Our event which takes place on 13 September 2016 at BWB’s offices aims to provide an introduction to charitable legacies for those who are new to the area, or those who would like a refresher.
The event will include:
- An introduction to Remember A Charity, its work and the importance of legacies
- A guide to charitable legacies and inheritance tax basics
- The legacy marketplace and implications of a changing fundraising environment
- An introduction to avoiding and resolving challenges to charitable legacies
- A presentation from a guest speaker who will present insights from a charity's perspective
- Afternoon tea and networking opportunities both before and after the event
If you or someone in your organisation would like to attend this seminar please register your interest below. This event is always oversubscribed so please book early to avoid disappointment.
BWB supports Remember A Charity
Bates Wells Braithwaite are delighted to support Remember A Charity, a consortium of over 140 charities, with their annual campaign Remember A Charity Week, which works to encourage more people to consider leaving a charitable gift in their Will, an important source of income for many charities.
This year’s Remember A Charity Week will take place from 12th to 18th September 2016.
1.45pm Registration, tea and coffee
2.00pm Introduction (Rob Oakley, BWB)
2.05pm An introduction to Remember A Charity, its work and the importance of legacies (Emma Bockhop, Remember a Charity)
2.15pm A guide to charitable legacies and inheritance tax basics (Laura Soley, BWB)
2.35pm The changing fundraising environment (Rob Oakley, BWB)
2.50pm The implications and challenges of a changing fundraising environment for the legacy marketplace (Chris Millward, Institute of Legacy Management)
3.15pm An introduction to avoiding and resolving challenges to charitable legacies (Leticia Jennings and Jaqui Symcox, BWB)
3.35pm A charity’s perspective on legacy fundraising (Susan Hughes, Science Museum)
3.50pm Q & A
4.00pm Afternoon tea and networking