10 tips for great online legacy fundraising

In 2013 I wrote about online legacy fundraising content. Although well written persuasive copy is still key, digital trends move on. So four years later it is time to see whether the web pages about legacy fundraising have improved and what has changed.

I looked at a random sample of over 50 large, medium and small charities. In most cases the pages were pretty dull, especially from smaller charities. It is hard to write warm, engaging copy about legacies as we often fall over ourselves trying to be sensitive. But the charities who get it right have a confidence and a clear sense of themselves and their audience.

collage of various screenshots from sites discussed below

Here are ten ingredients for emotive and effective online legacy fundraising.

Be clear and persuasive

WaterAid’s legacy site stood out as the go-to example of a persuasive and well designed site. The page starts with a clear call to action – leave the world with water – which sets the tone. They use eye catching and engaging links and headings (leave your mark / what would you like to pass on?) which include and challenge the reader. Images are positive and inspiring. They also include a photograph and name of a person to contact as well as a legacy promise which are both reassuring and clear.

WaterAid

Save the Children UK also use clear and inspiring headings (write a child’s smile into your will) and use bold to highlight important words. They use beautiful pictures of smiling children to reinforce their words. Their writing is confident, concise and persuasive (make a lasting difference, your kindness).

Save the Children UK

Use social proofing

Campaigns like Remember a Charity week help to promote legacy fundraising. Many charities reinforce this message in their copy. They show that remembering a charity is something that everyone can do.

The Migraine Trust makes a clear statement which makes leaving a legacy accessible – “a gift of just 1% will make a real difference to supporting our charitable work”. This is a clearer way of what they were saying in 2013.

Migraine Trust

Many charities talk about ‘thousands of people who leave a legacy’ or ‘thanks to people like you’. Use social proofing to validate someone’s decision.

Use video

Since 2013, many more legacy pages include videos. Take a look at this personal message from a supporter on Prisoners Abroad. Or this slick video from ActionAid showing Mrs Harben’s legacy. Or this simple beautiful video from RSPB. Or this speaking from the heart story from Glenys who supports the Alzheimer’s Society.

Alzheimer's Society

Talk about impact

What difference will someone’s gift make? Talk big picture about your vision / mission or about specific services. More charities are making big statements about what a legacy means to them.

RSPB’s opening statement is clear and bold: Your legacy is nature’s future.

RSPB

Refugee Action’s Leave a legacy page goes into more detail. It is beautifully written using storytelling and sense of urgency. It frames the problem and talks about what they can do with a legacy gift. The page is short, concise and powerful. A great example of a small charity getting it right.

East Lancashire Hospice talk about leaving a legacy of love and explain that last year, legacy gifts paid for three months of care.

If your organisation is all about solving a problem or finding a cure, talking about legacies could be difficult. How do you frame the ask when you might not be around or needed in the same way in 20 / 50 years? Don’t avoid the issue – think about how you can present it effectively.

Macmillan Cancer‘s legacy page says: “In the future, doctors and nurses are going to get much better at diagnosing cancer earlier, and treating it.” But stresses that half of us will get cancer at some point so Macmillan will still be needed.

Say please and thank you

Choosing to leave a legacy to a charity is a big deal. The fact that someone is reading your page about this is a good sign. Keep them with you by recognising this. Say please and thank you in the right places. If you come across as kind and thoughtful at the asking stage, it will reassure people that you will behave in the same way when you are processing their gift.

Think about motivation

Why do you think someone might have reached your page? What are they thinking. This page by the Miscarriage Association is written really warmly and in a gentle tone of voice. The quote perfectly positions the ask.

Miscarriage Association

Include appropriate images

Brighten up a serious subject with colourful or inspiring images. Reward visitors to this page and make them want to stay. A collection of several images may work better than a single one. For example, this landing page for the British Heart Foundation includes images of family, medical research as well as a big thank you.

BHF

Many organisations seem to rely on stock images of grey-haired couples on their legacy pages. Remember to use images which reflect the demographics of your readers. Also people often write their will triggered by big life events such as getting married or having children. Your audience isn’t just people in later stages of their lives.

Take a look at NSPCC’s page which includes quotes and images from supporters at different stages of their lives. Their stories may chime with readers, validating their own idea to leave a legacy to NSPCC (see social proofing above).

NSPCC

Think about a hook

What could make your legacy fundraising stand out? What stories do you have to tell? Has a legacy gift allowed you to do something special or unusual? Is there someone you could write about or feature to make your ask come to life?

Mencap’s gifts in wills page is based around the inspiring story of Lord Brian Rix. The page says that he “helped change the future for people with a learning disability. With a gift in your Will to Mencap you can too.” It uses beautiful images from their archive and talks about what he achieved in his lifetime. It says that although lots has changed, people with learning disabilities still face challenges so by leaving a gift in your will, you can help change the future too.

Mencap

Similarly, Leonard Cheshire, marking its centenary say “Leonard’s legacy became our legacy. It could be your legacy too.”

Great Ormond Street Hospital Charity includes information about JM Barrie’s legacy gift in their pages. Roald Dahl’s Marvellous Children’s Charity talks about your final chapter and how to write your own ending.

Include practical information

Make it as easy as possible for someone to actually get the legal stuff right. So include:

  • information about different types of gifts (see this handy guide to the types of legacies by Demelza Hospice)
  • your official name (and any previous names) and charity number
  • suggested wording
  • information to help someone work out the detail of their estate
  • information for executors
  • contact details so a potential donor can get in touch.

A promise can offer reassurance about how a legacy will be dealt with when the time comes. A few charities included these – see WaterAid’s promise, RNLI and Breast Cancer Now.

Be interesting

There were a few examples of charities who’d produced interesting supporting content. For example:

  • Blue Cross reminds readers to think about their digital assets (passwords, data, photos, social media etc)
  • Cancer Research’s campaign with the Royal Philharmonic Orchestra – Two Thirds of a Spring reflects the vital impact that one third of funding has on their life-saving work
  • Alzheimer’s Society has an online book of remembrance
  • visitors are invited to make a personalised video with Unicef UK. (NB Unicef UK have been running a campaign of promoted tweets about this recently, the only social media content I spotted about legacy fundraising during the research for this post.)

Unicef UK promoted tweet

 Get the navigation and terminology right

Think about where your legacy pages sit. How easy are they to find within navigation or search? Be your own mystery customer and check.

Don’t bury your pages – make them prominent, especially if legacies make up a sizeable proportion of your income. Don’t just stick them under ‘Other ways to give’.

Check where they appear in your content rankings on your Google Analytics. Are you using the right terminology for your audience? Test whether the word legacy or will works best. Many charities use both.

See my previous post on legacy fundraising (persuasive and engaging writing in online legacy fundraising) for some tips on terminology and placing of legacy pages. Also how to talk about legacies on social media.

How do you measure up?

Is your online legacy fundraising content strong enough or is it dull and unconvincing? Give your copy a facelift before Remember a Charity week in September. If you are not sure how well it comes across, get your mum to read it or do a page swap with someone else from another charity. Get some feedback and think about how you could bring your content to life.

Share your examples

Have you seen (or written) any good or bad examples of digital legacy fundraising? Please do share them here.

My top five online legacy fundraising sites are listed in a JustGiving blog post. I’d love to hear what yours are.

 

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Legacy fundraising – tips for persuasive and engaging web content

It’s Remember a Charity week so there is lots being done to inspire people to leave a gift to their favourite charities in their wills. There’s lots of noise about it on twitter via their pick your moment campaign (#pickyourmoment) and many partner charities are promoting RaC week on their homepages.

RaC week is a great as it helps charities talk about legacies. But online legacy fundraising is difficult. It is hard to pitch tone of voice and terminology to a wide audience where saying the right thing around a sensitive subject is important. Knowing where to place it on the website and how to promote it, is equally challenging. What works offline (in person or DM to segmented audiences) may not work online.

I did some benchmarking for a large charity about their digital legacy fundraising, comparing their online presence with their peers. Here’s what I learnt through the process.

<2017 update – Read on, this page is still useful but once you’d finished, go to 10 tips for great online legacy fundraising which looks at 2017 digital trends and research on over 50 charity websites>

Everyone can do it

Even small charities (and especially small charities as they are likely to have passionate supporters) should have a page on their website reminding supporters about legacies. Don’t be frightened about the subject. You don’t have to use the D word. There are lots of examples of charities producing inspiring and persuasive legacy content listed here you can learn from.

You should also think about setting up ‘in memory fundraising’ which is becoming equally standard. (See Much Loved or Just Giving.)

Terminology and location is important

When I researched this, I found that the use of the word legacy as a heading and within copy was not widespread in the sector. (Equally wills was written with lowercase w). The most common section name was ‘Leave a gift in your will’, but also ‘Gifts in wills’, ‘A gift in your will’, ‘Leave money in your will’. Nice to see the persuasive use of ‘your’ here. It is important to think about your audience and ensure you are using words which are appropriate for them. For example, in AgeUK’s case the use of ‘leave a legacy‘ is right.

The majoring of legacy pages were placed in the Donate section. A legacy is a donation albeit a future one. It is not fundraising. Placing legacies in a Donate section, generally meant this content was two clicks from the homepage.

You can be persuasive and sensitive at the same time

Just because you are being sensitive doesn’t mean you have to be dull. Yes, you are making someone think about their own death but the content you write can be engaging and persuasive, bring the subject to life.

Chances are, visitors are at your legacy pages because they already care about what you do. People visiting these pages are likely to be interested in your cause rather than interested in legacies searching for a charity to support. So your page needs to persuade visitors that remembering your charity in their will is a good thing as well as an easy thing to do. So simply, it should cover the impact of a legacy, a thank you for what they are about to do and easy access to the information they need to progress.

Think about why someone would leave you a gift. Are they likely to have had experience of your cause or used your services? Are they already supporting your work? If you have this information about previous legacy donors, you can tweak your content accordingly. The big times that people update their wills are marriage, birth of children, illness, retirement, old age. Could you do more to connect with people at these stages?

Your opening line is important. Many charities start off by saying how much of their income comes from legacies and the difference this money has made (eg BHF: Since we were founded in 1961, donations in Wills have helped us invest £1 billion in funding ground-breaking research, providing vital health information and supporting those affected by heart disease). But the whole page is an opportunity to persuade. Let’s look at some examples.

Beanstalk’s remember us in your will page talks very clearly and frequently about the impact of a gift on children. Their opening line says: “Leaving a gift to Beanstalk in your will is a way of leaving a love of reading to children for many years to come”. They use the whole page to talk about their work, with a small ask.

Beanstalk - Leaving a gift to Beanstalk in your will is a way of leaving a love of reading to children for many years to come

Refugee Action’s leave a legacy page is another nice example of a gentle ask with clear information about the difference a gift will make.

The Migraine Trust’s opening line is also inspiring: “After taking care of loved ones, consider The Migraine Trust in your Will and see how a piece of paper can do truly amazing things.” The rest of the page talks about generosity, the impact of even a small gift, how grateful they are and how much of their income comes from legacies (51%). It ends with what to do next. It is a well crafted page.
The Migraine Trust - After taking care of loved ones, consider The Migraine Trust in your Will and see how a piece of paper can do truly amazing things.

For smaller charities, there may be a worry that the organisations may not exist when the legacy is processed. Prisoners Abroad address this head-on. They reinforce that they will be needed long into the future and a legacy will make a difference. (“Prisoners Abroad is going to be needed for years to come. Prison conditions worldwide are likely to get worse not better. The demand of our services is likely to increase significantly.”)  Their short page is concise and clear.

Prisoners Abroad - Prisoners Abroad is going to be needed for years to come. Prison conditions worldwide are likely to get worse not better. The demand of our services is likely to increase significantly.

RAF Benevolent Fund don’t mince their words when they say: “You’ll probably never meet the people who will benefit from a gift in your will but they’re part of the family because they’re RAF. Supporting each other through life’s challenges is what family is all about, and that’s what the RAF Benevolent Fund does for the RAF family.” They write very clearly and directly about who a legacy can help. Rather than saying ‘we get this much from legacies’, they say: “One in three people who turn to us for help owe the support they receive to the kindness of those who left the RAF Benevolent Fund a gift in their wills” which is much more powerful.

RAF Benevolent Fund

Personal stories work well here too. They say, look, people like you have already done this. A good example is Shelter’s ‘why I’m leaving a legacy’ stories.

Shelter - case studies

What about other types of organisations? People can have close relationships with institutions such as museums, art galleries, churches, schools, city farms, clubs which means that legacy giving may be worth promoting. For example, Warwick Arts Centre says on their website “leaving a legacy allows individuals to make a contribution at a level that accurately reflects their fondness for Warwick Arts Centre”. Churches also get a lot of income via legacies – see this example from Disley Parish Church. So, having a page about legacy fundraising shouldn’t just be for cause-related charities. Organisations such as the above should recognise that patrons may want to show their appreciation in this way and promote the option online.

These are all inspiring examples. These pages work well to connect their causes with legacy donations and communicate the need and impact well with their audiences.

You don’t need pages and pages

The average number of pages within legacy sections was 7. Useful content included:

  • sample legal wording for a will including charity name, address and charity number
  • information about how to add to an existing will / how to make a codicil
  • information for executors
  • previous names of the charity
  • how to leave gifts of items
  • pledge forms to so supporters can let you know they have included you in their will
  • FAQs / jargon buster about types of gift
  • downloadable guides
  • how to calculate the value of your estate (see example from Epilepsy Society).

It is useful to have contact details where supporters can ask questions. Avoid legacydept@xx.org.uk or similar. This is a sensitive subject and it is important to come across as approachable as possible. Use a named address (mary.jones@xx.org.uk) or friendly department address (askusanything@xx.org.uk).

If you have request forms or contact pages, craft your automatic pages to say thank you and to explain what happen next (eg ‘you’ll receive it in 5 days’). Do all you can to maintain the good experience.

It can be fun

Being jolly about legacies has to be right for your audience. It can be easy to get it wrong. Whether it is right will depend on your cause and your brand.

Macmillan Cancer comes across as warm and approachable. Of course they deal with death everyday so it’s not such a shocking topic for them. They have a fun and slightly quirky wills: fact or fiction video alongside case studies, how-tos and other information on their legacy pages. This is under the heading ‘making a will is easier than you think’ and gets lots of messages across in just two minutes.

You can use social media to talk about legacies

But get the tone right. This automatic tweet generated by Shelter’s legacy page is really nicely written:

Automatic tweet from Shelter

If you are going to craft automatic tweets (rather than just relying on the title of your page to generate them), then think about how the tweet comes across. It will be sent from someone’s address and meant for their followers. Therefore it is not your tone of voice which you should be using. So you could try using more direct language to demonstrate an action you want others to copy (eg I just ordered @Shelter’s Will Writing pack to help me remember them in my will).

Tweets and Facebook posts can be used to talk about legacies and the difference they make. This is a nice example from RNIB:

RNIB tweet - “Little pieces of my life being put back together again". Legacies change lives, what difference will you make?

Be careful about writing about legacy success. The character limit and informality of twitter is especially dangerous here as this example shows (“Thank you to everyone who leaves gifts in their Wills. We received one this morning. Time to hoot the celebration horn”). Ick.

Legacy tweet

Conclusions and top tips

So, there’s lots you can do to make your legacy pages more interesting and persuasive. You have a real opportunity to engage existing supporters to take this step. Talk about your cause in a meaningful way and celebrate the difference a gift like this can make.

  • Your legacy homepage should show the impact of legacies, thank donors and clearly link to next steps.
  • Think about why someone would leave you a gift and use persuasive words about your cause which mean something to them.
  • Talk about the difference a gift will make – what impact might it make.
  • Be generous in your thanks without being too gushy. It is a significant and deeply personal thing that someone is remembering you in this important document so do say thank you.

Comments?

What other great examples are there? Who has gone too far? Please do share your ideas and inspirations here.

If you want some help thinking about how to maximise your own legacy pages – please do get in touch.

<2017 update10 tips for great online legacy fundraising>