RNLI: the legacy letter

Exhibited by
David Brann.
Added
September 04, 2009
Medium of Communication
Direct mail
Target Audience
Legacy, major gift
Type of Charity
Public/society benefit
Country of Origin
UK
Date of first appearance
1995

SOFII’s view

This letter raised £millions. It is a classic example of a direct appeal to supporters for information to help plan for future income. The request is so clearly and honestly put, it was never going to do other than find favour with donors, who responded to it in droves. It must also have persuaded more than a few to get round to doing what they knew they should have done – include a legacy in their will to that nice, worthwhile organisation, the RNLI.

Creator / originator

George Smith at Burnett Associates Limited.

Summary / objectives

A candid, plain-speaking, respectful letter to remind supporters that RNLI relies heavily on legacy income to fund the work of the Royal National Lifeboat Institution. It explained our concern that the tradition of legacy giving may be in decline. It asked for them to help us understand whether the RNLI’s recent decline in legacy income was a blip or a trend, by answering (anonymously) a few simple questions about their own intentions about whether or not they would leave a legacy to RNLI.

Background

The RNLI is one of Britain’s largest voluntary (nonprofit) organisations. It depends on legacies (bequests) for a large part of its annual income, which is annually in excess of £100 million. Legacy income had dipped for a couple of years. At the time of this promotion the RNLI was concerned that the generation that had supported the charity so generously through legacies might be replaced by a generation that had neither the means nor the motivation to support in this way. It was decided that the best way to find out was to write to supporters to ask their intentions However, such an approach had never been tried before; legacy marketing then was comparatively in its infancy and was not widely accepted by many charities, let alone their supporters. The RNLI was traditionally risk averse in its fundraising and its supporters are generally older people, so the letter needed to be carefully crafted to avoid giving offence and potentially causing more harm than good.

Special characteristics

A direct, polite, straightforward, honest style, using good English, no jargon and taking care not to cause offence.

Influence / impact

Sending this letter provided an invaluable summary of supporters’ will-making intentions. Legacy income to the RNLI increased thereafter, which was at least in part attributed to this letter.

Details

The letter was inserted in The Lifeboat, RNLI’s magazine for supporters.

Costs

RNLI’s direct investment in this promotion was minimal, just the cost of printing and inserting the letter.

Results

6.5% response. 14,000 supporters responded giving the information requested. This clearly indicated a very substantial legacy income that would be coming RNLI’s way. The letter also inevitably encouraged many supporters to think of supporting the charity with a legacy.

Merits

This promotion provided the foundation of a successful new way of promoting legacies. It is also a brilliantly clear and well-phrased letter.

Download a PDF version of the letter here.

View original image
The letter that raised £millions. It helped that it is very well written.
View original image
RNLI's legacy letter to supporters. The actual letter, as it was sent.
Click here to see a PDF of this slip.