Research shows that wealthier people are more likely to leave a gift in their Will to charity and for it to be a bigger share of their Estate. In this session we will share prospect insight and practical collaborative tips across the legacy pipeline to help you plan for today and tomorrow’s major donor legacy givers.

The Pareto Principle – or the law of the vital few and trivial many – tells us that we will see 80% of our fundraising results from 20% of our donors. But we also know that income from the remaining 80% of our donors provides valuable funding for our core activities. In this session, our panel will discuss their regular giving programmes and share strategies on how to balance the competing demands of a major donor and regular giving programme in a small organisation. Our panel will represent a variety of different viewpoints, from well-established programmes to newer efforts.

• In this session, we'll take a look at how you can use data to decide which audiences to direct your attention toward, which channels to use based on your data and where to allocate your budget to achieve the desired results of a holistic and sustainable Regular Giving Programme. This session is ideal for any Regular Giving Officer/Manager whether you are new to Regular Giving or looking for ways to reinvigorate your programme.

Drawing on decades of experience in regular giving and legacy management, we are excited to share our insights on how these areas have evolved over the years. By reflecting on the past, we’ll delve into optimising today’s advancements to pave the way for building a sustainable future in legacy management. Join our panel discussion to uncover how the right tools can empower you to handle increased caseloads effortlessly, forecast with precision, monitor progress efficiently, all whilst staying ahead through seamless integration with Smee & Ford

Ideas and experiences for how you can advocate for your programme and gain buy-in from senior decision makers. Come along for real-life tales of patience, creativity and sometimes feeling a little silly. There'll be opportunities to share your challenges and how you've advocated for your programme.

Bring your feedback from the conference so far for further discussion with legacy and regular giving colleagues

Imagine a Development Office in 2040 – where will the Regular Giving team be sitting? What will be on their (virtual) desks? The panel have consulted their crystal balls to answer the role Regular Giving will play in 10-25 years’ time, and how the profession will add value in the future. Will we work closer with Alumni/Supporter Engagement or blur the line with face-to-face fundraising? Or is it all about ‘Legular Giving’? Join us for a lively debate to (almost) close out the day.

If you raise funds in the US, you need to understand the options that are uniquely attractive to American donors to ensure you benefit from the wealth transfer already underway. Your donors are increasingly using these techniques routinely, and you need a working knowledge of them, and how to reconcile them with regulations applying to non-US charities raising funds in the USA. Imperial College London has started bringing American gift planning techniques mainstream. We will help you think about how you can also respond to this growing trend while complying with IRS regulations. This session is relevant to everyone raising funds in the US, whether in regular giving, mid-value, legacies, major or principal gifts.

Hear how the Regular Giving Team at the London School of Economics made friends with their major gift colleagues and how this led to a blended approach to mid-level giving across both the Regular Giving and Philanthropy Teams. We will share how they are working together to create a seamless mid-level journey to maximise four and five-figure income to the School.