Legacy Fundraising Chat

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 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 infoP.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 Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 campaignhttps://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. 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

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. 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

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

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

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

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

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

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

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

Personal account of the reason why I paid another visit to my solicitor. Could this also be in the minds of your legacy prospects?

Part 2 and conclusion interview with key nuggets of wisdom to help you increase your pledger numbers. 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

Is an offer of a Free Will writing service right for your supporters?  Listen to part 1 of this interview to find out how you can use this tool to increase your legacy pledgers. 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

Part 2 and conclusion with my interview with Gaynor.  Key takeaways included in this one too. 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

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 infoP.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

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

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 infoP.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 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

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

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

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

Part 2 of my chat with Cat Woodhead

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.

Part 2 of my chat with Ashley and Claire

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. 

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

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.

Final part of my interview with Rosalind.

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 

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 

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 

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

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.

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 

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.

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 

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.

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 

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 

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.

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/

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-legacy-trends-report/

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