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.
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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
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