Our Services
How are we performing?
Legacy Monitor is a quarterly benchmarking service and an annual review of market trends. By drawing directly on our clients’ databases, we present the latest intelligence on legacy incomes, notifications and values. Each client receives tailored reports, comparing their performance against their peers - whether by cause area, age or size.
 
What’s in the pipeline?
Our Legacy Forecasting service projects your legacy notifications and income over the next five years. Alongside our central forecast, we provide optimistic and pessimistic scenarios, to help with financial planning and risk management. These are backed up by clear commentaries, aimed at busy managers and trustees.
 
What’s on the horizon?
Legacy Scenarios provide a long-range perspective on your legacy potential, looking ten to twenty years ahead. First we produce market forecasts, incorporating a wide range of economic, social, demographic and legal factors. These are overlaid with your organisation’s positioning, performance and strategy to create a spectrum of future possibilities.
 
What do our legators think?
We manage bespoke Legacy Research projects to explore emerging issues. Each project is funded by a consortium of interested clients, who share their experience, insights and data. This collaborative approach not only cuts costs; it can also save time, ensure an objective approach and create opportunities for joint campaigning.