All Sessions
Regular Giving and Legacies 2023
Regular Giving and Legacies 2023
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25 Results Found
11:00 AM - 11:10 PM GMT
Welcome from Conference Chairs and CASE
Speakers: Emma Simpson, Head of Regular Giving, London School of Economics, Anna Wall, Head of Regular Giving and Legacy Giving, Imperial College London, Pamela Agar, Co-Executive Director - Europe, Council for Advancement and Support of Education
11:10 AM - 12:00 PM GMT
Insight led success: Imperial and LSE share some insights and learnings across regular, mid-level and legacy giving
It can often feel that regular giving and legacies are low on the list of priorities for your institution, even though we all know the long-term benefits and income that can be raised through these programmes. The CASE-More UK Philanthropy Report released in August 2023 identified regular giving and legacies as key areas for growth and investment. Activities led by data insights and research are key to successful relationship building with our donors which in turn leads to income and increased awareness of these important areas of fundraising. This session will share insights and learnings from Imperial and LSE to help you think about how you can delve deeper into your own data with some tips on gathering some of these insights without the support of external help.
Speakers: Anna Wall, Head of Regular Giving and Legacy Giving, Imperial College London, Emma Simpson, Head of Regular Giving, London School of Economics, Rosie Dale, Partner, More Partnership
12:10 PM - 1:00 PM GMT
Plenary- Mid-Level Giving Panel: Learn from 3 institutions about how they are tackling their mid-level programme
In this Q&A, the University of Birmingham, University of Manchester and Imperial College London will share insights on the different stages of their mid-level (£1k+) giving programmes and encourage you to share your perspective on growing mid-level giving at your institution. Key themes will include donor insight, working with major gifts colleagues, engaging stakeholders and donor recognition.
Speakers: Jemma Gurr, Head of Supporter Engagement, University of Manchester, Amy Cook, Regular Giving Officer, Imperial College London, Emma Simpson, Head of Regular Giving, London School of Economics, Angeles Garcia, Head of Regular Giving
2:10 PM - 3:00 PM GMT
Elective session- How to write a great brief
Behind every piece of brilliant fundraising communications is a clear brief with a razor focus on audience, message and action. In this hands-on session, we will explore why a good brief matters, work through the ingredients of a good brief, and leave participants with simple tools to use when they are writing or commissioning creative work.
Speakers: Ben Beaumont, Copywriter and Associate Partner, More Partnership, Rosie Dale, Partner, More Partnership
2:10 PM - 3:00 PM GMT
Elective session- Guiding your legacy fundraising journey: tips and tactics to help you on your way
Legacy fundraising is a rapidly growing area of interest across charities for good reason and HE institutions shouldn't miss out on benefiting from the growth in gifts in wills. If you are wondering about how to begin legacy fundraising or where to go next, join Barrie and David who with a combined 20 years in the sector will share their strategies for success and lots of practical advice - even if you have no budget.
Speakers: David Meadows, Senior Philanthropy Manager- Legacies, University of Sheffield, Barrie Bryson, Legacy Gift Manager, University of Glasgow
3:45 PM - 4:45 PM GMT
Elective session- “Like a box of chocolates:” Building a case for support for unrestricted legacy pledges.
A case for support for unrestricted legacy giving is the golden snitch of any legacy programme, and in this session I will break down the “chocolate box” strategy. At its heart, this is a supporter-centred approach, with multiple cases for support to appeal to different audiences, but all (hopefully) leading to an unrestricted legacy pledge.
I will discuss:
• Examples of different audiences and the “hooks” to pledging an unrestricted gift.
• Tools of the trade, with this multi-audience approach we work with our budget and wider team to think
• creatively on engaging these groups.
• The specific challenges and opportunities that University/ Higher Education institutions face when crafting a case for support.
• The vitality of stewardship in unrestricted legacy pledges.
Speakers: Mary Taylor Lewis, Legacy and In-Memory Giving Manager, University of York
3:45 PM - 4:45 PM GMT
Elective session- Giving Days: When to embed them as a permanent feature in your regular giving programme and how to keep them fresh
London Business School has been running annual Giving Days since 2016 – but this academic year, it’s missing from their calendar. Why?
In this session, you’ll learn more about what to do once you’ve started including giving days in your appeals calendar, how to keep them fresh over time, and when to stop doing them. Anna Diehm, Head of Annual Giving at LBS, will be able to share how their long-standing giving day has impacted donor behaviour, how it has helped them with internal stakeholders, and what giving days are not able to deliver for them.
Speakers: Anna Diehm, Head of Annual Giving, London Business School
9:00 AM - 9:30 AM GMT
Opening: Reflections on day 1
After the excitement of the first day, in groups we will take 30 minutes to reflect on the previous day. What did you hear yesterday that you want to implement into your own programme? What did you hear yesterday that surprised you? Or what did you hear that made me think "yes I am doing the right thing?" This is an opportunity for you to gather your thoughts before heading into another full day.
9:30 AM - 10:25 AM GMT
Elective session- What are we learning about Giving Days?
Join Kat Carter, Hubbub's Commercial Director and Lead Consultant as she reflects on more than 6 years of Giving Day data and insights. With Hubbub having worked on over 50 Giving Day campaigns in the last 2 years alone, she will share what the data tells you about what is working, the challenges and some top tops to increase the success of your next, or first, campaign (all of which can be applied to more than just Giving Days).
Speakers: Kat Carter, Commercial Director & Lead Consultant, Hubbub
9:30 AM - 10:25 AM GMT
Elective session- Case Study: Save the Children International’s approach to maximising legacy giving
This case study from Save the Children International will share their journey over the last 5 years, building focus and investment on legacy giving across their global movement.
It will incorporate key elements of audience and messaging, internal buy in, use of demonstrable data, building community and championing collaboration.
Speakers: Charlotte Smith, Global Legacy Specialist, Save The Children International