How it works

Our analysis shows that legacy values are closely connected to economic factors, not least house prices, share prices, GDP and inflation. Total legacy numbers are driven by death rates and the proportion of people leaving a charitable will. Meanwhile, your own performance depends on your bequests history, legator profile and cause area - and of course your fundraising strategy.

Our legacy income forecasts are based on statistical models developed and refined over the past two decades, which we populate with your own charity’s legacy income and bequests history. Alongside our central forecasts, we provide optimistic and pessimistic scenarios, to help with financial planning and risk management.

These are backed up by clear commentaries, aimed at busy managers and trustees.

What we need from you

All we need from you is historical income and bequests data, going back over as long a period as you can muster. If you are FirstClass users, we will also analyse patterns in your high-valued legacies, using a report installed by Clear.

If you are a new client, we will arrange an initial phone call, to understand your legacy history and strategy, as well as any specific issues and priorities.

What you get

Our standard package is for two sets of forecasts a year, scheduled to suit your planning cycles. We generally provide one presentation (great for planning sessions or team brainstorms) and one written report a year, backed up by telephone support as necessary. We also supply the forecast data in spreadsheets, for your own analysis.

What it costs

The full biannual package is £6,250 +VAT.

Or  you can opt for a single annual update at a cost of £4,250 +VAT.

Alternatively, you can opt for a one-off forecast at a cost of £5,000+VAT and we will try and schedule the forecast in at a time that works for you.

Want to know more?

For more information, contact Caroline Waters