Legacy Giving Programmes

As the ultimate gift someone can make, legacy giving can transform both an organisation’s finances and its relationship with its supporters.

Many organisations are nervous about launching Legacy Giving Programmes due to the obvious matter of speaking about death and so opt for the ‘soft approach’ of a few discreet leaflets dotted around a facility or available online. However, those charities who embrace a proactive Legacy Giving Programme see transformational results for the organisation and its long-term ability to deliver its objectives.

To do this effectively, we undertake a review of the organisation and its current giving levels and programmes so we can understand giving patterns amongst your supporters. Detailed research, undertaken on a face-to-face basis will be conducted with a select range of individuals connected to the organisations, which is usually complimented by a wide-reaching survey sent to all members, volunteers or supporters.

This research enables us to understand what appeals to your supporters in terms of any recognition that may be offered, the level of understanding currently in place about Inheritance Tax and other matters, and identify who might champion your Programme, all of which enables us to design a bespoke Legacy Giving Programme that embodies your charity’s vision and values.

Key elements of a Legacy Giving Programme

Planning and undertaking a Legacy Giving Programme, whatever the size or shape of your organisation, usually involves the following:

The key benefits

  • Increased income from a new source which can transform your charity's financial sustainability
  • A proactive programme which enables you to discuss the use of a giver’s planned gift before they die, thus giving them peace of mind that their money will be spent how they desire
  • These delicate discussions allow you to build stronger relationships with your most committed givers
  • Receiving pledges of giver’s intentions enables your organisation to plan for the future

“The success of our legacy campaign at the British School at Rome was underpinned by Gifted’s sound professional guidance. From helping us to communicate our vision, through to planning and implementing an exciting programme that created significant engagement with major donors, Gifted’s advice was invaluable. Talking about the impact a gift will have, long after we are gone, can sometimes feel like a delicate task. But, I can honestly say that leading this campaign was such a positive experience, one that celebrated not only the organisation’s work but the unique community that makes the BSR so special.”
Professor Christopher Smith, Former Director, the British School at Rome

Further information

Client assignments
  • British School at Rome
  • Gloucester Cathedral
  • Great St Bartholomew's London
  • Malvern St James Girls' School
  • Peterborough Cathedral
  • Solihull School
  • St Peter's Morley
  • The Bach Choir
  • The Kennel Club Charitable Trust
  • Vintage Trains Charitable Trust
Services list

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Strategy Reviews and Development Audits
Periodic Consulting

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The British School at Rome

How to design and deliver a transformational Legacy Programme.

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Update - Autumn/Winter 2021

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Update - Spring/Summer 2020

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Update - Autumn/Winter 2019

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Update - Spring/Summer 2019

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Update - Autumn/Winter 2018

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Transformational bursaries? 

Capital projects? 

Who will give and why?

Amy, Andrew and Chris discuss how fundraising in schools will evolve in the future and why transformational bursaries are the way forward.

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Legacy Giving Programmes

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The Fundraising Landscape - Survey Results

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Gifted Asking: Asking Well

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Winter Webinar Three: Getting Back To Asking

Winter Webinar Two: Grant Funding - The State Of Play

Webinar Three: Designing A Transformational Legacy Program

Webinar One: Planning For A Major Project

Find out more

To arrange a no-obligation discussion of your fundraising needs, contact [email protected]

What might a Legacy Giving Programme look like?