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Legacy Fundraising Chat

Sanita Guddu of Persuasion - Charity Consultant and Training Specialist

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Feeling you don’t have time for legacy fundraising marketing? Or don’t know where to start? As a former Legacy Marketing Manager, I have been where you are. Having managed regional legacy teams, organised and presented at over 110 legacy events I love the whole journey from having conversations to stewarding pledgers. Now as a legacy consultant. I hear people who have responsibility for this fundraising stream struggling, and I don't want you to. Episodes will help you to increase your legac ...
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1. Assess Your Strengths. Chances are, you already have some idea of the type of business you want to start, and it likely revolves around your passions. 2. Determine Start Up Funds. 3. Determine the Time Commitment. 4. Talk to Others In Your Field. Support this podcast: https://podcasters.spotify.com/pod/show/donald-shamp/support
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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 …
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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 …
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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…
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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 …
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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,…
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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?…
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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.
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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 …
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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 …
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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 📢 Set up your first …
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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 Marketin…
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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 📢 Set up your first Telephone Legacy campaign and manage it for you 📝Legacy Marketing Events Plan…
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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: ✍️ Wri…
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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 w…
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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/
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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/
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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://smeean…
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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…
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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…
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Lily talks with author, mom, coach, and paraplegic athlete, Ryan Rae Harbuck. After a car accident left her paralyzed from the ribcage down at 16, Ryan returned to her love of swimming to chase a Paralympic dream. Ryan talks with Lily about her travels and adventures as a young woman in a wheel chair, the quiet promise she made to herself in the mi…
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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 t…
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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 i…
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Lily talks with Eric Rooney about how he transitioned from his days of briefcase carrying and corporate living in San Francisco to...well…what he does today. Which is a little tough to pin down really - he’s a farmer and a florist and a landscaper, but he also works in death and dying, in service to the elderly and terminally ill, in grief support,…
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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.…
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Lily talks with author Heather Mateus Sappenfield about how she followed her life-long dream to be a professional writer. Heather shares about the inspiration for her characters, how she has dug deep in herself to learn how to stay in a scene beyond the point when it is tidy and comfortable, and the ways that her pursuits as an adventure athlete, i…
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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…
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Lily talks with CC Haug about her journey to founding Good Judy Garage, a mechanic shop that promises excellent service and a safe space to customers. CC is a mechanical engineer and master mechanic with over 25 years of experience. She feared that coming out as trans would threaten her livelihood and her place in the industry, so she built the kin…
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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 Lega…
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Lily continues her conversation with Cat James about the many twists and turns, adventures, and surprises that have marked her path towards becoming a tattoo artist. Cat shares about a sudden moment of clarity that led her to painful realizations and challenging conversations, but also to an honest and life-affirming path forward. You can see Cat's…
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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 pla…
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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: ✍️ W…
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Lily talks with Cat James about the origins of her career as a tattoo artist and her upcoming event (artisan market meets party meets concert), the Old Sol Fiesta on December 3rd in Denver, CO. To find out more about Cat's work and for Old Sol Fiesta, visit www.oldsolnewtricks.com or follow her on social media @oldsolnewtricks. Support the Show.…
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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 L…
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Lily talks with lifestyle and nutrition coach, activist, community builder, and all around delightful human, Carolyn Taylor-Harris about her path the wellness and the teaching she has to offer. To find out more about Carolyn's work, visit www.sanitasoulwellness.com or follow on Social Media @sanitasoul Mentioned in this conversation, weight loss, h…
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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 o…
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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 he…
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