Review how your charity manages its legacy gifts. Our dashboards integrate with existing case management systems (e.g., First Class) to help you visualise and understand your legacy income pipeline at the touch of a button
These are a real practical tool to help you maximise the data you have already to hand. They allow you to understand your income streams and projections for the coming year much better and in a way that allows you to communicate across your charity the benefits that legacy fundraising brings more effectively.
Cost: from £1,500 + VAT
Naomi was an absolute joy to work with, and we can’t praise the standard of her work highly enough. She delivered all the tangible deliverables we agreed with a calmness and diplomacy that was admirable and has helped us take huge strides forward (both practically and culturally) within a relatively short timescale. Impressive.
Helen Hoare, Legacy Manager. National Trust
Contact Sharon Wheeler for more information
