Agenda
The 2019 event allowed attendees to tailor their event experience to suit their charity's needs — with recommended sessions depending on their stage on the legacy administration journey.
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 to 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.
Registration and coffee
Chair’s welcome and opening address: The evolving landscape of legacy administration
Spencer Wisdom, Head of Legacy Administration & Stewardship, Battersea
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
Philip Collins, Partner, Contested Estates, Winckworth Sherwood LLP
Morning coffee
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
Samantha Jackson, Legacy Administration Manager, Parkinson’s UK
Panel debate: The last will, testament and video blog – dealing with the latest will-writing formats including digital wills and social media
Louisa Emburey, Legacy and In Memoriam Manager, Prostate Cancer UK
Samantha Devlin, Head of Legacy Planning, Development and Operations, Cancer Research UK
Lorraine Robinson, Head of Legal, Farewill
Philip Allen, Senior Associate (Private Wealth, Trusts and Tax) Winckworth Sherwood LLP
Chair’s remarks of the morning session
Lunch
Breakout session 1 (delegates to attend one of A, B, C or D)
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.
Afternoon tea
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
Rebecca Billen, Legacy Manager, Bloodwise
Kelly Marie Braund, Solicitor and Legacy Administration Manager, Diabetes UK
Chair’s final remarks and close of the conference
Networking drinks reception