Legacy Journey is our new online platform designed to track the communications received by legacy and in-memory donors throughout their supporter journeys.

Legacy Journey is a consortium-based product and will give visibility of every member’s legacy stewardship communications across all channels and all legacy segments.

Understanding what good stewardship is, and how to apply it to an engaging and inspiring supporter journey is vital but difficult to do. Legacy Journey sets out to help you answer these questions and ultimately improve the chances of an individual leaving a gift in their will.

Legacy Journey will enable legacy fundraisers to:

  • Ensure their planned supporter experience matches the experience received
  • Ensure GDPR compliance and that internal data ownership rules are followed
  • Learn from peer charities about the breadth, frequency and ‘quality’ of communications, and gain inspiration for creative and copy
  • See how legacy communication trends across the consortium are changing over time

Legacy Journey provides hard evidence on the ways that charities are communicating with their legacy supporters, and the responses they receive.

How it works

Unique seeds for each supporter segment are inserted into consortium clients’ databases with all communication channels opted in, including direct mail, email, SMS and telephone. The communications then received are scanned and uploaded to the Legacy Journey platform to be viewed immediately, each piece of communication can be ‘clicked’ so that the entire PDF creative can be viewed.

What you get

As well as access to the online platform, members will receive monthly communications updates, an annual bespoke review with recommendations to improve legacy communications and an annual consortium-wide presentation, discussing best practice examples, charity case studies and broader consortium trends.

Timings and costs

April 2019: Programme kicks off with pioneer Consortium members​

Spring 2020: First Consortium presentation​

April 2020 – March 2021 onwards: Annual programme cycle

Membership is available throughout the 2019/20 cycle on a pro rata basis.

The Legacy Journey programme will revert to an annual cycle from 2020, running from April to March.

Founder Consortium membership is £6,000+VAT per annum.


Get in touch

To find out more, please contact Richard Hill

Our pioneer members: