Smee & Ford provide a range of services to charities to assist them in generating legacy income. Our legacy notification services ensure that charities receive timely information on specific legacies left to them, or notification of money left in wills or trusts for unspecified charitable purposes.

In addition to the reports services, we also provide Mortascreen, the leading mortality suppression file, to the direct marketing community and HALO, the leading deceased identity fraud prevention product to the financial services industry.

Other services include specialist training, research and consultancy to assist charities in developing relationships with their stakeholders and formulating legacy marketing plans.