How to Track and Forecast Your Legacy Income
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.
Unlimited access from €30.00 / 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.
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
Speakers are added to our events as we receive their details and are updated continuously. These events achieve the goals set out in our EDI commitment.
Similar Events
Past event - Thursday 22nd May
The Supporter Experience Conference — the only place you’ll learn how to crack the code to supporter engagement and create memorable experiences!
QTY
€80.00
Past event - Thursday 12th June
In this live webinar, Ben from Social Sync will discuss personal, relevant AND emotionally engaging comms at scale – meeting your supporter exactly where they’re at.
CFRE Points: 1
12:00 Thursday 19th June
Join the UK’s only conference designed to upskill, inspire – and destress – community fundraisers.
Happening online Thursday June 19th 2025.
QTY
€80.00
10:00 Tuesday 24th June
Accelerate your storytelling with this in-depth masterclass!
CFRE Points: 3
QTY
€30.00
© Fundraising Everywhere.
hello@fundraisingeverywhere.com
+44 333 015 6154
Designed & developed by mtc.
