Recent high-profile fines have thrown how charities research their donors in to sharp focus. This briefing will consider legacy fundraising in light of the recent ICO response to wealth screening practices, and will highlight the importance of building and maintaining strong donor relationships. Join us on September 12 to consider and discuss the best approach to building a robust strategy in a new age of legacy fundraising.
This event is designed to provide space for charities to debate with other charities. As a result, there are no corporate spaces available and we will withdraw places booked by non-charity delegates. We will issue a refund minus an administration fee of 15%.
12 September 2017
9.00AM - 9.25AMMorning coffee & informal networkingMorning coffee & informal networking
9.25AM - 9.30AMChair's welcomeStephen Cotterill, editor, Fundraising Magazine
9.30AM - 10.00AMIce-breakers & roundtable discussionHosted by Alex McDowell, chair, Remember A Charity & Rowenna Fielding, data protection lead, Protecture
10.00AM - 10.25AMCreating a compelling legacy proposition
Jaz Nannar will draw on her extensive experience to share how she identifies what matters to charities, what matters to potential legacy supporters, and where the two overlap. She will demonstrate how to use this insight to build strong legacy propositions that drive communications to the audiences you are hoping to persuade.
Jaz Nannar, managing director, Burnett Works
10.25AM - 10.50AMCoffee and networking breakCoffee and networking break
10.50AM - 11.15AMUnicef UK case study: Nurturing the next generation of legacy givers
By implementing a digitally integrated strategy, Nathalie Ormrod and her team have been able to engage a new audience of potential donors with some remarkable results. Adopting a multi-channel approach, with a particular focus on increasing social and online engagement, Unicef UK are having more meaningful conversations with baby-boomers, the generation claiming the most disposable income in history. Hear from Nathalie where she will share some of the insight underpinning this campaign, and offer some practical tips on how to influence the next generation of legacy givers and ensure your strategy is fit for the future.
Nathalie Ormrod, digital campaign manager, Unicef UK
11.15AM - 11.30AMQ&A with speakersAn opportunity to get your questions answered.
"Very inspiring speakers."
Leoni Padilla, Sue Ryder
"Excellent choice of speakers, great mix of attendees. Very timely subject matter."
Gemma Leary, Friends of the Elderly
"Inspiring! A really great mix of experience from the sector."
James Togut, RNIB
"Really inspiring speakers, lots of enthusiasm and energy early in the morning."
Emily Pond, Breast Cancer Now
"Really enjoyed the learning, a very interesting and diverse group of attendees."
Russell Winch, Zoological Society of London
"Fantastic, engaging and accessible speakers."
Emma Watts, Citizenship Foundation
"Really interesting thoughts on social media, especially in thinking outside of the box in terms of channels."
Liz Burns, Vitalise
"Excellent debate, pitch, tone, timing and engagement. Brilliant topic as well."
Stuart Davie, Paintings in Hospitals
"Great speakers and a very worthwhile conversation."
Mark Wilson, Leukaemia & Lymphoma Research
"Really insightful and enjoyable session, thanks to the content of both presenters."
Sayara Muthuveloe, Urology Foundation
Dhivya O’Connor, The Prince’s Teaching Institute
"Great speakers, candid and honest."
Thomas Walshaw, Paintings in Hospitals
"Both great speakers with lots of experience and lots of examples."
Sonya Trivedy, Terrence Higgins Trust
"Really thought-provoking seminar with tangible ideas that I can take back to my charity."
Adam Overlander-Kaye, Movement for Reform Judaism
"An inspiring session, going back full of ideas and energised."
Catherine Bosworth, Stonewall
Early bird by 28 July
Standard fee (after 28 July)
*All prices exc VAT This event is designed to provide space for charities to debate with other charities. As a result, there are no corporate spaces available and we will withdraw places booked by non-charity delegates. We will issue a refund minus an administration fee of 15%