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Create your bespoke legacy report in minutes

Legacy Spotlight is a new service that enables you to create your own report and benchmark your performance against other charities in the UK, key causal areas and the legacy sector as a whole.

We've done the work for you

With Legacy Spotlight, we’ve done the work for you by providing results for your criteria in an easily digestible format so you can:

  • Understand how you your charity is performing in minutes, ideal for charities with limited resource
  • Shape your legacy marketing strategy by gaining
    more insight
  • Find potential new legators to target by comparing the profile of your typical donor versus your peers
  • Identify new geographic opportunities - find out if you are missing out in specific regions, towns or counties
  • Justify legacy marketing spend with actual facts making it ideal for presenting to key personnel or trustees
Order your report Download sample report

Start building your report today

This downloadable PDF report can be tailored to your exact requirements*; select your specific criteria including:

  • Your charity (or a primary charity)
  • Up to 2 charity peers
  • Up to 2 causal areas - the one your charity is listed under plus another if you choose
  • Date range for your report - choose all legacies from September 2012, or for a selected 1 year period**

Your report will be published in an easy to use format on all of your selected criteria, plus the legacy sector as a whole and includes:

  • An overview of your charity
  • Key supporter trends for each of your selected criteria (e.g. gender, age at will, geography)
  • Types of bequests
  • Geographical trends
  • Profile of your supporters versus your peers, other causal areas and the legacy sector
  • Causal area trends – legacy trends by cause
Order your report Download sample report

* Population can be built for any charity that has had a bequest on a Will that has gone through probate since September 2012.
** Dates start from 1 September 2012. In addition, due to the delay in receiving documents from probate, the end date is limited to two months prior to this month to ensure you get a full 12 months' worth of data.