Make stewardship your competitive edge

Don’t miss this opportunity to redefine your legacy stewardship practices, enhance supporter relationships, and drive sustainable growth. Together, we’ll navigate the future of legacy fundraising with confidence.

This programme is designed to give your charity:

• Tailored Insights: Understand the changing dynamics of legacy stewardship, from evolving supporter expectations to cutting-edge innovations in digital engagement.
• Practical Tools: Access checklists, templates, and frameworks to assess and enhance your stewardship practices.
• Future-Focused Strategies: Learn how trends like AI and technology can revolutionise your stewardship approach.
• Collaborative Learning: Engage with best-in-class examples and cross-sector expertise to inspire new approaches.
• Evidence-Based ROI: Gain tools to measure and articulate the impact of stewardship on legacy income.

Meet the research team

Plan and approach

Over the course of this programme, we will explore the dynamics around legacy stewardship, how supporters are feeling about being stewarded and the challenges charities are currently facing. We will also look to the future at the key trends that have potential to impact on stewardship practices.

Through a number of different research stages we aim to:

• Explore how stewardship has evolved over time
• Explore the different dynamics and challenges surrounding stewardship journeys
• Explore the different ways in which we can measure the effectiveness of stewardship
• Identify future trends that will impact stewardship

Programme fee

Join our Learning Circle for 12 months and unlock unparalleled access to expertise and resources.

Costs are based on average legacy income (2021–2024):

• Over £3m: £3,400+VAT
• Under £3m: £2,275+VAT

Sign up by emailing Claire Truswell, claire.truswell@legacyfutures.com by 27th January 2025.