1. Encouraging Legacy Giving in your Parish
Eleanor Gill National Legacy & Funding

2. Financial opportunity Christian Giving Life affirming Appropriate
Prospects
Mortality Rates
Face to face fundraising
Making the ask
Talking about legacies as a financial opportunity for our parishes
Framing them within the context of Christian Giving
Legacies are life affirming – they’re made by the individual when they’re alive, therefore they are their living wishes. Legacies are only activated by death.
Because of this – appropriate to talk about.
Not here to help identify who is next likely to pop their clogs
There are no direct conversations unless the individual approaches you at the church. You only talk about it if you’re comfortable with the subject
You never ask someone to leave a legacy. You give them the information and indirectly ask them to consider remembering their local church in their Will.

3. L E G A C Y What does the word mean to you?
Key Words Usually death, Wills, money, rich elderly woman, charity,
* Demonstrate legacies mean different things to different people

4. Legacies
A POT OF GOLD
Legacies are called a pot of gold in the Voluntary Sector, called it for two reasons

5. 1. Valuable source of income
Voluntary Sector
Worth around £2 billion pa
Church of England
Worth £44.2 million in 2011
Worth a lot of money – very valuable source of charitable giving
Data: Institute of Fundraising

6. An increase of just 4% would raise a further £1 billion pounds!
2. Legacy Market
75% of Britons …
An increase of just 4% would raise a further £1 billion pounds!
75% of Britons regularly give to charity in their lifetime but only 7% currently include a gift in their Will.
Huge market BUT a dominated one
Data: Institute of Fundraising

7. £400 m Voluntary Income Legacy Income £300 m £200 m £100 m £0
Charities that received the 5 largest pots of legacy income
Household charities – half of voluntary income, they’re depending on it – important source of income.
Cancer Research UK £157m
RNLI £92m
RSPCA £58m
BHF £52
NT £50m £0
Cancer Research
National Trust
RNLI
RSPCA
BHF

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

9. £400 m Church of England Voluntary Income Legacy Income £300 m £200 m
Main reason – type of gift we receive
Two types of gift you can receive Pecuniary (cash) Residuary (percentage of estate) £0
Cancer Research
National Trust
RNLI
RSPCA
BHF

10. £400 m £300 m £200 m £100 m £0 Cancer Research National Trust RNLI
2 types of gifts charities usually receive – Residuary (% of estate) or Pecuinary (cash sum)
Most charities receives an even split – 50/50.
Average gift size £25,600 £0
Cancer Research
National Trust
RNLI
RSPCA
BHF

11. £400 m £300 m £200 m £100 m £0 Church of England
We receive majority cash gifts – 80/20 split
Average gift size £10,900 £0

12. £400 m Church of England Voluntary Income Legacy Income £300 m £200 m
If we could receive more residuary gifts our income would be here
Could massively increase annual income, by doing very little – must act now!
Any questions £0
Cancer Research
National Trust
RNLI
RSPCA
BHF

13. Christian Giving Extension of our regular giving
fundamental part of giving
We teach proportionate giving
extension of St Paul’s teaching
Generosity and Sacrifice
for it is in giving, that we receive
- Regular giving still focus. Legacies are extension & therefore fundamental part of Christian giving
disposable income why not estate?
St Paul’s advice & teachings on prop giving
– 5% to your church
Christian giving is generous & sacrificial – so are legacies
Must view legacies as a natural & fundamental part of Xian giving

14. 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

15. Stewardship – Will Writing
A Simple Part of Good Stewardship
Theological Reasons
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.
rich relationship with God is more important than having riches in the bank
When we make a will – shift in mindset. Thinking about passing on to others

16. “Watch out! Be on your guard against all kinds of greed: a mans life does not consist in the abundance of his possessions.”
Luke – 22
rich relationship with God is more important than having riches in the bank
When we make a will – shift in mindset. Thinking about passing on to others

17. “ Each man should give what he has decided in his heart to give, not reluctantly or under compulsion, for God loves a cheerful giver.” 2Corinthians 9.6
. Legacies are not for everyone, for those who do – it is joyous Giving
The cohesion of a christian fellowship is indicated by cheerfulness in receiving as well as in giving

18. Mission & Ministry A lasting gift to God The largest gift to God
not to pay the bills
The largest gift to God
a gift that costs nothing
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

19. This is what m&m means – all encompassing
Inspirational message to all potential legators
If a gift fell out of the sky – this is what you could use if for

20. St Paul’s, Tongham
In farnham, Surrey
A legacy left enabled the parish to part-fund a full-time Children’s and Families Worker with the security of sufficient funding for several years.

21. All Saints’, Lightwater
In Guildford Diocese
A legacy left to by parishioners Frank and Hazel was used to make a joyful sound as the newly-restored bells ring out their greetings.

22. St Luke’s, Watford
In Memory of Joyce
In St Albans Diocese

23. What could your parish do?
£1,000
£10,000
£50,000
£100,000
£5,000
£500,000
If a gift fell out of the sky – this is what you could use if for
5 mins In groups come up with a legacy vision – what would you do with that money?
£25,000
£250,000

24. “I’m sorry love. We’re Northern and that’s all there is to it.”
Being Northern – lots of things we do, one the above
British reserve – taboo topic; death, money and inheritance
Can’t talk about legacies without talking about the above.
Encourage you to talk about it, relevant to all.
“I’m sorry love. We’re Northern and that’s all there is to it.”

25. Stewardship – Will Writing
A Simple Part of Good Stewardship
Theological Reasons
Practical Reasons
Theological reasons – practical reasons too.
1. Intestacy Rules

26. 70% of adults in this Country
1. Intestacy Rules
70% of adults in this Country
do not have a Will …
If you die without a will, your assets will pass in accordance with a set of legal rules – the intestacy rules
Intestacy example
People not physics – can’t apply a set of rules to a persons life
Simple example, modern day life is complicated.
Data: Financial advice service unbiased.co.uk

27. Stewardship – Will Writing
A Simple Part of Good Stewardship
Theological Reasons
Practical Reasons
1. Intestacy Rules
2. Inheritance Tax

28. Nil rate band £325,000 frozen until 2018/19
2. Inheritance Tax
Nil rate band £325,000 frozen until 2018/19
More estates taxable
17,000 in
20,000 in
More revenue raised
£2.72b in
£2.91b in
Charitable gifts are exempt and reduce the size of the taxable estate
Attractive option to a lot of people.

29. Stewardship – Will Writing
A Simple Part of Good Stewardship
Theological Reasons
Practical Reasons
Theological reasons – practical reasons too.
1. Intestacy Rules
2. Inheritance Tax
3. Triggers

30. 3. Triggers People make or review their Will at different life stages
Main reason is Trigger Points: Trigger points to make a Willbuying property, marriage, divorce, death of spouse/relative, birth of children, winning money
Our duty to remind – about time you made a will, have you updated it?

31. Legacies
Practical
Mission & Ministry
Theological
Recap
Financial

32. Coffee Break

33. Play a game called Mix and Match.
- Match up the legacy gift to legacy recipient

34. Why do people leave a legacy?
Does anyone support a charity?
Why do you support that charity?
Why do you support a charity? (individual factors, reciprocation, altruism, empathy, negative state relief)
Same reasons - logical culmination of a lifetimes support
Has anyone included a gift in their Will?
Why have you included a gift in your Will?

35. A gift to the Charities Vision
AND THAT is why people leave a legacy gift – because they BELIEVE in the charity & the VISION it is achieving
- What are these 3? Their vision – what will they achieve if you leave a gift in your will?
- CofE– same thing vision to grow mission and ministry in your church
-*When encouraging legacy gifts think big, dream, will enable your supporters to do so too

36. Recap Financial Theological Mission & Ministry Practical
‘What day is it? asked Pooh
‘It’s today’ squeaked Piglet
‘Ah my favourite day’ said Pooh
All the right reasons
Big gains
Need to act – NB market
Act today, can act now
Financial
Theological
Mission & Ministry
Practical

37. Make and Communicate a Legacy Policy
What your Parish can do
Step 1
Make and Communicate a Legacy Policy
Why is it important to have a legacy policy? (make decisions before you receive gift, communicate to all).
Example
4 mins writing own one

38. Make legacy literature available
What your Parish can do
Step 2
Make legacy literature available
Literature available – where they can find out more

40. Hold a Thanksgiving Service
What your Parish can do
Step 3
Hold a Thanksgiving Service
Talk about the importance of gifts
Remember gifts received
Celebrate gifts received

41. Legacy Sunday Month of Remembrance Saying Thank you
Talk about the importance of gifts
Remember gifts received
Celebrate gifts received

42. Review Legacies Regularly
Step 4
Review Legacies Regularly
5 simple annual ways
1 month of remembrance
Annnual giving form
Parish mag
Will Aid
Celebrate gifts previously recieved

43. www.churchlegacy.org.uk Lots more examples on An Amazing Gift tab.
Also worth introducing this website as it has lots of information on legacies, but also help for the next stage – what your parish can do

44. Simple Parish Steps Step 1: Make and Communicate a Legacy Policy
Step 2: Make legacy literature available
Step 3: Hold a Legacy Service
Step 4: Review legacies regularly
Simple steps, simple actions parishes can take.

45. when they’re asked! My Final Thought
By far, the largest trigger for people leaving a Gift in their Will is …
when they’re asked!
If you don’t ask, you don’t get

46. Questions, Thoughts, Comments