How interesting, some 15 years after George Smith challenged Directors of Fundraising during an informal meeting at the Institute of Fundraising, Adrian Sargeant comes up with the research to prove what we all know! Incidently, the "Remember a Charity" campaign was a direct result of the subsequent actions of the group over the next few years to try and stimulate charitable gifts in wills.
Apparently, "The Last Great Fundraising Opportunity" is a study Showing How Identity Can Help Charities Increase Legacy Giving.
Clearly legacy giving must be a crucial part of any charity fundraising strategy. Adrian's study published in Psychology & Marketing uses dimensional qualitative research(DQR) to reveal how charities might understand identity as part of a supporter's motivation to give, in order to increase gifts in wills.
Adrian goes on to say (about the US but it's the same in the UK) that, "at a time of austerity cuts to social welfare programs are increasing pressure on charitable organisations, however, while legacy fundraising accounts for 10% of charity income, only 8% of the population include a charity in their will, a figure which has not increased for over a century."
Apparently,according to Adrian, one of the motivators, not previously identified is "identification with a charitable organisation,” and he goes on to say that, “Our research points to a clear need to recognise how this identification occurs, and the need to foster this sense of shared values in a variety of ways.”
Hello? Adrian? Agreement with the case for support, and resultant alignment with the charity itself is at the heart of all good fundraising. At least that's what I've been writing and teaching for the last 8 years and practising for 20 years.
Of course to be fair, there is some really good, helpful advice and findings in the study, which practitioners really ought to consider. But come on, don't tell us it's new. The research is new and is going to be valuable in underpinning legacy development strategies, practises and arguements for additional investment. However the idea certainly ain't.
Incidentally, Amy (one of my students - thanks) just sent me a copy of a paper I had published in 1996 mentioning George Smith's challenge and how important identifying with potential legators is!
ReplyDeleteGreat fundraising article - thanks for sharing! I've really enjoyed reading this. I've also recently discovered Tony Charalambides fundraising blog - you should check it out!
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