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Measuring and evaluating legacy marketing activities can be challenging.

A lack of consistency, both within individual charities and as a wider sector, makes it difficult to evidence a causal link between what is spent on legacy marketing, and the legacy income received as a result.

The situation is made more difficult by the long gap between the initial legacy communications and the eventual ‘payback’ which may come years later.

But despite this complexity, fundraising teams need to demonstrate the value of their activities, both to secure additional investment and to evaluate the ‘return’ on the resources they invest.

Legacy Futures Team

Assessing legacy marketing capacity, activities and outcomes.

How Legacy Marketing Benchmarks helps charities:

  • Assess your overall legacy marketing activity – including marketing spend, areas of focus, resourcing and effectiveness –  against the sector and peer charities
  • Evaluate the different types of legacy marketing activities undertaken in three broad areas: Awareness-Raising, Acquisition and Stewardship
  • Build greater understanding of your legator database, including the different types of legator and the types of gift received
  • Develop legacy marketing strategies and budgets

This project is conducted biennially, we will be opening membership to the next programme in Spring 2025.

Public Briefing Report

This briefing summarises the top-level findings from a benchmarking project that was designed to help charities better understand the world of legacy marketing, track their performance across a range of marketing metrics and to provide them with data to build a robust business case for legacy investment.

Caroline Waters

Want to know more about our next project?

For more information, contact Caroline Waters