Smee & Ford Legacy Portal demo

Event details

Date: 30th March 2021
Time: 11am
Venue: Online via Zoom
Who should attend: All ILM members

This event has already happened.

Smee & Ford has launched a Legacy Analysis Portal which is free to all Smee & Ford notification service customers (find out more here – members only).

The portal offers a comprehensive bank of information on gifts in Wills dating back to 2012 and includes data on ALL charitable bequests. In the portal, you will be able to view your own charity’s data in comparison to the whole sector.

Tom and Jack of Smee & Ford are offering ILM members a demo of the new portal and using it to discuss some of the major legacy trends over the last few years.

ILM members can click the button above to register.