Brought to you by:

 

Now in its 7th year, the Excellence in Legacy Administration (ELA) online conference brought together leading professionals to share expertise and insights on the latest challenges in legacy administration.


With rising pressure on legacy teams to secure income and stay on top of cases, administration professionals needed to stay informed on changes to charity law, developments in Government policy, probate notification timelines, and industry best practice.

In addition to offering the very latest sector updates, ELA provided a unique opportunity to hear directly from charity peers – who shared their experiences and practical insights into the challenges of working in legacy administration – as well as the latest analysis of legacy income trends.

Combining panel sessions, data analysis, and case studies, the day offered both inspiration and first-hand solutions on strategy and best practice, while also highlighting the challenges for the year ahead.

Register your interest for 2026

About Smee & Ford

For over 125 years, Smee & Ford has supported charities of all sizes with their legacy fundraising and administration activities and aims to equip them with the insight and tools to understand and grow their legacy income.   

2025 key themes

  • Current Legacy Data Trends: An overview of the latest legacy data insights, featuring perspectives from Smee & Ford and Legacy Futures.
  • Elevating Legacy Teams Within Charities: Gaining internal recognition and boosting team morale, even in challenging financial times.
  • Emotional Intelligence in Legacy Management: Exploring the critical role of emotional intelligence in the legacy administrator’s skill set.
  • Developing Future Legacy Professionals: Addressing the legacy recruitment challenge with innovative training and apprenticeship programs.
  • Grief Awareness in Legacy Support: Strategies for compassionate communication with bereaved Lay Executors, enhancing empathy and understanding.

Who attended last year?