# TDA research says legacy marketing "could be three times more powerful"

- Link: https://fundraising.co.uk/2007/07/02/tda-research-says-legacy-marketing-quotcould-be-three-times-more-powerfulquot/
- Published: 2007-07-02T23:00:00+01:00
- Author: Howard Lake

**Research by direct marketing agency TDA suggests that charities need to rethink
their legacy marketing strategies: new approaches “could appeal to three times as
many over-50s as ‘standard’ legacy promotion”.**

The research commissioned by TDA has found that, despite the good work of the Remember
a Charity campaign, many over 50s are still not hearing the legacy message. Fifty
five per cent of people aged 50 or over who describe themselves as ‘frequently giving
money to charity’ have never seriously considered leaving money to charity in their
will. Furthermore the research indicates that there is a strong feeling across all
socio-economic groups that ‘leaving money to charities isn’t for people like me’(
47%), with this sentiment escalating sharply in bands C to E.

This quantitative research involved a survey of 1,000 adults aged 50 or over, carried
out by NEMS Market Research for TDA during May 2007. It was followed up by qualitative
research in which TDA explored these findings through a series of focus groups with
homeowners aged over 60 who regularly give to charity.

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Discussing legacies with these groups showed that most dismissed standard legacy
promotion as “irrelevant and uninteresting”. Communications involving celebrities
made little difference: focus group members dismissed these with comments such as“
I would have expected him to do it”.

David Burrows, Head of Fundraising at TDA, said: “Our research clearly shows that
fundraisers should regard the typical legacy prospect as Victor Meldrew rather than
Mother Theresa.

“Just because people are affluent, elderly and supportive of charities, they are
not necessarily minded to leave a legacy. They live in the real world and whilst
they enjoy helping good causes, they have learned to be cynical. Most of them have
children and grandchildren, so this is their first priority when making a will.”

TDA, whose charity clients include Cats Protection, The Guide Dogs for the Blind
Association and Save the Children, offered the focus groups alternative legacy propositions.
One of these, based on insights from research, was rated very appealing by three
times as many over 50s than the ‘standard’ proposition. Burrows will reveal details
of this approach and the research at the Institute of Fundraising National Convention
next week.

He said: “At the moment, too much legacy marketing entails charities shouting about
what they want rather than recognising what their donors need. Like any good marketing
activity, legacy promotion should start with the mindset of the target audience 
and address their concerns. If charities take measures to achieve this, we may see
the uplift in legacy giving that the sector needs.”

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