A new Legacy Futures service

For charities who need a long-term growth strategy with an investment and activity plan that turns it into action.

• You might be experiencing long term decline and need help to turn it around.

• Or you’re rapidly growing, and you now need a strategy to maximise your future growth.

• Or you just need to align the organisation to a new strategy, and you need an outside voice.

Whatever your strategic challenge, the Legacy Futures Growth Strategy service might just be for you.

We bring together expertise from across our teams, with services built over many years that we’ve now brought together for large and extra large charities, who need external help in shaping their long-term legacy strategy. To help you maximise your income over the years ahead, and to engage your charity leadership in the process so that your strategy has their full backing and is built to succeed.

If your charity is new to legacy giving then we’ve a specific approach for you, called our Legacy StartUp service.

How it works

We kick off with a Marketing Evaluation report from our Legacy Foresight team to map out your past performance, the trend if you continue along that path, and 3 growth scenarios.

This might be the evidence you need to demonstrate to your leadership the urgent need for investment, and in some cases, for transformational change.

And this then sets the scene for a 6-8 month project with 3 phases: Insight, Strategy and Action.

Outputs

1. A roadmap for growth, with key pillars to build it.
2. Advice on team resourcing and investment.
3. An activity plan to get you started and KPIs to track.
4. If you need media investment advice, we will bring in our media agency partner or work with your own.

We can then support with new workstreams coming out of the Growth Strategy, including:

• A new legacy proposition.
• Creative campaigns.*
• Support assets (like enquirer packs, DM, photography, stories, film, social templates).
• Stewardship and supporter journey strategy.
• Automated, digital nursery journey.
• In-memory Healthcheck, Supporter Insight, Strategy and Product Development.
• Legacy Administration Healthcheck and outsourcing.
• Culture building and training.
• Annual Strategy ‘MOT’ check-ins.

* with our creative agency partner Don’t Panic.

Benefits

Strategic direction: A long term, evidence-based road map for growth, that will reap benefits over many years, built on insights from your Market, Supporters and Organisation.

Support for your investment bid: We are happy to contribute to your annual investment plans.

Leadership buy-in: A long term legacy strategy will stand or fall on the support of your charity’s leadership team. At every step, we help to engage with your CEO, leadership team and Trustees. And from the outset, we will agree with you an Executive leader who will champion the project through to strategy sign off and its delivery over the coming years.

Inspired colleagues actively promoting legacy: We involve key audience gatekeepers so that they are part of the solution, especially those connected to supporters, beneficiaries, families.

Peace of mind from a trusted partner: It can be a lonely place when you’re responsible for the legacy strategy in your charity. And whilst your colleagues are supportive, they don’t necessarily understand the complexities of legacy fundraising. We are there every step of the way, with our expertise, our market-wide perspective, and a smile of encouragement.