These are often rolling programmes which evolve over time, each year building on the findings of the year before.
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A collaborative approach that cuts costs, save time and creates opportunities for joint campaigns
Generating evidence, insight and discussion on the value of digital legacy fundraising.
Collecting hard evidence on the size, shape and scope of in-memory giving in the UK
We’ve partnered with Legacy Voice to mystery shop the top 50 legacy charities and produced a report to help you create great legacy communications that inspire your donors.
Who are the 'invisible' legators? What motivated them to leave a gift? And how do they want charities to communicate with them?
Baby Boomers represent a key audience for legacy fundraisers. Understanding their lifestyles, attitudes and priorities is crucial to your future income
Understanding legacy stewardship from the charities’ and the donors’ perspective
What is the future potential for legacy and in-memory giving from minority faith groups? How can fundraisers engage sensitively and effectively with these donors?
The challenge of how to steward lay executors is rising up the agenda for many of our clients. That’s why we are launching a new research project to explore how charities can manage these crucial relationships for the benefit of all parties : the family, the charity and of course the legacy donor.
Over the next six months we will be exploring the prevalence and process of lay executorship overall, and how interactions with charities fit into the picture. We will gain important insights into the decision-making process and into lay executors’ interactions with professional executors and other family members. Finally, we will consider the implications for legacy managers, legacy fundraisers and the wider charity team.
The project is being funded by 27 leading legacy charities, and the results will be presented in late June 2022.
This autumn we will be working with the Institute of Legacy Management to disseminate headline findings and recommendations to the legacy sector through workshops, training programmes and best practice guidelines.
Watch out for more announcements from us and the ILM over the coming months, or sign up for our newsletters here!
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