Agenda

Agenda

Tailor your experience to suit your charity’s needs. We have recommended sessions depending on where you are in your legacy administration journey. To select the sessions best suited to you, please use the key below:

Level 1 - You’ve established your legacy admin function, and now want to revisit your knowledge of the essentials and develop your core skills to help make your overall processes more efficient.

Level 2 - You’ve developed a high-performing legacy function and now want build on your successes, develop your team and refine your administration processes using best practice.

Level 3 - You’re running a sophisticated and high-performing legacy admin function and now want to take your processes to the next stage - advance your processes by embracing the latest digital technology and innovative forecasting tools.

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9:00 - 9:30

Registration and coffee

9:30 - 10:00

Chair’s welcome and opening address: The evolving landscape of legacy administration

Spencer Wisdom, Head of Legacy Administration & Stewardship, Battersea

10.00 - 10:40

The power of collaboration – the benefits and challenges of working with other charities

• How charities can benefit from working together to resolve cases
• When it is appropriate to have a lead charity, and how to choose who leads
• The role of solicitors in the process and their responsibilities
• When things go wrong – how best to manage PR issues and overcome stumbling blocks

Nick Duncan, Legacy Officer, St Nicholas Hospice Care
Val Tabor, Legacies Operations Manager, Barnardo’s
Alison Rirsch, Legacy Administration Manager, WaterAid

10:40 - 11.00

Morning coffee

11.00 – 11.50

Interactive session: When ethics and legacies collide - when to accept or refuse a gift, and how to decide

• Examples of when a charity should consider turning down a legacy
• When the ethics of your charity clashes with that of the legacy giver
• How to deal with a clash between your ethics and that of your charity
• How to turn down a gift without alienating the individual’s family and/or business interests 
• The luxury of choice – is it just larger charities that have the option to decline gifts?

Helen Hoare, Head of Legacy Administration, National Trust
Louise Timbrell, Head of Legacy Management, NSPCC

 

11:50 - 12:30

Panel debate: The last will, testament and video blog – dealing with the latest will-writing formats including digital wills and social media

This panel session will bring together charities to discuss:
 
Recent cases where legacies have been left via social and other media
Which legacy wishes have legal standing and who decides
Combatting fraud in the digital arena 
The likely impact of these developments on future legacy administration policy
 
Moderator: Pippa Garrott, Legacy Administration Manager, British Red Cross 
Louisa Emburey, Legacy and In Memoriam Manager, Prostate Cancer UK
A senior representative to be confirmed, Cancer Research UK
12:30 - 12:45

Chair’s remarks of the morning session

12:45 - 14:00

Lunch

14:00 - 14:40

Breakout session 1 (delegates to attend one of A, B, C or D)

14:50 - 15:30

Breakout session 2 (delegates to attend one of A, B, C or D)

Breakout sessions

Four interactive breakout sessions will run concurrently at 14.00 (Breakout session 1) and will be repeated at 14.50 (Breakout session 2) to provide delegates with the opportunity to come together in focused groups to share practical knowledge, expertise and experience. Delegates will be able to choose two of the four breakouts to attend from the below.

15:30 - 16:00

Afternoon tea

16:00 - 16:45

Brave new world: Leading the way in legacy administration - innovations, investments and improvements

What are the greatest challenges to our sector, and what will change the legacy administration sector in years to come? The session will look at factors and developments that will advance the sector, as well as offering the audience an opportunity to have their say and put their questions to the participants.
 
Matthew Lagden, CEO, The Institute of Legacy Management
James Stebbings, Head of Legacy Income, Macmillan Cancer Support
 
16:45 - 17:00

Chair’s final remarks and close of the conference

17:00 - 18:00

Networking drinks reception

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