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:
Further information
- 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
Feasibility Studies
Campaign Management
Strategy Reviews and Development Audits
Periodic Consulting
Legacies
Communications
Legacies resources
St Bartholomew the Great
Supporting your campaign with on point promotional materials.
The British School at Rome
How to design and deliver a transformational Legacy Programme.
How To Appoint A Fundraising Consultancy
The National Lottery Heritage Fund
Finding A Way Through Your Next Fundraising Challenge
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Read about the latest Gifted updates from Autumn/Winter 2023.
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Read about the latest Gifted updates from Spring/Summer 2023.
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Read about the latest Gifted updates from Autumn/Winter 2022.
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Read about the latest Gifted updates from Summer/Spring 2022.
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Gifted Talks Fundraising Podcast 6: Fundraising Magic - the Power of Leadership
In this episode, we discuss how leadership by example is the single most important factor that affects fundraising success:
- The power of the 'join me' message.
- Leadership giving is not about the size of the gift, but the collective response made by the Board and also the Staff.
- How to motivate leadership to not only give time, but money too.
Please send your questions or suggestions for future discussion topics to: [email protected]
Gifted Talks Fundraising Podcast 3: Legacies - the extraordinary lifetime gift
In this episode, we discuss how to create a Legacy Giving programme:
- Today, 78% of UK wealth is held by 'baby boomers', with £5b forecast to be given away by 2050.
- Short-termism in fundraising planning, by putting off a proactive legacy campaign, will cost your charity many future major gifts.
- "These are the most unforgettable people you may never have met"
Please send your questions or suggestions for future discussion topics to: [email protected]
Gifted Talks Fundraising Podcast 2: Planning your next Christmas/Winter Campaign
Gifted Directors Amy Stevens, Chris Goldie and Andrew Day share their extensive fundraising experience, reflecting on current challenges and emerging opportunities across the Third Sector. These candid "kitchen table" conversations offer practical insights and helpful tips on a range of fundraising topics.
In this episode, we discuss how to turn the season of 'good cheer' into fundraising success:
- Being clear about the objectives for your Christmas Campaign.
- When is the best time to engage your prospects?
- Are Christmas Cards worth the effort?
- Keeping the engagement personal, and meaningful.
Please send your questions or suggestions for future discussion topics to: [email protected]
Gifted Talks Fundraising Podcast 1: School Bursaries - fundraising that changes lives
Gifted Directors Amy Stevens, Chris Goldie and Andrew Day share their extensive fundraising experience, reflecting on current challenges and emerging opportunities across the Third Sector. These candid "kitchen table" conversations offer practical insights and helpful tips on a range of fundraising topics.
In this episode, we discuss how the bursaries at independent schools:
- Have a powerful fundraising case.
- Are grounded in a long history of educational philanthropy.
- Not only transform the prospects for specific children, but strengthen the overall school culture.
Please send your questions or suggestions for future discussion topics to: [email protected]
Legacy Giving Programmes
2025 Trusts and Foundations Insights Survey
Our latest report on the trends, challenges and opportunities in the Trusts and Foundations sector.
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2025 Trusts and Foundations Insights Survey Webinar
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Gifted Asking: Asking Well
How Can Churches Come Back Stronger?
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]
