CLIC Sargent Gifts in Wills Month

CHALLENGE: CLIC Sargent’s Legacy Team approached us to lead the Gifts in Wills Month 2016 planning. Our planning team were tasked with developing a clear strategy to increase the long term income through legacy giving and increase awareness of legacy giving amongst a range of audiences.

SOLUTION: Develop a multi-channel activity plan, which included Direct Mail, Email, Social Media, Corporate, Telemarketing, PR and Paid Search activity.

RESULTS: Contributed to 52% increase in legacy forecast / Winner of ‘Best Legacy Campaign’ IOF Award.

  • Contributed to 52% increase in legacy forecast.
  • First social media post received an amazing response gaining over 3000 likes compared to previous average of 300.
  • Generated new leads for Legacy calls and follow up.
  • Over 30,000 views of Legacy film 2 weeks in to 6 week campaign.