Sanita Guddu of Persuasion - Legacy Consultant and Training Specialist

Legacy Fundraising Chat

Business EN ↓ 107 episodes

Feeling you don’t have time for legacy fundraising marketing? Or don’t know where to start? As a former Legacy Marketing Manager, I have been where you are. Having managed regional legacy teams, organised and presented at over 110 legacy events I love the whole journey from having conversations to stewarding pledgers. Now as a legacy consultant, I hear people who have responsibility for this fundraising stream struggling, and I don't want you to. Episodes are created to help you to increase your legacy income, whilst filled with wisdom and easy actionable tips all under 30 minutes.

Author

Sanita Guddu of Persuasion - Legacy Consultant and Training Specialist

Episodes

Ep57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 2 22.05.2024 19:30

Part 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 info P.s Could you do me a favour please? If you are enjoying my podcast, I’d love it if you co...

Ep56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 1 08.05.2024 20:19

Are 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 wit...

Ep55: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 2 24.04.2024 26:51

Part 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 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 eithe...

Ep54: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 1 10.04.2024 24:58

If 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 subsc...

53: A chat with June Steward "When do you need a legacy copywriter and how to work with one" 27.03.2024 23:05

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 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...

Episode 52: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 2 13.03.2024 20:52

Part 2 of my chat with Cat Woodhead

Episode 51: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 1 28.02.2024 23:53

Are 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.

Episode 50: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 2 14.02.2024 31:20

Part 2 of my chat with Ashley and Claire

Episode 49: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 1 31.01.2024 26:46

Candid 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.

Episode 48 When should you recruit for legacy support and what are your options? 17.01.2024 10:22

Covering when you should recruit, who you should hire, what expertise they should have to help you to start or build your legacy programme.

Episode 47 What to expect from the podcast in 2024 03.01.2024 6:13

A 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.

Episode 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 2 20.12.2023 26:35

Final part of my interview with Rosalind.

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 1 06.12.2023 21:27

If 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 Even...

Episode 44: Legacy Budget Series Part 3 What numbers to show your Board of Trustees to get internal approval 22.11.2023 6:30

Do 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/ ================================================= 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...

Episode 43: Legacy Budget Series Part 2 How much budget do you need to run a programme? 08.11.2023 7:07

I run through the approximate costs for legacy marketing activity, for you to decide what you want to include in your programme ================================================= 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...

Episode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budget 25.10.2023 6:06

Exploring the proactive things that you can be doing to secure your legacy marketing budget including knowing what numbers you absolutely need to know.

Episode 41: Is it time to do a legacy marketing audit? Here's how to do it 11.10.2023 14:36

If 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.

Episode 40: A chat with Jane Symmons - Major Gifts Director at Thames Hospice Part 2 A client case study 27.09.2023 17:32

Part 2 of my interview, do listen back to Episode 39 first ====================================================== 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 providin...

Episode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case study 13.09.2023 23:19

Client 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.

Episode 38: The Vegan Society interview me as their Legacy Pledger! Part 2 30.08.2023 19:13

Part 2 to my interview with the Vegan Society ====================================================== 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 fo...

Episode 37: The Vegan Society interview me as their Legacy Pledger! Part 1 16.08.2023 22:02

Candid 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.

Episode 36: Legacy Pledgers 3 Part Series Part 3 - How to get pledgers to share their story 02.08.2023 6:09

Pledger 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. ====================================================== 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 str...

Episode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want? 19.07.2023 7:12

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. ====================================================== Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your cur...

Episode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves 05.07.2023 7:15

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.

Episode 33: A chat with Lizzi Lord from Little Angel Theatre - on-air legacy consultancy 21.06.2023 36:31

I 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/