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Forecasting

Projecting legacy income and donor numbers to aid financial planning and risk management

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In today’s volatile legacy market, the need for objective, informed forecasts is greater than ever.

Critically important for strategic development and budget setting, our legacy forecasts are now an integral feature of many charities’ annual planning and review process.

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Income projections are key to articulating and supporting your investment decisions

Emerging Charity Forecasting

If you are a charity that is new to legacies or at the beginning of your legacy journey, we can help you forecast your legacy income and understand your legacy potential

Medium-Term Forecasting

Projecting your legacy gifts and income to aid financial planning and risk management

Strategic Forecasting

Drawing on our strategic planning skills and sector knowledge to provide a long-term perspective on your legacy potential

The future for your legacy income

It has been a very unusual and difficult year for most of us, but it feels like there is now light at the end of the tunnel and the opportunity to look to a more ‘normal’ future. Charities were hit particularly hard during the last year, with staff furloughs and lockdown restrictions reducing fundraising opportunities dramatically.

However, legacy income has broken this mould and proved a resilient stream throughout the pandemic, albeit with some delays to the probate process. This resilience of legacies is not new – since the last recession in 2008, individual giving has stayed constant while legacy income has doubled.

And the future for legacies is very exciting… Our research suggests that we are entering into the biggest generational transfer of wealth in history. Despite the unprecedented economic and social uncertainties caused by the pandemic, legacy income is growing fast and expected to double in real terms by 2050.

But times are still uncertain for the moment. Now, more than ever, charities are asking what their income looks like for the next few years and how they can optimise their share of this booming market.

For many years, we have helped charities forecast their income based on our understanding of the underlying drivers along with our analysis of a charity’s underlying legacy income trends. However, this methodology is not always appropriate for smaller charities or charities with little historical data. At the same time, we have been aware that being able to understand and plan for legacy income would be invaluable for these emerging legacy charities. So, we have developed a product that can provide data and build confidence for planning legacy income for these charities.

While forecasting income for smaller charities is more difficult because of a lack of historical data and the inherent volatility of legacy income, we know that underlying trends are still driven by factors that we can analyse and forecast: These include external factors such as death rates, house prices and share prices, along with factors specific to your charity such as your legacy income history, supporter profile, cause area and fundraising strategy.

We can model these drivers to create scenarios for future legacy income, and we can advise on how to optimise your income to maintain and grow your share of the booming legacy market.

If you’re interested in finding out more, click here or get in touch with me directly via email.

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Other Forecasting News

The future for your legacy income

18.03.2021

Prospects ‘promising’

16.03.2021

What could the budget mean for legacies?

23.02.2021

Bequests to spike significantly in 2021

03.12.2020

Australian gifts in Wills: rising up the agenda

21.10.2020

Outlook continues to improve for 2020

20.08.2020

Improved outlook for legacy income in 2020

17.06.2020

Legacy incomes expected to fall further, but recover by 2022

28.04.2020

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Blind Veterans UK

Bloodwise

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Independent Age

Institute of Cancer Research

Leonard Cheshire

Livability

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NSPCC

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RAF Association

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RNIB

RNLI

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Scope

Sense

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Shelter

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St Christopher’s Hospice

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St John Ambulance

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St Raphael’s Hospice

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Sue Ryder Care

Tearfund

The Brooke

The Christie Cancer Charity

The Donkey Sanctuary

The Royal Marsden

The Stroke Association

UNICEF

Versus Arthritis

WWF

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Wood Green

Woodland Trust

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