Shows
Legacy Fundraising ChatEp84: Legacy Brochure Series Part 1– What every Legacy leaflet and brochure needsDiscover the essentials every legacy leaflet and brochure needs to engage supporters and inspire gifts in Wills—without overwhelming them.Got a question? Drop me an email hello@legacyfundraisingchat.co.uk Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podcha2025-07-2315 minLegacy Fundraising ChatEp83: A chat with Lucy Anderson Jones, Development Manager at Tax Justice UK "How I created a legacy strategy with a mentor" a client case study Part 2Lucy, under my guidance, crafted a compelling legacy strategy and proposition, winning the backing of her team and loyal supporters. Curious how she turned a vision into reality and gained their enthusiastic support? Listen to Part 1 and this Part to find out.Got a question? Drop me an email hello@legacyfundraisingchat.co.uk Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d love it...2025-07-0924 minLegacy Fundraising ChatEp82: A chat with Lucy Anderson Jones, Development Manager at Tax Justice UK "How I created a legacy strategy with a mentor" a client case study Part 1Mentored through the creation of a compelling legacy strategy, Lucy Anderson Jones shares how she engaged her team and supporters to secure a transformative legacy gift. Could you benefit from this approach?Got a question? Drop me an email hello@legacyfundraisingchat.co.uk Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other pe...2025-06-2525 minLegacy Fundraising ChatEp81 A chat with Lena Vizy - Legacy Consultant “What legacy marketing lessons can we in the UK learn from our European colleagues" Part 2How is strategic storytelling shaping legacy fundraising across Europe—and what can the UK learn from it?2025-06-1126 minLegacy Fundraising ChatEp80 A chat with Lena Vizy - Legacy Consultant “What legacy marketing lessons can we in the UK learn from our European colleagues" Part 1What can Britain learn from Europe's legacy game? Lena Vizy shares insights on how European countries approach legacy marketing with cultural differences and long-term vision.2025-05-2829 minLegacy Fundraising ChatEp79: A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 2Listen to Part 2 for more ideas on how to collaborate with your colleagues to ensure that your legacy messages reach the right prospects.2025-05-1424 minLegacy Fundraising ChatEp78 A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 1How can you seamlessly integrate legacy giving into an Individual Giving programme, working with your colleagues and without overwhelming donors? Listen to find out how Guilli strikes this balance.2025-04-3027 minLegacy Fundraising ChatEp77: A chat with Rachel Gedge – Legacy Manager at CHAS “Manager Diaries: My first two years unfiltered” a client case study Part 2Part 2 and conclusion of my chat with Rachel where she shares both unexpected challenges and untapped opportunities. Hear her honest reflections on stepping into leadership, building a legacy programme from the ground up, and some lessons for every legacy fundraiser Got a question? Drop me an email hello@legacyfundraisingchat.co.uk Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d love it...2025-04-1623 minLegacy Fundraising ChatEp76: A chat with Rachel Gedge – Legacy Manager at CHAS “Manager Diaries: My first two years unfiltered” a client case study Part 1How do you step into your first management role and legacy role and not just survive, but thrive? In this episode, Rachel shares what she’s learned, including the bold telephone campaign she ran, what it revealed, and her top advice for legacy fundraisers.Got a question? Drop me an email hello@legacyfundraisingchat.co.uk Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d lov...2025-04-0229 minLegacy Fundraising ChatEp75: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 3Do you know what the must-have skills are that keep legacy fundraisers happy and effective in their role?As mentioned on the show -The Legacy Showcase - is a collection of short videos where fundraisers share their favourite legacy campaignhttps://sofii.org/article/the-legacy-showcase-a-new-initiative-to-share-inspirational-legacy-campaigns2025-03-1925 minLegacy Fundraising ChatEp74: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 2From empathy to expertise—find out what today’s legacy fundraisers need to leave their own lasting impact on donors.
2025-03-0526 minLegacy Fundraising ChatEp73: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 1
A timely conversation looking at what skills legacy fundraisers need to overcome some of the challenges in recruitment and retention in the legacy sector
Legacy Futures recruitment and retention report mentioned on the show https://www.legacyfutures.com/resources/report-into-the-recruitment-and-retention-challenges-facing-the-legacy-sector/
2025-02-1929 minLegacy Fundraising ChatEp72: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 2Part 2 and conclusion with my interview with Sal Hampson.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser
2025-02-0523 minLegacy Fundraising ChatEp71: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 1
Want to know what thought process your pledgers or prospects go through when thinking about including a charity in their Will? A rare opportunity to hear that from a legacy pledger.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person o...2025-01-2223 minLegacy Fundraising ChatEp70: Pledger Stories Series - How and where to showcase storiesAlong with my charity clients, we find more and more ways to share pledger stories - which are gold in your legacy marketing
Got a quick question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why oth...2025-01-0804 minLegacy Fundraising ChatEp69: A chat with Vicky Kangurs,Co-Host of Charity Meet-up "The why and how to network with fellow legacy fundraisers - even when you hate networking" Part 2Part 2 and conclusion interview with key takeaways
Useful info mentioned in the interview
https://www.facebook.com/groups/charitymeetup
https://www.facebook.com/groups/thirdsectorcomms
https://www.facebook.com/groups/FundraisingChat
https://bni.co.uk/en-GB/index
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my pod...2024-11-2030 minLegacy Fundraising ChatEp68: A chat with Vicky Kangurs,Co-Host of Charity Meet-up "The why and how to network with fellow legacy fundraisers - even when you hate networking" Part 1Are you terrified of walking into a room with other fundraisers? Or simply don’t think networking will help you in your role? Then this one's for you!
Useful info mentioned in the interview
https://www.facebook.com/groups/charitymeetup
https://www.facebook.com/groups/thirdsectorcomms
https://www.facebook.com/groups/FundraisingChat
https://bni.co.uk/en-GB/index
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Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Vis...2024-11-0628 minLegacy Fundraising ChatEp67: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 2Part 2 and conclusion interview with key takeaways
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser
2024-10-2322 minLegacy Fundraising ChatEp66: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 1Have you overlooked an audience for legacy marketing? We take a deep dive into exploring how an unlikely donor group may just be your best legacy prospect.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
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P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as...2024-10-0925 minLegacy Fundraising ChatEp65: Tick-boxes- The why, when and how to use to your legacy prospectsFinally, an episode dedicated to this simple but highly effective legacy marketing tool.
2024-09-1107 minLegacy Fundraising ChatEp64: Could legacy marketing jargon be putting off your legacy prospects?Delving into some common words and phrases that I recommend you drop from your marketing.2024-08-2804 minLegacy Fundraising ChatEp63: What I've learnt from updating my Will that will help you in your legacy marketingPersonal account of the reason why I paid another visit to my solicitor. Could this also be in the minds of your legacy prospects?2024-08-1405 minLegacy Fundraising ChatEp62: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 2Part 2 and conclusion interview with key nuggets of wisdom to help you increase your pledger numbers.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser
2024-07-3127 minLegacy Fundraising ChatEp61: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 1Is an offer of a Free Will writing service right for your supporters? Listen to part 1 of this interview to find out how you can use this tool to increase your legacy pledgers.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one othe...2024-07-1721 minLegacy Fundraising ChatEp60: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 2Part 2 and conclusion with my interview with Gaynor. Key takeaways included in this one too.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser
2024-07-0332 minLegacy Fundraising ChatEp59: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 1A much needed frank conversation on how we work with solicitors when marketing legacies to supporters
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser
2024-06-1923 minLegacy Fundraising ChatEp58: How to create a legacy brochure in-houseIf budgets are tight, you can absolutely develop this in-house. In this one, I guide you through the key steps to create a brochure that will inspire your donors to give in this way.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
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P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one...2024-06-0510 minLegacy Fundraising ChatEp57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 2Part 2 of my interview with Madeleine along with key take-aways and actions for the digital aspects of your legacy programme
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more infoP.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser
2024-05-2219 minLegacy Fundraising ChatEp56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 1Are you using online channels to promote legacy fundraising? A great interview even if you’re looking for top tips from an expert in the legacy digital space.
For more expert advice from Madeleine visit https://madlinblog.wordpress.com/2023/02/09/your-legacy-shop-window/
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
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P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if...2024-05-0820 minLegacy Fundraising ChatEp55: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 2Part 2 of my interview with Rose and Ben along with key take-aways and actions for your own legacy marketing plans.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
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P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podc...2024-04-2426 minLegacy Fundraising ChatEp54: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 1If you’re not using the telephone as part of your legacy fundraising programme, then this one's for you.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
Sign up for your monthly dose of tips and inspiration with my newsletter here.
Visit my website for more info
P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser2024-04-1024 minLegacy Fundraising Chat53: A chat with June Steward "When do you need a legacy copywriter and how to work with one"We know that legacies is a specialism so should you also look for an expert to write copy for your legacy materials? Listen to find out.
Got a question? Drop me an email hello@legacyfundraisingchat.co.uk
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P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you could either subscribe, share with one other person or leave a review as to w...2024-03-2723 minLegacy Fundraising ChatEpisode 52: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 2Part 2 of my chat with Cat Woodhead
2024-03-1320 minLegacy Fundraising ChatEpisode 51: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 1Are you thinking about recruiting for a legacy fundraiser or manager or need to convince your board for that extra investment? Then this one's for you.
2024-02-2823 minLegacy Fundraising ChatEpisode 50: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 2Part 2 of my chat with Ashley and Claire
2024-02-1431 minLegacy Fundraising ChatEpisode 49: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 1Candid chat on how to make the most of working with outsourced legacy support. We also cover how you can spot the red flags in this potential support and what questions to ask to ensure you have the best experience with a legacy consultant or agency.
2024-01-3126 minLegacy Fundraising ChatEpisode 48 When should you recruit for legacy support and what are your options?Covering when you should recruit, who you should hire, what expertise they should have to help you to start or build your legacy programme.
2024-01-1710 minLegacy Fundraising ChatEpisode 47 What to expect from the podcast in 2024A run-down of some of the content I’m working on and the guests that I interviewing - all aimed at helping you with your legacy marketing efforts.
2024-01-0306 minLegacy Fundraising ChatEpisode 46: A chat with Rosalind Sherlock - Jones from Water Aid - How to build relationships with personal executors and how it can help you in your legacy marketing Part 2Final part of my interview with Rosalind.2023-12-2026 minLegacy Fundraising ChatA chat with Rosalind Sherlock - Jones from Water Aid - How to build relationships with personal executors and how it can help you in your legacy marketing Part 1If you haven’t yet created a system on linking with your legacy charity administration or management with your legacy marketing, this is a must listen.
Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and dev...2023-12-0621 minLegacy Fundraising ChatEpisode 44: Legacy Budget Series Part 3 What numbers to show your Board of Trustees to get internal approvalDo you know how to impress your Board to get the legacy marketing spend you need? Listen to find out what they want to hear.
Here’s a link to the tool that will help you
https://smeeandford.com/legacy-analysis-portal/
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions...2023-11-2206 minLegacy Fundraising ChatEpisode 43: Legacy Budget Series Part 2 How much budget do you need to run a programme?I run through the approximate costs for legacy marketing activity, for you to decide what you want to include in your programme
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning...2023-11-0807 minLegacy Fundraising ChatEpisode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budgetExploring the proactive things that you can be doing to secure your legacy marketing budget including knowing what numbers you absolutely need to know.
2023-10-2506 minLegacy Fundraising ChatEpisode 41: Is it time to do a legacy marketing audit? Here's how to do itIf you’re not getting the results you want from your legacy programme or making use of technology or personalising your donor communications, now is the time to conduct a legacy audit.
2023-10-1114 minLegacy Fundraising ChatEpisode 40: A chat with Jane Symmons - Major Gifts Director at Thames Hospice Part 2 A client case studyPart 2 of my interview, do listen back to Episode 39 first
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marke...2023-09-2717 minLegacy Fundraising ChatEpisode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case studyClient case study on how to galvanise the support across your charity to help spread your legacy message and how legacy telemarketing has created a secure legacy pipeline for Thames Hospice.
2023-09-1323 minLegacy Fundraising ChatEpisode 38: The Vegan Society interview me as their Legacy Pledger! Part 2
Part 2 to my interview with the Vegan Society
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy...2023-08-3019 minLegacy Fundraising ChatEpisode 37: The Vegan Society interview me as their Legacy Pledger! Part 1Candid interview as you learn more about what motivates your supporters to leave a gift in their Will to your charity. As well as more about me as your host and producer of the show.
2023-08-1622 minLegacy Fundraising ChatEpisode 36: Legacy Pledgers 3 Part Series Part 3 - How to get pledgers to share their storyPledger stories are gold for your legacy marketing. Let’s face it, if they have gone public with telling people your organisation is in their Will, the chances of you being taken out is minuscule.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy...2023-08-0206 minLegacy Fundraising ChatEpisode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want?Pledgers are hugely valuable to you. They can take your charity out of their Will so to keep your charity in front of their mind, you’ll want to know what’s going on inside their mind so you can respond to that accordingly.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions pr...2023-07-1907 minLegacy Fundraising ChatEpisode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves
You naturally want to know who these people are because you're likely being measured on the number of pledgers that are recorded on your system and you’ll naturally want to thank them too.
2023-07-0507 minLegacy Fundraising ChatEpisode 33: A chat with Lizzi Lord from Little Angel Theatre - on-air legacy consultancyI offer my first on-air legacy consultancy support to a small charity that attended one of my training sessions earlier this. Learn what you could implement into your organisation that is low-cost with minimal effort.
Find out more about the charity here https://www.littleangeltheatre.com/
2023-06-2136 minLegacy Fundraising ChatEpisode 32: A chat with Suzanne Watts - Producer of 2023 Global legacy Strategy Summit - what to expect from this year's eventI’ve presented at the Legacy Strategy for the last few years and there’s always something new to learn. Find out what to expect from this year’s online event that takes place on 20th June 2023. You can book your place here https://legacystrategysummit.com/
2023-06-0721 minLegacy Fundraising ChatEpisode 31 - What I've learnt as a judge at the Legacy Giving Awards that will help you in your legacy marketing
The Smee and Ford Legacy Awards took place on the 27th April and I had the pleasure of being a judge and Chair of one of the panel discussion sessions.
I share my learning’s from both experiences to help you in your future legacy marketing.
As mentioned in the episode, The Smee and Ford Legacy Trends Report you can get your copy here https://smeeandford.com/reports-whitepapers/2022-smee-ford-legacy-trends-report/
2023-05-2412 minLegacy Fundraising ChatEpisode 30: A chat with Lynn Nevatt - a legacy telephone caller at QTS Telemarketing Agency
Planning on running a legacy telephone campaign? A rare insight into what you can expect when you call your supporters to talk about legacy giving. After listening you might just be persuaded how much your supporters would love that call from you.
2023-05-1021 minLegacy Fundraising ChatEpisode 29 - Legacy In-House Training Series Part 2 - How to deliver trainingIn Part 2 of this 2 -Part Series, learn the when, how, what and who to deliver your legacy training to to maximise your legacy income2023-04-2607 minLegacy Fundraising ChatEpisode 28 - Legacy In-House Training Series Part 1 - What you first need to knowI get lots of requests to deliver Legacy training and how to train people across a charity to have Legacy conversations. In Part 1 of this 2 -Part Series, learn how I have used audience needs to develop bespoke training covering the wider fundraising team, Trustee boards, Executive Boards, Operational staff and front-line staff and volunteers2023-04-1209 minLegacy Fundraising ChatEpisode 27: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 2Part 2 of my interview with Tim Kachuriak and the conundrum of why donors give.2023-03-2930 min
Legacy Fundraising ChatEpisode 26: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 1What makes people give? It's a question that Tim Kachuriak, has been obsessed over for more than a decade. And it's what led him to develop the world's largest digital fundraising research lab. Through the course of performing over 2,500 fundraising experiments, he’s learned a few simple yet profound truths. I invited him to share those with you on this episode2023-03-1529 minLegacy Fundraising ChatEpisode 25 - Why and how to celebrate your Legacy wins and setbacksLearn how celebrating your wins and recognising why your setbacks happened can make you a better legacy fundraiser. This one is a must if you never celebrate your successes in a public way.
I'm delighted that the National Free Wills Network is sponsoring my podcast. They allow you to offer your supporters a free solicitor written Will anywhere in the UK and the charity receives full, measurable results. With 15 years of experience and over £500m raised in future income, the Network can help charities of all shapes and sizes launch and maximise their legacy programmes. Visit https://www...2023-03-0110 minLegacy Fundraising ChatEpisode 24: How to personalise your legacy communicationsIs it worth spending the time personalising your messaging to individual donors? Does it even work? This episode explores the why, how and when to personalise your legacy donor communications.
I'm delighted that the National Free Wills Network is sponsoring my podcast. They allow you to offer your supporters a free solicitor written Will anywhere in the UK and the charity receives full, measurable results. With 15 years of experience and over £500m raised in future income, the Network can help charities of all shapes and sizes launch and maximise their legacy programmes. Visit https://www.nationalfreewills.net to...2023-02-1507 minLegacy Fundraising ChatEpisode 23: A chat with Professor Russell James from Texas Tech UniversityImagine if you could get inside the mind of a donor. You’d know exactly what drives them to give.
My guest does just that. Dr Russell James has revolutionised the way charities globally approach marketing. Using the latest scientific technology, Dr. James researches brain activity in fundraising prospects to find out why and what makes donors give.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone...2023-02-0125 minLegacy Fundraising ChatEpisode 22: How to run a spotlight on legacies in-houseHow shining a light on legacies within your organisation can help you to get buy-in from across your charity and stop you feeling like a legacy lone ranger. Covering everything from when and how to create these legacy moments.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝 Legacy Marketing Events Planning
📞 Coaching sessions providing guidance for your Legacy...2023-01-1806 minLegacy Fundraising ChatEpisode 21: A chat with Dr Claire Routley and Ashley Rowthorn from Legacy Voice - How any charity can kick off Jan 2023 with a legacy campaignWondering when the best time is to run a legacy campaign? Listen to my discussion with fellow Legacy Fundraising Consultancy experts, Ashley and Claire from Legacy Voice to find out.
Read Ashley and Claire’s impressive bio’s here:
https://legacyfutures.com/about/ashley-rowthorn-3/
https://legacyfutures.com/about/claire-routley/
And the team at Legacy Futures are back on 16th February with another Legacy Fundraising Virtual Conference. The event will celebrate everything legacy fundraising related and bring together global experts to help you grow your legacy and in-memory income.
Whether you’re an early-stage legacy f...2023-01-0429 minLegacy Fundraising ChatEpisode 20: How to start (and not start) a legacy conversation with your supportersYou genuinely care about how your supporters feel. So I know you want to approach a legacy conversation with sensitivity and with ease. But how do you have a legacy conversation with a supporter without the awkwardness? Listen to a formulaic approach which is likely to help you in any situation.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Lega...2022-12-1408 minLegacy Fundraising ChatEpisode 19: Is fear holding you back from having legacy conversationsImagine if you could overcome your fear and become the confident legacy fundraiser you were always destined to be. In this episode I uncover the dark side of being a legacy fundraiser, that is never talked about, but is fundamental in your role.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guida...2022-12-0710 minLegacy Fundraising ChatEpisode 18: A chat with Nigel Roberts, Chairperson at Karibuni Children - a client case studyThink your charity is too small and under-resourced to develop a legacy strategy? Then listen to how a Board of Trustees from a volunteer - led Charity started a legacy programme. With some help and guidance from me.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
2022-11-2320 minLegacy Fundraising ChatEpisode 17: How to run a legacy event (in-person or virtual)Did you know that when done well, events are one of the channels with the highest Legacy enquirer conversion rates? Unsure whether in-person or virtual is right for your Charity? This episode helps you to decide. Also a must listen if you have never organised a Legacy event.
Being so passionate about Legacy events I’ve written a whole FREE e-book on the subject. You can download it here here https://persuasion.org.uk/e-books/
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Do you need some support with your Legacy plans? Here are some of the ways that I can h...2022-11-0910 minLegacy Fundraising ChatEpisode 16: 5 quick ways to get colleagues interested in your legacy plansWe all need a little help from our colleagues to achieve our Legacy marketing ambitions. Knowing who, how and when to approach is key to building and nurturing these in-house relationships that are often the key to talking to your best Legacy prospects.
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guid...2022-10-2611 minLegacy Fundraising ChatEpisode 15: A chat with Barrie Hodge, Head of Fundraising at St Basils, youth homelessness charityI worked with Barrie Hodge and his team to develop their first legacy strategy. Listen to find out why they decided now was the time to have these conversations with their supporter base and how they discovered that their former beneficiaries could be your best legacy prospects.
To find out more about St Basils visit https://stbasils.org.uk/
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Do you need some support with your Legacy plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Tel...2022-10-1226 minLegacy Fundraising ChatEpisode 14: What should go in your legacy strategy?Grab a pen and paper or something you can type into whilst I talk you through the essential 5 stages that I go through when devising a legacy strategy.
To look at sector-wide Legacy Market updates and evidence to support your strategy, visit https://www.legacyforesight.co.uk/archive
Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk.
And you can also sign up for your monthly dose of tips and inspiration with my newsletter here...2022-09-2818 minLegacy Fundraising ChatEpisode 13: What legacy materials do you really need?Getting overwhelmed with ideas of what legacy marketing materials to produce? and do any of them work anyway? In this episode I’m covering all the types of legacy fundraising materials that you could produce and help you decide if there is just one thing that you have budget for, what that one legacy marketing piece be.
Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk.
And you can also sign up for your monthly dose of ti...2022-09-1411 minLegacy Fundraising ChatEpisode 12: A chat with Richard Millar - things you need to know before offering a Free Wills ServiceUnsure whether offering a Free Wills Service to your audiences is right for you? And should you be offering an online service over a face to face solicitor offer? Listen to this episode to help you make that decision.
Some additional links
A short session on why you should write your Will through a solicitor https://vimeo.com/612776844
An interview with Gaynor Lanceley, a former legacy fundraiser and now a private client solicitor, talking about why solicitors like a Free Wills Service and much more! https://vimeo.com/655395250
Visit www.capacitymarketing.c...2022-08-3119 min
CharityChatE207 - The Legacy Fundraising Chat With Sanita GudduIn this episode we speak with Sanita Guddu, legacy consultant, trainer, coach and producer of Legacy Fundraising Chat podcast.
We speak about why Sanita has focussed her expertise on legacy giving, how she approaches donors when speaking about legacies, and how charities should start investing in legacy giving and go about getting buy in from their Boards and leadership.2022-08-2133 minLegacy Fundraising ChatEpisode 11 - How to convince (or work with) your Trustee Board to invest in legaciesKnowing what might be holding your Charity Trustee Board back from giving legacy fundraising the attention that it deserves, will help you to get them on Board.
In this episode I cover everything that I have discovered from working with several Charity Boards. Including what they need to know and hear to ensure they invest in a legacy programme for the future and sustainability of the Charity.
Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk.
2022-08-1710 minLegacy Fundraising ChatEpisode 10: Do you know why and when people change their Will?Did you know that there are certain life stages when people write or update their Will?
Listen to find out what life changes motivate someone to update their Will and how this could influence your legacy marketing.
Not already following? I would love it if you could and share so together we can make Legacy fundraising easier for more charities.
Find out more about me at persuasion.org.uk.
And you can also sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/c...2022-08-0307 minLegacy Fundraising ChatEpisode 9: The 8 things that legacy pledgers want - sometimes!Do you know what to do when someone tells you they’ve included your charity in their Will?
Many charities simply remove legacy pledgers from receiving any further comms in fear that the pledger might change their mind. But, what if you actually knew what your pledgers wanted?
This is the episode where the mystery of how to steward pledgers is uncovered and do they want to be stewarded anyway? Listen to find out.
Not already following? I would love it if you could and share so together we can make Legacy fundraising easi...2022-07-2008 min
Legacy Fundraising ChatEpisode 8: A chat with Katie Wimpenny from Guardian Angel - Give your legacies a leg up this SeptemberTime critical episode listen by 29th July to join!
An opportunity to get involved in a Free Wills Legacy campaign this September brought to you by Guardian Angel. They’re offering various packages with co-branded materials to promote across all your channels. Something for charities of all sizes.
For more information about the different paid packages contact Katie at katie@guardianangel.network
You can read about the the origins of Guardian Angel through the Founder’s story, Sam here:
https://guardianangel.network/about
Not already following? I would love it if...2022-07-0616 minLegacy Fundraising ChatEpisode 7: What are the benefits of legacies to donors and your charity?You might say, well it’s obvious what the charity is getting when someone chooses to leave a gift in their Will.
However my experience of delivering Legacy training is that there are often a few surprises here.
It makes sense that we all understand the fundamentals of what you are trying to achieve (and could) and what the donor gets from supporting in this way.
Another reason I am covering this in an episode is because it’s not uncommon for fundraisers not to ask for Legacies because they feel they are doin...2022-06-2211 minLegacy Fundraising ChatEpisode 6: A chat with Sarah Beaumont from Royal Museums Greenwich - A case study of how to start a legacy programme from scratch!I had the pleasure of mentoring Sarah Beaumont, Development Officer, at Royal Museums Greenwich in 2020 when she was totally new to Legacies.
At the time Sarah was spinning digital, commemorative, regular giving and legacy fundraising plates (that was quite a juggling act) so when she reached out for support, I was delighted to be able to help.
During the initial 6 months, we explored her challenges with Legacy fundraising were and her her upcoming goals. We were able to come up with an action plan so Sarah had a clear vision of what she needed to d...2022-06-0826 minLegacy Fundraising ChatEpisode 5: How to collect compelling legacy case studies and use them in your marketingIf there is one thing that I could equip every fundraiser with, it would be how to collect and tell Legacy stories. Because like any successful campaign, at its heart there is always a strong and genuine story.
These stories are what will bring your supporters, donors, volunteers and anyone else who is a Legacy prospect closer to your cause.
I also know from speaking to so many fundraisers that it’s not obvious where to start in collecting these stories and where to use them for maximum effect.
Both of these challenges ar...2022-05-2511 minLegacy Fundraising ChatEpisode 4: New to Legacy marketing? Do this!Sometimes we just need some quick, easy ideas that we can do right now to kick off or re-ignite our Legacy marketing
So I run through 20 ideas that you can pick from. I suggest you choose 3 that you feel you can do, go do them, reap the benefits and come back and listen and pick another idea you can implement.
Sound too easy? Who said legacy fundraising had to be difficult...
Love what you've heard? Please subscribe and share with your friends and colleagues! And if you'd like to know more about me, you...2022-05-1106 minLegacy Fundraising ChatEpisode 3: A chat with Ben Suffell from QTS: ‘Is legacy telemarketing right for you?’Have you considered using the telephone to talk to your supporters about legacies?
If that sounds scary, then this episode is for you!
I’ve been passionate about using the telephone for Legacies since 2012 when it was not the norm. But I’m so glad that I took the charity on the journey because the results were astounding back then. And they still continue to be a decade later.
That’s why the first guest on my podcast is Ben Suffell, from QTS Telephone Agency.
I doubt there is anything about telephon...2022-04-1223 minLegacy Fundraising ChatEpisode 2: 5 mistakes that fundraisers make in their legacy programmeI know that your time is limited when legacies are not your sole focus which is why I’m covering these mistakes off early in this podcast.
The good news is that these 5 mistakes that I see fundraisers making, can be avoided.
Listen to make sure you aren’t making these errors and find out how a few easy actions can ensure you don’t make these mistakes in the future.
And find out where to put your energy and how to get the support of others in the process.
Love what y...2022-04-1205 minLegacy Fundraising ChatEpisode 1: Intro to Legacy Fundraising Chat podcastIn this short introduction episode you will find out about me, Sanita and:
- why I set up Legacy Fundraising Chat
- why you should listen to this podcast
- what I hope you will get out of it.
As a former Legacy Marketing Manager, I’ve been around the fundraising block a few times and back.
Now as a Legacy Specialist, I take a hands-on approach to consulting, training and coaching fundraisers.
I also use my experience to deliver legacy campaigns for charities.
I lo...2022-04-1203 min