Fundraising Community / Legacy

The place for fundraisers to unite and thrive together. 💸 From the latest hot topics to best practice advice—welcome to your sector's group chat.

20 posts

Fun, sociable and team focused events are all the rage this spring! 🌸 Enthuse’s latest Donor Pulse report has uncovered that being part of a team is the most motivating factor for 40% of people thin...
Hi all, Do any of you have effective legacy strategies? I have a limited budget, so would welcome your thoughts. Jill
Jill Gledhill
Hi all!  I'm looking for someone experienced in legacy giving, who might be able to give us some guidance as we set up a legacy giving process and campaign.  Does anyone have a contact to a legacy fu...
Abigail Parry
Hi there Can anyone recommend the best time to launch a Gift in Wills Campaign for their charity? Thanks
Vanessa Eden
Hi Do you have any recommendations for solicitors that are eager to support a growing legacy income stream? We are looking for some help now with some tricky estates, developing a legacy campaign tha...
Paul Pirie
Hi, could I have some feedback if possible? I have been thinking of setting up a service for small charities whereby they can replicate what the big charities do in terms of Will writing and estate p...
Peter Smith-Round
Hello, I am in the process of compiling my fundraising income and exp budgets for 2023. I would be grateful if anyone could tell me how they forecast legacy income.  We have never included legacy inc...
Jane Ellis
Hi everyone I'm working with a small community charity in London. We've never had a legacy programme or promoted gifts in wills which I think is a missed opportunity. I've no experience in legacy fun...
Charly Meehan
Any recommendations greatly appreciated. Thank you!
Claire Cook
Hello all, I work for a small organisation. We have a supporter base of around 600 people, out of this around 10% currently engage by donating. We are looking to launch a legacy fundraising propositi...
Amelia Goadby
Can anyone point me towards resources for legacy fundraising for small charities? Most of the large charities seem to offer free will guides and so on, but I think they have written these themselves...
Sarah Browning
Hi, can anyone recommend a free or very cheap legacy course for someone who understands the admin side but is looking to grow in knowledge and understanding. Thanks
Wendy Pawsey
Hi all, I hope everyone is keeping safe and well! I'm considering setting up a legacy initiative at our small charity and wondered would love to hear your thoughts on what providers to use. I'm aware...
Amardeep Gill
Hi there I'm really interested to see how we can set up an endowment fund for our charities? Anyone have a step by step? Or could advise please?
Torange Khonsari
I have been asked to draft a legacy campaign document. What are your tips for a successful campaign and where can I find information and ideas?
Paul Taylor
I am chair of a small museum with 4 buildings; I would like to start fundraising for an endowment for the property. Does anyone know someone who could help us calculate how much this would need to be...
Cate Statham
Many charities are now looking at the sustainable option of creating and setting up an endowment fund where moneys invested lead to charitable income. Often these endowments are for a particular purp...
Jonathan Spencer
Join our expert panel on Wednesday 30th May, 1-2pm GMT, to get all of your fundraising questions answered. ** To take part, simply comment your questions or opinions below either now or during the l...
CharityConnect Account
Procrastination. A lovely word and something I naturally practice myself. Someone sent me a book on procrastination and how to deal with it. I will read it soon. Promise. There's an old saying t...
A CharityConnect User
So....here's a challenge....what are your top 3 legacy problems you'd like solved if you could wave a magic wand? The ones you'd like to go away....get fixed....what are they?
A CharityConnect User
When  Remember a Charity  was born, the founders took a leap of faith. With no immediate return they could see that working together, there was a chance that a campaign might just be able to grow the...
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