Explore every episode of the podcast Legacy Fundraising Chat

Could the key to growing your legacy programme lie with the colleagues around you?

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Do we really understand what supporters are thinking when they request a Free Will Service?

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

What's really happening behind the scenes of a Free Will scheme and is your charity missing an opportunity? 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Is LinkedIn your secret legacy marketing weapon… or just the charity sector talking to itself? 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Your next legacy enquiry could begin with an email signature. Are you overlooking the simplest year-round fundraising opportunity you already have? 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

As the conversation continues, Joey reveals how confidence, culture and everyday conversations can quietly transform a legacy programme. 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

What does it really take to build a legacy programme from the ground up? Joey shares the honest starting point and the thinking that drove results.

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Do you really need to start dancing on TikTok to promote gifts in Wills? Thankfully not. I explore how you can use Instagram and TikTok without losing your dignity. 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Letters of Wishes are becoming more common in legacy giving, but do they offer genuine reassurance or a false sense of security? 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

The moment someone considers a charitable gift in their Will, something deeper is happening. In this one, I explore the hidden psychology behind legacy giving. 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Trustees pushing back on legacies? This episode helps you answer the big questions with confidence, clarity and evidence 

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Are your legacy processes strong enough to withstand a contested Will?

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Would you know what to do if a legator’s Will was challenged?  Listen to find out.

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

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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

Think video is only for big charities with big budgets? Discover how to craft donor-led legacy content yourself that works.

Free training as mentioned on the show

https://thesaltways.com/training/

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

Sign up for your monthly dose of tips and inspiration with my newsletter here. 
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

What if your legacy video didn’t need an agency—just authentic stories, simple tech, and a clear message? 

Free training as mentioned on the show

https://thesaltways.com/training/

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

Need some more help with this topic?  Visit my website  for details about my Legacy Lens Service

Sign up for your monthly dose of tips and inspiration with my newsletter here. 

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

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

Are your pledger numbers stuck even though you’re “doing all the right things”? What if the real issue isn’t strategy or budget?

Got a question or want to find out more about Legacy Lens service?  Drop me an email hello@legacyfundraisingchat.co.uk 

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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

Are you confident talking to high-net-worth donors about legacies? If not, you’re not alone! Listen for simple and respectful ways to start this conversation.

Got a question or want to find out more about Legacy Lens service?  Drop me an email hello@legacyfundraisingchat.co.uk 

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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

Tired of “Leave a lasting legacy” and beach-walking couples? Alongside, Claire and Ashley, we unpick the clichés of legacy fundraising — and share what really inspires people to give.

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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

We’re calling out legacy clichés — from Will puns to “a gift that costs nothing today.” Hear what makes us cringe, laugh, and rethink how we talk about legacies.

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Why do good people leave good jobs? In this candid chat, Sally shares the unseen conflicts and quiet tensions that push employees to walk away.

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

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From subtle power struggles to toxic team dynamics, workplace conflict is more common than we admit. In this episode, Sally shares how to recognise and manage it.

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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

A powerful and personal way to close the year. I invite you to reflect, act, and lead by example. A simple challenge that might just change how you see your work (and yourself) in 2026.

Is your data helping or holding back your legacy programme? Stuart McCoy reveals why most fundraisers are missing the mark.

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What makes a good legacy prospect—and how do you find them in your database? It’s simpler (and smarter) than you think.

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From legacy myths to unexpected pledger stories, Lauren lifts the lid on what it really takes to engage supporters to consider a legacy gift. This is legacy fundraising—transparent, practical, and full of heart.

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How do you launch a legacy programme with no in-house expertise and a tiny team? Lauren Buchanan shares the surprising lessons, wins, and honest hurdles from OneKind’s legacy fundraising journey.

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Is Facebook still worth it for legacy campaigns? This episode unpacks digital myths, donor behaviour, and why quality over quantity matters.

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Is Facebook really the key to legacy fundraising—or is there a smarter way? Richard and Molly reveal fresh strategies for reaching the right people at the right time.

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I dive into how storytelling makes legacy giving feel real and inspires action. Discover simple ways to craft warm, materials that connect with supporters emotionally

Scottish Wildlife Trust - showing impact of a named legator

https://www.youtube.com/watch?v=ldkVmyRBtAw 

ShelterBox – pledger case studies https://www.youtube.com/watch?v=XBdX0PWft5I

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Do you still need a printed legacy brochure in a digital world? This episode breaks down why print still matters and how to make your digital materials truly connect.

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Discover the essentials every legacy leaflet and brochure needs to engage supporters and inspire gifts in Wills—without overwhelming them.

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Lucy, under my guidance, crafted a compelling legacy strategy and proposition, winning the backing of her team and loyal supporters. Curious how she turned a vision into reality and gained their enthusiastic support?  Listen to Part 1 and this Part to find out.

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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 

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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

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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

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 

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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

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.

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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.

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Along with my charity clients, we find more and more ways to share pledger stories - which are gold in your legacy marketing

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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 

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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

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

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Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

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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

Part 2 and conclusion interview with key takeaways

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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

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. 

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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

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