Legacies / Planned Giving

Its amazing what the right few questions can get people to talk. And its amazing what they tell us when we ask..

At the recent IoF Legacy Conference, lawyer Alison Talbot of Blake Talbot gave some valuable insights into a lawyer’s perspective on legacy fundraising, covering discretionary legacies, advertising in charity gazettes and asking solicitors to promote a particular charity.

Lots of expensive houses are being bought and sold – as usual.

Other research in temporal decision making has shown ...

We recently conducted research for the Association of Fundraising Professionals and Legacy Leaders that in part looked at the language donors used to describe their bequests.

We are not far from embracing a whole load of nudges in legacies if we take Thaler and Sunstein’s book Nudge seriously.

Last week I attended IFC's First Friday Fundraising sessions and was interested to note that the same questions seemed to be coming from a wide range of organisations.

Back in January, I wrote a blog outlining the Cleversquirrel scheme designed to secure money for charities from financial policies and products already in the system. 

The new TV ads for Remember a Charity have been launched and they made my mum smile and chuckle and ponder - must be on the right track then...

The legacy conference this week was a showcase for vibrant thinking, good practice and innovation. Times may be tough - but there's plenty of life in legacy fundraising...