You’re just one step away from accessing step by step support to help you develop insight and recommendations to optimise the future legacy giving potential for your organisation.
Legacy Giving Expert was established with the mission to help legacy giving to flourish. My unique HEALTHCHECK Self-Assessment Toolkit has been developed to support fundraisers and the wider charity sector to realise the positive benefits of this for beneficiaries; donors and themselves.
The Toolkit is built around 10 simple steps. Informed by my experience, it is full of guidance; templates and other resources to help you assess your current programme. It provides step by step support to help you develop insight and recommendations to optimise your future legacy giving potential. I will be on-hand to support the process; review your outputs and discuss potential next steps.
What’s in the Toolkit?
1. a 1hr kick-off meeting
2. Step by step Toolkit Guidance Note
3. Access to my YouTube webinars on the 10 key building blocks to successful legacy giving
4. Word templates for my bespoke legacy giving Healthcheck questionnaire and model internal and external stakeholder interview templates
5. A guide to help you sift the evidence, identify clues and generate insights
6. PowerPoint Healthcheck presentation template to help organise your findings
7. a 1hr meeting to review outputs and discuss next steps
What will you and your organisation gain from the programme?
1. Improved legacy knowledge; skills and confidence
2. An understanding of the 10 simple steps for successful legacy giving
3. A picture of the current health of your legacy programme
4. Engaged internal stakeholders- optimising your likelihood of success
5. Clear recommendations in terms of next best steps
6. Increased potential to create a sustainable pipeline of future legacy income
How much does it cost?
Pricing is tiered based upon overall legacy income.
There’s never been a better time to consider legacy giving. Over the next 20-30 years, as the Baby Boomer generation dies, we’re set to see the biggest ever inter-generational transfer of wealth. Approached in the right way, this presents a significant fundraising opportunity.
If you’re ready to take the next step, or need anything else to help you make the decision please do get in touch.