# Legacy income low but rising for arts organisations, says report

- Link: https://fundraising.co.uk/2017/01/17/legacy-income-low-rising-arts-organisations-says-report/
- Published: 2017-01-17T11:03:44+00:00
- Author: Melanie May

**Legacy income among UK arts organisations remains low but is on the rise with 
more organisations reporting significant annual totals, according to the [_Legacy Fundraising in the Arts 2016_](http://www.legacyforesight.co.uk/research/#Arts_And_Legacies2016)
report from [Arts Quarter](http://www.artsquarter.co.uk/) and [Legacy Foresight](http://www.legacyforesight.co.uk/).**

The report compares its findings with the 2010 joint report, and is compiled from
the survey responses of 116 organisations. It shows that two fifths of the arts 
organisations surveyed in 2016 (38%) had received gifts in wills over the last three
years: a figure directly comparable to 2010. Two thirds of those organisations had
received less than five bequests over that period while 80% had received less than
10, again very similar to the 2010 findings according to the report.

Of the 38% of respondents receiving gifts in wills, 70% earned less than £25,000
per annum in legacy income. However the survey suggests that slightly more organisations
are now achieving significant legacy incomes. Over the last three years, five organisations
received income averaging £250,000 or more a year, representing 12% compared to 
5% in 2010, while one averaged over £1 million a year.

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In the last three years, ten of the arts organisations that took part in the survey
received gifts over £100,000 – receiving 20 such gifts in total. Two-fifths of those
surveyed were left assets in people’s wills: primarily artistic assets such as artworks
or archive materials. On average, two thirds of the people leaving a bequest to 
arts organisations were known supporters.

Only two-fifths of those surveyed promoted legacy giving however, as was the case
in 2010. Large arts charities, with a turnover of £1m+), were the biggest legacy
promoters (58% vs. 40% overall) with lack of capacity, resources, and other priorities
the main reasons given for not promoting legacy giving.

#### Legacy fundraising & promotion

Half of the arts organisations that did promote legacy giving reported that they
had no budget allocated to legacy fundraising in their current financial year, while
half of those that did have budget had £2,500 or less available to them and only
8% spent more than £5,000 a year on legacy marketing.

Since 2010, the survey showed a growth in legacy promotion on arts organisations’
websites and inclusion in general email marketing, with a decline in the use of 
postal campaigns. Compared to 2010, there has also been a decline in face-to-face
approaches (32% vs. 19%) but an increase in legacy events (14% vs. 23%).

For the first time this year, the survey asked arts organisations for their top 
three priority targets for legacy fundraising, revealing a focus on individual donors,
particularly those giving more than £1,000 a year (77%). Other high priorities were
members (47%), audiences (40%) and trustees and other senior volunteers (53%). Web
and on-site visitors were seen as secondary targets, with little emphasis on the
public at large, or on general volunteers.

However, while legacy fundraising was low, the report shows that it may be beginning
to rise with several of those surveyed about to start implementing a legacy promotion
strategy and activity for the first time. Just over a quarter felt it would be significant
or very significant, with a third seeing it as an emerging activity that would play
a key role in the next five years.

 * **[£4 million awarded for museum and gallery displays through DCMS and Wolfson Foundation](https://fundraising.co.uk/2017/01/19/4m-awarded-museum-gallery-displays-dcms-wolfson-foundation/)**(
   19 January 2017)
 * **[Best arts and culture fundraising campaigns sought for 2017 Emcees](https://fundraising.co.uk/2017/03/06/nominations-2017-emcees-open/)**(
   6 March 2017)
 * **[Engaging Young Fundraisers at the IoF Cultural Sector Network Conference](https://fundraising.co.uk/2017/03/06/engaging-young-fundraisers-iof-cultural-sector-network-conference/)**(
   6 March 2017)

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