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Making a better ask 
for legacy gifts
Who leaves legacies?
Why would someone leave a legacy?
What motivations did you notice?
What does this mean for 
the legacy ask?
Legacy language 
Lifetime giving Bequest giving 
Abstract v concrete £15 buys a session of 
physiotherapy 
Physiotherapy improves quality of 
life 
Superordinate v 
subordinate 
Our 15 trained drugs 
counsellors provide 300 
sessions a week 
Getting clean transforms the lives 
of addicts, the people who love 
them, and their local communities 
De-contextualised v 
contextualised 
Every year we care for 3500 
patients in their own homes 
Everyone should be able to die in 
the place they choose 
Promotion of 
primary values 
- As a caring person, you would 
want these service to continue 
Structured v 
unstructured 
Help little Mtembe get the 
food he needs today 
Over the next 15 years, we plan to 
work with farmers to set up 
irrigation systems, completely 
eliminating famine in the region by 
2030 
Sargeant and Shang 2009
Integrating legacies into your role
7 steps to legacy heaven
Thank you! 
Questions? 
claire@legacyfundraising.co.uk 
@claireyjaner 
07929 494 621

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Making a better ask for legacy gifts

  • 1. Making a better ask for legacy gifts
  • 2.
  • 4.
  • 5.
  • 6. Why would someone leave a legacy?
  • 7.
  • 8.
  • 9. What motivations did you notice?
  • 10.
  • 11. What does this mean for the legacy ask?
  • 12. Legacy language Lifetime giving Bequest giving Abstract v concrete £15 buys a session of physiotherapy Physiotherapy improves quality of life Superordinate v subordinate Our 15 trained drugs counsellors provide 300 sessions a week Getting clean transforms the lives of addicts, the people who love them, and their local communities De-contextualised v contextualised Every year we care for 3500 patients in their own homes Everyone should be able to die in the place they choose Promotion of primary values - As a caring person, you would want these service to continue Structured v unstructured Help little Mtembe get the food he needs today Over the next 15 years, we plan to work with farmers to set up irrigation systems, completely eliminating famine in the region by 2030 Sargeant and Shang 2009
  • 14. 7 steps to legacy heaven
  • 15. Thank you! Questions? claire@legacyfundraising.co.uk @claireyjaner 07929 494 621

Editor's Notes

  1. Over the next 30 years, the income from legacies to our sector will increase dramatically. In order for our organisations to benefit from this increase, however, we need to effectively make the case for legacy giving to our supporters. Fundraisers often find the legacy ask one of the most challenging. This session will explore how to overcome these challenges, consider the motivations that underlie legacy giving and how we can use these in our asks, and help you develop the confidence to talk about this difficult subject.