We work alongside charities to support and strengthen legacy-focused fundraising initiatives, helping you engage supporters in a compliant, sensitive and effective way.
Our team regularly partners with charities to deliver campaigns, events and educational initiatives designed to raise awareness of legacy giving and encourage long-term support.
Support for Every Stage of the Legacy Journey
Expert legal guidance to help your charity grow, manage and protect legacy income.
Partnership Campaigns
Collaborative campaigns can be a powerful way to promote legacy giving while reinforcing donor confidence. We support charities with:
- Joint legacy awareness campaigns
- Co-branded educational materials and guides
- Campaign messaging to ensure clarity and compliance
- Technical input on wording and suggested Will clauses
- Supporting donor enquiries generated through campaigns
By combining legal expertise with your fundraising strategy, we help ensure campaigns are both inspiring and robust.
Awareness, Networking & Social Engagement
Building visibility around legacy giving requires regular and meaningful engagement. We contribute to:
- Charity networking events and supporter evenings
- Legacy awareness weeks and themed campaigns
- Informal “meet the expert” sessions
- Community engagement events
- Social media and awareness initiatives
Our aim is to demystify legacy giving, making it accessible and reassuring for supporters.
Education & Seminars
Education plays a vital role in encouraging legacy creation. We deliver clear, practical seminars tailored to your supporters, helping them understand how leaving a gift in their Will can make a lasting difference. Topics can include:
- How to include a charitable gift in a Will
- Understanding different types of legacy gifts
- Tax benefits of charitable legacies
- Protecting family while supporting charitable causes
- The practical steps involved in Will-making
Sessions can be delivered in person or online and are designed to be informative, supportive and non-pressured.
Networking Events
We are pleased to support charity-led networking events that foster relationships with major donors, professional advisers and community partners. Our involvement can include:
- Speaking at events
- Providing technical insight during Q&A sessions
- Hosting roundtable discussions
- Supporting professional adviser engagement initiatives
These events help position legacy giving as a considered and strategic part of long-term philanthropy.
Internal Staff Support & Volunteering
We understand that legacy income is a long-term investment. Supporting your internal teams strengthens your overall strategy. We can assist with:
- Staff training on legacy conversations
- Guidance on handling sensitive supporter enquiries
- Technical updates on legal developments affecting legacies
- Volunteering support for charity initiatives and events
By working collaboratively with your team, we help embed legacy awareness across your organisation.
