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  3. Regular Giving and Legacies 2026
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Programme

Regular Giving and Legacies 2026
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Tuesday, January 27, 2026
Wednesday, January 28, 2026

Tuesday, January 27, 2026

10:00 AM - 11:00 AM UTC+00:00

Registration and Refreshments

Welcome
11:00 AM - 11:10 AM UTC+00:00

Welcome from CASE & Conference Chairs

Speakers: Sacha Anthony, Acting Head of Regular Giving and Legacy Giving, Imperial College London, Heather Clement, Head of Individual Giving, University of Sheffield
Plenary
11:10 AM - 12:00 PM UTC+00:00

Plenary - Panel Discussion: What Senior Leaders are Looking for in their Regular Giving and Legacies Teams

Speakers: Emma Simpson, Head of Regular Giving, London School of Economics, Adrian Beney, Partner, More Partnership, Ben Walker, Associate Director of Philanthropy & Community Engagement, Aiglon College, Suzie Thompson, Director of Development and Alumni Relations, University of Liverpool, Gordon Cox, Director, Academic & Education, Philanthropy Company
Cross Discipline
Regular Giving
Legacy Giving
Breakout Session
12:00 PM - 1:00 PM UTC+00:00

Breakout Session - Building Meaningful Relationships with Legacy Pledgers

Top tips for delivering impactful legacy stewardship and building one-on-one relationships
Speakers: David Meadows, Senior Philanthropy Manager- Legacies, University of Sheffield, Amy Harris, Legacy Officer, The University of Manchester
Legacy Giving
Breakout Session
12:00 PM - 1:00 PM UTC+00:00

Breakout Session - The Collaboration Catalyst: How Agile Teams Amplify Results

Keele and Exeter show how collaborative, agile teams can elevate alumni engagement and individual giving. From milestone celebrations to cross-team campaigns, they share practical examples of breaking silos, unifying storytelling and maximising resources to drive stronger results and wider reach across diverse audiences.
Speakers: Rose Cashley-Field, Head of Individual Giving, University of Exeter, Lauren Huss, Head of Alumni and Supporter Engagement, Keele University
Regular Giving
1:00 PM - 2:00 PM UTC+00:00

Lunch

Breakout Session
2:00 PM - 3:00 PM UTC+00:00

Breakout Session - Don't be Afraid to be Mid!

No longer "stuck" in the middle, Mid Value is a high impact area. Join Aileen from Imperial College London and Emily from the University of Manchester for case studies and practical advice on making the most of your existing regular giving programme, and transforming Mid into Major value
Speakers: Emily Cushlow, Philanthropy Officer (Leadership Giving), The University of Manchester, Aileen Brennan, Regular Giving Officer (Mid-value and Telephone Campaigns), Imperial College London
Regular Giving
Breakout Session
2:00 PM - 3:00 PM UTC+00:00

Breakout Session - The Legacy Engine: Powering Impact Through Smarter Administration

This session explores how universities are currently managing the complexities of legacy administration and the constraints they face in doing so. As legacy giving becomes an increasingly important source of long-term income, institutions must balance legal, operational, and stewardship responsibilities while often working with limited internal resources and legacy systems. Using real-life case studies, the session will examine how Imperial College approaches legacy administration in practice. In particular, it will demonstrate how Imperial works with specialist partners such as Legacy Link to support a smooth, end-to-end process — from estate realisation through to final distribution to the legator’s chosen purpose.
Speakers: Kiera Sohel, Legacy Giving Officer, Imperial College London
Legacy Giving
3:00 PM - 3:45 PM UTC+00:00

Refreshments and Networking

Showcase Session
3:45 PM - 4:45 PM UTC+00:00

Breakout Session - Harnessing the Power of Neurodiversity in University Fundraising

Neurodivergent individuals sometimes have superpowers that can be highly prized in the world of university fundraising - and there are particular features of the university fundraising world that make it an attractive career option for some neurodivergent people. However, with those superpowers often comes a Kryptonite - pitfalls and difficulties that can cause problems. When you and your team understand these issues, the superpowers can be harnessed for everyone's benefit while supporting and avoiding the pitfalls - so this session is an opportunity to talk about the benefits that neurodiversity can bring to your team - both among your student callers and among Development Office staff, and will include opportunities to share your experiences and ideas.
Speakers: Andrew Crossley, Director, Smarteezie
Cross Discipline
Regular Giving
Legacy Giving
Showcase Session
3:45 PM - 4:45 PM UTC+00:00

Breakout Session: Stories that Inspire: Purpose, Impact and Motivation in Regular and Legacy Giving

Storytelling is at the heart of successful fundraising, yet many programmes struggle to get it right. In this interactive session, we’ll explore three storytelling challenges that regular and legacy giving programmes face and that we see time and again: • Lack of an overarching case for support and disconnected appeals • Failure to communicate impact effectively and source compelling beneficiary stories. • Poor understanding of audience motivations and how to weave these into your communications. We’ll share examples of institutions that have addressed these challenges, then invite you to discuss practical solutions with peers. You’ll leave with actionable ideas to strengthen your storytelling and deepen donor relationships.
Speakers: Rosie Dale, Partner, More Partnership, Thom Hipwood, Partner, More Partnership
Closing
4:45 PM - 5:00 PM UTC+00:00

Closing remarks - Share your Thoughts and Connections for the Day

Speakers: Sacha Anthony, Acting Head of Regular Giving and Legacy Giving, Imperial College London, Heather Clement, Head of Individual Giving, University of Sheffield
5:00 PM - 7:00 PM UTC+00:00

Check-in and Free Time

7:00 PM - 9:00 PM UTC+00:00

Conference Dinner and Quiz

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