The 5% Legacy Solution

See the difference the 5% Legacy Solution will make for your organization.

In the text box below, input the number of people who actively support your organization (include your current donors, subscribers, clients, members and volunteers) for whom you have contact information; then select the country in which you are based.

Please enter Stakeholder Base:
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Future estimated revenue from legacy gifts based on supporter engagements levels
Stakeholder Base LER Legacy Gifts (#) Future estimated revenue*
* Estimated revenue is based on an average legacy gift of $45,000
The majority of this revenue will be received in the next 15 years. On average, a legacy gift is received 7 years after it is arranged.
LER = Legacy Engagement Ratio

Research shows that up to 40% of charity supporters will consider making a legacy gift to a favourite charity, but most organizations (even those with mature legacy programs) secure legacy gift commitments from no more than 1% of their supporters. That’s because the traditional gift-planning method for generating legacy gifts is not designed to engage large numbers of donors in legacy giving.

S.T. Legacy Group’s 5% Legacy Solution is a customized legacy engagement system with a proven track-record of success. Whether your organization is large or small, has an existing planned giving program or not, we can help you implement a legacy system that can result in up to 5% or more of your supporters leaving a legacy gift to your charity.

Complete a brief survey and will we send you a report outlining how the 5% legacy solution can be implemented at your organization.

“S.T. Legacy Group’s legacy engagement system completely transformed our organization. It helped convert 7% of our supporters to a bequest commitment, generating an estimated $150 million in deferred revenue … and probably much more. The organization has already seen a massive increase in annual income as a result of this system. It now has a sustainable source of revenue for decades to come. This was the best investment we ever made.”
– Eric Durack, Planned Giving Manager, British Columbia Society for the Prevention of Cruelty to Animals

Success Metrics

Help our sector gain insight by taking part in our Success Metrics study via a survey.

5% Legacy Solution

"Although we have just begun using the legacy survey, it is yielding brilliant results in more ways than one … legacy leads, legacy commitments, and especially the lovely and heart-warming stories about the care our donors or their family received at our hospital."

- Cass Cozens, Manager of Major & Planned Giving, St. Paul’s Hospital Foundation, Saskatoon

See how the 5% Legacy Solution can work for your organization.