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#2485 From: "jondavies_muchloved" <jonathan.davies@...>
Date: Wed May 9, 2012 9:44 am
Subject: Re: April topic of the month - a national day of remembrance
jondavies_mu...
Send Email Send Email
 
Hi,
One rather wacky idea i came across was 'sending a message to heaven'
see www.sentforever.com (although think service now stopped) - the idea that you
could transmit a message for your loved one out into space and it would keep
going for eternity.

Another lovely idea was writing the name of your loved one in anyway or place
you can and then taking a photo to create a montage - idea i saw for a girl
called Charlie who was killed at a train crossing a few years back:
http://www.writecharliesname.com/

Maybe more practical are the ideas like poetry competitions (can lead to amazing
expressiveness) and everyone lighting a 24hr memory candle on a certain day

Hope this triggers a few thoughts,
Best regards,
jon (MuchLoved)


--- In Legacymarketing@..., Claire Routley <Claire.Routley@...>
wrote:
>
> Hello everyone
>
> Leaving aside temporarily when the day would be, it would be great if we could
milk the creativity of the group a little...
>
> Does anyone have any ideas about the focus for such a day? There's fairly
obvious things we could encourage as a sector such as planting a tree in memory
of someone, but it would be great to have some more non-traditional suggestions.
Feel free to be wild and wacky, as that might spark an idea in someone else :)
>
> (And if you don't want to  post to all, but have an interesting thought,
please do pop on to me direct.)
>
> Best
>
> Claire
>
>
> From: Legacymarketing@...
[mailto:Legacymarketing@...] On Behalf Of Richard Hick
> Sent: 24 April 2012 09:33
> To: Legacymarketing@...
> Subject: RE: [Legacymarketing] Re: April topic of the month - a national day
of remembrance
>
>
> Sorry if the thread's dead - just back from leave.  As most religious
festivals and days were simply purloined from men in furs and with growing
secularism there's surely no need to attach to any particular date.  I quite
like the Mexican 'Day of the Dead' which has great value in allocating a finite
space for fresh grief and an enduring one for celebration (parties in cemeteries
are a wonderful idea) of the lives of loved ones.
>
> November is pretty much occupied with 11/11 and December with shopping which
exclude them pretty much.  So how about the summer solstice which, as the
longest day - is rather poetic, and inclusive.
>
>
>
> From:
Legacymarketing@...<mailto:Legacymarketing@...>
[mailto:Legacymarketing@...]<mailto:[mailto:Legacymarketing@yahoog\
roups.co.uk]> On Behalf Of Meg Abdy
> Sent: 17 April 2012 07:19
> To:
Legacymarketing@...<mailto:Legacymarketing@...>
> Subject: RE: [Legacymarketing] Re: April topic of the month - a national day
of remembrance
>
>
> I don't think we should see a day of remembrance primarily as a vehicle to
drive more legacies. Our recent research highlighted just how significant a
motivation in-memory is  - whether it's giving money, participating in
fundraising events, volunteering or leaving a legacy. There are many ways to
engage with supporters, their families and their wider communities.
> Someone suggested 21st December as a possible date. It's midwinter (so the
days lengthen from then on), and close to Christmas, when many people are
thinking about family and friends, but doesn't have a particular religious
connection. (other than the pagans!) I'm sure there are lots of theological
experts who know more about this than me!
> Rather than getting hung up on a particular date, I'd be interested to hear
what people think about the idea in general.
> Meg
>
>
> [cid:image001.jpg@...][cid:image002.png@...]
> Meg Abdy - Director
> Legacy Foresight Ltd
> Forge House
> Main Street
> Sinnington
> YO62 6SH
> +44 203 286 5275
> +44 7976426275
> www.legacyforesight.co.uk<http://www.legacyforesight.co.uk>
>
> From:
Legacymarketing@...<mailto:Legacymarketing@...>
[mailto:Legacymarketing@...] On Behalf Of rjradcliffe54
> Sent: 16 April 2012 7:47 PM
> To:
Legacymarketing@...<mailto:Legacymarketing@...>
> Subject: [Legacymarketing] Re: April topic of the month - a national day of
remembrance
>
>
>
> More Wills seem to be made (usually) in Autumn and Spring so November and
April are good. Personally the idea of a summer month of remembrance to me is
really weird "Let's go on holiday and die but before we do/or sail on an Italian
liner ..."
> to be focused on Remembrance/All Souls/Cenataph is fine for traditional
Christians but it might be really so bad for other traditions and cultures and
religions so it all depeends on your database.
> TO be honest as I grow older and cynicism grows daily (!) the mroe we milk
November the more boring it gets.......
>
> richard Radcliffe
> Radcliffe Consulting
>
> --- In
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk>,
"ANDREW" <andrew.shepherd@<mailto:andrew.shepherd@>> wrote:
> >
> > Regardless of religious or other perspectives about All Soul's Day (don't
forget pagan -which originated the celebration in the first place...although I'm
getting off the point). The commercialisation of Halloween might make the sector
appear to be jumping on a convenient bandwagon at that time of year, especially
with Remembrance Day around the corner which has a very specific resonance with
people. If an in-mem day did come out - although firstly I'd like to ask what is
the message we're trying to put across, as a sector? - would it not be better to
have it in the summer which is a much more positive time of year - given that we
are trying to get people to take solace in the fact that someting good can come
out of sadness and we all look to remember our loved ones at their best.
> >
> > Andrew Shepherd
> > Rethink Mental Illness
> > andrew.shepherd@<mailto:andrew.shepherd@>...
> > 0207 840 3033
> >
> >
> > --- In
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk>,
Sarah Sandon <sarahs@> wrote:
> > >
> > > I have been following the debates but haven't contributed as yet.
Interesting what "day of the dead" conjures up for some - I am very used to it
as it is a well-known bit of Mexican culture for those who either speak Spanish
or follow the cultures of Spanish and Portuguese speaking countries. In
Christianity there are the two days on 1st and 2nd November, All Saints day and
All Souls day (also known as the day of the dead!).
> > >
> > > I agree that to fix an in memoriam day it would make most sense to tap
into early November rather than contrive another.
> > > Sarah
> > >
> > > Sarah Sandon
> > > Head of Fundraising
> > > Direct line: +44 020 7326 2024
> > > www.progressio.org.uk<http://www.progressio.org.uk>
> > >
> > >
> > > [Description: Progressio: People powered development]
> > > Units 9-12, The Stableyard, Broomgrove Road, London SW9 9TL
> > > Tel: +44 (0) 20 7733 1195
> > >
> > > Progressio helps people gain power over their lives and
> > > overcome barriers that keep them poor
> > >
> > > Registered in the UK as a charity (number 294329) and a
> > > company limited by guarantee (number 2002500)
> > >
> > >
> > > [Description: arrow pointing at following text]
> > >
> > > Donate today and help poor people transform their
lives<http://www.progressio.org.uk/give>
> > >
> > >
> > > From:
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk>
[mailto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.c\
o.uk>] On Behalf Of Liz Clarke
> > > Sent: 16 April 2012 11:13
> > > To:
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk>
> > > Subject: RE: [Legacymarketing] Re: April topic of the month - a national
day of remembrance
> > >
> > >
> > > I agree - "Day of the Dead" sounds like a horror movie to me. I have a
mental picture of zombies..... maybe I just have an over active imagination!
> > >
> > > Liz
> > >
> > > Liz Clarke
> > > Head of Fundraising and Marketing
> > > Calibre Audio Library
> > > Aylesbury, Bucks, HP22 5XQ
> > > 01296 432 339 (switchboard)
> > > 01296 380 551 (direct line)
> > >
> > > Calibre Audio Library improves the quality of life for people with sight
or other disabilities, who cannot read print, by bringing them the pleasure of
reading through a subscription-free, nationwide postal service of audio books.
We offer a choice of over 8,500 titles, fiction and non-fiction. The Calibre
website, www.calibre.org.uk<http://www.calibre.org.uk/>, provides details of all
our services including on-line access to our complete catalogue of audio books.
> > > Registered charity no 286614
> > >
> > >
> > > From:
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk><ma\
ilto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.u\
k>>
[mailto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.c\
o.uk>]<mailto:[mailto:Legacymarketing@...<mailto:Legacymarketing%4\
0yahoogroups.co.uk>]> On Behalf Of Sam Hall
> > > Sent: 16 April 2012 11:09
> > > To:
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk><ma\
ilto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.u\
k>>
> > > Subject: RE: [Legacymarketing] Re: April topic of the month - a national
day of remembrance
> > >
> > >
> > > Thanks for sharing this- but reading Day of the Dead- this is a pretty
cold name- I much prefer the Muchloved- softer approach to this topic of
remberance, but this is my personal preference. Can it be re-branded and then
more people might want to celebrate the day rather than it feel morbid.
> > >
> > > Just my reflections.
> > >
> > > Sam
> > >
> > > Sam Hall (Mrs)
> > > Fundraising Manager
> > > 01908 856171
> > > 07779 081255
> > >
> > > Working hours: Monday, Tuesday and Thursday 9am - 5.15pm - Tel: 01908
856171
> > > Contactable anytime on 07779 081255
> > >
> > >
> > > [Description: cid:image001.jpg@]
> > >
> > >
> > > Scripture Union England & Wales
> > > 207-209 Queensway, Bletchley, Milton Keynes, MK2 2EB
> > > Tel: 01908 856000 Fax: 01908 856111 Web:
www.scriptureunion.org.uk<https://owa.scriptureunion.org.uk/exchweb/bin/redir.as\
p?URL=http://www.scriptureunion.org.uk/>
> > > Registered charity: 213422 Limited company: 39828 Registered in England
and Wales
> > > VAT number GB 233 473 180
> > >
> > >
> > >
> > >
> > > From:
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk><ma\
ilto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.u\
k>>
[mailto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.c\
o.uk>] On Behalf Of jondavies_muchloved
> > > Sent: 16 April 2012 10:50
> > > To:
Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.uk><ma\
ilto:Legacymarketing@...<mailto:Legacymarketing%40yahoogroups.co.u\
k>>
> > > Subject: [Legacymarketing] Re: April topic of the month - a national day
of remembrance
> > >
> > >
> > >
> > > Hi everyone,
> > >
> > > I think creating a wholly new national remembrance day might have a danger
of coming across as slightly artifical. Having said that, there is the All Souls
Day / Day of the Dead celebrations at the beginning of November which (and I
could be wrong here so please shout if you think so) I think are currently
under-celebrated in the UK which is a massive pity.
> > >
> > > To be more inclusive I would suggest that the Day of the Dead could become
a focal point for In Memoriam giving activities for charities (as All Souls Day
is a Christian commemoration) - for example helping and encouraging supporters
to have a meal with family and/or friends on this day which could be linked to
some In Memory fundraising.
> > >
> > > A few years ago I was invited to a Day of the Dead meal - where a place
setting was laid out and food prepared for an 'empty' space at the table and we
all lit a candle and had a small shrine created in the room for the occassion.
It was really memorable and moving....maybe this type of idea could be developed
to be much more widespread?
> > >
> > > With regards, Jon Davies
> > > (MuchLoved Charitable Trust)
> > >
> > > [Young people at a Scripture Union holiday]Memories from a Scripture Union
holiday last for a whole lifetime and not just because of all the great
activities. More excitingly each child and young person will encounter God. It's
a life-changing experience.
> > > Find out more here<http://www.scriptureunion.org.uk/Holidays/739.id>
> > >
> > > Scripture Union England & Wales
> > > Registered office: 207-209 Queensway, Bletchley, Milton Keynes, MK2 2EB
> > > Tel: 01908 856000 Fax: 01908 856111 Web:
www.scriptureunion.org.uk<http://www.scriptureunion.org.uk/>
> > > Registered charity: 213422 Limited company: 39828
> > > Registered in England & Wales
> > >
> > > This email has been scanned for known viruses using Webroot technologies
> > >
> > >
> > > __________________________________________________________
> > > This email has been scanned by the Symantec Email Security.cloud service.
> > > For more information please visit http://www.symanteccloud.com
> > > __________________________________________________________
> > >
> > > __________________________________________________________
> > > This email has been scanned by the Symantec Email Security.cloud service.
> > > For more information please visit http://www.symanteccloud.com
> > > __________________________________________________________
> > >
> >
>
> If you have received this communication in error please notify us immediately
by return email, and delete this email and all attachments immediately.  This
email is for the exclusive use of the intended recipient and may contain
information that is privileged, confidential and exempt from disclosure under
applicable law.  If you are not the intended recipient please note that any form
of disclosure, distribution, copying or use of this communication or the
information in it or any attachments is strictly prohibited and may be unlawful.
>
>
>
> The views or opinions are solely those of the author of this email, and do not
represent those of the Great Ormond Street Hospital Children?s Charity unless
specifically stated.
>

#2486 From: "Meg Abdy" <m.abdy@...>
Date: Sun May 13, 2012 2:44 pm
Subject: Legacy Bulletin, Issue 2 2012
megabdy
Send Email Send Email
 

I’m attaching the latest Legacy Bulletin, summarising income trends for the Legacy Monitor Consortium for the year to March 2012, along with our Spring newsletter. If you have any queries about the information in these documents, do contact me by email (m.abdy@...) and I’ll get back to you shortly

With best wishes

Meg Abdy

 

 

LF LogoForesight Logo v1

Meg Abdy - Director

Legacy Foresight Ltd

Forge House

Main Street

Sinnington

YO62 6SH

+44 203 286 5275

+44 7976426275

www.legacyforesight.co.uk

 


2 of 2 File(s)


#2487 From: "ashley.rowthorn" <Ashley.Rowthorn@...>
Date: Mon May 14, 2012 11:25 am
Subject: Legacy Marketing Vacancy - Alzheimer's Society
ashley.rowthorn
Send Email Send Email
 
Hi all,

I just wanted to draw your attention to a great opportunity work in the Legacy
Team at Alzheimer's Society.

We're looking for a Legacy Marketing Officer to provide maternity cover in the
north of England. It's a full time, 9 month fixed term contract paying £25,152.
The role will be based in York with regular travel across Yorkshire, North East
and the Lakes (lots of beautiful scenic driving!).

https://www.alzheimers.org.uk/site/scripts/recruit_details.php?id=3796

If you know of anyone who may be interested, please pass them the details.

Kind regards
Ashley

Ashley Rowthorn MInstF (Dip)
Legacy Marketing Manager
Alzheimer's Society, Holgate Villa, 22 Holgate Road, York YO24 4AB
T: 01904 633626   M: 07525 734234   alzheimers.org.uk
Leading the fight against dementia

#2488 From: Fiona Riley <fiona.riley@...>
Date: Mon May 14, 2012 12:12 pm
Subject: Job vacancy at Guide Dogs
squiffy_7
Send Email Send Email
 

Hi all

 

Guide Dogs is currently recruiting a Legacy Officer- Engagement (Scotland), to work with the Legacy Engagement Manager as one of a team of four Legacy Engagement Officers, to execute the implementation of the Legacy marketing strategy and to increase revenue from Legacy and In memoriam Giving. To work across all Guide Dogs' functions and departments within a defined supporter territory to highlight and promote the area of legacy and In Memoriam giving to all Guide Dogs supporters as well as to and by internal stakeholders. To find out more information and apply please visit the following link http://bit.ly/JbaNSS . Alternatively for an informal chat please feel free to contact me on 07990540070

 

 

Many thanks

Tish

Tish Ley

Legacy Engagement Manager

Guide Dogs

Tel: 0114 2470565

Mob:07990540070

 

Guide Dogs is reliant on the generosity of the public to continue its vital services. 2 out of 3 guide dogs are thanks to gifts in Wills, call us on 0845 603 1477 to find out more.

 

The Guide Dogs for the Blind Association Hillfields Burghfield Common Reading Berkshire RG7 3YG

website: www.guidedogs.org.uk

 

Registered Office: Hillfields, Burghfield Common, Reading, Berkshire, RG7 3YG Registered Charity No. 209617 A company limited by guarantee Registered in England Company No. 291646

 

 

Celebrating 80 years of extraordinary partnerships

 

The Guide Dogs for the Blind Association Registered Office: Hillfields, Burghfield Common, Reading, Berkshire, RG7 3YG. A company limited by guarantee registered in England and Wales (291646) and a charity registered in England and Wales

(209617) and Scotland (SC038979).

 

Tel: 0118 9835555

Website: www.guidedogs.org.uk

Email: guidedogs@...

 



Scope is a registered charity (number 208231) and a company limited by
guarantee (number 520866).
Our registered office is at 6 Market Road, London N7 9PW, England.
Our VAT number is 805156939.


Visit our website at http://www.scope.org.uk

This message, and any file(s) transmitted with it are confidential
and are intended only for the person(s) to whom they have been
addressed by the sender. This message may contain confidential and/or
privileged material. If you are not the intended recipient of this
message, or if you believe it was transmitted to you in error, you are
required to delete the message and any copies of it, and to notify the
sender immediately. Any unauthorised disclosure, copying, distribution,
or printing of this message or accompanying files, or unauthorised use
of any information contained therein, by anyone other than the
intended recipient(s) is prohibited and may be unlawful.

Any views expressed in this message or in any file(s) transmitted with
it are those of the author, and may not necessarily represent the
views of Scope.

#2489 From: Claire Routley <Claire.Routley@...>
Date: Wed May 16, 2012 1:16 pm
Subject: Job Vacancy
claireroutley
Send Email Send Email
 

Hi all

 

Please find attached a vacancy at Sue Ryder.

 

For more information, contact Holly Spiers at Sue Ryder: holly.spiers@...

 

The deadline for applications is Friday 25th May.

 

Best

 

Claire

 


1 of 1 File(s)


#2490 From: Fiona Riley <fiona.riley@...>
Date: Fri May 18, 2012 10:59 am
Subject: Legacy administrator vacancy - Scope (maternity cover)
squiffy_7
Send Email Send Email
 

Hi all

 

Scope is currently recruiting for a legacy administrator as maternity cover for 10 months from August. The job details are at the link below or you can email/call me for further information. The closing date for CVs is 31 May.

 

http://www.scope.org.uk/about-us/work-us/jobs/legacy-administrator-maternity-cover-london

 

Thanks

 

Fiona

 

Fiona Riley

Legacy Manager

Scope

6 Market Road, London, N7 9PW

Tel: 020 7619 7351

fiona.riley@...

www.scope.org.uk/legacies

 

 

Description: C:\Users\fiona.riley\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.Outlook\2LBO6YWA\8470--Amsterdam-300-email-signature-500x100_v2b.gif

 



Scope is a registered charity (number 208231) and a company limited by
guarantee (number 520866).
Our registered office is at 6 Market Road, London N7 9PW, England.
Our VAT number is 805156939.


Visit our website at http://www.scope.org.uk

This message, and any file(s) transmitted with it are confidential
and are intended only for the person(s) to whom they have been
addressed by the sender. This message may contain confidential and/or
privileged material. If you are not the intended recipient of this
message, or if you believe it was transmitted to you in error, you are
required to delete the message and any copies of it, and to notify the
sender immediately. Any unauthorised disclosure, copying, distribution,
or printing of this message or accompanying files, or unauthorised use
of any information contained therein, by anyone other than the
intended recipient(s) is prohibited and may be unlawful.

Any views expressed in this message or in any file(s) transmitted with
it are those of the author, and may not necessarily represent the
views of Scope.

#2491 From: Claire Routley <Claire.Routley@...>
Date: Fri May 18, 2012 1:07 pm
Subject: May's topic of the month.... Influencing
claireroutley
Send Email Send Email
 
Hello all
 
We’d be really interested in finding out the group’s views on the part influencing plays within their roles.
 
Does influencing play a big part in your role? Is this an area you feel you need to develop. What are the barriers to influencing in your organisation?
 
On the general theme of influencing, we’ve also created the attached document to help make the case for legacy giving in an organisation. It would be great to have your thoughts on it – is it useful, are there are questions you’re often asked which are missing, or do you have any other suggestions to make it a more useful document for us all to share?
 
Let us know your thoughts on May’s topic of the month.
 
Best
 
Claire
Claire Routley
Head of Legacy Giving
BIBLE SOCIETY
Stonehill Green, Westlea, Swindon SN5 7DG
Tel: 01793 418100  |  Fax: 01793 418118  |  Charity Reg. No. 232759
--------------------------------------------------------------------------------------------------
Let the Bible's light shine
Give children around the world a brighter future
biblesociety.org.uk/shine
Please consider the environment before printing this email.
------------------------------------------------------------------------------------------------------
I will be presenting at IoF National Convention 2012. See www.nationalconvention.org.uk for more details!


 
 
 

1 of 1 File(s)


#2492 From: "andy1perry" <andrew.perry@...>
Date: Tue May 22, 2012 3:30 pm
Subject: Preprinted codicils to support legacy marketing
andy1perry
Send Email Send Email
 
Hi

For some while we have been debating whether to make a pre-printed codicil
available for supporters to use with the aim of making it simple for people to
support the hospice in this way. Such an item could be used as an insert with an
article in our newsletter, part of a legacy mailing or as a downloadable form
from our website.

There are differing views about this both among fundraising staff and trustees,
but I am aware some hospices and other charities use them and have a few
examples from websites.

I would really appreciate any feedback from other hospices (and how codicils
have been used) who have or haven't taken this step and also any successes /
major problems which have been encountered, either in gaining agreement or once
the legator has died.

Any example codicils would also be appreciated.

Thanks for your help and feel free to call or email me directly.

Andy Perry
Fundraising Development Manager
St Barnabas Hospices

Tel: 01903 706330
Email: andrew.perry@...

#2493 From: Vinny Moran <vinny.moran@...>
Date: Tue May 22, 2012 3:33 pm
Subject: RE: Preprinted codicils to support legacy marketing
vinny.moran
Send Email Send Email
 

Hi all

 

I would be also interested in responses to this.

 

Thanks

 

Vinny Moran
SUPPORTER DEVELOPMENT MANAGER

 

Teenage Cancer Trust Logo

93 NEWMAN ST, LONDON, W1T 3EZ

DIRECT: 020 7612 0713
MAIN: 020 7612 0370
MOBILE: 07883 251288

 

Entertainment Exchange. 1 - 31 May

Recycle your old CDs and DVDs for Teenage Cancer Trust
This May, help raise funds for Teenage Cancer Trust in a different way – by making CDs and DVDs a currency and exchanging entertainment for cash!  Until 31 May, have a music spring clean and head down to your local Homebase store to drop off your old and unwanted CD albums and DVDs.  We’ll receive 50p for every eligible item received. Click here to find out more.

This message and any attachments are confidential and solely for the use of the intended recipient; it may not be disclosed to, or used by, anyone other than the addressee. While every endeavour is taken to ensure that e-mails are free from viruses, no liability can be accepted and the recipients are requested to use their own virus checking software. If you receive this message in error please advise the sender immediately. Please consider the environment before printing this email.

Teenage Cancer Trust is a registered charity: 1062559 (England & Wales); SC039757 (Scotland)

 

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of andy1perry
Sent: 22 May 2012 16:30
To: Legacymarketing@...
Subject: [Legacymarketing] Preprinted codicils to support legacy marketing

 

 

Hi

For some while we have been debating whether to make a pre-printed codicil available for supporters to use with the aim of making it simple for people to support the hospice in this way. Such an item could be used as an insert with an article in our newsletter, part of a legacy mailing or as a downloadable form from our website.

There are differing views about this both among fundraising staff and trustees, but I am aware some hospices and other charities use them and have a few examples from websites.

I would really appreciate any feedback from other hospices (and how codicils have been used) who have or haven't taken this step and also any successes / major problems which have been encountered, either in gaining agreement or once the legator has died.

Any example codicils would also be appreciated.

Thanks for your help and feel free to call or email me directly.

Andy Perry
Fundraising Development Manager
St Barnabas Hospices

Tel: 01903 706330
Email: andrew.perry@...


#2494 From: Eifron hopper <eifron@...>
Date: Tue May 22, 2012 4:21 pm
Subject: RE: Preprinted codicils to support legacy marketing
eifronh
Send Email Send Email
 
I have always resisted providing the wording for codicils, for several reasons:
 
  • Unless a codicil is carefully worded it can revoke all our part of the original Will and can do enormous damage to the testator's intentions. There are some quite complicated rules about revocation and re-publication of Wills. I appreciate that this can be avoided if a properly-drafted pre-printed form is used but that leads me on to...
  • ...it encourages D-I-Y Will-making which I still believe is fraught with danger. Yes, I know Solicitors and Will-writers make mistakes too, but they are insured and so an injured party can get recompense.
  • There is a real danger of the codicil, printed off and completed by our supporter, becoming separated from the Will to which it refers. This, potentially, creates lots  of problems on the testator's death if only the Will is found an the Codicil turns up much later or not at all.
These dangers need to be weighed against any perceived marketing advantage of providing pre-printed wording and overcoming some of the barriers to changing a Will but, for me, the dangers have always outweighed the advantages.
 
Eifron

To: Legacymarketing@...
From: andrew.perry@...
Date: Tue, 22 May 2012 15:30:29 +0000
Subject: [Legacymarketing] Preprinted codicils to support legacy marketing

 
Hi

For some while we have been debating whether to make a pre-printed codicil available for supporters to use with the aim of making it simple for people to support the hospice in this way. Such an item could be used as an insert with an article in our newsletter, part of a legacy mailing or as a downloadable form from our website.

There are differing views about this both among fundraising staff and trustees, but I am aware some hospices and other charities use them and have a few examples from websites.

I would really appreciate any feedback from other hospices (and how codicils have been used) who have or haven't taken this step and also any successes / major problems which have been encountered, either in gaining agreement or once the legator has died.

Any example codicils would also be appreciated.

Thanks for your help and feel free to call or email me directly.

Andy Perry
Fundraising Development Manager
St Barnabas Hospices

Tel: 01903 706330
Email: andrew.perry@...



#2495 From: "Ian Clark" <southwick@...>
Date: Tue May 22, 2012 5:56 pm
Subject: RE: Preprinted codicils to support legacy marketing
clarki36
Send Email Send Email
 
In my last post I got a solicitor to draft a standard codicil.   But I did not publish or promote it to supporters, keeping it in reserve in case someone (or their professional adviser) asked for it.
 
As well as Eifron's reasons, my main one was that I was trying to promote the idea of residuary gifts rather than pecuniary ones.  Codicils can only really handle gifts of money or possessions.  Money loses value over time unless index-linked in some way -- not an easy concept to explain or get legally watertight.
 
Given the financial pressures on elderly people's income and assets these days, I think it is safer to promote the "Provide for your family and then your favourite charity(ies)" message.  Financial advisers are increasingly advising clients to keep the number and size of pecuniary/specific gifts to a minimum, and to share the bulk of the remaining estate through the residue, as its size depends so much on longevity, nursing home fees etc.
 
I reckon that 2% of most estates would be worth more to most charities than most pecuniaries.   You can't get that through a codicil.
 
But I recognise that hospices may be a special case, dealing with terminally ill patients who may not want the trouble of revising their whole will.   Though if it is more than say 5 years old, it may need updating anyway! 
 
Ian Clark
Fundraising Strategy . . . improving charity effectiveness
01273 388240  southwick@...   


From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Eifron hopper
Sent: Tuesday, May 22, 2012 5:22 PM
To: legacymarketing@...
Subject: RE: [Legacymarketing] Preprinted codicils to support legacy marketing

 

I have always resisted providing the wording for codicils, for several reasons:
 
  • Unless a codicil is carefully worded it can revoke all our part of the original Will and can do enormous damage to the testator's intentions. There are some quite complicated rules about revocation and re-publication of Wills. I appreciate that this can be avoided if a properly-drafted pre-printed form is used but that leads me on to...
  • ...it encourages D-I-Y Will-making which I still believe is fraught with danger. Yes, I know Solicitors and Will-writers make mistakes too, but they are insured and so an injured party can get recompense.
  • There is a real danger of the codicil, printed off and completed by our supporter, becoming separated from the Will to which it refers. This, potentially, creates lots  of problems on the testator's death if only the Will is found an the Codicil turns up much later or not at all.
These dangers need to be weighed against any perceived marketing advantage of providing pre-printed wording and overcoming some of the barriers to changing a Will but, for me, the dangers have always outweighed the advantages.
 
Eifron

To: Legacymarketing@...
From: andrew.perry@...
Date: Tue, 22 May 2012 15:30:29 +0000
Subject: [Legacymarketing] Preprinted codicils to support legacy marketing

 
Hi

For some while we have been debating whether to make a pre-printed codicil available for supporters to use with the aim of making it simple for people to support the hospice in this way. Such an item could be used as an insert with an article in our newsletter, part of a legacy mailing or as a downloadable form from our website.

There are differing views about this both among fundraising staff and trustees, but I am aware some hospices and other charities use them and have a few examples from websites.

I would really appreciate any feedback from other hospices (and how codicils have been used) who have or haven't taken this step and also any successes / major problems which have been encountered, either in gaining agreement or once the legator has died.

Any example codicils would also be appreciated.

Thanks for your help and feel free to call or email me directly.

Andy Perry
Fundraising Development Manager
St Barnabas Hospices

Tel: 01903 706330
Email: andrew.perry@...



#2496 From: Catherine Clark <catherine.britain@...>
Date: Tue May 22, 2012 5:53 pm
Subject: Re: Preprinted codicils to support legacy marketing
catherinecla...
Send Email Send Email
 
I agree with Eifron, though I have helped donors with such simple things as our name, address, and charity no. and tried either to unrestrict their gifts or make them less specific (in 20 years, we might not have a particular course in need of bursaies, for instance).
 
Catherine Clark

On 22 May 2012 17:21, Eifron hopper <eifron@...> wrote:
 

I have always resisted providing the wording for codicils, for several reasons:
 
  • Unless a codicil is carefully worded it can revoke all our part of the original Will and can do enormous damage to the testator's intentions. There are some quite complicated rules about revocation and re-publication of Wills. I appreciate that this can be avoided if a properly-drafted pre-printed form is used but that leads me on to...
  • ...it encourages D-I-Y Will-making which I still believe is fraught with danger. Yes, I know Solicitors and Will-writers make mistakes too, but they are insured and so an injured party can get recompense.
  • There is a real danger of the codicil, printed off and completed by our supporter, becoming separated from the Will to which it refers. This, potentially, creates lots  of problems on the testator's death if only the Will is found an the Codicil turns up much later or not at all.
These dangers need to be weighed against any perceived marketing advantage of providing pre-printed wording and overcoming some of the barriers to changing a Will but, for me, the dangers have always outweighed the advantages.
 
Eifron

To: Legacymarketing@...
From: andrew.perry@...
Date: Tue, 22 May 2012 15:30:29 +0000
Subject: [Legacymarketing] Preprinted codicils to support legacy marketing

 
Hi

For some while we have been debating whether to make a pre-printed codicil available for supporters to use with the aim of making it simple for people to support the hospice in this way. Such an item could be used as an insert with an article in our newsletter, part of a legacy mailing or as a downloadable form from our website.

There are differing views about this both among fundraising staff and trustees, but I am aware some hospices and other charities use them and have a few examples from websites.

I would really appreciate any feedback from other hospices (and how codicils have been used) who have or haven't taken this step and also any successes / major problems which have been encountered, either in gaining agreement or once the legator has died.

Any example codicils would also be appreciated.

Thanks for your help and feel free to call or email me directly.

Andy Perry
Fundraising Development Manager
St Barnabas Hospices

Tel: 01903 706330
Email: andrew.perry@...





--
Catherine Clark
114 The Close
Salisbury  SP1 2EY
United Kingdom


#2497 From: Richard Hick <richard.hick@...>
Date: Wed May 23, 2012 8:01 am
Subject: RE: Preprinted codicils to support legacy marketing
eurospheric
Send Email Send Email
 

Hi Andy,

 

We have had one for some years now, see attached with old logo, and don’t actively promote them.  We don’t get more than half a dozen request a year but they are useful even if only used for the correct address and charity number details.  There is a ‘recommend that you see your solicitor’ suggestion.  There has been no evidence that our codicil has been used but we wouldn’t expect that anyway.

 

It’s simple enough to have a pre-printed one to offer if the circumstances are appropriate.

 

All best wishes

 

Richard

 

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of andy1perry
Sent: 22 May 2012 16:30
To: Legacymarketing@...
Subject: [Legacymarketing] Preprinted codicils to support legacy marketing

 

 

Hi

For some while we have been debating whether to make a pre-printed codicil available for supporters to use with the aim of making it simple for people to support the hospice in this way. Such an item could be used as an insert with an article in our newsletter, part of a legacy mailing or as a downloadable form from our website.

There are differing views about this both among fundraising staff and trustees, but I am aware some hospices and other charities use them and have a few examples from websites.

I would really appreciate any feedback from other hospices (and how codicils have been used) who have or haven't taken this step and also any successes / major problems which have been encountered, either in gaining agreement or once the legator has died.

Any example codicils would also be appreciated.

Thanks for your help and feel free to call or email me directly.

Andy Perry
Fundraising Development Manager
St Barnabas Hospices

Tel: 01903 706330
Email: andrew.perry@...

If you have received this communication in error please notify us immediately by return email, and delete this email and all attachments immediately.  This email is for the exclusive use of the intended recipient and may contain information that is privileged, confidential and exempt from disclosure under applicable law.  If you are not the intended recipient please note that any form of disclosure, distribution, copying or use of this communication or the information in it or any attachments is strictly prohibited and may be unlawful.
 
The views or opinions are solely those of the author of this email, and do not represent those of the Great Ormond Street Hospital Children’s Charity unless specifically stated.


1 of 1 File(s)


#2498 From: Charity Warnes <charity.warnes@...>
Date: Wed May 23, 2012 8:21 am
Subject: Re: Preprinted codicils to support legacy marketing
charity.warnes
Send Email Send Email
 

At our hospice we do have a pre-printed codicil but we don’t actively promote it and seldom use it (Andy, I will email it to you).

 

What we did find worked well, however, was to have an article in our newsletter written by a local solicitor explaining how codicils work, but also their pitfalls.  We did of course strongly recommend that anyone wishing to write a codicil should seek advice from a solicitor.  The solicitor who wrote the article said he had quite a few enquiries afterwards, the joy of that obviously being that he could ensure that any codicils written didn’t invalidate any part of the main Will.

 

 

 

Charity Warnes

Trusts and Legacies Manager

01707 382544

 

Isabel Hospice Ltd;                  

Telephone :  01707 382500       Fax: 01707 382598        

Registered Office: Isabel Hospice Head Office, 61 Bridge Road East,

Welwyn Garden City, Hertfordshire, AL7 1JR

Registered Company number: 03056823 (England and Wales

Registered Charity number: 1046826

www.isabelhospice.org.uk

 

 

 

 

Disclaimer
This e-mail is confidential and intended solely for the use of the addressee(s). If you are not the intended recipient, be advised that you have received this mail in error and that any use, dissemination, forwarding, printing or copying of this e-mail is strictly prohibited. The content of this e-mail or any attachment may contain software viruses, which could damage your own computer. While Isabel Hospice has taken every reasonable precaution to minimise this risk, it cannot accept liability for any damage which you sustain as a result of a computer virus. You should carry out your own virus checks before opening this e-mail or attachments.

 

 


#2499 From: "rjradcliffe54" <richard@...>
Date: Wed May 23, 2012 10:54 am
Subject: Re: Preprinted codicils to support legacy marketing
rjradcliffe54
Send Email Send Email
 
The pros and cons of codicils are well known but all I am interested in is
making action easy. I would hope that many might at least put the codicil with
their Will so that when they next take professional advice they will show it to
their solicitor.
Lets focus on being fundraisers and not legal people and then we can just hope
the legacy succeeds - dangerous but worth it!

Richard R
www.Radcliffeconsulting.org




--- In Legacymarketing@..., "andy1perry" <andrew.perry@...> wrote:
>
> Hi
>
> For some while we have been debating whether to make a pre-printed codicil
available for supporters to use with the aim of making it simple for people to
support the hospice in this way. Such an item could be used as an insert with an
article in our newsletter, part of a legacy mailing or as a downloadable form
from our website.
>
> There are differing views about this both among fundraising staff and
trustees, but I am aware some hospices and other charities use them and have a
few examples from websites.
>
> I would really appreciate any feedback from other hospices (and how codicils
have been used) who have or haven't taken this step and also any successes /
major problems which have been encountered, either in gaining agreement or once
the legator has died.
>
> Any example codicils would also be appreciated.
>
> Thanks for your help and feel free to call or email me directly.
>
> Andy Perry
> Fundraising Development Manager
> St Barnabas Hospices
>
> Tel: 01903 706330
> Email: andrew.perry@...
>

#2500 From: "Claire Heaney" <claire.heaney@...>
Date: Mon May 28, 2012 11:08 am
Subject: Stats
claireheaney1
Send Email Send Email
 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


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Email communications cannot be guaranteed to be secure or free from error or viruses.
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#2501 From: "ferniimcd" <fern.mcdonald@...>
Date: Mon May 28, 2012 10:10 am
Subject: Legacy marketing advice
ferniimcd
Send Email Send Email
 
Hi All,

Hoping you can help me with some advice, I have recently begun a maternity cover
post which covers legacy/ In mem income and marketing and I am hoping to get
some recommendations on how to best market both.

We are currently advertising on the Charity Choice website and have recently put
articles in the charity addition of Funeral Service times, does any one have any
other suggestions? We have also been contacted by the Private Client Adviser
magazine, does anyone have any dealings with them, are they worth advertising
in?

Thanks,

Fern

#2502 From: "rjradcliffe54" <richard@...>
Date: Mon May 28, 2012 11:21 am
Subject: Re: Stats
rjradcliffe54
Send Email Send Email
 
Hi Claire the stats by S & F a couple of years ago show the number of
culture/arts legacies growing from 2,300 to 2.900 in recent years - certainly
the number of people I meet in focus groups who are giving to arts bodies this
way is exploding. However the last couple of years has seen legacy numbers go
down by roughly 7% in ALL sectors....

Depressing but at least the sun is out!

Richard R
www.radcliffeconsulting.org


--- In Legacymarketing@..., "Claire Heaney" <claire.heaney@...>
wrote:
>
> Hello
>
>
>
> Is anyone able to share some current stats for % share/£ value of the legacy
market currently donated to Arts & Cultural charities?
>
>
>
> Thanks
>
> Claire
>
>
> Welsh National Opera emails are scanned using MessageLabs Technology.
>
> This communication contains information which is confidential and may also be
privileged. It is for the exclusive use of the intended recipients. If you are
not the intended recipients, please notify "itsupport.@..." by forwarding this
email and delete all copies from your system and be aware that disclosure,
distribution, copying or use of this communication is strictly prohibited.
> Email communications cannot be guaranteed to be secure or free from error or
viruses.
> To the extent permitted by law, Welsh National Opera Limited and its
subsidiaries do not accept any liability for use of or reliance on the contents
of this email by any person save by the intended recipients.
> Welsh National Opera registered in England & Wales # 454297
> Wales Millennium Centre, Bute Place, Cardiff CF10 5AL
>

#2503 From: Claire Routley <Claire.Routley@...>
Date: Mon May 28, 2012 11:21 am
Subject: RE: Legacy marketing advice
claireroutley
Send Email Send Email
 

Hello Fern

 

You might like to have a poke around in the archives of the group as there’re a few different opinions in there about the different types of advertising on offer. Click http://uk.groups.yahoo.com/group/Legacymarketing/ , then click ‘messages’ and search.

 

Have you considered the options for marketing to your warm audiences? They’re often the best place to start before you look at the cold advertising options.

 

Best

 

Claire

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of ferniimcd
Sent: 28 May 2012 11:11
To: Legacymarketing@...
Subject: [Legacymarketing] Legacy marketing advice

 

 

Hi All,

Hoping you can help me with some advice, I have recently begun a maternity cover post which covers legacy/ In mem income and marketing and I am hoping to get some recommendations on how to best market both.

We are currently advertising on the Charity Choice website and have recently put articles in the charity addition of Funeral Service times, does any one have any other suggestions? We have also been contacted by the Private Client Adviser magazine, does anyone have any dealings with them, are they worth advertising in?

Thanks,

Fern


#2504 From: "Meg Abdy" <m.abdy@...>
Date: Mon May 28, 2012 12:25 pm
Subject: RE: Stats
megabdy
Send Email Send Email
 

Hi Claire

According to our analysis in last year’s Legacy Market Review there were 12 arts and cultural organisations in the top 1000 legacy charities, and they received £13.5m in  legacy income – that’s around 0.8% of the total legacy market.

The analysis was based on accounts data for 2009/10 -  we’re updating the work this summer.

You might also be interested in our recent survey with Arts Quarter on legacies and arts – you can access it via our website www.legacyforesight.co.uk

Hope this helps

Meg Abdy

PS Richard – your point about the total number of legacies going down is clearly very important – are you(or S&F) planning to publish anything more specific?

 

LF LogoForesight Logo v1

Meg Abdy - Director

Legacy Foresight Ltd

Forge House

Main Street

Sinnington

YO62 6SH

+44 203 286 5275

+44 7976426275

www.legacyforesight.co.uk

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Claire Heaney
Sent: 28 May 2012 12:08 PM
To: Legacymarketing@...
Subject: [Legacymarketing] Stats

 

 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


Welsh National Opera emails are scanned using MessageLabs Technology.

This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify "itsupport.@..." by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.
Email communications cannot be guaranteed to be secure or free from error or viruses.
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#2505 From: "Claire Heaney" <claire.heaney@...>
Date: Mon May 28, 2012 12:23 pm
Subject: RE: Re: Stats
claireheaney1
Send Email Send Email
 

Thanks Richard.  Is that 2,900 per year?  Out of how many total?  My latest figure was 110,000 but that was 2008…

 

Also, back then I thought it was expected that the numbers of legacies would increase over the next few years… even if values were to fall.  But that does not appear to have happened then?

 

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of rjradcliffe54
Sent: 28 May 2012 12:22
To: Legacymarketing@...
Subject: [Legacymarketing] Re: Stats

 

 

Hi Claire the stats by S & F a couple of years ago show the number of culture/arts legacies growing from 2,300 to 2.900 in recent years - certainly the number of people I meet in focus groups who are giving to arts bodies this way is exploding. However the last couple of years has seen legacy numbers go down by roughly 7% in ALL sectors....

Depressing but at least the sun is out!

Richard R
www.radcliffeconsulting.org

--- In Legacymarketing@..., "Claire Heaney" <claire.heaney@...> wrote:
>
> Hello
>
>
>
> Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?
>
>
>
> Thanks
>
> Claire
>
>
> Welsh National Opera emails are scanned using MessageLabs Technology.
>
> This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify "itsupport.@..." by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.
> Email communications cannot be guaranteed to be secure or free from error or viruses.
> To the extent permitted by law, Welsh National Opera Limited and its subsidiaries do not accept any liability for use of or reliance on the contents of this email by any person save by the intended recipients.
> Welsh National Opera registered in England & Wales # 454297
> Wales Millennium Centre, Bute Place, Cardiff CF10 5AL
>


Welsh National Opera emails are scanned using MessageLabs Technology.

This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify "itsupport.@..." by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.
Email communications cannot be guaranteed to be secure or free from error or viruses.
To the extent permitted by law, Welsh National Opera Limited and its subsidiaries do not accept any liability for use of or reliance on the contents of this email by any person save by the intended recipients.
Welsh National Opera registered in England Wales # 454297
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#2506 From: "rjradcliffe54" <richard@...>
Date: Mon May 28, 2012 1:44 pm
Subject: Re: Stats
rjradcliffe54
Send Email Send Email
 
The Stats were for a whole year and the total number of legacies was 102,000
....
Richard
www.radcliffeconsulting.org

--- In Legacymarketing@..., "Claire Heaney" <claire.heaney@...>
wrote:
>
> Thanks Richard.  Is that 2,900 per year?  Out of how many total?  My latest
figure was 110,000 but that was 2008...
>
>
>
> Also, back then I thought it was expected that the numbers of legacies would
increase over the next few years... even if values were to fall.  But that does
not appear to have happened then?
>
>
>
>
>
> From: Legacymarketing@...
[mailto:Legacymarketing@...] On Behalf Of rjradcliffe54
> Sent: 28 May 2012 12:22
> To: Legacymarketing@...
> Subject: [Legacymarketing] Re: Stats
>
>
>
>
>
> Hi Claire the stats by S & F a couple of years ago show the number of
culture/arts legacies growing from 2,300 to 2.900 in recent years - certainly
the number of people I meet in focus groups who are giving to arts bodies this
way is exploding. However the last couple of years has seen legacy numbers go
down by roughly 7% in ALL sectors....
>
> Depressing but at least the sun is out!
>
> Richard R
> www.radcliffeconsulting.org
>
> --- In Legacymarketing@...
<mailto:Legacymarketing%40yahoogroups.co.uk> , "Claire Heaney" <claire.heaney@>
wrote:
> >
> > Hello
> >
> >
> >
> > Is anyone able to share some current stats for % share/£ value of the legacy
market currently donated to Arts & Cultural charities?
> >
> >
> >
> > Thanks
> >
> > Claire
> >
> >
> > Welsh National Opera emails are scanned using MessageLabs Technology.
> >
> > This communication contains information which is confidential and may also
be privileged. It is for the exclusive use of the intended recipients. If you
are not the intended recipients, please notify "itsupport.@" by forwarding this
email and delete all copies from your system and be aware that disclosure,
distribution, copying or use of this communication is strictly prohibited.
> > Email communications cannot be guaranteed to be secure or free from error or
viruses.
> > To the extent permitted by law, Welsh National Opera Limited and its
subsidiaries do not accept any liability for use of or reliance on the contents
of this email by any person save by the intended recipients.
> > Welsh National Opera registered in England & Wales # 454297
> > Wales Millennium Centre, Bute Place, Cardiff CF10 5AL
> >
>
>
>
>
> Welsh National Opera emails are scanned using MessageLabs Technology.
>
> This communication contains information which is confidential and may also be
privileged. It is for the exclusive use of the intended recipients. If you are
not the intended recipients, please notify "itsupport.@..." by forwarding this
email and delete all copies from your system and be aware that disclosure,
distribution, copying or use of this communication is strictly prohibited.
> Email communications cannot be guaranteed to be secure or free from error or
viruses.
> To the extent permitted by law, Welsh National Opera Limited and its
subsidiaries do not accept any liability for use of or reliance on the contents
of this email by any person save by the intended recipients.
> Welsh National Opera registered in England & Wales # 454297
> Wales Millennium Centre, Bute Place, Cardiff CF10 5AL
>

#2507 From: "Claire Heaney" <claire.heaney@...>
Date: Mon May 28, 2012 3:41 pm
Subject: RE: Stats
claireheaney1
Send Email Send Email
 

Thanks very much, Meg.

 

Claire

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Meg Abdy
Sent: 28 May 2012 13:25
To: Legacymarketing@...
Subject: RE: [Legacymarketing] Stats

 

 

Hi Claire

According to our analysis in last year’s Legacy Market Review there were 12 arts and cultural organisations in the top 1000 legacy charities, and they received £13.5m in  legacy income – that’s around 0.8% of the total legacy market.

The analysis was based on accounts data for 2009/10 -  we’re updating the work this summer.

You might also be interested in our recent survey with Arts Quarter on legacies and arts – you can access it via our website www.legacyforesight.co.uk

Hope this helps

Meg Abdy

PS Richard – your point about the total number of legacies going down is clearly very important – are you(or S&F) planning to publish anything more specific?

 

LF LogoForesight Logo v1

Meg Abdy - Director

Legacy Foresight Ltd

Forge House

Main Street

Sinnington

YO62 6SH

+44 203 286 5275

+44 7976426275

www.legacyforesight.co.uk

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Claire Heaney
Sent: 28 May 2012 12:08 PM
To: Legacymarketing@...
Subject: [Legacymarketing] Stats

 

 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


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#2508 From: Sam Hall <SamH@...>
Date: Tue May 29, 2012 8:16 am
Subject: RE: Stats
sam.m.mitche...
Send Email Send Email
 

Meg Adby at legacy foresight should be able to answer this for you.

 

Cheers

Sam

 

Sam Hall (Mrs)

Fundraising Manager

01908 856171

07779 081255

 

Working hours: Monday, Tuesday and Thursday 9am - 5.15pm – Tel: 01908 856171

Contactable anytime on 07779 081255

 

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Scripture Union England & Wales

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VAT number GB 233 473 180

 

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Claire Heaney
Sent: 28 May 2012 12:08
To: Legacymarketing@...
Subject: [Legacymarketing] Stats

 

 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


Welsh National Opera emails are scanned using MessageLabs Technology.

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Email communications cannot be guaranteed to be secure or free from error or viruses.
To the extent permitted by law, Welsh National Opera Limited and its subsidiaries do not accept any liability for use of or reliance on the contents of this email by any person save by the intended recipients.
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Young people at a Scripture Union holidayMemories from a Scripture Union holiday last for a whole lifetime and not just because of all the great activities. More excitingly each child and young person will encounter God. It's a life-changing experience.
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#2509 From: "alexa.dugmore" <alexa_dugmore@...>
Date: Wed May 30, 2012 8:28 am
Subject: Legacy Marketing Job @RNLI
alexa.dugmore
Send Email Send Email
 
Please see below link, for role which is initially on a temporary basis.

https://jobs.rnli.org.uk/wd/plsql/wd_portal.show_job?p_web_site_id=2464&p_web_pa\
ge_id=150233

#2510 From: "Sharma, Namita" <namita.sharma.2@...>
Date: Wed Jun 6, 2012 3:01 pm
Subject: RE: Stats
namitas223
Send Email Send Email
 

Hi All

 

Please can someone enlighten me on the following statement -

 

‘IHT is not a strong motivator for leaving a gift in a will – 18 out of 20 in list of possible reasons for leaving a gift’

What are the other 19 reasons that affect individuals in their decision to leave gift in their wills for Charity? Has this been reported anywhere?

 

Thanks

Namita

 

Namita Sharma

Development Officer

 

Cass Business School

106 Bunhill Row

London EC1Y 8TZ

 

DL:  020 7040 8674

Fax: 020 7040 5229

namita.sharma.2@...

www.cass.city.ac.uk/supportcass

 

cid:image005.jpg@01CCAB66.0CE28F10 cid:image006.png@01CCAB66.0CE28F10 cid:image007.png@01CCAB66.0CE28F10 cid:image008.png@01CCAB66.0CE28F10 cid:image009.png@01CCAB66.0CE28F10

 

From: Meg Abdy [mailto:m.abdy@...]
Sent: 28 May 2012 13:25
To: Legacymarketing@...
Subject: RE: [Legacymarketing] Stats

 

 

Hi Claire

According to our analysis in last year’s Legacy Market Review there were 12 arts and cultural organisations in the top 1000 legacy charities, and they received £13.5m in  legacy income – that’s around 0.8% of the total legacy market.

The analysis was based on accounts data for 2009/10 -  we’re updating the work this summer.

You might also be interested in our recent survey with Arts Quarter on legacies and arts – you can access it via our website www.legacyforesight.co.uk

Hope this helps

Meg Abdy

PS Richard – your point about the total number of legacies going down is clearly very important – are you(or S&F) planning to publish anything more specific?

 

LF LogoForesight Logo v1

Meg Abdy - Director

Legacy Foresight Ltd

Forge House

Main Street

Sinnington

YO62 6SH

+44 203 286 5275

+44 7976426275

www.legacyforesight.co.uk

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Claire Heaney
Sent: 28 May 2012 12:08 PM
To: Legacymarketing@...
Subject: [Legacymarketing] Stats

 

 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


Welsh National Opera emails are scanned using MessageLabs Technology.

This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify "itsupport.@..." by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.
Email communications cannot be guaranteed to be secure or free from error or viruses.
To the extent permitted by law, Welsh National Opera Limited and its subsidiaries do not accept any liability for use of or reliance on the contents of this email by any person save by the intended recipients.
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Wales Millennium Centre, Bute Place, Cardiff CF10 5AL


#2511 From: Catherine Clark <catherine.britain@...>
Date: Wed Jun 6, 2012 4:47 pm
Subject: Re: Stats
catherinecla...
Send Email Send Email
 
My feeling has always been that since everyone gives for a different reason -- though there might be a majority for particular reasons -- appeals, especially personal appeals, need to be taylored to the specific donor or group of donors.  For some people, IHT will play a huge role and they need information about it; for others, it is historical/emotional/logical/religious/philanthropic, you name it.
 
Catherine Clark
Royal School of Church Music

On 6 June 2012 16:01, Sharma, Namita <namita.sharma.2@...> wrote:
 

Hi All

 

Please can someone enlighten me on the following statement -

 

‘IHT is not a strong motivator for leaving a gift in a will – 18 out of 20 in list of possible reasons for leaving a gift’

What are the other 19 reasons that affect individuals in their decision to leave gift in their wills for Charity? Has this been reported anywhere?

 

Thanks

Namita

 

Namita Sharma

Development Officer

 

Cass Business School

106 Bunhill Row

London EC1Y 8TZ

 

DL:  020 7040 8674

Fax: 020 7040 5229

namita.sharma.2@...

www.cass.city.ac.uk/supportcass

 

cid:image005.jpg@01CCAB66.0CE28F10 cid:image006.png@01CCAB66.0CE28F10 cid:image007.png@01CCAB66.0CE28F10 cid:image008.png@01CCAB66.0CE28F10 cid:image009.png@01CCAB66.0CE28F10

 

From: Meg Abdy [mailto:m.abdy@...]
Sent: 28 May 2012 13:25
To: Legacymarketing@...
Subject: RE: [Legacymarketing] Stats

 

 

Hi Claire

According to our analysis in last year’s Legacy Market Review there were 12 arts and cultural organisations in the top 1000 legacy charities, and they received £13.5m in  legacy income – that’s around 0.8% of the total legacy market.

The analysis was based on accounts data for 2009/10 -  we’re updating the work this summer.

You might also be interested in our recent survey with Arts Quarter on legacies and arts – you can access it via our website www.legacyforesight.co.uk

Hope this helps

Meg Abdy

PS Richard – your point about the total number of legacies going down is clearly very important – are you(or S&F) planning to publish anything more specific?

 

LF LogoForesight Logo v1

Meg Abdy - Director

Legacy Foresight Ltd

Forge House

Main Street

Sinnington

YO62 6SH

+44 203 286 5275

+44 7976426275

www.legacyforesight.co.uk

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Claire Heaney
Sent: 28 May 2012 12:08 PM
To: Legacymarketing@...
Subject: [Legacymarketing] Stats

 

 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


Welsh National Opera emails are scanned using MessageLabs Technology.

This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify "itsupport.@..." by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.
Email communications cannot be guaranteed to be secure or free from error or viruses.
To the extent permitted by law, Welsh National Opera Limited and its subsidiaries do not accept any liability for use of or reliance on the contents of this email by any person save by the intended recipients.
Welsh National Opera registered in England Wales # 454297
Wales Millennium Centre, Bute Place, Cardiff CF10 5AL




--
Catherine Clark
114 The Close
Salisbury  SP1 2EY
United Kingdom


#2512 From: Claire Routley <Claire.Routley@...>
Date: Wed Jun 6, 2012 10:20 pm
Subject: RE: Stats
claireroutley
Send Email Send Email
 

Hi Namita

 

I can’t find the particular stat you’re looking for but have dug up the stats below:

 

Factors involved in legacy decision:                                                                                                                          Mean score

-          My family are already adequately provided for                                                                                  3.40

-          I have no immediate family to provide for                                                                                            2.95

-          I perceive that the charities needs are more pressing than those of my family                    2.95

-          I want to reduce/avoid the payment of IHT                                                                                         2.62

-          I want to set an example to others                                                                                                          2.46

-          There is a strong tradition in my family of giving in this way                                                           2.38

-          I do not have enough money to make a legacy gift worthwhile at present                             1.93

-          I want to be remembered for having supported the charity                                                         1.86

(The Efficacy of Legacy Communications, Sargeant and Jay, 2003)

 

There’s also some US data which might be interesting:

 

Motive:

Desire to support the charity                                                      97%

Ultimate use of the gift by charity                                            82%

Desire to reduce taxes                                                                  35%

Long-range estate financial planning                                       35%

Creating a lasting memorial for self or loved one               33%

Relationship with representative of charity                          21%

Encouragement of family/friends                                             13%

Encouragement of legacy/financial advisers                        12%

(NCPG 2001)

 

There’s also an interesting point in Atkinson, Backus and Micklewright’s analysis of Smee and Ford data, where they point out a jump in bequests at the IHT threshold. They say:

 

“For the smallest estates, 1 in10 make a charitable bequest; for those over £1 million it is more than 4 in 10. The rise is particularly noticeable around the Inheritance Tax threshold…For the range from £250,000 to £299,999, the percentage is 17 per cent; by the time we reach £500,000 to £999,999, the percentage has virtually doubled. A half of all testate estates of £3m or more contain a charitable bequest.”

 

It’s also worth mentioning that in the qualitative research that I did, IHT came out as a pretty emotive issue for quite a few people. I found that really interesting as I’d only ever really thought about it as a dry, dusty subject that people would think about in a ‘objective’ fashion. I’ll stop now at the risk of filling everyone’s inbox with my geekiness, as I could happily waffle on for ages, but I wrote a little paper on it for a conference, which I’ll happily send to you if you’re interested in reading more about what people said on the subject. Drop me a line direct if it would be useful.

 

Best

 

Claire

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Sharma, Namita
Sent: 06 June 2012 16:01
To: Legacymarketing@...
Subject: RE: [Legacymarketing] Stats

 

 

Hi All

 

Please can someone enlighten me on the following statement -

 

‘IHT is not a strong motivator for leaving a gift in a will – 18 out of 20 in list of possible reasons for leaving a gift’

What are the other 19 reasons that affect individuals in their decision to leave gift in their wills for Charity? Has this been reported anywhere?

 

Thanks

Namita

 

Namita Sharma

Development Officer

 

Cass Business School

106 Bunhill Row

London EC1Y 8TZ

 

DL:  020 7040 8674

Fax: 020 7040 5229

namita.sharma.2@...

www.cass.city.ac.uk/supportcass

 

cid:image005.jpg@01CCAB66.0CE28F10 cid:image006.png@01CCAB66.0CE28F10 cid:image007.png@01CCAB66.0CE28F10 cid:image008.png@01CCAB66.0CE28F10 cid:image009.png@01CCAB66.0CE28F10

 

From: Meg Abdy [mailto:m.abdy@...]
Sent: 28 May 2012 13:25
To: Legacymarketing@...
Subject: RE: [Legacymarketing] Stats

 

 

Hi Claire

According to our analysis in last year’s Legacy Market Review there were 12 arts and cultural organisations in the top 1000 legacy charities, and they received £13.5m in  legacy income – that’s around 0.8% of the total legacy market.

The analysis was based on accounts data for 2009/10 -  we’re updating the work this summer.

You might also be interested in our recent survey with Arts Quarter on legacies and arts – you can access it via our website www.legacyforesight.co.uk

Hope this helps

Meg Abdy

PS Richard – your point about the total number of legacies going down is clearly very important – are you(or S&F) planning to publish anything more specific?

 

LF LogoForesight Logo v1

Meg Abdy - Director

Legacy Foresight Ltd

Forge House

Main Street

Sinnington

YO62 6SH

+44 203 286 5275

+44 7976426275

www.legacyforesight.co.uk

 

From: Legacymarketing@... [mailto:Legacymarketing@...] On Behalf Of Claire Heaney
Sent: 28 May 2012 12:08 PM
To: Legacymarketing@...
Subject: [Legacymarketing] Stats

 

 

Hello

 

Is anyone able to share some current stats for % share/£ value of the legacy market currently donated to Arts & Cultural charities?

 

Thanks

Claire


Welsh National Opera emails are scanned using MessageLabs Technology.

This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify "itsupport.@..." by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.
Email communications cannot be guaranteed to be secure or free from error or viruses.
To the extent permitted by law, Welsh National Opera Limited and its subsidiaries do not accept any liability for use of or reliance on the contents of this email by any person save by the intended recipients.
Welsh National Opera registered in England Wales # 454297
Wales Millennium Centre, Bute Place, Cardiff CF10 5AL


#2513 From: "Winter, T" <twinter@...>
Date: Wed Jun 6, 2012 3:59 pm
Subject: Hello - Legacy Admin Advice
t.winter29
Send Email Send Email
 

Hi Everyone,

 

Just wanted to introduce myself, Tom.

 

Some of you may recognise me from Charity Choice – I’ve finally had the opportunity to get into legacy fundraising and as you can expect I’m a little new to it all…other than reading Sebastian Wilberforce ‘the art of seeking bequest’ can anyone recommend any other source of reading/advice?

 

I’m particularly unsure with the administrative side of the role – I’ve been handed a few Smee and Ford notifications, should I be contacting the Extracting Solicitors or Executors>? As the pervious chap retired at least 3 months ago they seem dated….and know one else here seems to have done anything in this regard….

 

Sorry if this seems rather basic,

 

Thanks,

 

Tom

 

PS. If anyone wants any advice on Charity Choice let me know…

Tom Winter| Legacy Officer

MSSC | 202 Lambeth Road | London | SE1 7JW

 

T: 020 7654 7000

e: twinter@...  w: www.ms-sc.org 

 



Buy your books from the MSSC bookshop. Any book, any format, and at a discounted price. http://www.msbookshop.org This message has been scanned for malware by Websense. www.websense.com


#2514 From: Claire Routley <Claire.Routley@...>
Date: Thu Jun 7, 2012 1:00 pm
Subject: Next meeting - 28th June
claireroutley
Send Email Send Email
 
Hello all
 
The link to book tickets for the next event on Thursday 28th June is at http://www.eventbrite.com/event/3495141061
 
The first half of the event will focus on major donor legacy fundraising with sessions from Interaction and Legacy10 and a panel session.
 
In the second half of the event, we’re very pleased to be able to welcome a special guest speaker, Dr Russell James from the US, who’s going to talk about ‘Hidden Forces in Marketing Charitable Legacies’.
 
Click on the link above for more detail on the programme.
 
Look forward to seeing you there!
 
Best
 
Claire
Claire Routley
Head of Legacy Giving
BIBLE SOCIETY
Stonehill Green, Westlea, Swindon SN5 7DG
Tel: 01793 418100  |  Fax: 01793 418118  |  Charity Reg. No. 232759
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Let the Bible's light shine
Give children around the world a brighter future
biblesociety.org.uk/shine
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I will be presenting at IoF National Convention 2012. See www.nationalconvention.org.uk for more details!


 
 
 

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