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The event

Wilmington Charities and Smee & Ford were delighted to present the second annual meeting for legacy administration professionals and their teams. The 2019 Excellence in Legacy Administration conference was for charities, by charities. Attendees received the latest actionable guidance and practical tactics from those leading the way in the profession. Designed for charities and legacy teams of all sizes and streamed for all levels of expertise, the event offered exclusive examples of how charities have dealt with the latest sector developments and the impact of a truly well-run legacy admin team. Join an experienced group of legacy admin professionals as they offer their insight and experience and maximise on the take-home insights to progress your charity.

Why Attend

Excellence in Legacy Administration provided attendees with the opportunity to gain knowledge, compare experiences and share best practice on the day to day challenges affecting legacy administration. Attendees received practical guidance on the latest sector developments, investments and challenges, in a safe space for discussing the complex issues associated with legacy admin.

You spoke – we listened. Following last year’s launch, ELA 2019 focused on the most fundamental topics in legacy admin, helping attendees:

Understand the new Will-writing formats and their legal status
Recognise when to accept or refuse a legacy gift when ethics are involved
Learn when it’s appropriate to have a lead charity (and how to choose who leads)
Manage unusual or complex lay executor requests effectively
Examine the impact of forecasting in the legacy profession and more

You can view the full agenda here. Our 2019 speaker line-up included..

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Key Themes

The next generation of legacy wishes

Understand the latest will-writing formats and the expanded parameters of what’s legal.

Cutting through complex executor requests

Learn from real examples and solutions by charities that have dealt with unique lay executor requ...read more

Understand the changing legacy landscape

Learn what’s weighing in on the legacy world and the impacts on your charity.

Excellence in Legacy Administration

Enhance your existing skills and develop your legacy admin process.

Creating and developing the best legacy admin team

Raise the profile of your team via best practice, resource management and more.

The power of collaboration

Discover when it’s appropriate to have a lead charity – and how to choose who leads!

Networking

Engage in strategic conversations with experienced professionals in the sector.

Effective forecasting

Examine the impact of forecasting in the legacy profession.

When ethics and legacies collide

Find out when and why charities should consider turning down a legacy.

Testimonials

“ A rare opportunity to network with other legacy admin professionals and learn from their experience, both as speakers and delegates ”

Ralph Coates, Mental Health Foundation

“ Workshops and not just death by Powerpoint, good balance of subjects/content/speakers ”

Ruth Lister, PDSA

“ Opportunity to meet peers in ‘safe space’, some good presentations, inspiration about legacy administration ”

George Shelley, Crisis

Venue

ELA took place at the Leonardo Royal Tower Bridge Hotel (previously The Grange Tower Bridge Hotel) on Tuesday 3rd December 2019. This hotel is situated in central London, 15 minutes’ walk from the Tower of London and Tower Hill Underground Station is just a 5-minute walk away.

Contact Us

General

Customer Service

T: 020 7324 2365

Sponsorship

David Boore

T: 020 7324 2372

Marketing

Bethan Poland

T: 020 7549 2526

Bookings

Matt Grange