Legacies: Building a foundation for the Future. Why legacies? Why now? Why this campaign? Where next?

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Presentation transcript:

Legacies: Building a foundation for the Future

Why legacies? Why now? Why this campaign? Where next?

Why legacies? Giving has grown throughout recession Share of giving holding up but... Giving is 10x size of legacies

Why legacies? C of E share of… 9.0% 5.4% 2.5%

Why legacies? if we % 5.4% gain a 5% share of charitable legacies

Why legacies? if we... increase gift size to 80% sector average Average C of E legacy gift £9,850 Average charitable legacy gift £25,600

Why legacies? if we... change balance of gifts 83% of C of E gifts are pecuniary 54% of sector gifts are pecuniary Average £3,000 17% of C of E gifts are residuary 45% of sector gifts are residuary Average £53,000

£1,000,000,000 The value of gifts from those church members likely to leave a legacy by 2030 Why legacies?

Why now? ‘The wealthy generation’ Asset rich but often cash poor Some are constrained in their regular giving Some would like to leave a gift in their will, but haven’t been asked.

Why now? Good stewardship includes leaving a will “let him be admonished to make his Will, and to declare his debts, what he oweth, and what is owing unto him; for the better discharging of his conscience, and the quietness of his Executors. But men should often be put in remembrance to take order for the settling of their temporal estates, whilst they are in health.”

A National Campaign Churchlegacy website National information Line. Diocesan Leaflets and posters focused on gifts to parishes Advice on willmaking, & different ways of leaving gifts across the Church.   Legacy Service (administered centrally)

Our local Booklet Booklet focused on leaving gifts to parishes in wills Every Church member Supported by poster and a guide for PCC’s

Follow-up Folder Folder available on request from helpline Contains three leaflets: –Will making preparation –Different ways of leaving a gift to the Church –Legacy Service Customised to our Diocese

Legacy Service Scheme to support those who want to leave multiple gifts. Single gift in will to Archbishops Council, accompanied by letter of wishes. Will suit a minority of people (hence only included in follow on pack), but who will leave a larger amount.

Legacy Promotion Guide Simple guide with practical advice for parishes.

Why legacies? Why now? The Campaign Where next? People want to leave a gift but often don’t know how 650,000 current church members over 60 National support, local focus How do we talk about wills with our congregations ? What practical support might we offer ?