In-Memoriam Insight is a programme to research and analyse In-Memoriam giving and fundraising in the UK. Now entering its second year, the project is funded by a “Learning Circle” of 31 charities, who have agreed to share costs, information and insight. This year’s research will focus on donor responses to In-Memoriam “products”, both old and new.
We are currently managing a new project to study trends and patterns in legacy giving across the United Kingdom, broken down by geographic region. The project draws on data from the legacy databases of nine national charities, who between them receive 10% of all charitable bequests. This project will help our clients to understand their own geographic profile relative to the wider group.
Over the next ten years, a new generation of legators will emerge – the Baby Boomers. Anecdotal evidence suggests that this large, wealthy and confident population will think, feel and act significantly differently to the current legator cohort. But what will this group leave want to behind them? How has the crunch affected their assets and attitudes? What will this mean for charitable legacies? And what messages and marketing mechanisms can charities best use to influence them? Working with a group of 30 charities over a three year period, this project set out to prove (and in some cases confound!) some of the well-established assumptions about the Baby Boomer generation. It has also helped to move our current understanding forward, by drilling down into previously unplumbed attitudes and behaviours around legacy giving. For a copy of the first project report, click here.