Fundraising software for legacy management

Legacy marketing is an important area of fundraising that often helps to ensure the long-term viability of the charity.

Harlequin software will help you manage an effective legacy campaign enabling you to identify and target potential legacy givers. Upon notification of the legacy, tools within the system help you to efficiently oversee all the administrative work involved.

Promote and manage your legacy fundraising with Harlequin

  • Select relevant supporter records within the CRM database to promote your legacy appeal
  • Continually reinforce message to interested parties e.g. solicitors
  • Maintain a register of supporters who have pledged a legacy
  • Diarise regular follow-up correspondence with the executors and next of kin
  • Monitor the continual effectiveness of your legacy giving campaign

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