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    • About Me
    • 10 key steps
    • Healthcheck Quiz
    • Services
    • Blog
    • Resources
    • Clients
    • Get in touch
  • About Me
  • 10 key steps
  • Healthcheck Quiz
  • Services
  • Blog
  • Resources
  • Clients
  • Get in touch
Hello

healthcheck quiz

Thank you for completing my legacy HEALTHCHECK quiz.  If you've made it this far, hopefully you've come armed with your score.  Read on to discover your legacy character type, and what your answers reveal about the health of your organisation's legacy programme.

A score of 75% (30 or above) - You're a legacy LEGEND!

Way to go! It doesn’t look like there’s much I can teach you or your organisation about legacy giving. You’re a leader in the sector and a role model to others. Thank you for everything you do.

Between 50% (20) and 75% (30) - You're a legacy LEADER

Looks like you’ve got a great programme in place, but there are still a few areas in which you could optimise your activity. Classic growing pains, that any long-term legacy giving fundraiser would recognise. Keep doing what you do. Tenacity is the watch word of great legacy giving. You’ll get there!

Between 25% (10) and 50% (20) - You're a legacy LEARNER

Looks like you’ve made a start to building a legacy giving programme for your organisation.  But, there's still a number of important things to put in place and issues to resolve.   The legacy sector is a great place for collaboration and knowledge sharing. Don’t be afraid to reach out, you’ll always get a warm response. We’ve been there and know what you’re going through. 

Less than 25% (10) - You're a legacy LIGHTWEIGHT

Where have you been? It looks like you’ve not done much legacy giving work in the past. There’s lots to do, but you’ve picked a great time to be doing it! Loads of great information and support out there. Don’t be afraid to ask. 

FREE DOWNLOAD


Download all four legacy CHARACTER TYPES with indicators across the 10 KEY STEPS. Use as a competency framework to support internal conversations about programme performance and to identify opportunities for improvement and growth

Legacy CHARACTER TYPES (pdf)Download

NEXT STEPS

To you LEGENDS and LEADERS out there, if you’d like to explore legacy giving further, please take a look at my NEWS page for the latest blogs.  It looks like you’ve already got a good understanding of the internal barriers and opportunities in relation to your legacy giving activity.  But, should you ever wish to undertake a more detailed HEALTHCHECK or need support with STRATEGY DEVELOPMENT, please do get in touch.  More info on my SERVICES in the navigation above.


To the LEARNERS and LIGHTWEIGHTS amongst you, if you’d like to find out more about the 10 KEY STEPS to successful legacy fundraising, click on the navigation above.  Clear knowledge of your organisation’s strategy; culture; attitudes and ways of working  is a great place to start in terms of developing your legacy strategy. If you’d like to know more about how I can help support a full legacy HEALTHCHECK for your organisation, please do get in touch.

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