At Smee & Ford, we work with charities across the whole spectrum of legacies, from those with multi-million pounds of annual legacy income to those just putting together their first legacy marketing strategy.
No matter the size of the legacy team, every organisation has its own challenges. We've found that some of the most common ones include:
Smee & Ford is unique in the world. It is the only source of totally accurate, sector-wide legacy market performance. Such information is of immeasurable benefit to all of us who are involved in understanding and promoting legacy giving. Ignore it at your peril.
Using Smee & Ford legacy market data ensures you don’t base your fundraising strategy on assumptions or guesswork. It can help you forecast your potential future legacy income, identify opportunities to guide your legacy marketing strategy, and serves as solid evidence to back up your bids for investment.
Smee & Ford has the most comprehensive information available on legacy giving in the UK, now going back to 2012. Depending on your most pressing challenges, we can work in partnership with you to recommend the insight that will be most useful. This could include:
Causal area and income benchmarking
Market share intelligence
High-value legacies analysis
Legator profiling
Pledger and donor behaviour analysis
Identifying bedfellows/co-beneficiaries
Geo-mapping opportunities
Historical performance comparisons
CASE STUDY
Bedfellow and Competitive RankingsA 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.
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CASE STUDY
In-Depth Peer AnalysisA 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.
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CASE STUDY
Opportunity ReportA medical charity was 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 their opportunity, prove ROI and build a case for investment in legacies.
Read moreDo you have a legacy fundraising challenge, or are interested in understanding more about the potential for your legacy income? Simply fill out the form below and we'll be in touch for an initial discussion.
