We are market leaders

We have been at the forefront of the British legacy and in-memory markets for 25 years. We provide data, insight and forecasts that have helped shape these £5 billion sectors. We enable charities to understand their past performance and how to maximise their future potential.

We are trusted

Our clients are among the UK’s finest charities; they know that we have their best interests at the heart of everything we do. We work alongside their teams, providing the evidence and validation to underpin their strategies.

We look to the future

We see the big picture, helping charities gain a better understanding of uncertainty and how to manage it. We offer strategic and tactical guidance, identify opportunities and prioritise them. We draw on our insights and expertise to consider what the future for legacies and in-memory might look like.

We are collaborative

We believe in sharing information, amongst clients, with our partners and across the wider not for profit ecosystem. We have a unique convening role in the charity sector, working with as many people as possible to gather and share information, and we are trusted not to abuse this position.

We are proud to support the sector

We are committed to the development of the people and organisations we work for. By funding the Institute of Legacy Management, NCVO and the Institute of Fundraising, we help our clients to build their capacity and skills. We nurture strong strategic partnerships with like-minded groups and companies. And we champion vital initiatives like the Change Collective’s campaign for an equal, diverse and inclusive fundraising profession. We do this because we believe that a stronger sector makes for a stronger society.

We are multifaceted

We are a team of committed experts with a broad range of skills and experience. Our flexible working model allows us to operate in a smart, efficient way which is both motivating for our team and enables us to offer a fairly priced, valuable service to our clients.