This survey explores legacy performance for charities across the UK
In this survey, we will ask you about your legacy income and notifications, how they have changed between April 2023 to March 2024, your expectations for legacy performance this financial year, and whether you are increasing or reducing your legacy resources. We also include some background questions about your organisation, the importance of legacies and any Will-writing partnerships or services you offer supporters.
We encourage each charity to take a few minutes to complete the survey, helping build a picture of the legacy landscape. The key findings will be anonymised and shared with all survey participants. The closing date for responses is 7 June 2024.