1. Are you Dying... To Leave a Legacy?
Good morning, hear me, see me?
Name, Role, Background
I have purposely entitled today’s session – are you dying… to leave a legacy
Andrew wanted to get your attention & it’s a Saturday - on the agenda if nothing else
Will explain more throughout the session
Thought I’d talk about
the market & sector
top tips on encouraging legacies in your charity or church
Eleanor Stead
National Legacy & Funding Officer

2. Financial opportunity
Christian Giving
Life affirming
Appropriate
Prospects
Mortality Rates
Face to face fundraising

3. Legacies A POT OF GOLD Progress report
Overall felt stronger approach was needed
Agreed on regular progress report including statistics update
National Strategy
Looked at ways to better engage and motivate dioceses, parishes & improve communications
Church Legacy Website
All agreed it was in need of a purple face lift
Agreed website should be branded cofe
CL website was for individuals, PR for parishes. Look to further improve PR after CL launched
Launch it after Xmas

4. Valuable Source of Income
Voluntary Sector
Worth around £2.3 billion pa
Church of England
Worth £52.8 million in 2014
Progress report
Overall felt stronger approach was needed
Agreed on regular progress report including statistics update
National Strategy
Looked at ways to better engage and motivate dioceses, parishes & improve communications
Church Legacy Website
All agreed it was in need of a purple face lift
Agreed website should be branded cofe
CL website was for individuals, PR for parishes. Look to further improve PR after CL launched
Launch it after Xmas
Data: Institute of Fundraising

5. Legacy Market 75% of Britons regularly give to charity,
but only 7% leave a gift in their will…
Progress report
Overall felt stronger approach was needed
Agreed on regular progress report including statistics update
National Strategy
Looked at ways to better engage and motivate dioceses, parishes & improve communications
Church Legacy Website
All agreed it was in need of a purple face lift
Agreed website should be branded cofe
CL website was for individuals, PR for parishes. Look to further improve PR after CL launched
Launch it after Xmas
Data: Institute of Fundraising

6. £400 m Voluntary Income Legacy Income £300 m £200 m £100 m £0
Data: Institute of Fundraising
£400 m
Voluntary Income
Legacy Income
£300 m
£200 m
£100 m
Charities that received the 5 largest pots of legacy income
Household charities – half of voluntary income, they’re depending on it – stream of income £0
National Trust
CRUK
RNLI
RSPCA
BHF

7. - RNLI over £90ml pa in legacy income.
- 6 out of every 10 lifeboats launched by the RNLI is launched by the legacies of supporters

8. £400 m Church of England Voluntary Income Legacy Income £300 m £200 m
Charities that received the 5 largest pots of legacy income
Household charities – half of voluntary income, they’re depending on it – stream of income £0
National Trust
CRUK
RNLI
RSPCA
BHF

9. £400 m Church of England Voluntary Income Legacy Income £300 m £200 m
Charities that received the 5 largest pots of legacy income
Household charities – half of voluntary income, they’re depending on it – stream of income £0
National Trust
CRUK
RNLI
RSPCA
BHF

10. Total Legacy Income & Total PCC Income of Diocese
Average legacy income is about £1.4 but in recent years received over £2m.
2009 £1.344
2010 £1.168
2011 £1.268
2012 £987
2013 £1.633
2014 £2,352
About 6% of total legacy income

11. Total Legacy Income & Total PCC Income of Diocese
Average legacy income is about £1.4 but in recent years received over £2m.
2009 £1.344
2010 £1.168
2011 £1.268
2012 £987
2013 £1.633
2014 £2,352
About 6% of total legacy income

12. * Christian Giving Christian Giving Generosity & Sacrifice
Proportionate Giving
Christian giving is generous & sacrificial – so are legacies
Must view legacies as a natural & fundamental part of Xian giving

13. Called to exercise Godly Stewardship
“For all things come from you, and of your own
we have given you.” 1Chronicles 29.14
Christians are called to exercise a godly stewardship over all that God has given to us.
Everything comes from you, and we have given you only what comes from your hand. 1chronicles 29.14

14. Writing your Will A Simple Act of Good Stewardship
- Archbishop Cramner wrote the first Prayer Book in the English Language over 500 years ago
Will writing – nothing new. Priests encouraged their parishioners to make a Will - good stewardship.

15. “And if he have not before disposed of his goods, let him then 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…”
Book of Common Prayer
Highlight discharging of his conscience (you feel better when you’ve written a will)
Quietness of his Executors (the worst legacy you can leave your loved ones is to not make a will)
Whilst they are in health (a message to the living, to everyone. Whenever your personal circumstances change, have you reflected them in your will)
Book of Common Prayer, 1662

16. * Mission and Ministry A lasting gift to God The largest gift to God
Legacies offer a rich potential for funding mission and ministry
Important that we use their gifts to make a difference
About credibility – not plugging a hole, make a difference to church life & church community

17. How is the C of E encouraging Legacy Giving?
How are we applying that to cofe?
What are we doing in our churches?

18. 4 Simple Steps Legacy Policy Marketing Materials Share your Story
Revisit Regularly
Proposal forward to management for £10,000 to complete stock and produce USBS. I asked for 10,000 I got 2,000 but that’s enough to now have a decent stock in the stock cupboard

19. www.parishresources.org.uk/legacies Along with materials available
Website dedicated to legacies
provides further information for individuals, pccs and solicitors
tells stories, paints pictures
first step in re-branding our communications
please visit the website and have a look

20. www.churchlegacy.org.uk Along with materials available
Website dedicated to legacies
provides further information for individuals, pccs and solicitors
tells stories, paints pictures
first step in re-branding our communications
please visit the website and have a look

21. National Legacy & Funding Officer
Are you Dying...
To Leave a Legacy?
Well yes, we are all dying
Old or young from the moment you are born, you’re technically dying.
But in this room we’re different, we believe in the resurrection…
Light and hope
Are you dying to leave a legacy? Majority no, some yes, some (after our session – thinking about it)
It’s our role to provide spiritual and practical guidance for those who do and that’s why you should encourage legacy giving in your parish. Because it’s up to them, not us to decide how they support their church.
Eleanor Stead
National Legacy & Funding Officer

22. Questions, Thoughts, Comments
Call: