How to guide

Legacy Insight Portal – Product Document

This document describes the Legacy Insight Portal, a system which allows charities to understand their performance in legacy giving, understand their supporters better and ultimately...

Webinar Recording: Where Current Approaches Fall Short – and How to Fix it

A fast-paced, 30-minute collaboration between David Cole (Fastmap) and Mark Phillips (MPFA), grounded in real-world evidence from both legacy and individual giving. David draws on...

THE PSYCHOLOGY OF LEGACY FUNDRAISING

This article discusses the importance of identity in legacy giving and the resulting importance of psychographic profiling for effective communications to supporters. To learn more...

THE STRATEGIC DRIVERS OF LEGACY ENGAGEMENT

This article explores the specific supporter perceptions charities can influence through communication - referred to as strategic drivers - to drive engagement. To learn more...

Webinar Recording: Strategic Drivers: What really moves Legacy Engagement?

In this webinar, we reveal the best-performing charity for legacy consideration this year and spotlight the biggest risers and fallers. We also unpack the results...

Presentation/document: Strategic Drivers: What really moves Legacy Engagement?

Engagement plays a crucial role in determining whether supporters are likely to leave a gift in their will, yet it is often misunderstood or measured...

Webinar Recording: Engagement: The Hidden Driver of Legacy Success

In this webinar, we reveal the best-performing charity for legacy consideration this year and spotlight the biggest risers and fallers. We also unpack the results...

Presentation/document: Engagement: The Hidden Driver of Legacy Success

Engagement plays a crucial role in determining whether supporters are likely to leave a gift in their will, yet it is often misunderstood or measured...

ENGAGEMENT: WHAT IT IS, THE PERILS OF MEASURING IT AND HOW IT RELATES TO LEGACY GIVING

Engagement plays a crucial role in determining whether supporters are likely to leave a gift in their will, yet it is often misunderstood or measured...

Webinar: Legacy Premier League & Insight Portal

In this webinar, we reveal the best-performing charity for legacy consideration this year and spotlight the biggest risers and fallers. We also unpack the results...

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