Grow Your Legacy Pipeline in 5 Simple Steps

Whether you’re new to legacy fundraising or ready to take your programme to the next level, these five steps will help you work smarter, not harder.

Be Audience-Led – Understand supporter motivations, values, and life stages so you can build lasting relationships instead of short-term transactions.

Find Your Key Drivers – Learn how to spot the data signals that indicate someone might leave a gift in their will.

Build a Propensity Model – Rank your database to identify your most promising prospects and focus your efforts where they’ll have the most impact.

Profile, Segment & Test – Target the right audiences and continuously test new opportunities to grow your reach.

Nurture & Retain – Keep pledgers engaged and committed, ensuring their legacy gift stays with your charity for years to come.

💡 Legacy giving is growing faster than ever. This checklist will help you future-proof your income by building a steady flow of gifts to protect your mission.