Raise significant funds for your charity through legacy fundraising

Legacy Fundraising and how TAS can help your charity

Legacy fundraising is a well-established mainstay of income for many charities. A well planned and executed fundraising campaign in this area can transform the prospects of small to medium sized charities and bring huge benefits for larger organisations.

The figures from the Institute of Legacy Management are impressive-

  • It is estimated that more than £3 billion of legacy gifts is received by UK charities each year, the largest ever reported.

  • In 2018 an average estate that gave money to charity gave 16.7% of the value of their wealth to charities. A total of 37,856 estates contained a gift to charity which equates to 6 in every 100 deaths. (source Smee & Ford).

  • It is estimated that a 4% growth in legacy giving could raise an extra £1 billion for UK charities.

  • The number of deaths in the UK is likely to rise 20% over the next 20 years, resulting in a probable increase in legacy gifts left to charities.

Yet most charities that we speak to admit that they could do better when it comes to legacy fundraising.

We are Leading Suppliers of Legacy Fundraising Solutions

The TAS Network of Independent Will Writers and Estate Planners is one of the leading suppliers of legacy charity fundraising solutions in the UK. Whether you are a large national charity or a smaller regionally based organisation TAS can offer you the opportunity to raise significant funds for your organisation through legacy fundraising.

Our solution works well for membership organisations and charities working with vulnerable people. It is particularly successful for organisations that work with older members of the population. The solution involves some investment upfront, but any spend is fully accountable and the return on investment has historically been significant. We align ourselves with the Institute of Legacy management’s five principals of Sensitivity, Transparency, Integrity, Collaboration and Information, so you can be sure that when you work with the TAS Network your clients will be treated with respect and tact.

Recent projects undertaken by the TAS network have shown that a properly targeted legacy fundraising programme can lead to a return on investment of £20 for every £1 spent in fundraising. Alongside this over 30% of Wills written under the TAS Legacy scheme include charitable legacies, a fivefold increase on the national average.


Case Study – SCOPE

As an example we have recently worked alongside Scope. They are a leading disability charity and exist to make this country a place where disabled people have the same opportunities as everyone else. They provide support, information and advice to more than a quarter of a million disabled people and their families every year. They raise awareness of the issues that matter, driving change across society until this country is great for everyone.

Let’s Meet

The very best way to explore the ways that working with TAS will benefit your business is to meet with us. We will talk you through the TAS offer and the ways that we can benefit your Charity and your patrons. Why not arrange a meeting today, please e-mail or call us on 01778 382791 to book your initial discussion.