Legacy Solutions for Charities

Our mission is to support charities of all sizes with their legacy fundraising and administration activities in order to understand and grow legacy income.

Legacy Notification Services

Our experienced reporting team read over 5,000 Wills per week in order to identify and report charitable bequests and ultimately notify organisations of these gifts.

Learn more
Microsoftteams Image (20)
S&F Tableau (1)

Legacy Analysis Portal

This is the access point for your notification files and includes details of individual legacies that we hold for your charity, making it easy for administrators to view and locate documents relating to recent cases. It also includes dashboards that allow you to compare your charity to all others within the same income band and other charities within the same causal area.

Bespoke Data Solutions

We understand legacy teams. We work with charities across the whole spectrum of legacies and understand that no matter the size of the team, every organisation has its own challenges. Our unique database is the only comprehensive source of UK legacy giving information and enables charities to take the guesswork out of their legacy fundraising strategy.

Learn more
Microsoftteams Image (21)