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MARKET OUTLOOK

Record-breaking year for legacy income

Legacy Market Review 2023

Charity legacy income is estimated to have reached £4bn and bequest numbers almost 140,000 in the year 2022/23 — an annual income growth of 6.5%.

The record growth is estimated based on this year’s Legacy Monitor, our annual benchmarking research programme, which gathers data from over 80 charities, accounting for almost 50% of the charity legacy market.

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“The work the Legacy Foresight team do for the sector is second to none. We regularly quote their statistics to senior staff and board members as evidence for investing in and supporting legacy fundraising.” Legacy Manager, Oxfam GB

Our team

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  • Anna Turner

    Anna Turner

    Head of Research and Insight

    Anna Turner

    Head of Research and Insight

    Anna leads research and insight activities and brings over 20 years’ experience in advertising and communications, having worked on leading brands, charities and government organisations for Ogilvy & Mather, one of the biggest global agency networks.

  • Doug Clow

    Doug Clow

    Head of Analysis

    Doug Clow

    Head of Analysis

    Doug joined the team in 2022 and brings more than 25 years of experience analysing data to provide insight that drives action.

  • Caroline Waters

    Caroline Waters

    Head of Programmes

    Caroline Waters

    Head of Programmes

    Caroline supports our clients on the various consortium research programmes and across our benchmarking and forecasting services.

  • Kath Horsley

    Kathryn Horsley

    Senior Consultant - Analysis

    Kathryn Horsley

    Senior Consultant - Analysis

    Kath specialises in combining analytical rigour with excellent communication skills to drive improved performance. She leads the Legacy Monitor, our flagship benchmarking programme and is a regular speaker at sector events and conferences.

  • Jon Franklin

    Jon Franklin

    Economist

    Jon Franklin

    Economist

    Jon has more than a decade’s experience developing forecasts, analysing data and providing economic insight in both the government and not for profit sectors.

  • Claire Truswell

    Claire Truswell

    Client Services

    Claire Truswell

    Client Services

    Since 2018 Claire has been working with the Legacy Futures Group of companies to make sure we deliver the very best value and quality to our clients.

  • Emma Shindler

    Emma Shindler

    Analyst

    Emma Shindler

    Analyst

    Emma has 20 years’ experience in delivering analytics and insights and enjoys bringing data to life using the latest business intelligence tools, most recently developing the Legacy Monitor dashboards.

  • Chris Farmelo

    Chris Farmelo

    Technical Director

    Chris Farmelo

    Technical Director

    Chris specialises in quantitative modelling, forecasting and scenario planning at Legacy Foresight. An economist by training, his expertise extends to pricing, revenue modelling and market sizing

  • Sam Tuvey - work photo

    Sam Tuvey

    Analyst

    Sam Tuvey

    Analyst

    Sam is an analyst and is experienced in working with both quantitative and qualitative data across different sectors and helps charities to better understand their data from legacies.

  • Charity Clients


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