Welcome

Smee & Ford provides a range of services to assist charities in generating legacy income.

By subscribing to our legacy notification services, your charity will receive timely information on specific legacies left to you, or notification of money left in wills or trusts for unspecified charitable purposes. We also offer specialist training, research and consultancy to assist charities in developing relationships with their stakeholders and formulating legacy marketing plans.

quote imageS&F’s notification service has become an indispensable part of our work. We always find that they are punctual and reliable in delivering legacy notifications, and whenever we require any assistance, they always go the extra mile.quote image

Janice Nicholson, Legacy Case Manager, Macmillan Cancer Support

  • Legacy Training Seminars
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Smee & Ford host a number of one-day legacy training events to help anyone involved who wants to increase legacy income for their charity. Legacy fundraisers, legacy campaign managers, legacy officers and legacy administrators have all found our courses essential to helping them create effective campaigns and communication strategies.

Please continue to check here for the latest information on the next training seminar.

Looking for an online donation service? Visit Charity Choice
Smee & Ford Services
Named Legacy Reports Service

Find out what’s been left to your charity within weeks of a will becoming available

Discretionary Legacy Reports Service

Receive early notifications of discretionary legacies left in your causal area or region

Charitable Trust Service

Get regular notifications of every will that contains a charitable trust

Articles
A Close Relationship Image for A Close Relationship

The lot of a personal representative can be an unhappy one if beneficiaries do not understand all the practicalities of making a legator’s wishes happen.  Richard Roberts offers some practical guidance

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Coming of Age Image for Coming of Age

In order for legacy fundraisers to create effective targeted fundraising strategies, it is important to understand...

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A pot of gold? Image for A pot of gold?

This article looks at the financial contribution legacies make to the charitable sector as a whole.

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