1. DTAS Conference 2013
2/09/2013
Legacies
Exploring the potential for your Development Trust and your local community
Martin Hayman, Fundraising Consultant, Inspire and Ask
(Haddington Community Development Trust)

2. Why Legacies? From a Development Trust perspective
Alternative source of funding
Scale – small number, high value
Flexibility
Leverage for other funding

3. Why Legacies? From a donor’s perspective
Strong emotional ties to their local community
Involved with the Trust
Already know (and trust) people responsible
Understand the impact their gift could make
Know the people who will benefit

4. Legacies left to Haddington
17th Century - recorded in St Mary’s Church
George Cockburn left
148 merkes in 1664

5. Legacies left to Haddington
17th Century - recorded in St Mary’s Church
Thomas Nicolsone left
58 pounds in 1666
James Spotswode left
18 pounds in 1665

6. Legacies left to Haddington
17th Century - recorded in St Mary’s Church

7. Legacies left to Haddington
18th Century - held in the town library
“For the love favour and Respect which I have and bear to the Toun of Hadingtoun (The place of my Birth and Education)”
Opening lines from the Will of Rev. John Gray, 1717

8. Legacies left to Haddington
19th Century – local history archive
John Borthwick, formerly of Haddington, died in the London Parish of Clapham on 1 January 1866.
He left the residue of his personal property to the Provost and Baillies of the Burgh of Haddington for the benefit of the poor of the town.

9. Legacies left to Haddington
20th Century – from media coverage
“A Benefactor to Haddington
Bequest for Improvement of Town”
Headline in the Glasgow Herald, 1940
Mr John Richardson, solicitor, left the residue of his estate to Haddington Town Council.

10. Legacies - How? You need to INSPIRE Demonstrate a record of success
Develop inspirational projects
Make it clear how much difference a legacy gift would make

11. Legacies - How? You have to ASK Understand your supporters
Provide them with information and opportunity
Lead by example
Discuss legacies at every opportunity

12. Legacies – Next Steps Board buy-in – this has to be a team effort
Research previous community legacies
Develop your ‘case for support’
Plan your campaign
Produce information for supporters