Legacy giving has increasingly become a cornerstone of financial sustainability for charities, with many now recognising its potential to fund long-term goals. But as more charities turn to legacy giving as a critical source of income, they face a growing challenge: standing out in an ever-more crowded market. 

Charities are investing heavily in strategies designed to reach new legacy audiences, with 88% of investment being directed toward new donor acquisition and free will writing services. While this represents a promising opportunity for growth, it also leads to a saturation of the market, where the sheer volume of messages makes it difficult for any single charity to stand out. More and more charities are struggling to cut through the noise and effectively communicate their message to potential legacy donors. 

Cutting Through the Noise 

While traditional methods like will-writing guides and informational brochures can still play a role, they are no longer enough to capture the attention of the modern donor. The focus needs to shift to more engaging, emotional and personalised campaigns that speak to the deeper motivations behind legacy giving. 

Emotionally driven storytelling: Charities can move beyond the technical aspects of legacy giving by focusing on the personal and emotional benefits. Sharing stories of how legacy gifts have made a tangible difference in people’s lives can help donors visualise the impact of their gift. Charities should focus on showcasing the lasting change their supporters’ gifts can create for future generations. This emotional connection is essential for building trust and engagement with potential legacy donors.

Make sure you consider the environment: Asking someone to pledge a gift in their will is a significant request, often driven by emotion and a deep connection to the cause. Creative storytelling works best when aligned to contextually relevant environments. There’s real power in aligning to the right media property where you can build connection to the cause and harness greater awareness. It’s something we took advantage of in the award-winning partnership we secured for the MND Association with ITV’s Coronation Street as one of its key characters, Paul Foreman, navigated his Motor Neurone Disease diagnosis. We secured unprecedented access for the MND Association to Coronation Street’s storylines to ensure that we placed the ad’s airtime against the most relevant episodes and plots. The campaign provided the charity with a unique platform to work with the UK’s longest running and most watched TV show to drive meaningful conversations and raise national awareness of MND. It’s important to not only focus on channels and environments that might deliver short-term, cost-efficient leads. Attracting Legacy donors is a long game.  

Measuring Impact: While legacy advertising is a long-term effort, it’s still important to track its effectiveness. Short-term metrics such as response rate percentage and cost per leads are easy to track, but it’s vital to understand how these might later convert into Legacy gifts. Understanding donors’ first connection with the charity and their ongoing touch points is hugely insightful, it can help you focus your efforts in the areas with the best overall returns, not just the ones delivering short-term efficiencies. 

Targeting younger donors: Legacy giving has traditionally been associated with older generations, but charities should also turn their attention to younger donors who may not have considered this form of giving. By presenting legacy giving as a long-term investment in a cause they care about, charities can tap into the values of younger audiences who are interested in making a lasting impact. Crafting targeted campaigns that emphasise the collective power of many small gifts can engage younger potential donors who might be hesitant about making large contributions. 

Innovative Partnerships: Cancer Research UK and Sky 

To creatively cut through the noise, Cancer Research UK formed an innovative partnership with Sky to promote its legacy giving program. The partnership enabled Cancer Research UK to showcase compelling, emotionally resonant stories about the impact of legacy gifts on cancer research in contextually relevant environments. 

Using the insight that people are more inclined to support the charity when they hear directly from those impacted by cancer, the campaign not only aligned peoples’ stories to contextually relevant content such as real-life medical themed shows on C5 but also brought the stories of artists affected by cancer to Sky Arts. There was a very strong emphasis on ensuring the messaging resonated with the right audience in the right places which allowed for a breadth of message to be delivered; from the key role of research to more emotive human stories.  

The rising investment in legacy fundraising reflects the fundraising challenges charities are facing and a growing recognition of legacy’s importance for future sustainability. However, with more charities than ever competing for attention, organisations must go beyond traditional methods and adopt more innovative and emotionally engaging approaches to stand out.  

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