The InsightHub for charities legacy bundle equips your legacy team with the specific metrics and measures they need to both manage and drive forward your legacy donor programme
The legacy bundle consists of:
- Legacy – Understand the behaviours and status of your legacy supporters
- Legacy journey – Track how legacy supporters have progressed through specific milestones
Legacy report
Legacy pipeline
Trace your legacy donors throughout their tenure as a supporter to determine exactly how they progressed to their current status.
Legacy profile
This page presents an overall picture of the demographic makeup of your legacy supporters, viewed by either journey, stage or status.
Legacy location
Gain a deeper understanding of the geographic location of your legacy supporters against the overall profile of your supporters.
Legacy realisation
This report page provides a view of how your pledgers and legators are realised over time and can be viewed by both supporters and income.
Legacy journey
Journey overview
Track the journey of legacy supporters through predefined milestones. Where did they enter and where are they now?
Journey detail
Track the progress of various supporter cohorts throughout their legacy journey.
Journey activities
Examine how campaign activity has impacted on legacy journey status across your supporter base.
Communications
See which campaigns funnelled supporters into the legacy pipeline and how they have since progressed to pledgers and legators.
In-memory
In-memory summary
This report provides an in-depth view of your in-memory program and how your supporters are interacting with it.