Tag: Smee & Ford

When it comes to legacy giving, it’s not always the biggest estates that make the biggest difference. In a bid for greater understanding of this concept, we’ve taken a deep dive into our data and new analysis from Legacy Futures and Smee & Ford has revealed that estates worth £1-3 million are the most impactful group for charitable giving. Although they represent just 27% of total estate wealth, they contribute a significant 33% of all charitable bequests – worth £1.3 billion. The generosity of the “middle” While giving generally increases…

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New analysis from Legacy Futures and Smee & Ford reveals that estates worth £1-3 million are the most valuable segment for UK charitable legacies, delivering a disproportionately high share of gifts in wills.  Estates falling within this “optimal wealth band” account for just 27% of total estate wealth but deliver an impressive 33% of all charitable bequests – amounting to £1.3 billion in value.  Key data highlights: Legacy giving by wealth band   Giving correlates with wealth: Just 6% of estates under £100,000 include a charitable gift. This rises to 29%…

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New research from Legacy Futures and Smee & Ford has found that faith and cultural identity significantly influence how and why people give to charity in memory of a loved one. The findings provide vital insight for fundraisers seeking to engage a broader and more representative range of supporters and to help build a case for investment into this vital income stream. The study, part of the long-running In-Memory Insight programme, draws on multiple research stages including desk research, a consumer survey, and focus groups with charity supporters. This year’s theme…

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