Helping charities fundraise more effectively

When people write their will with Farewill they have the opportunity to leave a gift to charity. Through this, we’ve raised over £300 million for hundreds of good causes across the UK.

Role

Lead designer

Impact

Waitlist of charities for new dashboard

100+ charities with personalised dashboards

Over £300 million raised for charities

Team

Jaskaran Kahlon • Product management

Clare Ridd • Research

Lucija Penko • Design

It’s useful for charities to understand who these gifts are coming from, so when people finish writing their will we ask for their permission to pass their details onto the charity they’ve supported.

However, this much data could leave charities with a headache inducing mountain to sift through. We wanted to make it as easy as possible for them to learn from our data, and use that insight to raise even more money.

To achieve this, we started off by creating a bespoke Google Studio Dashboard for each charity we partnered with. As the number of charities we work with passed 100, this solution was becoming unwieldy. We also knew we could improve on the design of the dashboard itself, and serve our charities needs better. So we decided to start from scratch.

A screenshot of our old Google Data Studio dashboards
A screenshot of our old Google Data Studio dashboards

To start, we held a kick-off meeting with our charities team, who work with charities everyday and have years of experience in the sector. They’d collected feedback and feature requests from charities on the existing dashboard, which gave us a headstart to create the next version.

After the meeting I started working on a clickable prototype. We tested this with a range of charities, large and small, to better understand if it was serving their needs.

Clickable prototype
Clickable prototype

Through the research, I came up with a list of job stories alongside our engineers to describe the tasks that charities needed to accomplish with the dashboard.

We discovered that the first prototype was trying to do slightly too much interpretation of the data for charities, which people found confusing rather than helpful. We figured out the best grouping for data, and how to offer helpful context for what we were showing.

Hover states
Hover states

From this we created a final design, and I worked closely with our engineers to get a high level of polish - thinking about things like loading and hover states. We launched the new dashboard to a few of our biggest charities, like Macmillan and Cancer Research, before launching it to all our charities.

Feedback quote from Macmillan cancer support: The dashboard is great! I and my colleagues all agree that it’s very easy and intuitive to use. It works really well!"
Feedback quote from Macmillan cancer support: The dashboard is great! I and my colleagues all agree that it’s very easy and intuitive to use. It works really well!"

Our new dashboards have reduced the amount of time required to set up a new charity from hours to seconds, using a slack command. They’ve made it easier for our partnerships team to show how we’re different to other will writers in pitches. And most importantly they’ve received glowing feedback from charities.