making a better ask for legacy gifts

15
Making a better ask for legacy gifts

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Claire Routley of Legacy Fundraising at the Wales Third Sector Funding Conference 2014.

TRANSCRIPT

Page 1: Making a better ask for legacy gifts

Making a better askfor legacy gifts

Page 2: Making a better ask for legacy gifts
Page 3: Making a better ask for legacy gifts

Who leaves legacies?

Page 4: Making a better ask for legacy gifts
Page 5: Making a better ask for legacy gifts
Page 6: Making a better ask for legacy gifts

Why would someone leave a legacy?

Page 7: Making a better ask for legacy gifts
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What motivations did you notice?

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What does this mean for the legacy ask?

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Legacy languageLifetime giving Bequest giving

Abstract v concrete £15 buys a session of physiotherapy

Physiotherapy improves quality of life

Superordinate v subordinate

Our 15 trained drugs counsellors provide 300 sessions a week

Getting clean transforms the lives of addicts, the people who love them, and their local communities

De-contextualised v contextualised

Every year we care for 3500 patients in their own homes

Everyone should be able to die in the place they choose

Promotion of primary values

- As a caring person, you would want these service to continue

Structured v unstructured

Help little Mtembe get the food he needs today

Over the next 15 years, we plan to work with farmers to set up irrigation systems, completely eliminating famine in the region by 2030

Sargeant and Shang 2009

Page 13: Making a better ask for legacy gifts

Integrating legacies into your role

Page 14: Making a better ask for legacy gifts

7 steps to legacy heaven