Legacy Fundraising Consultancy
- This year, around £3.4 billion will be left by donors in their wills to UK charitable causes rising to £5 billion by 2030.
- Average legacies to charity are typically £5,000 for cash sums and £50,000 for shares of estates.
- With an ROI of up to 50:1, legacy fundraising is probably the most cost effective way to raise money
- Legacies are usually left as general funds, so they can help cover your core costs.
- Legacy Strategy Development
- Proposition & Case for Support
- Legacy Focus Group Research
- Drafting Legacy Materials
- Training & Mentoring for Staff
- Implementation & Launch Support
Building Sustainable Legacy Income
Legacy fundraising is one of the most cost-effective way to raise money, offering a high return on investment and a sustainable future for your charity’s mission.
Strategy & Proposition
We help you develop a compelling legacy proposition and a clear strategy to identify and engage with your most likely potential legators.
Communications Planning
From drafting sensitive legacy materials to identifying "legacy champions," we ensure your message is communicated with care and impact.
Staff Training & Support
We provide specialist training and implementation support to help your team manage legacy campaigns with confidence and long-term success.
"Having worked with Simon at Wootton George Consulting Ltd for a number of years, I have been extremely pleased with the services offered and the work done by Simon and his team. Most recently Simon has supported us to totally re-design our legacy programme and this has now been launched. We are very pleased to have Wootton George Consulting as part of our fundraising team and look forward to working with them in the future"
Steve Baylis, Head of Development, Archdiocese of Birmingham, Cathedral House.
Are you making the most of this opportunity?
Legacy fundraising is a specialist area. We have particular experience of start-up campaigns and working with small and medium sized charities to develop or renew their strategies. Over the years, we have worked with numerous charities to develop their legacy campaigns and can help you with:
- Legacy fundraising strategy
- Identification of target audiences
- Development of the legacy proposition or case for support
- Communications plan
- Legacy focus groups
- Identification of "legacy champions"
- Drafting of legacy materials
- Implementation Support
- Training / mentoring
- Monitoring and evaluation of campaigns
- Fresh thinking for existing campaigns
If you need help in developing a fundraising strategy or if you need advice about your legacy campaign, please call us today on 01903 723519 for a free initial chat.
"We used Wootton George to help us rewrite our legacy materials and update our strategy. Simon George was very helpful and easy to work with and we’ve done well with legacies ever since".
Liz Clarke, Head of Fundraising and Marketing, Calibre Audio Library.
Meet the team behind Legacy Fundraising Consultancy
Wendy Pidgeon
Wendy has been responsible for legacy marketing
Other Fundraising Services
Build a lasting impact with a professional legacy programme. We provide the expertise you need to turn long-term vision into sustainable, general funds for your cause.
National Lottery Bids
Funding from National Lottery boards is an excellent fundraising opportunity for many charities.
Charitable Trust Fundraising
Trust fundraising in the UK is an increasingly competitive area.
Charity Bid Writing
Writing successful funding bids to charitable trusts, the National Lottery or government sources requires both time and experience