Reflections of Changestar Session

By September 28, 2016No Comments

A special thanks to Richard Docwra from Changestar who delivered a session for our charity members on 13th September 2016 on increasing legacy income for charities.

Here are some tips to be mindful when developing legacy communications:

  • Charities need to ask people properly and directly to leave a charitable gift in their Will
  • Keep communications sensitive and personal
  • In year 1, send a pack and in year 2, 3, 4…. an annual reminder pack
  • Send the packs to as many people as you can
  • The pack should be about inspiring your supporters and focussing on the future and your charity’s big goals, vision and milestones
  • It’s ok to talk about the past to give you pedigree and credibility
  • Include stories of how gifts in Wills have helped your charity and personal stories of pledgers
  • Once someone makes a pledge, thank them personally and ask them how they would like to be communicated with
  • Create space and generate prioritisation for legacy fundraising in your charity, talk to your Board and Directors to get buy in and investment
  • Be brave enough to talk about gifts in Wills as they can transform charities!

To find out more about Changestar and the support they provide, visit their website


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