Legacy Fundraising Chat

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 i...

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 ch...

If 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...

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... Lov...

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 w...

I 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 e...

In 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 al...