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Now more than ever, with increased pressure on legacy teams to secure income and stay on top of cases, administration professionals must keep informed on the changes to charity law, developments in Government policy, probate notification timelines, and industry best practise.
In addition to offering the very latest sector updates, ELA provided a unique opportunity in which to hear directly from your charity peers - who offered their experience and practical insights into the challenges of working in legacy administration – as well as the very latest analysis into legacy income trends.
Now in its 6th year, the Excellence in Legacy Administration conference once again brought together leading professionals to share their expertise, insight and first-hand knowledge on the latest challenges affecting the legacy administration sector.
Combining panel sessions, data analysis, and case studies - the day offered both inspiration and first-hand solutions on strategy and best practice, as well as highlighting the challenges for the coming year.
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.
New for 2023: Skills Workshops
This year ELA23 will be complemented by two optional 90-minute Skills Workshops, taking place on Wednesday 6th December, where a limited number of attendees can examine a specialist topic in depth, led by experts from the sector. You can find out more about the workshops here.
Highlights of ELA23 included:
- Legacy data and trends from Smee & Ford: A detailed tour of the very latest legacy income data, examine the causal areas that have gained the most attention in the last 12 months.
- Implementing reality-based forecasting to manage expectations & internal pressure: Practical ways in which legacy administrators can build an accurate legacy income forecast – and guide the interpretation of that data.
- Essential update on developments in the Legacy Administration Sector: Potential changes to Inheritance Tax and its impact on legacy pledges and charitable wills, The current timescales with HMCTS & probate applications, Update on the issues around Scottish wills
- Managing Property bequests in a slower market: How has the recent drop in prices, high interest rates and the ongoing cost of living crisis impacted the property sector? A focus on property bequests obstacles using a mix of residential, commercial, and agricultural examples.
- Digital Assets: Looking to the next generation of virtual assets. How can legacy administration manage these emerging gifts – and what’s their value to the charity?
- Managing and motivating a hybrid legacy admin team: In the “new normal” era of working from home and flexible working, how can legacy managers steer and support a multi-location team, and still achieve the best results?
Who attended last year?
