New toolkit to help charities unlock legacy investment
Published on
We’re delighted to announce the launch of our Making the Case for Legacy Investment Toolkit – a practical, insight-driven resource designed to help charities secure the support and investment needed to grow legacy fundraising.
Legacy giving is one of the most significant and resilient voluntary income streams for charities, with huge scope for growth. Yet, many organisations can struggle to make the case for investing in this area – particularly at a time when short-term income is so urgently needed.
Our new toolkit is here to help.
What’s inside?
- Tips for framing long-term legacy income for your board and other decision-makers.
- Interactive exercises to help you calculate the potential impact and ROI for your charity.
- Case studies from the Princess Alice Hospice and the RSPCA, showing how they secured buy-in and legacy investment.
- A template for building a compelling legacy investment pitch, so you can clearly set out your case.
- A stakeholder grid mapping common objections and practical ways to overcome them.
- A shareable webinar for trustees on how they can help unlock the power of legacies for their charity.
This new resource is designed to help charities tell their own story about what legacy growth could mean for their mission in a way that resonates with decision-makers.
It highlights the exceptional opportunity of the legacy market in the coming decades, exploring the potential return on investment and how to frame legacies as a strategic priority.
Lucinda Frostick, Director of Remember A Charity, says:
“We hope this toolkit gives fundraisers not only the tips and resources they need to make a compelling case for legacy fundraising, but that it gives them even greater confidence for putting this into practice.”
While the full toolkit is for Remember A Charity members only, a handy template for what to include in your pitch for legacy investment is available to all.