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Explorez tous les épisodes du podcast Legacy Fundraising Chat

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TitreDateDurée
Ep69: 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 2 20 Nov 202400:30:51

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 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


Ep68: 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 106 Nov 202400:28:18

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

=========================================

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

Ep59: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 119 Jun 202400:23:06

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, share with one other person or leave a review as to why others should listen at Podchaser

Ep58: How to create a legacy brochure in-house05 Jun 202400:10:27

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 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

Ep57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 222 May 202400:19:30

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 could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser

Ep56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 108 May 202400:20:19

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 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

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 224 Apr 202400:26:51

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 either subscribe, share with one other person or leave a review as to why others should listen at Podchaser

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 110 Apr 202400:24:58

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 subscribe, share with one other person or leave a review as to why others should listen at Podchaser

53: A chat with June Steward "When do you need a legacy copywriter and how to work with one"27 Mar 202400:23:05

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 it if you could either subscribe, share with one other person or leave a review as to why others should listen at Podchaser

Episode 52: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 213 Mar 202400:20:52

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 128 Feb 202400:23:53

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 214 Feb 202400:31:20

Part 2 of my chat with Ashley and Claire

Ep67: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 223 Oct 202400:22:50

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 why others should listen at Podchaser

Episode 49: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 131 Jan 202400:26:46

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 Jan 202400:10:22

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 202403 Jan 202400:06:13

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 220 Dec 202300:26:35

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 106 Dec 202300:21:27

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 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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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



Episode 44: Legacy Budget Series Part 3 What numbers to show your Board of Trustees to get internal approval22 Nov 202300:06:30

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 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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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





Episode 43: Legacy Budget Series Part 2 How much budget do you need to run a programme?08 Nov 202300:07:07

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 module)

📈Interim in-house Legacy Marketing Support

📰Create your Legacy Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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



Episode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budget25 Oct 202300:06:06

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 it11 Oct 202300:14:36

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 study27 Sep 202300:17:32

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 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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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



Ep66: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 109 Oct 202400:25:16

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 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

Episode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case study13 Sep 202300:23:19

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 230 Aug 202300:19:13


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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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

Episode 37: The Vegan Society interview me as their Legacy Pledger! Part 116 Aug 202300:22:02

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 story02 Aug 202300:06:09

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 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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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


Episode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want?19 Jul 202300:07:12

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 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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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

Episode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves05 Jul 202300:07:15

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 consultancy21 Jun 202300:36:31

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/


Episode 32: A chat with Suzanne Watts - Producer of 2023 Global legacy Strategy Summit - what to expect from this year's event07 Jun 202300:21:36

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/

Episode 31 - What I've learnt as a judge at the Legacy Giving Awards that will help you in your legacy marketing24 May 202300:12:29

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/


Episode 30: A chat with Lynn Nevatt - a legacy telephone caller at QTS Telemarketing Agency10 May 202300:21:00

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.

Ep65: Tick-boxes- The why, when and how to use to your legacy prospects11 Sep 202400:07:02

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

Episode 29 - Legacy In-House Training Series Part 2 - How to deliver training26 Apr 202300:07:28

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

Episode 28 - Legacy In-House Training Series Part 1 - What you first need to know 12 Apr 202300:09:42

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

Episode 27: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 229 Mar 202300:30:04

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

Episode 26: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 115 Mar 202300:29:34

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

Episode 25 - Why and how to celebrate your Legacy wins and setbacks01 Mar 202300:10:40

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, 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 find out more.

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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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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

Episode 24: How to personalise your legacy communications15 Feb 202300:07:11

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, 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 find out more.

=======================================================================

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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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

Episode 23: A chat with Professor Russell James from Texas Tech University01 Feb 202300:25:36

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.

=======================================================================

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 Marketing Materials

🧓Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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

Episode 22: How to run a spotlight on legacies in-house18 Jan 202300:06:26

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.

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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 Marketing Materials

🧓 Collect Legacy Case Studies and a planner on how to use them in your marketing

Anything not listed here, you need help with?  Email me I love hearing from my listeners or Book a call with me

Connect with me on LinkedIn

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

Episode 21: A chat with Dr Claire Routley and Ashley Rowthorn from Legacy Voice - How any charity can kick off Jan 2023 with a legacy campaign04 Jan 202300:29:21

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: 

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 fundraiser or a seasoned professional that wants to innovate in a rapidly changing world, this one's for you.

More useful links: 

Legacy Virtual Conference

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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

🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)

📈 Interim Legacy Marketing Support

📰 Create your Legacy Marketing Materials

🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing

Anything not listed here, you need help with?  Tell me more at sanita@persuasion.org.uk I love hearing from my listeners

Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/

Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/

Visit https://persuasion.org.uk/  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:

https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636

Episode 20: How to start (and not start) a legacy conversation with your supporters14 Dec 202200:08:41

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.

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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

🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)

📈 Interim Legacy Marketing Support

📰 Create your Legacy Marketing Materials

🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing

Anything not listed here, you need help with?  Tell me more at sanita@persuasion.org.uk I love hearing from my listeners

Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/

Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/

Visit https://persuasion.org.uk/  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:

https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636

Ep64: Could legacy marketing jargon be putting off your legacy prospects?28 Aug 202400:04:53

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

Episode 19: Is fear holding you back from having legacy conversations07 Dec 202200:10:10

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.

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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

🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)

📈 Interim Legacy Marketing Support

📰 Create your Legacy Marketing Materials

🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing

Anything not listed here, you need help with?  Tell me more at sanita@persuasion.org.uk I love hearing from my listeners

Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/

Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/

Visit https://persuasion.org.uk/  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:

https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636

Episode 18: A chat with Nigel Roberts, Chairperson at Karibuni Children - a client case study23 Nov 202200:20:58

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.

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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

🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)

📈 Interim Legacy Marketing Support

📰 Create your Legacy Marketing Materials

🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing

Anything not listed here, you need help with?  Tell me more at sanita@persuasion.org.uk I love hearing from my listeners

Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/

Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/

Visit https://persuasion.org.uk/  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:

https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636

Episode 17: How to run a legacy event (in-person or virtual)09 Nov 202200:10:54

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 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

🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)

📈 Interim Legacy Marketing Support

📰 Create your Legacy Marketing Materials

🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing

Anything not listed here, you need help with?  Tell me more at sanita@persuasion.org.uk I love hearing from my listeners

Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/

Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/

Visit https://persuasion.org.uk/  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:

https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636

Episode 16: 5 quick ways to get colleagues interested in your legacy plans25 Oct 202200:11:09

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.

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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

🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)

📈 Interim Legacy Marketing Support

📰 Create your Legacy Marketing Materials

🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing

Anything not listed here, you need help with?  Tell me more at sanita@persuasion.org.uk I love hearing from my listeners

Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/

Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/

Visit https://persuasion.org.uk/  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:

https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636

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