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Maximizing Legacies for Your Development Trust and Local Community

Discover the untapped potential of legacies for your Development Trust and community with insights from fundraising consultant Martin Hayman. Learn the benefits from both the trust’s and donor's perspectives and explore historical legacies left to Haddington spanning from the 17th to 20th century. Find out how to inspire and ask for legacy gifts effectively, involve your board, research past legacies, create a case for support, plan a campaign, and provide information for supporters. Enhance your fundraising strategy by leveraging the power of legacies today.

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Maximizing Legacies for Your Development Trust and Local Community

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  1. Legacies Exploring the potential for your Development Trust and your local community Martin Hayman, Fundraising Consultant, Inspire and Ask (Haddington Community Development Trust) martin@inspireandask.co.uk 07828 407492

  2. Why Legacies? From a Development Trust perspective • Alternative source of funding • Scale – small number, high value • Flexibility • Leverage for other funding

  3. Why Legacies? From a donor’s perspective • Strong emotional ties to their local community • Involved with the Trust • Already know (and trust) people responsible • Understand the impact their gift could make • Know the people who will benefit

  4. Legacies left to Haddington 17th Century - recorded in St Mary’s Church George Cockburn left 148 merkes in 1664

  5. Legacies left to Haddington 17th Century - recorded in St Mary’s Church Thomas Nicolsone left 58 pounds in 1666 James Spotswode left 18 pounds in 1665

  6. Legacies left to Haddington 17th Century - recorded in St Mary’s Church

  7. Legacies left to Haddington 18th Century - held in the town library “For the love favour and Respect which I have and bear to the Toun of Hadingtoun (The place of my Birth and Education)” Opening lines from the Will of Rev. John Gray, 1717

  8. Legacies left to Haddington 19th Century – local history archive John Borthwick, formerly of Haddington, died in the London Parish of Clapham on 1 January 1866. He left the residue of his personal property to the Provost and Baillies of the Burgh of Haddington for the benefit of the poor of the town.

  9. Legacies left to Haddington 20th Century – from media coverage “A Benefactor to Haddington Bequest for Improvement of Town” Headline in the Glasgow Herald, 1940 Mr John Richardson, solicitor, left the residue of his estate to Haddington Town Council.

  10. Legacies - How? You need to INSPIRE • Demonstrate a record of success • Develop inspirational projects • Make it clear how much difference a legacy gift would make

  11. Legacies - How? You have to ASK • Understand your supporters • Provide them with information and opportunity • Lead by example • Discuss legacies at every opportunity

  12. Legacies – Next Steps • Board buy-in – this has to be a team effort • Research previous community legacies • Develop your ‘case for support’ • Plan your campaign • Produce information for supporters

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