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Regular Giving and Legacies 2025
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21 Results Found
11:10 AM - 12:00 PM GMT
Plenary session- What research can tell us about giving in life and beyond
In this session, we’ll discuss what academic research tells us about giving: why people give (both in life and death), what it means to them, and the benefits that it offers our supporters. We’ll link the findings to professional practice, drawing on examples from HE and the wider charity sector.
Speakers: Claire Routley, Head of Consultancy, Legacy Voice
2:10 PM - 3:00 PM GMT
Breakout session- From first-time supporter to BFF (Best Friend Forever): how to retain your donors
We all know it's crucial to keep hold of first-time donors. But with universities raising money for an ever diverse range of projects and with budgets tightening, how do you get your donors to give again?
Heather Clement, Head of Individual Giving at the University of Sheffield will tell you how Sheffield has reinvigorated their regular giving programme to get first time and cash donors giving the 'holy grail': an unrestricted regular gift. Heather will also share whether it's possible to shift supporter behaviour and convert community fundraisers and volunteers into donors.
Jemma Roper Gurr, Deputy Director, Development at The University of Manchester will join Heather to share practical strategies for improving first-time donor retention. Spoiler alert – donor retention starts before the first gift is made!
Speakers: Heather Clement, Head of Individual Giving, University of Sheffield, Jemma Gurr, Head of Supporter Engagement, University of Manchester
3:55 PM - 4:45 PM GMT
Breakout session- What can we learn from the charity sector: practical steps you can take straight away
Tom Travell has recently joined UCL to reimagine and relaunch their regular giving programme, bringing over 15 years’ experience in charity individual giving, most recently as Head of Acquisition at the British Red Cross. In this session he'll share key lessons from individual giving in the charity sector that can be applied to HE regular giving. You'll hear about planning journeys that drive engagement and inspire repeat giving, how to harness relevance, and what you can learn from humanitarian emergency appeals. Whether you're focused on maximising income or building a pipeline to legacies and major donors, have a large budget and team or a smaller budget and you are the team, there will be actionable take-aways for your programme.
Speakers: Tom Travell, Associate Director of Regular Giving, UCL
9:30 AM - 10:20 AM GMT
Breakout session- Buy-in, advocacy, cartwheels & high-fives
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.
Speakers: Alicia Jago, Deputy director for Fundraising and Stewardship, University of Bristol
9:30 AM - 10:20 AM GMT
Breakout session- How to develop your major gifts legacy pipeline
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.
Speakers: Barrie Bryson, Legacy Gift Manager, University of Glasgow, Fiona Orr, Laura Morton