Legacy Fundraising Chat

I’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/

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-legac...

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.

In Part 2 of this 2 -Part Series, learn the when, how, what and who to deliver your legacy training to to maximise your legacy income

I 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 volunteers

Part 2 of my interview with Tim Kachuriak and the conundrum of why donors give.

What 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 episode

Learn 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, m...

Is 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...

Imagine 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. =================================================...

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

Wondering 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 w...

You 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. ------- Do you need some support with your Legacy plans?  Here are some of the ways that I can hel...

Imagine 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. ------- 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 str...

Think 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. ------- 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 fi...

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 her...

We 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. ------- 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 s...

I 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/ ------- Do you need some support with your Legacy...

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...

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...

Unsure 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 fundr...

Knowing 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 Charit...

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 .  ...

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? &nbs...

Time 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@guardianange...