Engage your legacy prospects

Knowing how to approach the sensitive area of legacies in a delicate but effective way is the most important aspect of legacy fundraising. We can help you to develop an approach that is right for your cause and for your supporters.

We will assess which approach is likely to be the most effective for existing supporters and which additional and enhanced activities should be undertaken to acquire new legators. Action Planning can help you answer the key questions:

• What role should direct mail play in your acquisition and conversion of enquirers to intenders and on to pledgers?
• How does a free wills clinic or scheme fit into your plans?
• When is it appropriate to buy into a wills advisory service?
• Does becoming a member of a legacy consortium work?
• What about advertising in solicitors’ guides or your own magazines and newsletters?
• How do you make the most of events, peer asking or focus groups?

Our advice and guidance is determined by what you need. There are a number of ways we can do this, including:

• reviewing current performance
• devising your legacy marketing strategy
  
• developing a proposition that works
  
• training your teams to sell legacies
  
• legacy implementation and management

To discover more about how we can help you develop or refine your legacy programme download our brochure or contact us by email or by phone 020 8642 4122.

>>>> see how to identify legacy prospects