This document outlines 10 tips for charities to grow their legacy income and donations from wills. It suggests that charities should set a clear vision for legacy fundraising, connect emotionally with donors through stories and impact, focus on conversations over pledges, implement a systematic engagement and stewardship program, train all staff in legacy fundraising, integrate legacy strategies throughout the organization, gain ongoing insights from donors, recruit strong supporters, and express gratitude for every legacy gift. The overall strategy, it says, should be engagement with donors to understand their goals, with the ultimate aim of helping more people leave gifts to charity in their wills.
OurCamden; for Community Organisation PartnersGraham Gardiner
OurCamden is a new social enterprise, providing a membership primarily -although not exclusively- for those over 50 who Live. Work. Play in Camden.
Our goal is to work closely with other organisations in the Community Sector. These slides outline how.
#Takethekit - crowdfunding production of a high-impact video aimed at teenage...CharityComms
Sarah Birkett-Wendes, PR and communications manager, The Anaphylaxis Campaign
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
Our Woodstock, Our Future is a creative community planning process in Woodstock, Vermont. More than 75 people came out in May to kick off the process, learning about critical trends facing Woodstock and opportunities to shape our future. The kickoff presentation includes results from instant audience polling at the event.
Learn more: ourwoodstockvt.org
Facilitators: Community Workshop LLC, communityworkshopllc.com
OurCamden; for Community Organisation PartnersGraham Gardiner
OurCamden is a new social enterprise, providing a membership primarily -although not exclusively- for those over 50 who Live. Work. Play in Camden.
Our goal is to work closely with other organisations in the Community Sector. These slides outline how.
#Takethekit - crowdfunding production of a high-impact video aimed at teenage...CharityComms
Sarah Birkett-Wendes, PR and communications manager, The Anaphylaxis Campaign
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
Our Woodstock, Our Future is a creative community planning process in Woodstock, Vermont. More than 75 people came out in May to kick off the process, learning about critical trends facing Woodstock and opportunities to shape our future. The kickoff presentation includes results from instant audience polling at the event.
Learn more: ourwoodstockvt.org
Facilitators: Community Workshop LLC, communityworkshopllc.com
Artful Persuasion - 32 Tips to Convince Legacy Prospects to GiveGood Works
Presentation by Fraser Green from Good Works at AFP Congress, Toronto, November 2013.
There are more than $50 billion sitting in wills right now - destined to go to Canadian charities. And for every donor who's made a bequest, there's another who's thinking about it. That's a LOT of money! You can unlock the legacy door by understanding what it takes to persuade donors that a bequest to your organization is a good decision.
Fraser Green has been obsessed with legacy gift persuasion since 2003. His book Iceberg Philanthropy is a Canadian best-seller. After more than a decade of research and testing, Fraser has refined his 32 favourite persuasion techniques - and now he's ready to share them. In just one hour, you'll learn these tips - and see practical examples of where and how you can use them to boost your bequest income big time.
Engagement: challenges, trends and new ways of thinking. Engagement conferenc...CharityComms
Michele Madden, managing director, nfpSynergy
Visit the CharityComms website to view slides from past events, see what events we have coming up and to check out what else we do: www.charitycomms.org.uk
Slides used by Peter Lewis, CE at Institute of fundraising, at the Big Local ‘levering in funding' event, organised as part of the Local Trust programme of networking and learning events for Big Local residents. The event took place on Tuesday 10 October 2017.
As the world gets richer we hear more and more stories about powerful modern philanthropists like Bill Gates and Warren Buffett. But is there enough giving taking place overall? Is money given to the right causes? And what are the trends in philanthropy right now?
We investigated the philanthropy sector as an internal research project to inform potential future venture development. We’re happy to share the outputs here.
ABCD in Action in Croydon: Asset Mapping in Thornton Heath, April 26, 27, 2011.
2 Day Workshop with Cormac Russell, ABCD Institute and Nurture Development UK
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.
Projected Transfer Of Wealth In The Holland Zeeland AreaJanetDeYoung
Surprising research on the projected intergenerational Transfer of Wealth in the Holland/Zeeland Area and a variety of opportunities for sustaining the unique Quality of Life we enjoy.
Collapsing Narratives: Exploring Non-Linearity • a micro report by Rosie WellsRosie Wells
Insight: In a landscape where traditional narrative structures are giving way to fragmented and non-linear forms of storytelling, there lies immense potential for creativity and exploration.
'Collapsing Narratives: Exploring Non-Linearity' is a micro report from Rosie Wells.
Rosie Wells is an Arts & Cultural Strategist uniquely positioned at the intersection of grassroots and mainstream storytelling.
Their work is focused on developing meaningful and lasting connections that can drive social change.
Please download this presentation to enjoy the hyperlinks!
This presentation, created by Syed Faiz ul Hassan, explores the profound influence of media on public perception and behavior. It delves into the evolution of media from oral traditions to modern digital and social media platforms. Key topics include the role of media in information propagation, socialization, crisis awareness, globalization, and education. The presentation also examines media influence through agenda setting, propaganda, and manipulative techniques used by advertisers and marketers. Furthermore, it highlights the impact of surveillance enabled by media technologies on personal behavior and preferences. Through this comprehensive overview, the presentation aims to shed light on how media shapes collective consciousness and public opinion.
Media as a Mind Controlling Strategy In Old and Modern Era
East of england 8.11.12
1. Ten ways to grow the legacy
market and your income
Rob Cope
Director, Remember A Charity
2.
3. • Legacies account for 13% of all voluntary income and 5% of
all income received by charities
• In 2011, the legacy ‘market’ was worth £1.85bn…
• That represents just 3% of all the money left in estates
• In all, just 7% of people die with a gift to charity in their will…
• Compared to the 74% of British adults who support charities
while they are alive
Legacy Foresight, Inland Revenue, NCVO
The legacy market at a glance
4. The legacy market has flat-lined since 2008
UK legacy market 1988 – 2011, £bn
Legacy Foresight, CaritasData, NCVO, Smee & Ford
0.0
0.4
0.8
1.2
1.6
2.0
1988
1990
1992
1994
1996
1998
2000
2002
2004
2006
2008
2010
Expansion
Recession
Recession
6. Legacy Foresight analysis of Caritas data
Legacy income growth by size of charity, 2007/8 - 2010/11, % pa
‘XL’ charities hit hard in recession aftermath
1.0
2.8
2.2
-1.4
-2.0
-1.0
0.0
1.0
2.0
3.0
4.0
Small Medium Large Extra large
7. Health, 42
Animal, 14Conservation, 8
Disability,
8
Development,
6
Children, 4
Other , 18
Legacy Monitor 2012
Legacy market shares, %, general charities, 2011
The legacy market by sector
8. Nimble, contemporary causes gain ground
Winners and losers by cause area
Legacy Foresight analysis of Caritas data 2012
Disability Children Conservation Hospices
Advancement
of religion
Animal
welfare
Health Arts/culture
Domestic
poverty relief
Older
people
Armed
services
Education
Overseas
development
Wildlife
trusts
Slow growth Fast growth
13. Family First
Lack of
Salience
Not the social
norm
Legacy has to
be large
No flexibility
with legacies
Legacies are not something that regular, everyday people do
There is a (media-driven) perception that legacy givers are:
Wealthy eccentrics; famous celebrities
People who have a grudge against their kids
Rarely discussed; rarely thought about…
“It just hasn’t occurred to me…..I’ve never really thought about it”
Legacies are just not on the radar !
Strong perception that ‘a legacy’ has to be a large amount
“You only hear about big legacies, don’t you…..not small ones”
…because legacy giving linked with celebrities, wealthy eccentrics
Didn’t know that can leave fixed amount or %
Didn’t know that can change a legacy amount
…… uncertainty about future circumstances is a major barrier for some
“For me ….and I would expect lots of people…. it’s family
first, charities second”
14. Repaying
a debt
Personal
relationship
Knowing
someone
Helping an organisation you have a
long term affinity with
Knowing that another family member
has left a legacy
‘Repaying’ a charity for helping someone
you care for
THE primary motivator for many legacy
givers
Major motivations for giving a legacy…
15. Heartfelt
gratitude
Inner
satisfaction
Family
values
Deep sense of self worth
“It’s a pride within yourself…it makes you
proud of the way you’re living your life”
Passing on the ‘family culture’
“It’s continuing the family ethics…I feel
I’ve been brought up right, and I want to
pass that on to my kids”
‘Repaying’ the debt
“I have put Macmillan in my will...I just had to for
what they did for my friend…they were so
wonderful”
The marketing / communications materials need to tap into these
emotions
Legacy giving = powerful emotions……