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Problem

The National Trust is one of the UK’s top legacy earning charities. They have a fantastic opportunity to grow their income further, thanks to the almost 20 million visits to their properties each year. However, property staff sometimes lack the knowledge and confidence to talk about gifts in Wills, so the opportunity is not currently being maximised.

Insight

The Trust has access to many fantastic stories. People working in properties can talk about the difference that gifts in Wills have made to their places, the people who have left or who plan to leave gifts, and what they’d love to do in the future.

Solution

We used stories to show how gifts in Wills can make an impact locally, and then worked with attendees to find their own stories to tell. Sessions finished with a story-telling walk around a property for attendees to share stories and see how easy it is to include gifts in Wills stories within their conversations.


Thank you again for a brilliant session. I had lots of lovely comments about how well you delivered the session and appreciation of your authority and expertise Emma Hazlewood, Head of Legacy Development, National Trust.