Exploring common themes to understand new opportunities and challenges

Many of the charitable legacies received today were first written into wills 10, 15 or even 20 years ago. However, as we move further into the 21st century, the will-making landscape will be very different, with significant legal, social, economic and technological changes all making an impact.

Charitable Wills in the 21st Century is our new research project that will explore will-making and charitable legacies both now and into the future. It will provide an in-depth picture of current will-making behaviour, based on detailed consumer surveys and interviews. It will then go on to examine and test out the big picture legal, social, economic and technological trends which will affect charitable will-making over the next 20 years. Finally, it will consider the implications for legacy fundraisers and managers.

The project will provide charity members with:

• Hard data on charitable wills and bedfellows to use in strategies and budgets
• Better understanding of the likely usage of digital wills among different donor groups
• Comparisons of online vs offline free wills schemes – what is likely to work best, for who?
• Insights on the changing relationship with solicitors and other influencers
• As assessment of key legacy target groups and their future needs
• An early view on the attitudes of younger supporters – Generation X and the Millennials

This is a consortium based research project. If you are interested in taking part, please get in touch with Meg Abdy for further information.

The deadline to sign up is 25th November 2019.

In October we welcomed 70 members of our In-Memory Insight consortium to a lively workshop in central London.

Following client feedback we extended the workshop to a full day, split into two sessions. The morning focussed on what our members have put into place following our 2018 research Exploring the link between in-memory and legacy giving. This session allowed attendees to reflect on the 11 key actions emerging from the research. Members shared innovative ideas under development and key tasks they have already implemented. We were delighted to see so many in-memory fundraising teams now working far more broadly across their organisations and that in-memory giving is being embraced by senior leaders.

The afternoon session switched to focus on our 2019 research project In-Memory Stewardship, giving our members the opportunity to share what they want to achieve from the project, what specific angles they would like us to explore and how we can further learn from each other. We enjoyed lively discussion, the sharing of ideas, challenging assumptions and exploring new thinking throughout the day.

As Tish Ley Legacy and In-Memory Engagement Manager at Guide Dogs put it, “The energy and pace of the day was great. The structure supported thinking and focus. The passion from everyone was heartening.”

Over the next few months we will be developing 8 case studies with member charities, including interviews with their in-memory supporters on the stewardship experience. These will enable us to deepen our learning and develop key insights. Caroline Waters, our Research Programme Manager says “We are really looking forward to the learning from this project. Our workshop buzzed with conversation, contributions and passion from our charity members. We have some great case study volunteers and know we will not only develop new insights for our clients but also help further the growth of in-memory giving in the wider charity sector.“

We’re pleased to announce that our In-Memory Insight programme 2019-20 has kicked off with 55-member charities, including new joiners RSPB, MS Society, Eden Valley Hospice (Cumbria), St Wilfrid’s Hospice (Eastbourne) and St Gemma’s Hospice (Leeds).

Building on our extensive in-memory giving research, we’re exploring in-memory stewardship this year. Looking at stewardship from the charities’ and the supporters’ perspective could be vital to driving up in-memory income and engagement – and ultimately, securing the value of legacies made in memory of loved ones.

We’ll also be updating the in-memory performance benchmarking, last carried out two years ago. The benchmarking data will allow member charities to measure the funds raised from in-memory donors and the resources invested in in-memory marketing.

Our first Consortium member workshop will take place in October. If you’re interested in updates on this work or would like more information about joining future cycles of In-Memory Insight, please subscribe to our newsletter.

Legacy and in-memory giving account for at least 20% of all fundraised income. But all too often the assumptions, strategies and messaging underpinning legacy and in-memory fundraising tend to have an English, Christian or secular focus.

Today, 8% of the British population is from minority faith groups, and by 2050, this figure is likely to rise to 16%. As our society becomes ever more multicultural, we need to develop a better understanding of  the relationship between an individual’s faith and their attitudes towards these two vital forms of giving.

We’ve sought to give legacy and in-memory fundraisers a starting place with our new research, launched at the Institute of Fundraising Convention 2019.

The research, based on conversations with specialist lawyers, funeral directors, clerics and fundraisers examines the potential for legacy and in-memory giving from four minority faith groups: Muslim, Hindu, Sikh and Jewish.

The research will help fundraisers to:

• Greater understand the intricacies of each group, including the key teachings regarding ‘charity’ and the beliefs, rituals and traditions surrounding death and bereavement
• Be conscious of the rules and practices surrounding will-making and the implications for giving
• Identify opportunities and challenges for their own charity’s future legacy and in-memory income
• Develop legacy and in-memory strategies with care

Our Legacy and In-Memory Fundraising in Multicultural Britain Report will be published this summer. To request a copy, please click here.

In-Memory Insight 2019/20: Understanding in-memory stewardship

Hot off the heels of our latest legacy stewardship research and our work to explore the links between in-memory and legacy giving where we found that many in-memory connections have the power to trigger a legacy, we’re pleased to announce that our next In-Memory Insight programme will focus on exploring in-memory stewardship.

Together with our charity partners, we will be looking at stewardship from the charities’ and the supporters’ perspective. Using the approach and findings of our legacy stewardship research as a framework, we’ll be looking for answers to some big questions, which could be vital to driving up in-memory income and engagement – and ultimately, securing the value of legacies made in memory of loved ones.

In-Memory Insight can help you to:

• Enhance your in-memory fundraising strategy and communications
• Stay up to date with the latest trends in in-memory giving and fundraising
• Assess your performance against the market and your closest peers
• Present evidence to prove the value of in-memory to your charity
• Network with fellow fundraisers, discussing experiences and sharing best practice

We work closely with a group of leading charities – over seventy of them in the past six years – who pool budgets, experiences and data to help build evidence and insight. Here’s what some of our clients say about being part of the programme.

Tish Ley, Legacy & In-Memory Engagement Manager at Guide Dogs

We have been part of In-Memory Insight since the very beginning, and it has gone from strength to strength. The consortium offers all the member charities an excellent opportunity to focus on this vital area of fundraising; it provides focus and time, time to talk, time to think time to develop ideas that can be put into practice. Every year the consortia offer something different, guiding charities step by step through key strategic considerations, providing critical research around specific topics to support strategic implementation. The useful benchmarking information can support bids for support internally. I can honestly say a project has never concluded without me taking a clear opportunity or action plan back to my business.

Helen Knowles, Director of Fundraising and Retail Operations, Wakefield Hospice

Wakefield Hospice has been members of the In-Memory Insight learning circle since 2014, being part of this initiative has been most beneficial to our Hospice. The research findings have built up year on year, giving us practical insights into many aspects of in-memory-inspired giving – from events to funeral collections to online – and now legacies.

I’m looking forward to learning about how other charities steward in-memory supporters over time, and how it affects the way those supporters feel and act. I anticipate that this insight and knowledge will once again feed into our In-memory and legacy strategies.

 Michael Clark, Gifts in Wills and In-memory Manager, Cystic Fibrosis Trust

Cystic Fibrosis is a life-shortening condition, but through our amazing supporters, we are fighting for a life unlimited. However, those with cystic fibrosis still die too young. Our CF community is at the heart of everything we do, and while we look to improve our offering to a bereaved audience, we have to consider the broader in-memory marketplace. Best practice learnings and research findings form the basis of our strategic plan allowing us to enhance our offering and deliver a tailored, personalised stewardship plan to provide the right support, products, and assistance at a critical time in their lives. In-Memory Insight is crucial to this.

The research has been central to key decisions we have made at the Trust; it also lets us educate and advocate the importance of tailored stewardship internally. Ultimately In-Memory Insight helps us to ensure that our stewardship is the best it can be; our offerings and messaging tailored; and that we truly understand those who are highly motivated but regrettably support us in memory of a loved one.

The research will kick off in July 2019, and new members are invited to join now.

For more information, download the prospectus here or contact Meg Abdy.

In today’s ever more crowded legacy sector there is a growing emphasis on ‘stewarding’ legacy pledgers and prospects, as a way of converting, retaining and growing the value of bequests from known supporters. However, the tactics used, and the underlying objectives vary significantly from one charity to another. With such a long lag between communications and outcome, evidence on the impact and effectiveness of stewardship activity is inevitably limited.

Alongside 29-member charities, we set out to understand more about legacy stewardship from both the charities’ and the donors’ perspective, using a combination of detailed charity case studies and in-depth supporter interviews.

Here’s just some of what we learned.

1. Good legacy stewardship is effective

The donor interviews we conducted, as well as feedback from the case study charities, shows that good stewardship can create engaged, loyal legacy donors who feel assured that their gift is needed and will be well spent.  They believe that – far from being a ‘waste’ of money – stewardship shows they are valued.  Satisfied pledgers and prospects spread their good experiences to family and friends and – with the right support – may become more formal legacy ambassadors.

2. The best legacy stewardship activities convey magic

The experts we talked to spoke of the importance – and the rarity – of surprising and delighting supporters; ‘conveying magic’ as one put it. Eight members shared some great examples of charities doing just this, including; Cancer Research UK’s regional stewardship programme, Great Ormond Street Hospital Charity’s bespoke approach to stewardship, Guide Dogs’ Name a Puppy for Next of Kin and Save the Children UK’s Legacy Ambassadors.

3. Think creatively about your stewardship assets

Many case study charities offered legacy supporters ‘behind the scenes’ access to unique spaces, people and celebrations. From invites to new ward openings, to meetings with legendary campaigners, or a walk with a Guide Dog puppy, they made those supporters feel special. Every charity can do this if you think laterally about your stewardship assets – the personalities, places and projects which embody the best of them.

4. Small personal touches go a long way

Beyond the magic, personal connection is key. This doesn’t have to be big or expensive; authentic small communications, such as personalised cards or tokens of thanks can make the donor feel appreciated and involved. In particular, having a named person to contact seems to make all the difference, providing a conduit into the charity itself.

We can share six more things we’ve learnt as part of this work in our ‘Understanding Legacy Stewardship’ briefing, with thanks to our member charities. Request a copy here.

Where next for legacy stewardship?

Legacy Foresight Associate Christine Reidy, has written our April Viewpoint. She looks at how to best deliver effective stewardship at your charity, specifically looking at the skillset and organisational commitment required to make it a success.

The next biennial Legacy Marketing Benchmarking Project, which kicks off in autumn 2019, will provide another opportunity to deepen our collective understanding of legacy stewardship. This research has highlighted additional measures to include in the analysis, and ways to make previous benchmarks more insightful. The Legacy Marketing Benchmark proposals will be published in Spring 2019; to request a copy contact Meg Abdy.

If your only lasting memento of Christmas is the occasional pine needle down the back of the sofa, spare a thought for your local hospice. From Porthpean to Inverness, hospice charities are still waist-deep in wash-ups of their seasonal fundraising activities.

Christmas is the spiritual heartland of the hospice calendar, with Light Up A Life firmly at its core. But how is this flagship campaign evolving – both in response to the pressures hospices are facing, and in the way supporters are choosing to remember loved ones?

We asked seven hospices – all of them members of the In-Memory Insight Learning Circle – to reflect on how they’d engaged with in-memory supporters over the period. Had they done anything differently this year? What had worked particularly well and what important lessons would they be taking forward into future planning? Our conversations reflected the huge variations in the way the basic campaign model is delivered – but the commonalities gave us real food for thought.

Let’s start with some challenges.

Who to invite?

• Light Up A Life (LUAL) events are emblematic of hospices’ whole culture of care and, as such, questions around how (and how soon) they should talk to bereaved people about in-memory giving come to the fore. Some of our members have a deliberate policy not to contact service-users for a fixed period of time after they’ve lost a loved one. But where does this leave very recently bereaved people who might derive comfort and inspiration from LUAL?

• Rowans Hospice in Portsmouth has conceived a low-key, alternative event – Tree of Lights – for people in just this situation. Its Bereavement team carefully hand-picks the invitees and hosts the event, without involvement from Fundraising. They still suspect though that there may be overlap with their main Lake of Lights event.

• Elsewhere, there’s a sense that not informing bereaved families about in-memory giving might actually be doing them a disservice and that ‘support’ should include opening doors for people, albeit gently. One hospice described its supporter-focused approach with the mantra: “Make it easier by just being kind.”

• Our members are struggling to attract new participants by engaging people beyond the immediate hospice family. Those trying to make their event sound ‘less like a hospice remembrance event’ include Birmingham St. Mary’s – where 70% of the hospice’s work is community-based. The need to reach wider into the community (especially where patients have experienced late diagnosis and intervention), is recognised as a critical step in the supporter pathway. As one fundraiser put it, “Wherever people die, we need to reach families and become a point of contact with them. We only have one opportunity to reach them.”

• Wider promotion of LUAL is inevitably driven by resource. Some hospices had increased their paid social marketing this year as well as deploying their shops and general marketing channels to stretch their reach. One hospice had replaced its traditional outdoor billboard advertising with paid social but couldn’t be certain at this stage how this had affected its take-up.

• 2018 brought with it an additional challenge in the form of new GDPR legislation. One hospice that had chosen to mail previous attendees based on opt-ins rather than legitimate interest had suffered an almost 50% drop in subsequent dedications. Another had deliberately excluded least responsive segments from its data to find that response had scarcely been affected.

Where on earth do we hold it?

• A key challenge is deciding which location is best for an event of this nature. Focal church setting? Iconic, secular outdoor space? The hospice itself? Or a combination of each to suit all preferences? Venues have changed (and in some cases reverted) over time, based on organisers’ gut feel about what people want. There are clearly at least four types of in-memory supporter: those who enjoy paying tribute in church and those who definitely don’t; those who actively enjoy being back in the hospice grounds; and the (smaller) group that cannot bear to be. (We learned of one supporter who’d been unable to visit her husband’s Leaf dedication in person as this would have meant returning to his place of death).

• Hospices had noticed new diversity in their catchments including the growth of Muslim and Hindu communities. This multi-faith dimension had created new impetus to secure venues and event formats that feel genuinely inclusive.

• Choices of venue are likewise driven by capacity and demand. Backing fortuitously onto Selly Park, Birmingham St. Mary’s is able to accommodate up to 1,000 people across its three events – whereas most hospices are more limited in both their indoor and outdoor space. Meanwhile, the threat of bad weather is a constant headache for hospices, with Plan B contingencies thin on the ground.

What really matters to in-memory donors?

• With the pre-event mailing carrying the main dedication ask, thought and energy had been put into making this communication work as hard as possible. Some hospices had moved away from unduly complex segmentation in favour of a more streamlined mailing, with onus on a beautifully-worded letter. Basic personalisation, e.g. the name of the donor’s loved one  and the value of their previous dedication, were still seen as critical for uplifting response.

• Some hospices were taking personalisation to a whole other level. Sarah Smith, fundraiser at Hospiscare in Exeter, goes to impressive lengths to build relationships with in-memory donors on a one to one level before they’re ‘let fly’ (transferred to the stewardship of Events and other appropriate teams). Supporters are treated to a range of highly personalised communications, including a handwritten Christmas card with a bespoke message. Those who’ve lost a loved one at Christmas receive an update on what’s happening at the hospice during the season. Those unable to attend an event are sent photos of their dedication in situ. Sarah even uses details garnered about other annual Christmas rituals (aside from LUAL events) that are of personal importance to donors, (panto, for example, ) and refers to these in her contacts. Phoning every donor who’d made a donation of over £100 in response to its LUAL mailing had been a baptism of fire for Hospiscare, but invaluable in unearthing several legacy pledges. 

• None of our members were systematically collecting donor feedback on LUAL events and some fundraisers felt their reliance on impressions and anecdotes fell short. As one fundraiser put it, “We need feedback from people who don’t come. People’s reasons for not coming are being missed.”

Balancing frenetic logistics with ‘slow’ donor care

• A few people mentioned how personally challenging they had found pulling off an operationally demanding event while ensuring that visitors received the right kind of donor care, all within an atmosphere of calm reflection. Some service formats are quite simple but others involve frankly intimidating logistics. Rowans Hospice has a team of four volunteer scuba divers charged with ensuring that its 3,000 dedication candles (on lids, on rafts) are correctly positioned in the lake water – that’s before they plant the silent fireworks in the middle of the lake. Meanwhile, although most hospices have members of their Bereavement team on hand to support people, fundraisers expect to be drawn into emotional conversations without warning.

• As Clare Kemsley of Wakefield Hospice put it, “It’s so important to remember that light on a tree and that name in a book is a person, and what that means. Sometimes you have to stop running around the cathedral and just stop and listen to someone”.

• Derek Spinks in Birmingham had experienced conflicting feelings while overseeing his two long lines of supporters, patiently queuing to view a Book of Remembrance: “It’s about the supporter experience. People get so emotional when they see their dedication. There needs to be order, but for something so delicate and emotional, you almost want something that isn’t so orderly. [As an organiser] you can sometimes feel a bit helpless”.

​

Rowan Hospice's Lake of Lights, image by Philippa Newman

What was done differently in 2018?

To sum up? Not a great deal. Mostly innovations were around new digital dimensions to the core campaign:

• Birmingham had introduced an online Book of Remembrance for the first time. This had helped generate new donors and contributed £5,000 to its income (although it wasn’t yet clear how much of this was ‘new income’ and how much replaced dedication donations for its offline Books).  

• Some hospices tried to join up their pre- and post-event messages by making people featured in case studies the message bearers throughout. Birmingham screened its new case study video on the day.

A family celebrates at a Birmingham St. Mary’s Hospice event, Christmas 2018

What had worked particularly well?

• Every LUAL event is sprinkled with its own magic. The lights switch on and silent fireworks were described as ‘watershed’ moments for all involved. Some hospices felt it was ‘all about the Book’ for supporters and had channelled their energy into making the dedication experience the high point of emotional reward. Having staff host the Books had proved a great way of engaging supporters in conversations.

• The benefit to supporters of coming together with others in an environment that felt ‘safe and secure’ could not be overstressed. One fundraiser found herself arriving earlier and earlier before the start of her services to accommodate the minglers.

• Tried and tested formats are all well and good but supporters still appreciate something a little different – as St Elizabeth Hospice Ipswich found this year with its introduction of a donkey procession. Tethered outside the church, the donkeys proved more of a draw than the post-service refreshments, causing a slightly unexpected surge from the building!

• Finally, it was heartening to hear positive evidence of cross-team working between Fundraising and hospice service teams, including Bereavement Support. This growing culture of mutual empathy and trust can only be good for the whole hospice family. Acceptance of the need to understand the contributions of other teams and their personal impact on family members sounded genuinely two-way. As one fundraiser put it, “It’s important that we understand what’s happening in their world.”

Is there anywhere left for LUAL to go?

• It’s a genuine question, pointing to the prevailing uncertainty about what LUAL is really for. In terms of supporting bereaved donors, most hospices feel they have a fairly slick model in place that ensures a memorable and enriching experience. When it comes to keeping people within the hospice family, it’s hard to imagine a more effective product.

• But if LUAL also has to be about attracting new donors from a wider area, then increasing the take-up of existing events that are either at, or near capacity, feels like a short-termist strategy. Rowans is one hospice having to consider a new approach. Its challenge is the waterside location for Lake of Lights – an inspirational and ideal setting in many ways but situated right on the edge of its catchment area. As their in-memory fundraiser put it, “We need to be taking [the event] out to the community. The community can’t get in to us.”

• A few hospices were toying with the idea of creating new, satellite events in venues such as community halls, football clubs and clinic. Some were also looking into the viability of a mirror, flagship remembrance event for the summer months.

• Princess Alice Hospice in Esher trialled an innovative approach this year to grow its network, spread awareness and create new donors. By teaming up with corporate partners and local businesses – including a large garden centre and doctors surgeries – it was able to place a number of Christmas trees on which the public could dedicate Dove decorations in return for a donation, using a simple collection mechanism. At very low cost, the garden centre collection alone added £4,000 to their LUAL total. They’d successfully tapped into the compassionate objectives of local companies. But most importantly, partnership support had done the job of taking their message out into the community for them.

• In terms of generating cash, repeat attendance and support of LUAL events may be more of a trend than any significant change to overall event income, which appears generally static.

• New income was reported from initiatives like sales of commemorative merchandise (e.g. glass angels and tree baubles) – but there was no real evidence about how sales income may have affected donations. Some hospices had ensured that airtime was given during their services to the continuation of care over Christmas. Wakefield felt that reaffirming its raison d’etre to a receptive audience had positively affected its exit collection. One hospice had pledged to make donations feel less about an invite to an event and more about the donor’s dedication to their loved one.

• Measures were being taken to increase awareness of committed giving linked to annual LUAL dedications – likely to appeal to the most engaged repeat-participants who actually chase up their dedication invite with the hospice every Autumn.

• Significantly, legacy promotion at LUAL events had been hardly visible beyond ambient display of leaflets within hospice settings. The notable exception was Hospiscare: at all twelve of its Christmas services a Trustee had delivered a message about gifts in wills funding the care of one in five of its patients and a prominent legacy message was featured at the back of every Order of Service. A member of the team was actually approached during a service by a would-be pledger for confirmation of the charity number, suggesting that these messages had resonated.

• The incidence of highly-engaged supporters attending year after year, the popularity of the experience and the recognised connection between in-memory and legacy giving, all certainly suggest that LUAL supporters could be among hospices’ most receptive audiences for legacy consideration. Could this herald the next phase for LUAL?

Donkeys, doves or divers – however you want to cut it, let’s not forget what in-memory fundraising is really all about. The profound meaning of Light Up A Life for supporters is well summed up with a story from Sarah at Hospiscare. Last year, she finally got to meet an overseas supporter who’d been in email contact with the hospice for years and quietly made the trip over from Germany to Exeter each Christmas: 

“Every year, I spend an hour in the cathedral. I think… no, I don’t think about my Mum. I feel like she’s actually with me.”

Still fretting about those pine needles?

_________________________________________________________________________

Kate Jenkinson is Head of In-Memory Consultancy at Legacy Foresight.

For more information on our In-Memory Consultancy service for charities and hospices, please click here or contact Kate direct: k.jenkinson@legacyforesight.co.uk

If you would like to find out more about joining the In-Memory Insight learning circle, please click here or contact Meg Abdy: m.abdy@legacyforesight.co.uk

For more like this from the Legacy Foresight team and industry peers, please sign up to our newsletter

The IOF’s Legacy and In-Memory Special Interest Group was delighted to welcome Dr Laura King as a speaker to its November meeting. Laura co-curates Remembrance, an interactive exhibition in partnership between the University of Leeds and Abbey House Museum.

Remembrance reflects on the things we do to remember loved ones and how these have changed since the Victorian era, inter-weaving contributions from residents of contemporary Leeds.

A fascinating aspect emerging has been the contributions left by the public. Visitors have been encouraged to write in a book of remembrance, answer the question ‘How do you remember?’ on a postcard, and submit a photo of a place that reminds them of someone they’ve lost. They’ve responded in huge numbers, leaving in the process their unique imprints of hundreds of treasured lives.

The highly personal content of these cards holds a mirror up to In-Memory Insight’s consumer research from the last few years and we were struck by the synergies:

• Our research has suggested that bereaved people have a highly complex and diverse set of needs and motivations. While some people focus on looking back, others prefer to look forward. Some of us are driven by practical needs in the here and now, (keeping our loved ones physically closer with mementoes, or helping those in our immediate circle) – while others are moved more by spiritual and existential needs, drawing comfort from the prospect of creating a better world.
• Response to this exhibition has shown clearly that people of all ages are captivated by the opportunity to tell the stories of people they’d loved and lost, showcasing their unique qualities and personalities.
• It has demonstrated the many and varied, personal things that people do to remember. Common themes emerging have included music, food, learned skills (like gardening or baking), flowers and animals – often linking strongly to shared experiences and memories.
• Remembrance has also provided a physical and ‘spiritual’ space for people to reach out to lost loved ones and continue to communicate with them directly – an opportunity that’s been grasped with appetite and enthusiasm. Children have been well represented, with many postcards written by young children, often to, or about, grandparents or pets. Smiley faces, kisses, hearts and drawings have added to the personal touches. Continuing bonds tends to emerge as a similarly strong theme in our focus groups among bereaved charity supporters and prospects. These findings fuel our belief that commemoration is as much about the person or people left behind as it is about the person being remembered.
• Perhaps most striking of all has been the lack of content left on how people have died, compared to the detail offered on how they’ve lived – with the full set of their likes, dislikes, eccentricities and habits brought to life: a positive take-out for loved-in-life charities contemplating their in-memory offers to supporters.

For more information on the research of In-Memory Insight, please contact Meg Abdy.

Remembrance runs at the Abbey House Museum in Leeds until 3^rd February 2019. For more information, visit the site here: