Legacy Fundraising in 5 steps

March is Free Wills Month. More than half of UK adults don't have a will and this month it's possible to get a solicitor-written will in return for a small charity donation.

The publicity behind this campaign and Remember a Charity Week later in the year, is a great way for you to introduce/promote a legacy option in your fundraising messages. Here are the fundamentals to get you started:

  1. change the narrative because legacies are not about death - a gift to charity makes a lasting difference, not only for the next generation but for future generations https://stephenwgeorge.com/10-of-the-best-words-to-use-in-legacy-fundraising/2
  2. make it normal by including legacy fundraising in your everyday supporter conversations, emails and charity literature and on your website https://legacyvoice.co.uk/legacy-fundraising-tip-drip-your-legacy-message/
  3. tell stories to help your supporters see the difference their #legacy gift will make and include in all your charity fundraising marketing materials  https://www.goodworksco.ca/upon-time-telling-perfect-legacy-gift-story/
  4. make it easy for your supporters to find the information on your website or ask you a question https://blog.justgiving.com/5-charities-with-stand-out-online-legacy-fundraising
  5. watch the video from Directory of Social Change https://youtu.be/wmY4T57GvAM

Remember that as fundraisers you should be aware of the law - the Fundraising Regulator has the specifics regarding legacies https://www.fundraisingregulator.org.uk/code/specific-fundraising-methods/legacies

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