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Forecast your legacy income and understand your legacy potential.

Even despite the cost-of-living crisis and the uncertain economy at present, legacy income is still expected to grow significantly over the next 30 years, doubling in real terms by 2050.

If your charity is new to legacies or near the start of your legacy journey, now is a great time to assess your legacy potential and the steps you can take to grow your share of the booming legacy market.

We are entering into the biggest generational transfer of wealth in history.

We found the report provided – and meeting to discuss it – exceptionally helpful. As a charity relatively new on our legacy journey we don’t normally have access to this amount of data. Martin Bishop, Director of Fundraising, Marketing and Comms, Dementia UK

Legacy Market Briefing 2023

Find out more and download our report

How it works

Working closely with your team, we will create three legacy income scenarios for the next ten years (low, medium and high). These scenarios are based on our extensive market data and insight, any legacy data you may have and an assessment of the other aspects of your charity that drive legacy growth. The scenarios sit within a detailed PowerPoint report aimed at helping you build confidence and understanding when planning for the future of legacies at your organisation.

What we need from you

We are able to do this work without any of the data below, but anything you can provide adds additional richness to the analysis. We would discuss this at the outset of the project.

Legacy data - Historic legacy data (ideally both income and numbers of bequests split by type) going back as far back as possible.

Other - Any other insights that may have an impact on legacy growth (size, profile and growth of supporter database, historic legacy marketing, brand trackers, charity growth, major events etc.)

What you get

A PowerPoint report delivered by video call covering:

  • Legacy market drivers, their historic performance and future outlook
  • Analysis and benchmarking of your past legacy performance (where relevant) compared to the market overall, your sector and your peers
  • Analysis of your past legacy performance (where relevant) and your future legacy potential
  • Low, medium and high legacy growth scenarios
  • Opportunities to optimise your legacy income (e.g. internal engagement, stewardship, marketing investment and administration best practice)
  • Recommendations on managing your legacy income (e.g. planning and data tracking)
  • Time for further discussion as required

What it costs

This work costs £3,300+VAT and typically takes 3-4 weeks from receipt of any data.

Caroline Waters

Want to know more?

For more information, contact Caroline Waters