Legacies and bequests

Please treat this section with respect. For if within these pages you can find out how to increase your share of the massive legacy (more commonly referred to as bequests in North America) income that seems to fall each year from heaven above into fundraisers’ laps, you’ll have done well indeed. So, this is the place where you’ll find some of the best ideas worth borrowing, truly the all-time greats of legacy marketing.

Remember A Charity legacy awareness week 2014

by SOFII

Without legacies very many charitable organisations all over the world wouldn’t exist. Click here to see Remember A Charities ‘living legends’ explain their love of giving and why they have left a legacy to charity in their will.

Read more

Remember a Charity’s initial research into legacy giving

by SOFII

Charities in the UK receive £2 billion per year, 13 per cent of all charitable donations, through gifts in wills. Research carried out this year by Remember a Charity showed that by asking the right questions this already massive amount could be increased by 67 per cent. Want to find out the questions? Of course you do so, go ahead, click here to see them on SOFII.

Read more

Legacy of Hope newsletter and reply form, from Bread for the World, USA

by SOFII

This direct mail package enclosed a newsletter for the Bread for the World ‘Legacy of Hope’ giving society, which has raised millions of dollars in bequests to support the organisation’s work.

Read more

RSPCA: ‘home for life’ scheme

by Alex McDowell

A superb new service from the RSPCA that takes away the worries and concerns of their supporters, whilst increasing their legacy income considerably.

Read more

Tutorial 57: stand in your donor’s shoes

by Jerry Huntsinger

Someone somewhere is waiting for your mail. She could be a legacy prospect. Have you excluded her from your mailing list because she gave so little last time – even though she’s been making donations for years?

Read more

University of Michigan, USA. Newsletter, plus reply form

by SOFII

We at SOFII also liked the simple graphic presentation of different giving plans that are shown in this newsletter (option 1, the maize plan and option 2, the blue plan). Donors don’t automatically understand the implications of their giving, particularly when there are tax advantages. If these can be simply rendered in graphic form, then donors will be encouraged and fundraisers will benefit.

Read more

NSPCC’s supporter care gifts in wills ‘mind map’

by Marie Burnett

This innovation from NSPCC - the mind map - could raise £1,000,000 in legacies.

Read more

Voices for Justice newsletter, from Human Rights Watch, USA

by SOFII

This package is an excellent example of a legacy society newsletter, with its special focus on the mission-based activities that constitute true donor motivation.

Read more

Living Legacy Society newsletter, from the Union of Concerned Scientists, USA

by SOFII

This newsletter represents the culmination of nearly a decade of successful direct marketing efforts by Mal Warwick Associates and the staff of the Union of Concerned Scientists. 

Read more

Surveying the legacy landscape: why we’re doing it and why we need you

by Natasha van Bentum

What do senior fundraisers in Madrid, Winnipeg, Wyoming, Geneva, Singapore, Manchester, Calgary, Dublin and Hamburg have in common?

Read more