New Legacy Notifications
Number of supporters who have notified the organisation of a planned bequest in their will during a period
What is New Legacy Notifications?
New legacy notifications is the number of new pledges or notifications of gifts in wills that a charity receives in a period. It shows how well legacy giving is growing.
Because legacy income arrives years later, notifications are the earliest sign of future income from this source.
How this KPI is measured
- Function
- Fundraising & Income
- Sub-function
- Legacy & Planned Giving
- Industry
- Not-for-Profit / Charity
- Type
- Leading
- Impact
- Revenue
- Unit
- #
- Measurement frequency
- Annual
- Formula
- Count of new legacy pledges or notifications received in period
How to calculate it
Count the new legacy pledges or notifications received in the period.
For example, if a charity was notified of 45 new legacies during the year, the figure is 45.
Record whether each is a pledge from a living supporter or a notification after death, and track the source, since this shows which activities encourage people to leave a gift.
Where it is used
Tracking legacy growth
See new commitments.
Evaluating legacy marketing
Learn what inspires pledges.
Forecasting future income
Feed the pipeline.
How to improve it
Tips and common mistakes
- Communication must be sensitive and respectful.
- Follow fundraising regulation.
- Look at notifications alongside the value received.
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