CDE project 10: legacies

Legacies are a significant source of income for many charities, so it is important to retain the confidence of those who have already included charities in their wills and to encourage more people to do likewise. This project will look at the strengths and weaknesses of the current model of legacy fundraising and identify how we make sure that people feel encouraged to include charities in wills.

Click this link for all the CDE project summaries and where to find them on SOFII. For access to all CDE content on SOFII go to the home page and click on the special CDE portal just below the masthead.

CDE project 10 appendix 1: case studies to showcase putting donors at the heart of legacy fundraising

by The Commission on the Donor Experience

Four case studies are described here, each demonstrating strategy and behaviour in legacy inspiration that place the donor at the heart of its practices and activities.

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CDE project 10 appendix 1: Remember a Charity

by The Commission on the Donor Experience

This case study illustrates an insight-driven and donor-led campaign.

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CDE project 10 appendix 1: WaterAid

by The Commission on the Donor Experience

This case study was put forward for an Institute of Fundraising Legacy Award and highlights the combination of strategy, marketing and culture to promote legacies in a more donor-friendly way.

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CDE project 10 appendix 1: Cystic Fibrosis Trust

by The Commission on the Donor Experience

The Cystic Fibrosis Trust recognised that, as a charity in which the condition they were seeking to address was responsible for early death, the subject of legacies was a difficult one to introduce to their core audience and beyond – people with CF and their families and friends.

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CDE project 10 appendix 1: UNICEF UK

by The Commission on the Donor Experience

UNICEF UK had reviewed its legacy strategy and concluded that it needed to engage a wider audience and to reach more people while simultaneously finding innovative ways to engage existing supporters.

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