Understand & grow
your legacy income

A large UK charity wanted to understand how they compared to selected peer charities when appearing as co-beneficiaries in bequests. They believed they may have been receiving a smaller share of the estates than their peers. They were also interested in extrapolating this further to compare against peer charities when they appeared as co-beneficiaries without being mentioned.

A medium-sized UK charity within a causal area alongside many active smaller charities was struggling to get a clear understanding of giving across their peers. Many of the charities were receiving a small number of gifts a year, but this meant it was difficult to get a picture of what legacy giving across the cause looked like.

We worked closely with a medical charity who were beginning their first large-scale legacy marketing strategy. They worked mainly within two key regions and had a good presence in both, but were struggling with how to understand the opportunity, prove ROI and build a case for investment in legacies.

The biggest names in legacy administration gather at this event every December to share practical tips, techniques and advice.

The Legacy Giving Awards showcase the outstanding achievements, talent and dedication of UK legacy giving professionals.

This Legacy Strategy Summit brings together charities to share ideas, inspiration and developments in legacy fundraising strategy.