Conferences & Training
Legacies Conference Programme

Thursday 21st March 2019

09:00 Registration and Refreshments

09:30 Welcome from the Conference Chairs and CASE Europe
Angharad Milenkovic, Director of Development, UCL
Karen Hart, Deputy Director of Development: Alumni Engagement, The Open University

10:00 What are Legacies? How Can they Make an Impact at my Institution?
Our opening plenary will cover the basics and also look at easy ways you can help ensure the success of your legacy programme, both now and in the future. We'll cover the why, what and how; building a platform for the rest of the day's sessions.
Karen Hart, Deputy Director of Development: Alumni Engagement, The Open University
Patrick Walker, Development Associate, Winchester College

11:00 Refreshment and Networking Break

11:15 Meet the Donor
Millie Banerjee,
Chair of NHS Blood and Transplant and the Chair of the College of Policing

12:00 A Match Made Before Heaven: Lifetime Giving, Legacies and the Growing World of Blended Giving
Sianne and Joanna will discuss soliciting lifetime giving from legators, securing legacies from major donors, and why the burgeoning ‘blended giving' approach is a win for everyone.
Sianne Haldane Head of Planned Giving Philanthropy, Cancer Research UK
Joanna Ellams,
Associate Director, Individual Giving, Kew Foundation

13:00 Lunch

14:00 Building an Endowment - the Role of Legacy Bequests
A Legacy pledge is a commitment to an institution's future that is made today. The same concept lies behind every endowed gift, whether restricted or unrestricted, that is made in a donor's lifetime.
Organisational leadership frequently looks to the US to understand successful fundraising practice there and, whilst we know approaches often need to be adapted (rather than adopted) we have some thoughts to bring to you from the US and from the arts and cultural sector. We will share some findings from a recent endowment benchmarking study, show the potential to link a legacy programme to growing an endowment and see if this sparks ideas for you within your institution.
Fiona Kirk, Managing Director and Senior Consultant, Marts & Lundy UK
Claire Gylphe,
Philanthropy, Strategic Projects, Tate

15:00 Refreshment and Networking Break

15:15 High End Legacy Stewardship Workshop 
This workshop will look at the legacy gift life cycle, from the creation of an embedded legacy programme, to retaining pledges and keeping people warm, through to post-legacy engagement, recognition and measuring impact. 
Kat Hageman,
Senior Donor Relations Manager, UCL
Karen Hart,
Deputy Director of Development: Alumni Engagement, The Open University

16:30 Panel Discussion on Creating your Legacy Strategy
This panel discussion is your opportunity to test and embed your learning from the day, and ask any unanswered questions you may have to our panel of experts. Come prepared with questions to ask and ideas to share! 
Kat Hageman, Senior Donor Relations Manager, UCL
Fiona Kirk, Managing Director and Senior Consultant, Marts & Lundy UK
Karen Hart, Deputy Director of Development: Alumni Engagement, The Open University
Patrick Walker, Development Associate, Winchester College

Chaired by: Angharad Milenkovic, Director of Development, UCL

17:15 Closing remarks