In 2015 we carried out some major research into the Scottish legacy sector, against the backdrop of the independence debate.  We worked in collaboration with Smee & Ford, with the support of 16 UK charities.

The research explored a number of key questions:

  • How large is the Scottish legacy ‘market’, and how fast is it growing?
  • How do giving patterns compare to England & Wales?
  • What are the obstacles to legacy giving, and how can they be overcome?
  • Who are the main players? The main cause areas?
  • What do Scottish people know and think about legacy giving?
  • How do Scottish donors feel about UK vs local causes?
  • Is a specific Scottish marketing strategy required, or will UK-wide messages and media suffice?

“By itself, ‘Scottish-ness’ is not considered important in strategy or messaging, but not all money going down south is.”

Scottish Legacy Giving 2015

Here’s some of what we learned

  • Scotland is punching below its weight in legacy giving
  • On average, people are less wealthy – fewer have any money to leave
  • Awareness – and perhaps interest – in leaving a charitable legacy is also lower
  • Legacy giving patterns appear ‘traditional’ – many legators are very elderly, wealthy and /or childless
  • Religious and health charities dominate over ‘loved in life’ cause areas
  • Looking ahead, we expect to see Scottish legacy incomes continue to lag the UK, though the gap will not be as pronounced as in recent years

Want to know more?

Download a copy of the 2015 Scottish legacy rankings under the resources tab.

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