Sep 1, 2020
In this episode we chat to Rob Cope, Director of Remember A
Charity, about charitable legacy gifts and legacy fundraising: what
they are, what role they play in the overall charity landscape and
how they have changed during the COVID pandemic. Including
- How big a part of the landscape for charitable giving in the UK
are legacies? How has this changed over time?
- If legacies have been a growth area in recent years (as many
figures suggest), why is this? Is there greater awareness, more
fundraising, or are people simply more likely to leave wills?
- What particular role do legacies play in the overall funding
mix for charities? (i.e. what is their unique value?)
- Why do people leave legacies? How to fundraisers tap into some
of the complex psychological drivers?
- How do legacy gifts relate to other forms of giving at an
individual level? (i.e. do most legacy gifts come from people who
already give in other ways, or do they come instead of other
- Does discomfort when it comes to talking about death present an
ongoing barrier to legacy fundraising?
- Does uncertainty about the legal status of legacy gifts (and a
number of high-profile cases of legal challenge) present a
- How has the COVID crisis affect the charitable legacy
- Has increases awareness of mortality resulted in more
will-making (and consequently more legacy gifts?)
- Have there been issues with existing legacy gifts during the
crisis? (Either in terms of sustaining them, or finalising them in
- What effect has the impact of the pandemic on normal
end-of-life processes such as funerals had on legacy giving? (E.g.
has it resulted in more in-memory gifts from those who have been
unable to commemorate the loss of loved ones properly?)
- How has new legacy fundraising been affected by lockdown
measures and restrictions on physical interaction?
- Have fundraisers had to be more sensitive to the challenges of
discussing legacy gifts at a time when many older people have felt
particularly nervous or afraid as a result of the pandemic?
- What impact might the short and medium term economic downturn
caused by the pandemic have on the legacy market?