09:20am - 12:05pm, 18th April 2024

All packages to the Awards include a set number of tickets to attend the Excellence Forum.
About the Forum:
  • 2.5 hours of content and learning 
  • High-level thought leadership to inspire you and your team
  • An opportunity to network with your peers from other charities, and extend your contact group in the sector 
  • Participation in three interactive live panel discussions
  • The chance to put your questions to members of this year’s judging panel
  • New and innovative ideas to help shape your own strategy
09.20 - 09.50 Arrival & Registration Refreshments and networking
09.50 - 10.00  

Welcome from Smee & Ford  

10.00 - 10.30 Panel 1 Inspiring Legacy Creativity – Making valuable connections with audiences and donors

What are the gold standard legacy campaigns and projects that are pushing the boundaries of the legacy giving sector with their innovation and ingenuity? 

Our first panel will discuss how even modest legacy projects achieve amazing results – as well as the eye-catching creative campaigns are capturing the hearts and minds of supporters, with judges from the following categories: 

  • Legacy Campaign of the Year 
  • Legacy Project on a Shoestring 
  • Legacy Fundraising Event 2024 
  • Best Start-up Legacy Programme 

Judge panelists:  

  • Adam Buckles, Head of Legacies, Alzheimer's Society
  • Lucinda Frostick, Director, Remember A Charity
  • Dominic Myers-Green, Head of Legacies, Save the Children UK


Anaish Yilma-Parmar, Head of Legacies, British Red Cross

10.30 - 11.00 Panel 2 Growing Legacy Talent – The factors enabling outstanding legacy teams to flourish   

How can legacy teams reach their full potential and achieve their goals? Which techniques or technology can contribute to make them leaders in the sector? 

This panel will look at the x- x-factors behind stand-out legacy talent, with judges from the following categories:  

  • Legacy Administration Team of the Year 
  • Legacy Fundraising Team of the Year 
  • Digital innovation In Legacy Giving 

Judge panelists:  

  • Bobby Parmar, Account Manager, Clear Software
  • Kelly Marie Braund, Solicitor and Senior Legacy Administration Manager, Diabetes UK
  • Sinem Bilen-Onabanjo, Head of Legacy Engagement, Oxfam

Chair – Rich Mullins , Transformational Leader | Mentor | Trustee 

11.00 - 11.25 20-minute break Coffee & Networking
11.30 - 12.00 Panel 3 Building Cross-Sector Collaboration – Maximising legacy expertise and capability to achieve outstanding results

With legacy resources often stretched to the limit, what are charities doing to expand their potential and access expertise inside and outside of their organisations? 

In this session, we discuss how charities are creating and using collaborative partnerships to enable legacy success, with judges from the following categories:  

  • Internal Collaboration Champions 
  • Excellence in dealing with a contested will. 
  • Outstanding Partner to the Legacy Sector 

Judge panelists:  

  • Jen Clayton, Senior Legacy Marketing Executive, RAF Benevolent Fund
  • Matthew Lagden, CEO, Institute of Legacy Management

Sponsor chair:  

  • Michael Cash, Head of Contentious Probate, Pennington Manches Cooper LLP