How to Track and Forecast Your Legacy Income
Unlimited access from £25.00 / month
Become a member to gain unlimited access to our extensive content library, packed with valuable resources and insights on fundraising. Plus, stay ahead of the curve with free entry to all our upcoming events.
Talk Details
What do you need to do to track and forecast your income from legacies? Gifts in wills can be a huge part of voluntary income, but they work very differently to other fundraising. This session will explore what charities need to keep an eye on to track their legacy income in the short, medium and long term – and what they can do to forecast it.
Doug is Head of Analysis at Legacy Foresight, and will be bringing advice from their long track record of helping charities benchmark and forecast their legacy income.
Key learnings from this session:
- How legacy fundraising differs from other sorts in terms of metrics
- What you can do to track your legacy income
- How you can forecast your legacy income, and the limits to doing it
Speakers
Doug Clow
Head of Analysis
Related Talks
Major donor prospecting – smash your GDPR fears to unlock new prospects
Whether you’re in a large or small charity, big budget or no budget, existing major donor programme or just starting, there will be something to takeaway for everyone.
How AI and Data can help us understand staff wellbeing
Explore how Data and Agentic AI are revolutionising staff wellbeing across the UK retail sector.
Using AI and segmentation to boost email donations by 300%+: A case study
A step-by-step case study on Giving Analytics’ award-winning project with Muslim Charity – where we used LLMs to generate hyper-personalised emails at scale (30,000+) during Ramadan 2024.
CRM & Supporter Experience: Get Started and Keep going
Whether you’re a small charity using spreadsheets or gearing up for a full CRM rollout, this session will help you get started, keep momentum, and create a supporter experience that’s thoughtful, efficient, and sustainable.