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Want to start a conversation about legacy giving?
Gone are the days of… Legacies often come from people outside of the donor pyramid Asking people to tick a pledge box is much debated ‘ People die and simply give you money’  Stephen George, PF nov 08 Legacies are a more integral part of the supporter experience
What we do know is…  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What we do know is…  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What we do know is… The journey to leaving a legacy isn’t a simple one  Awareness & Education Acceptance Decision Action – make a will Gift = £ Engagement Conversation Inspiration
Legacy Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A few key facts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
We believe the legacy market is moving to… Legacy conversions Multiple audiences with Engagement
AICR case study
Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Targeting  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Creative Strategy Engage and inspire potential legators Starting a conversation Reinforce the legacy message Gathering stories Sharing stories Changing the cancer story
Response ,[object Object],[object Object],[object Object]
What next? ,[object Object],[object Object],[object Object],[object Object]
arc  case study
Big opportunities at  arc : ,[object Object],[object Object],[object Object],However: Notifications are going down. Therefore there is the need to be proactive with marketing to potential legacy audiences
Our strategy  ,[object Object],[object Object],[object Object],Because we are playing catch up we have to look at both routes.
The supporter journey ,[object Object],[object Object],[object Object],[object Object],[object Object]
Different audiences  Arc donors are self selecting No legacy messages to date Relationship with condition The Donors The Volunteers Warmest audience Comms on a 1to1 through key staff as well as supporter comms The Researchers Indirect legacy giving audience Advocates – help to make the ask Desire to give something back The Arthritis Sufferers Lack of engagement with organisation But relationship with condition Likely to be a much longer journey The Staff Advocates for legacies Not an easy task but people are behind it Need to make them feel comfortable with talking about ‘death’
Key message priorities: ,[object Object],[object Object],[object Object],[object Object]
Key things to digest with your breakfast: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thank you  Any questions…

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Legacy Breakfast Seminar 021209

  • 1. Want to start a conversation about legacy giving?
  • 2. Gone are the days of… Legacies often come from people outside of the donor pyramid Asking people to tick a pledge box is much debated ‘ People die and simply give you money’ Stephen George, PF nov 08 Legacies are a more integral part of the supporter experience
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  • 5. What we do know is… The journey to leaving a legacy isn’t a simple one Awareness & Education Acceptance Decision Action – make a will Gift = £ Engagement Conversation Inspiration
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  • 8. We believe the legacy market is moving to… Legacy conversions Multiple audiences with Engagement
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  • 12. Creative Strategy Engage and inspire potential legators Starting a conversation Reinforce the legacy message Gathering stories Sharing stories Changing the cancer story
  • 13.
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  • 15. arc case study
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  • 19. Different audiences Arc donors are self selecting No legacy messages to date Relationship with condition The Donors The Volunteers Warmest audience Comms on a 1to1 through key staff as well as supporter comms The Researchers Indirect legacy giving audience Advocates – help to make the ask Desire to give something back The Arthritis Sufferers Lack of engagement with organisation But relationship with condition Likely to be a much longer journey The Staff Advocates for legacies Not an easy task but people are behind it Need to make them feel comfortable with talking about ‘death’
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  • 22. Thank you Any questions…