Why Invest Now

Why invest now in the 5% Legacy Solution?
Simply put, legacy giving will be by far the largest revenue growth area for charities over the next few decades as the baby-boomer generation determines what their lasting legacy will be when their lifetime is at an end.

Charities that are proactive in approaching their stakeholders will have a huge advantage. Research has shown that approximately three quartres of donors who choose to leave a legacy gift, do not intend to leave additional planned gifts.
Your organization needs to be in the front of the pack.

Charities that engage a significant percentage of their stakeholder base in legacy giving will have a distinct advantage over those that do not. They will:

  • tap into a substantial and secure source of revenue – the assets of their stakeholders;
  • have significantly lower fundraising/administration costs;
  • open a revenue stream that keeps flowing with minimal resource investment; and
  • be freed from a total reliance on annual fundraising

And not only that – an investment in legacy giving is the wisest investment you will ever make:

Cost-to-donation ratio for different program areas

  • Legacy giving =  1 to 3 cents to raise $1
  • Major gifts = 10 -20 cents to raise $1
  • Direct Mail = 40 cents – $1.25 to raise $1
  • Special Events = 75 cents to $1.25 to raise $1

An effective legacy engagement strategy will be a life-line for many charities, helping to survive and prosper.

A focus on legacy giving doesn’t hinder annual giving, it actually helps it. That’s because those who make a legacy gift feel closer to the charity and more committed to its mission and vision.
The 5% Legacy Solution gives you a system to engage a significant percentage of your supporters to a legacy gift commitment.

Start planning now! Complete our 10 minute survey and we will send you a free outline of how you can engage more of your supporters in legacy giving.

Success Metrics

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

5% Legacy Solution

“This is a revolutionary and very practical approach. It’s a breath of fresh air and will motivate both fundraisers and donors to 'just do it'. It moves past the intricacies of planned giving instruments and tax incentives to the heart of the matter, the organization's mission and vision and how donors can help achieve that dream."

- Heather Wardle, Former Development Director, Seva Canada

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