Institute of Fundraising: Legacy Fundraising – Update on Best Practice

Now that the new Code of Fundraising Practice has been published, expert solicitors from Bates Wells and Braithwaite (BWB) provide an update on legacy fundraising best practice.

Dates & Times

November 26, 2013 @ 12:00 am

Please click here for more information and to book.


3pm Registration
3.30pm Welcome and introduction (Rob Oakley)
3.40pm Guide to legacy fundraising and avoiding the legal pitfalls (Laura Soley and Jamie Huard)
4.05pm Review of cases and examining what happens when things go wrong (Rob Oakley and Leticia Jennings)
4.30pm Fundraising - a charity’s perspective (Guest speaker, Fiona Riley, Legacy Manager at Scope)
4.50pm Q & A
5.00pm - Networking


IoF Individual Members: £35

Non-members: £55


Laura Soley, Partner
Laura is a partner in BWB’s Charity and Social Enterprise Department. She has particular specialism in trusts, endowments and legacies. Laura advises charities in relation to all aspects of charity legacies, including legacy fundraising and administration, restricted legacies and contentious issues.

Rob Oakley, Partner
Rob is a partner in BWB’s Dispute Resolution Department and has acted for hundreds of charities in dispute. His caseload includes a wide range of contentious probate claims.

Jamie Huard, Senior Associate
Jamie is a aenior associate solicitor in the Property team. He advises on all property aspects of legacy matters, including transfers of property to beneficiaries, sales of property by executors, and winding up will trusts over property.

Leticia Jennings, Associate

Leticia specialises in chancery and commercial disputes, with a particular focus on contested probate and legacy disputes. Her client base includes charities/not for profit organisations, educational institutions, trustees and private individuals

Fiona Riley, Scope
Fiona is currently Legacy Manager at Scope, and a committee member of the Legacy and In Memoriam Marketing Special Interest Group. She has previously held roles at National Autistic Society, RNID, Marie Curie and National Osteoporosis Society.