Consultancy Services

We carry out legacy focus groups for charities - we have already carried out almost 1000 of them!

Focus groups help you discover the attitudes, motivations and expectations of your stakeholders (donors, volunteers, users and their families if applicable) to ensure that legacy marketing is sensitively and cost effectively developed. The outcomes can be stunning and give you the fact based evidence you need to fulfil legacy income potential.

We have helped 100s of charities - large and small - develop leading edge legacy marketing strategies. Richard Radcliffe uses his extensive knowledge of legacy fundraising to help you:

• formulate objectives and an overall legacy marketing plan
• spotlight key target markets and the best tactics to ensure maximum return on your investment
• draft key legacy materials such as legacy brochures, articles for supporters, newsletters, advertisements and talks

Richard Radcliffe has trained 1000s of fundraisers, volunteers and service providers to "make the legacy ask". These courses can be tailored for individual charities or you can join one of our regular courses.

Courses are informative yet entertaining and can be tailor-made to ensure synergy with the activities of any target audience. Courses range from one hour to two days.

Are you looking to analyse legacy trends, compare legacy giving in your region or causal area, or build a profile of the most likely legators for your charity?

Smee & Ford can provide bespoke data and analysis to suit your specific requirements.

The Smee & Ford database contains essential information on trends in legacy giving, including estate values, charitable estates, number and types of bequest by geographical location, gender and age. This information can be manipulated to suit your needs.

For information on focus groups, marketing consultancy services, or training, contact:

For more information on our bespoke data services: