Legacy Strategy Health Check

Is your charity’s Gifts in Wills programme reaching its full potential? The Legacy Strategy Health Check is a powerful expert-designed diagnostic tool designed to help you assess and strengthen your legacy fundraising efforts.

In this comprehensive check-up, you’ll evaluate 10 key areas of your legacy strategy—from leadership and culture to supporter engagement and measurement. By the end, you’ll discover exactly where your strengths lie and where there’s room for improvement.

Benchmark Your Legacy Fundraising in 10 Key Areas

Performance Growth & Impact

Let’s start by looking at how consistently your legacy programme is performing

Purpose, Strategy & Vision

Now, we’ll explore the clarity and integration of your legacy vision & strategy

Reach Activities & Outreach

Review the strength & diversity of your legacy engagement activities & outreach

Storytelling & Communication

How clearly and emotionally can you connect. your legacy story and proposition

Tools, Resources & Infrastructure

What's the strength of your people, tools, & infrastructure supporting legacies

Culture & Internal Support

How embedded is legacy giving and behaviours in your organisational culture?

Expertise & Capacity

Explore the skills and expertise you have & need to drive legacy growth

Leadership Support

Strong leadership matters — how does your senior support for legacy make an impact

Engaging Supporters

Knowing & engaging supporters is key. How well do you connect with your audience?

Systems & Processes

How do well do your systems and processes support your legacy programme.

Discover the Strength of your Legacy Fundraising Strategy, get personalised scores and practical next steps

It’s free and only takes a few minutes