New Category
Best Strategic Will Provider 2024

How to apply

  1. Register an account.
  2. Start your entry (save it in-progress).
  3. Submit your entry to be in the running.

Best of luck!

For any questions, please contact Jamie Hawkins or 0333 1504 936

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Innovations in the sector over the last 5 years have made the process of making a will efficient, low cost and above all, easier due to the efforts of these forward-looking providers. Tell us why you’re leading this important sector.

The increasingly wide range of services, support and creativity offered to the legacy sector by strategic partners has enabled the legacy sector to leap forward in its ambition and reach.

This award will recognise:

This award will recognise a partner to the legacy sector that provides an holistic range of services including online wills, strategic guidance, marketing insight, and resource support as well as other services that extend the capabilities and achievements of a legacy team.

Judges will be particularly interested in:

Judges will be particularly interested in entries from external providers of wills (non-charity) who provide a broad range of services to legacy teams alongside Wills. The winner would also excel in their understanding of the legal, stewardship and engagement requirements involved in legacy giving.

You will be asked to demonstrate your contribution and achievements to the sector over the last 12-18 months, with evidence up to the awards entry deadline.

Eligibility

Third parties (non-charity) organisations working with or alongside the charity legacy sector.

Please include up to 3 visual examples /links or images to illustrate your entry.

Ambition

Show us why you are the best strategic Will provider in the legacy sector

Excellence

Give evidence of the high performance standards of your service, as well as the skill set in your teams.

Outcome

Reveal data on how your involvement in the Legacy strategy has supported the sector and enabled more charities to receive charitable gifts in wills.

Best Strategic Will Provider 2024

START YOUR ENTRY

To find out more

For entry enquiries, contact contact Jamie Hawkins on 0333 1504 936 or delegate@smeeandford.co.uk