Legacy stewardship lies at the heart of successful legacy fundraising, enabling charities to build meaningful, long -term relationships with supporters.

By engaging, inspiring, and nurturing supporters, charities can guide them along the journey from interest to intention and ultimately to action.

The legacy fundraising and marketing landscape is constantly evolving. New technology, new channels and shifting environments mean stewardship practices must adapt in response.

This programme explored the dynamics of legacy stewardship, how supporters feel about being stewarded, the challenges charities are facing, and the future trends likely to shape stewardship practices.

The work was supported by a ‘learning circle’ of leading 26 charities, pooling budgets, experiences anddata to build evidence and insight. The programme provided consortium members with actionable insights, and collaborative learning to empower legacy fun draisers to stay ahead in a competitive environment and future -proof their strategies.

We are grateful to our learning circle members for agreeing to share the information in this briefing more widely.