Inspiring legacy communications at your finger tips

We’ve partnered with Legacy Foresight to mystery shop the top 50 legacy charities and produced a report to help you create great legacy communications that inspire your donors.

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Give your legacy enquirers the best possible supporter experience with Legacy Inspire.

In early 2020, Legacy Voice partnered with Legacy Foresight to mystery shop the top 50 legacy charities, to see how well they performed when responding to an initial enquiry for more information on leaving a gift in a Will. We evaluated not only the quality of communications received, but the timing and accuracy. We wanted to get a sense of the initial supporter experience that many potential legacy donors are receiving, and how different charities compare to each other.

Legacy Voice’s Head of Consultancy Dr Claire Routley has devised a unique, research-based methodology where each charity’s response pack is scored based on what we know about great legacy communications.

Each pack is uploaded to our secure Legacy Journey platform, where they can be viewed individually in detail or compared with peer charities, whether by cause, size or scores.

Legacy Inspire aims to shine a spotlight on examples of really great legacy communications and to give charities the evidence and insights to improve their initial communication with legacy donors. We hope that Legacy Inspire will create a positive and constructive conversation about what makes an effective piece of legacy communication and give fundraisers the tools to engage and inspire more of their supporters to act.

Download summary reportFull access to Legacy Inspire

Our scoring methodology

Legacy Inspire uses a bespoke scoring system based on the 5 ‘I’s’ of effective communications:

  1. Implementation: getting the basics right
  2. Impact: Quality and originality of design and visual imagery
  3. Inspiration: Reflecting legacy motives and encouraging donors to make a gift
  4. Integrity: Demonstrating that the organisation is a trustworthy recipient of legacy gifts
  5. Information: Providing clear and relevant information about how to leave a gift.

 

The legacy brochure is a key part of your legacy fundraising collateral. It can be shared through your fundraising channels, from being sent to anyone who expresses an interest in legacy giving, to being downloadable from a website, or available in hard copy at events. It’s a great opportunity – and sometimes the only opportunity – to inspire people with the potential of legacy giving. It can share the impact gifts in wills can make to the organisation, and, just as importantly, how legacy giving can meet their need to make a difference to a cause that mattered to them, and carry on their influence, long into the future.“.

Dr Claire Routley

Dr Claire Routley

See the full creative and scoring on our secure Legacy Journey platform

Legacy Inspire is a new module on the Legacy Journey platform developed and hosted by Legacy Foresight.

By subscribing to the Full access package, you will be able to search and view all the scoring and creative for the top 50 legacy charities enquirer packs.

The platform has a dashboard which shows the top 10 scores, and allows you to filter by each of the five scoring categories and cause area to easily find what you are looking for.

By clicking on each charity, you will be able to view the legacy brochure, the full scoring and detailed commentary to help you understand the main strengths and weaknesses of each pack.

Having all this information at your fingertips will help you develop truly inspiring legacy creative and improve your overall supporter experience for your legacy enquirers.

Full access to Legacy Inspire

Improve your communications with Legacy Inspire

  • Get inspiration for your own legacy communications
  • Easily search for high scoring legacy communications, or sort by a particular cause area
  • Learn how to ensure your communications capture the attention of your audience
  • How to avoid common mistakes that mean your legacy communications fall at the first hurdle
  • Ensure your communications are relevant to your supporters
  • Make sure your communications stand out from the competition
Download summary reportFull access to Legacy Inspire

Get full access to Legacy Inspire

We have a range of packages to suit your budget, each will give you easy access to legacy inspiration that can improve your supporter communications and encourage more to leave a gift in their Will.

Month pass Basic package

£500

Plus VAT
  • Secure access to Legacy Inspire platform
  • View all the legacy brochures for the top 50 legacy charities
  • Access to detailed scoring
  • A copy of the detailed Legacy Inspire Report

Individual charity report Bespoke package

£1500

Plus VAT
  • A review of your individual charity’s legacy communications
  • Recommendations for how to improve
  • A copy of the detailed Legacy Inspire Report
  • Access to Legacy Inspire platform to view creative and scoring

Request access