationship between charity legacy professionals and solicitors.  

We hope that this research, carried out by Pennington Manches LLP,  will act as a springboard for better understanding, improved communication and increased collaboration between legacy professionals and solicitors.

Alison Talbot, Head of Charities, Partner, Penningtons Manches LLP

15.55 -16.30

Working together: Making a lasting difference locally through your Will

Some of the representative charities discuss the importance of will writing and legacies in the Merseyside area, sharing examples of how gifts in Wills have made a really positive impact on the area.

Alexis Fairclough, Legacy Liverpool

16.30 -17.10

Legacy inspiration

It’s going to be increasingly important for charities to develop inspirational campaigns – to stand out from the crowd and catch the attention of a new generation of discerning donors. In this session, Richard will share why we need to move away from campaigns that are ‘nice’ and embrace a more daring approach to legacy fundraising. He’ll share what makes an inspirational campaign, and reveal the top 3 inspirational campaigns submitted by legacy fundraisers. You’ll have the opportunity to vote for the winner, and choose the world’s most inspirational campaign.

Richard Radcliffe, CEO, Radcliffe Consulting

17.10 -17.15

Chair's closing remarks

Meg Abdy, Director, Legacy Foresight, Ltd      


IoF Individual member or those working at an IoF Organisational member: £205

Institute of Legacy Management members: £205

Remember A Charity member: £205

To book as a member of Remember a Charity or Institute of Legacy Management send an email to events@institute-of-fundraising.org.uk 

 Never been an IoF memberAre you working for a charity/not-for-profit organisation?

  • Book the conference AND get a year’s Individual membership benefits: £290

  • Or book the conference only at the not-for-profit rate: £295

 Are you working for a corporate/commercial organisation?

Corporate/Commercial conference rate: £425

Small charities:

Under £1,000,000 annual turnover - £75

Under £500,000 annual turnover - £35

To secure your small charity rate please email events@institute-of-fundraising.org.uk with your charity number

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