Success for campaign to increase charitable legacies

A government trial has revealed that the percentage of those leaving money to charity in their will, depends on the approach taken by the will writer.

In the trial, 3000 prospective customers were separated into three groups in order to have their will drafted.

In group one, the will writer simply asked if they wanted to donate money to charity in their will.  10.8 percent agreed.

With group two, the will writer emphasised that many people leave charitable donations in their will and asked if there were any particular causes or charities which would interest the person.  15.4 percent agreed.

Charitable donations were not mentioned at all to anyone in group three and as a result, only 4.9 percent asked to leave a charitable legacy.

It was also noted that individuals in group two left a donation of around £6,661 on average, whilst those who agreed in group three left around £3000.

It seems therefore that the will writer has a large part to play in the success of charitable legacies.  This is supported by an earlier study which indicated that 35 percent of respondents wanted to leave money to charity in their will but only 7 percent actually did so.

Comments are closed.

Contact us

x

Call us for a quote, instant help or impartial advice on freephone
0800 612 6105 0800 calls are free - 0333 are local rate - Just click to Call



Or complete the form below
Name
Email
Tel
Message