9.30 Registration

9.55 Welcome
Kate Hunter, Executive Director, CASE Europe

10.00 Introductions and Outline of the Day
Heather Ebner, Director of Development, Green Templeton College Oxford University

10.15 Creative Estate Planning techniques in the UK
Laura Soley, Senior Associate at Bates Wells & Braithwaite Solicitors

11.15 Networking and Refreshment Break

11.45 Discussing Legacy Gifts with High Net Worth Individuals
Heather Ebner, Director of Development, Green Templeton College Oxford University

12.45 Lunch

13.45 Legacy Futures - the outlook for the British legacy market
Meg Abdy - Director of Legacy Foresight Ltd

14.45 Networking and Refreshment Break

15.00 Branding & Communications: some insipiration from Oxfam
Rachel Brown, Head of Market Insight & Oxfam International Global Identity Research

16.00 Breakout/Small Group Discussion
Challenges integrating legacy work and Evaluating success

 
16.30 Topic TBD

17.00 Seminar ends

 CASE Europe reserves the right to alter the programme at any time