Legacies / Planned Giving

Legacies are often a difficult form of fundraising to promote.

Today marked the start of Remember A Charity Week. And what a start it was...

In carrying out fundraising reviews over the years, we have come across numerous charities which have really not grasped the legacy opportunity. Yes, they may know that legacies can be good money, with a fantastic ROI, but somehow they never quite get round to planning and running a proper campaign. What is it with these people?

In recent years, asking donors to pledge a legacy to a charity has been going out of fashion and for good reasons. How is it then that some charities are still basing their campaigns on pledge seeking and being very successful?

Having just featured the story about the bet from beyond the grave that could net Oxfam £300,000 or more, I thought I'd share a few of the more unusual legacies that Oxfam h

It has long been my opinion that, for many charities, legacy fundraising might be better targeted with the message “change your will” rather than “make a will”.

Occasional challenges to simplify anything should always be responded to with enthusiasm. So it was when challenged to do so with our legacy approach and strategy...

So a DM agency has identified that adding a legacy info tick box to direct mail appeals reduces the cash response rate (3rd Sector magazine 16th March). Big deal!

Of course anything you do to water down an appeal will reduce the response rate. The best results are always achieved by making a clear and direct ask for one thing at a time, not by presenting the donor with a range of options. But then we knew that didn’t we?

A recent Third Sector news article got the wrong end of the stick when reporting the IOF's election manifesto.

There are 2 big issues the sector needs to get a grip on in the social care and ageing debate....