An example Legacy Strategy Presentation (from powerpoint).

Introduction:   Within the strategy there needs to be:

Planning
Marketing
Asking
Sustaining
 

Statistics (enter your own statistics and any that you have within your own charity):

In 1999 over £1,500,000,000 was given to charities through legacies.
An average charity will raise 34% of its income from legacies.
An average legacy - £13,000
Average time between the final Will and death – 4 years
 

Marketing:

Developing Living Legators (knowing your legators whilst they are still alive)
Donor Development Survey (using a questionnaire to find out about your donors)
Information Events (telling the story as much as possible)
 

Marketing Tools:

Direct Mail
Telemarketing
Newsletters
Posters
Face to Face
 

Asking: (before you ask you should...)

Know the story
Be a Legator
Know the prospect
Know the task
 

The Visitor to the potential Legator must:

Introduce the Bequest Programme
Witness their own legacy gift
Be prepared to answer questions
ASK for a Bequest
 

Reporting:

Report to Campaign Office
Say thank you and keep saying thank you
 

Sustainable:

Maintain contact
Nurture relationship

Other fact sheets in Bequests/Legacies
Fact sheet index

Email a question

Copyright of Alba Fundraising Ltd or the individuals or companies who contribute to this website. This material may be copied and distributed freely on the understanding that no profit is made from doing so.

Disclaimer: No payment is received from suppliers, companies or individuals for publishing their details on this website. The information is offered by those in the fundraising arena and whilst we try to make every effort to ensure the integrity of this information, Alba Fundraising Ltd cannot be held responsible for any inaccuracies, or any loss or inconvenience that may be caused by using this site.

home | resources | fact sheets | services
site map | download the site
Alba Fundraising Ltd.
Tel: 44 (0) 7775868768, Email: alba@alba-lewis.demon.co.uk
Web: www.professionalfundraiser.org.uk

Web site design by Vivid Interactive.