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
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
Projecting your legacy gifts and income to aid financial planning and risk management
Drawing on our strategic planning skills and sector knowledge to provide a long-term perspective on your legacy potential
Despite the economic and social uncertainties caused by the pandemic, legacy income is growing fast, and expected to double in real terms by 2050.
If your charity is new to legacies or near the start of your legacy journey, now is a great time to assess your legacy potential and the steps you can take to grow your share of the booming legacy market.
In our recent webinar, Kath Horsley, Director of Analysis discussed the current state of the legacy market and its future, gave tips for forecasting for emerging legacy charities and explained how our team may be able to help you better understand, forecast and manage your legacy income with our Emerging Charity Forecasting service.
You can watch the webinar here. If you have any questions, please get in touch with Kath Horsley.
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