Data analysis and systems agency Wood for Trees has launched a legacy toolkit whitepaper, with an accompanying webinar, to help charities and non-profits plan and review their legacy programmes.
The whitepaper, Legacy Toolkit: Five Tried and Tested Techniques to Build Your Legacy Insights, details a roadmap to using data about supporters and prospects efficiently and effectively, and how that can help inform decisions on further investment into future legacy marketing activity.
An hour-long, live webinar hosted by Wood for Trees Director of Analysis, Andrew Sargent, alongside Alzheimer’s Research UK Head of Legacy and In Memory Giving, Georgina Hyman, will also take place this Thursday, 8 July, at 11am-12pm BST.
The session will cover key topics in the whitepaper, including how fundraisers should approach building a robust legacy programme, which can generate a sustainable source of income. It will also look at how non-profits and charities can gain insight into current legacy supporters through financial forecasting and the adoption of marketing strategies that have data at their core.
Wood for Trees Managing Director, Jon Kelly, said:
“Legacies provide a crucial line of income for many charities but are often left largely to chance windfalls. Investing time now to put some structure into your legacy marketing and stewardship, using existing data as a starting point, can help to create a sustainable fundraising source for years to come.”
from UK Fundraising https://ift.tt/3Anwta1
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