Excellence in Stewardship

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 us at awardssupport@smeeandford.co.uk or visit our FAQ page.

START YOUR ENTRY

The road from interested enquirer to confirmed legacy pledger can be a long and winding one, often over many years or decades. The skills needed to capture and keep a donor’s interest and steward them towards a gift are extensive – requiring patience, skill, and tenacity, while keeping the donor’s preferences central throughout.

This award recognises excellence in building and supporting an effective and collaborative donor journey from that first important touchpoint to receiving a final legacy gift.

Judges will be particularly interested in entries that can detail the unique donor journey from first contact to legacy gift. Please show your relevant metrics: number of contact points, level of engagement, percentage of retention, as well as the impact and effectiveness of communication methods used.

Eligibility

Open to charity professionals working in or with legacy giving teams. All sizes of charity can enter – please include your legacy team size and legacy income total for the preceding year.

Ambition

Show how your charity provides a steady, considered, and bespoke journey for legacy pledgers. Explain why your stewardship skills are exceptional and sector-leading.

Excellence

Outline the communication and stewardship techniques that have enabled your success, highlighting any innovative initiatives. Detail how your stewardship programme makes effective use of fundraised income and staff resources.

Achievement

Show to what extent your stewardship strategy has strengthened your legacy programme.

Excellence in Stewardship

START YOUR ENTRY

To find out more

For entry enquiries, please contact us at awardssupport@smeeandford.co.uk or visit our FAQ page.