Legacy Fundraising Consultants for Charities & NGOs

At Abbey Solutions, we bring over 15 years of hands-on expertise in legacy fundraising — one of the most sustainable and high-value income streams available to charities. Our consultants have successfully recruited and stewarded thousands of pledgers, managed regional legacy teams, and delivered more than 100 donor-focused legacy events.

From the first meaningful conversation about leaving a gift in a Will to the long-term stewardship that nurtures pledgers for years, we guide your organisation through every stage of the legacy giving journey.

Why Choose Abbey Solutions for Legacy Giving

Proven Track Record

We have helped charities of all sizes — from national household names to smaller, mission-focused organisations — achieve significant growth in their legacy income. Our clients have seen improvements in both volume of pledges and average gift value, thanks to our blend of data-driven strategy and personal donor engagement.

Sector Insight with Practical Delivery

Legacy fundraising is unique: it requires sensitivity, trust, and long-term relationship building. We combine deep sector insight with hands-on delivery, ensuring strategies are not just well-designed but also executed effectively. Our approach turns strategic plans into signed pledges, and pledges into transformative income for your cause.

Our Legacy Fundraising Services

Legacy Strategy Development

• Assess the strengths and weaknesses of your current legacy programme

• Identify untapped donor segments with the highest likelihood of leaving a gift

• Develop a multi-year strategy with clear milestones, budgets, and KPIs

• Create an organisation-wide legacy vision that engages trustees, staff, and volunteers in championing legacy giving

Programme Implementation & Optimisation

• Implement your legacy fundraising plan with tailored actions for your supporter base

• Conduct competitor benchmarking to understand where your message stands in the sector

• Deliver training in legacy marketing channels — from direct mail and email journeys to events, telemarketing, and face-to-face meetings

• Review and refine campaigns regularly to improve response rates and ROI

Coaching, Mentoring & Recruitment

• Provide one-to-one mentoring for fundraisers at all career stages

• Recruit and onboard specialist legacy fundraisers to strengthen your team

• Build internal capability so your organisation can sustain success long after our consultancy engagement ends

Get Started with Legacy Fundraising

Readiness & Roadmap

If you are new to legacy fundraising, we offer a Legacy Readiness Assessment to determine:

• Your existing supporter engagement potential

• The internal resources and processes available

• The alignment between your cause and donor motivations

Based on this, we deliver a 12-month action plan to launch or strengthen your legacy income programme.

Multi-Channel Campaign Setup

Modern legacy fundraising succeeds when multiple touchpoints work together. We design and deliver:

• Segmented supporter journeys

• Legacy-specific newsletters and appeals

• Donor stories and case studies to inspire giving

• Legacy events, from intimate coffee mornings to large-scale supporter gatherings

• Digital campaigns that integrate with your offline activity

Our Approach: Thorough, Tailored & Creative

We take the time to fully understand your mission, donor base, and operating environment. Our approach blends:

• Sector benchmarking to position your charity competitively

• Creative storytelling to inspire potential pledgers

• Measurement and refinement so your programme evolves and improves continuously

We also ensure your legacy fundraising is ethically and sensitively managed, strengthening donor trust and protecting your brand.

The State of Legacy Giving in the UK

Legacy giving remains one of the most important growth areas for UK charities. From 2022 to 2026, legacy income is forecast to average £4.2 billion per year — a 26% increase on the previous five years.

With residuary gifts making up the majority of this income, charities that actively invest in a robust legacy strategy are best placed to benefit from this growing trend. Donors are more likely to leave a gift when they feel personally connected to your cause and confident in your organisation’s ability to deliver long-term impact.

Our Success

• 15+ years’ experience delivering measurable legacy income growth

• 100+ legacy events organised and presented, from national roadshows to supporter lunches

• Expertise in donor recruitment, stewardship, and legacy campaign leadership

• Track record of helping clients achieve six- and seven-figure legacy commitments

Let’s Grow Your Legacy Income

If you’re ready to increase your legacy income, build stronger donor relationships, and secure your charity’s financial future, Abbey Solutions can help.

Our legacy fundraising consultants will work alongside your team to create a tailored, actionable plan — and support you in delivering it.

Contact us today to start building a legacy programme that will benefit your cause for decades to come.

Let ASI guide your legacy fundraising journey and help your organisation achieve sustainable, long-term income growth.