Comprehensive review into legacy giving published for charities

A comprehensive literature review into legacy giving has been published to help charities and fundraisers wanting to make the most of the income source.

The new review, published by Legacy Voice, encompasses fundraising, psychology, psychiatry and behavioural economics. It pulls together over 160 previously published research papers into one review of why and how donors leave gifts to charity in their wills.

The report examines the area of will making, the major motivations to leave a gift to charity in a will, the influence of charity communications and the importance of ongoing stewardship.

It culminates in a legacy model, which seeks to summarise the decision making process that a donor goes through when deciding what and who to benefit in their will.

“We’d encourage anyone with an interest in legacy fundraising to draw on this review,” one of the report’s authors, Dr Claire Routley said.

“The more we can build our legacy fundraising around what we know about our supporters, the better we can meet their needs and aspirations, whilst, ultimately, raising more to help our beneficiaries,” she said.

Legacy Voice director, Ashley Rowthan added: “What this research shows us is that legacy giving is driven primarily by a donor’s personal experience and values, and that leaving a gift in a will helps us find meaning in life, and a means to live on after our death. We see that legacy giving meets a real need for people, to find new meaning and purpose in later life. Legacy giving makes people happy”.

    Share Story:

Recent Stories


Charity Times video Q&A: In conversation with Hilda Hayo, CEO of Dementia UK
Charity Times editor, Lauren Weymouth, is joined by Dementia UK CEO, Hilda Hayo to discuss why the charity receives such high workplace satisfaction results, what a positive working culture looks like and the importance of lived experience among staff. The pair talk about challenges facing the charity, the impact felt by the pandemic and how it's striving to overcome obstacles and continue to be a highly impactful organisation for anybody affected by dementia.
Charity Times Awards 2023

Mitigating risk and reducing claims
The cost-of-living crisis is impacting charities in a number of ways, including the risks they take. Endsleigh Insurance’s* senior risk management consultant Scott Crichton joins Charity Times to discuss the ramifications of prioritising certain types of risk over others, the financial implications risk can have if not managed properly, and tips for charities to help manage those risks.

* Coming soon… Howden, the new name for Endsleigh.