Legacy Foresight has been producing legacy income forecasts for over twenty years. Our team has unparalleled expertise in economic forecasting and performance modelling, built up over three decades. We have established a reputation for accurate, timely medium-term forecasts, projecting your performance over the next 5-10 years.

Over the past two years alone we have worked with over 30 forecasting clients; from Cancer Research UK to Princess Alice Hospice, National Trust to Dogs Trust.

 

"Legacy Foresight’s clear analysis gives credence to our regular forecasts, so our senior leadership team and Trustees have faith that we will deliver on our income targets."
Amanda Pearson
Head of Legacy and Recognition Giving
Alzheimer’s Society

How it works

Our analysis shows that legacy values are closely connected to economic factors, not least house prices, share prices, GDP and inflation. Total legacy numbers are driven by death rates and the proportion of people leaving a charitable will. Meanwhile, your own performance depends on your bequests history, legator profile and cause area - and of course your fundraising strategy.

Our legacy income forecasts are based on statistical models developed and refined over the past two decades, which we populate with your own charity’s legacy income and bequests history. Alongside our central forecasts, 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 we need from you

All we need from you is historical income and bequests data, going back over as long a period as you can muster. If you are FirstClass users, we will also analyse patterns in your high-valued legacies, using a report installed by Clear.

If you are a new client, we will arrange an initial phone call, to understand your legacy history and strategy, as well as any specific issues and priorities.

What you get

Our standard package is for two sets of forecasts a year, scheduled to suit your planning cycles. We generally provide one presentation (great for planning sessions or team brainstorms) and one written report a year, backed up by telephone support as necessary. We also supply the forecast data in spreadsheets, for your own analysis.

What it costs

The full biannual package is £5,500 +VAT.

Or alternatively you can opt for a single annual update at a cost of £3,850 +VAT.

If you’re a first time forecasting client, there’s also a one-off setup fee of around £600+VAT, to cover the installation of your high value reports (if appropriate), and some extra time getting to grips with your data.

Want to know more?

For more information, contact Tim Yates

Some of our clients: