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