09.00 Registration and refreshments
09.30 Opening remarks from the Chair, Richard Radcliffe, Legacy Specialist
09.50 – Insights from a global legacy fundraising specialist
Hear about my journey from legacy fundraising at UK charities to an international legacy
fundraising role. What are the similarities and differences across legacy fundraising
markets at Greenpeace and how do these compare to charities in the UK. What are the
opportunities? What are the challenges that we face and how can we overcome them?
Stephanie Allen, Head of Key Relationships, Greenpeace International
10.30 Research in behavioural economics
Drawing from a recent study in behavioural economics this session shares the valuable
insights gained.
Ashley Rowthorn, Legacy Fundraising Consultant, Legacy Voice
Jen Corbett, Senior Account Manager (Legacies), Listen
11.10 Coffee and networking
11.30 Creative execution of legacy
fundraising
In this session the Salvation Army will look at
how legacies look and feel in their national
organisation from contact strategies to new
opportunities.
Julius Wolff-Ingham, Head of Marketing
& Fundraising & Assistant Secretary for
Communications, The Salvation Army
12.10 Transition break
12.15 Understanding legacy income;
what do we need to know?
In trying to understand the holy grail of
legacy income generation, many of us have
tried to use the available data to
understand what is likely to be the best
approach to grow or protect our future
positions. At the RNLI this has only been
partially successful despite having lots of
data to delve into. This session will explore
the successes and failures of examining the
Legacy fundraising on a shoestring The challenges and opportunities
facing smaller charities….
In this session both Wildlife Trusts will
look back at what processes they have
inherited and how they have developed
these. Finishing the session with some
valuable takeaways about what they are
planning next.
Jessica Thompson, Membership and
Legacy Manager, Yorkshire Wildlife
Trust
Emily Alexander, Individual Giving
Manager,
The Wildlife Trust for Bedfordshire,
Cambridgeshire & Northamptonshire
What happens when your legacy gift is
under dispute?
How do disputes arise?
What are charity trustee obligations?
How do you control the potential damage?
What does the recent Court of Appeal
decision mean for charities?
Paul Hewitt, Contentious Trust and
Succession Partner, Withersworldwide
available data at the RNLI and how we
might want to look to the future as
organisations.
Tim Willett, Head of Funding Strategy,
RNLI
12.55 Lunch and networking
13.45 Legacy fundraising touches on one of society’s last great taboos: death
and dying
How can we, as legacy fundraisers, deal with this taboo? This session will consider the
nature and the effects of taboos and examine how they have been addressed across
other sectors. We’ll then discuss how you can integrate these principles in your own
legacy fundraising.
Claire Routley, Consultant, Legacy Fundraising
14.15 From Legacy Foresight to Legaten-Vooruitzicht : lessons from across
the North Sea
Legacy Foresight has set up a pilot research programme in the Netherlands, working
with Dutch consultants and 8 pioneer charities (many of them with us today).
What can we Brits learn from the Dutch? And is there anything we can teach them?
This session will be shared by three speakers:

Meg Abdy of Legacy Foresight will take you through the headlines of their Dutch
research
 Dutch legacy expert Arjen van Ketel will explain how legacies are currently
marketed in the Netherlands, and where he sees the market heading
 Suzanne Morton-Taylor will talk about her long experience of legacy fundraising at
Hartstichting (the Dutch Heart Foundation) and why she thinks national and
international collaboration is the way forward for Dutch charities.
Meg Abdy, Legacy Foresight
Arjen van Ketel
Suzanne Morton-Taylor
14.50
Legacies across the globe - what’s hot and what’s not
With $46 trillion of baby boomer wealth to be handed on globally, legacies are increasingly
becoming important for charities in many countries. Across the world charities are gearing up to
make legacies part of their mix. Using global examples and trends, international legacy
consultants Stephen George and Allan Freeman will share what’s working, the challenges, what
could work and what might be next that could help UK fundraisers.
Owen Watkins, Chief Fundraising Services, UNICEF
Stephen George
Allan Freeman
15.30 Coffee and networking
15.50 Making legacy a priority
Too many charities aren’t noisy about legacies. The most successful organisations make
legacies a priority across the organisation – not just within the fundraising team. But
what’s the best approach to making this happen? And is it really possible to generate
legacies from unconventional routes such as digital or retail?
Chris Millward, CEO, Institute of Legacy Management
Rob Cope, Director, Remember a Charity
Tim Hunter, Director of Fundraising, Oxfam
Michael Clark, Legacy and In-memory Manager, Cystic Fibrosis
16.30 Learnings from outside the sector
Hear from Gransnet, Gransnet is the social networking site for grandparents. Launched
in May 2011, the site was described by the Telegraph as "a new dawn in grey power."
Gransnet’s forums cover everything from politics to holidays, gardening to difficult
daughters-in-law. From this session you will be able to take away some invaluable
learnings about communicating with this generation.
Gigi Eligoloff, Brand Partnerships Manager, Gransnet
17.00 Closing remarks from the Chair