Legacy Fundraising Chat

Mentored 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 info P.s Cou...

How is strategic storytelling shaping legacy fundraising across Europe—and what can the UK learn from it?

What 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.

Listen to Part 2 for more ideas on how to collaborate with your colleagues to ensure that your legacy messages reach the right prospects.

How 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.

Part 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...

How 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...

Do 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 campaign https://sofii.org/article/the-legacy-showcase-a-new-initiative-to-share-inspirational-legacy-campaigns

From empathy to expertise—find out what today’s legacy fundraisers need to leave their own lasting impact on donors.

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/

Part 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...

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 plea...

Along 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...

Part 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 new...

Are 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 =================================...

Part 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...

Have 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 .  Visit my website   for more info P.s Could you do me a favour please?  If you are enjoying...

Finally, an episode dedicated to this simple but highly effective legacy marketing tool.

Delving into some common words and phrases that I recommend you drop from your marketing.

Personal account of the reason why I paid another visit to my solicitor. Could this also be in the minds of your legacy prospects?

Part 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, s...

Is 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? ...

Part 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 o...

A 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 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, s...

If 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   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 ple...