What is it about
Legacy fundraising is a valuable source of income for many non-profits, particularly the charity sector. Used as part
of a portfolio of fundraising
activities, legacy fundraising can be an excellent investment in the future.
The focus is on the
quick and efficient capture of Legacy information allowing the legacy administrator to ensure that distributions are received in full
and without unnecessary delay, without compromising the flexibility and sensitivity demanded of the legacy sector.
Legacy Marketing – develop supporter involvement to convert legacy prospects to pledges
What does it do
- Legacy Marketing (Enquirers, Intenders, Pledgers)
- Process and manage different types of Legacies, e.g. residuary, pecuniary
- Record relevant Information for the legacy type
- Checklists to help manage the legacy
- Legacy Income – both financial and non-financial
- Other Charities Involvement
- Personalised communications with Executors, Next of Kin, other charities
- Automatic alert process when a supporter is deceased
- Automatic alert process when legacy is processed
Why our clients need this
For many of our clients, legacy fundraising is an important area of fundraising activity.
The processing of legacy administration can be time consuming and lengthy, therefore this Involvement provides support from initial capture
through to completion. Recording legacy marketing responses such as enquiries and pledgers assists with the source of the legator
whilst also providing essential information such as upgrades.
Communication is essential to the legacy administration process – writing letters, sending emails, recording communication from multiple involved parties.
