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 ...
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep63: What I've learnt from updating my Will that will help you in your legacy marketing
5:24
5:24
Play later
Play later
Lists
Like
Liked
5:24
Personal account of the reason why I paid another visit to my solicitor. Could this also be in the minds of your legacy prospects?
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep62: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 2
27:25
27:25
Play later
Play later
Lists
Like
Liked
27:25
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’…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep61: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 1
21:15
21:15
Play later
Play later
Lists
Like
Liked
21:15
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 i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep60: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 2
32:28
32:28
Play later
Play later
Lists
Like
Liked
32:28
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep59: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 1
23:06
23:06
Play later
Play later
Lists
Like
Liked
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’…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep58: How to create a legacy brochure in-house
10:27
10:27
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 2
19:30
19:30
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Ep56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 1
20:19
20:19
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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 2
26:51
26:51
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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 1
24:58
24:58
Play later
Play later
Lists
Like
Liked
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,…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
53: A chat with June Steward "When do you need a legacy copywriter and how to work with one"
23:05
23:05
Play later
Play later
Lists
Like
Liked
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?…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 52: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 2
20:52
20:52
Play later
Play later
Lists
Like
Liked
20:52
Part 2 of my chat with Cat Woodhead
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 51: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 1
23:53
23:53
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 50: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 2
31:20
31:20
Play later
Play later
Lists
Like
Liked
31:20
Part 2 of my chat with Ashley and Claire
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 49: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 1
26:46
26:46
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 48 When should you recruit for legacy support and what are your options?
10:22
10:22
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 47 What to expect from the podcast in 2024
6:13
6:13
Play later
Play later
Lists
Like
Liked
6:13
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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 2
26:35
26:35
Play later
Play later
Lists
Like
Liked
26:35
Final part of my interview with Rosalind.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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 1
21:27
21:27
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 44: Legacy Budget Series Part 3 What numbers to show your Board of Trustees to get internal approval
6:30
6:30
Play later
Play later
Lists
Like
Liked
6:30
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 43: Legacy Budget Series Part 2 How much budget do you need to run a programme?
7:07
7:07
Play later
Play later
Lists
Like
Liked
7:07
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 …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budget
6:06
6:06
Play later
Play later
Lists
Like
Liked
6:06
Exploring the proactive things that you can be doing to secure your legacy marketing budget including knowing what numbers you absolutely need to know.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 41: Is it time to do a legacy marketing audit? Here's how to do it
14:36
14:36
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 40: A chat with Jane Symmons - Major Gifts Director at Thames Hospice Part 2 A client case study
17:32
17:32
Play later
Play later
Lists
Like
Liked
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 Marketin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case study
23:19
23:19
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 38: The Vegan Society interview me as their Legacy Pledger! Part 2
19:13
19:13
Play later
Play later
Lists
Like
Liked
19:13
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 37: The Vegan Society interview me as their Legacy Pledger! Part 1
22:02
22:02
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 36: Legacy Pledgers 3 Part Series Part 3 - How to get pledgers to share their story
6:09
6:09
Play later
Play later
Lists
Like
Liked
6:09
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: ✍️ Wri…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want?
7:12
7:12
Play later
Play later
Lists
Like
Liked
7:12
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 w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves
7:15
7:15
Play later
Play later
Lists
Like
Liked
7:15
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 33: A chat with Lizzi Lord from Little Angel Theatre - on-air legacy consultancy
36:31
36:31
Play later
Play later
Lists
Like
Liked
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/
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 32: A chat with Suzanne Watts - Producer of 2023 Global legacy Strategy Summit - what to expect from this year's event
21:36
21:36
Play later
Play later
Lists
Like
Liked
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/
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 31 - What I've learnt as a judge at the Legacy Giving Awards that will help you in your legacy marketing
12:29
12:29
Play later
Play later
Lists
Like
Liked
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://smeean…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 30: A chat with Lynn Nevatt - a legacy telephone caller at QTS Telemarketing Agency
21:00
21:00
Play later
Play later
Lists
Like
Liked
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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 29 - Legacy In-House Training Series Part 2 - How to deliver training
7:28
7:28
Play later
Play later
Lists
Like
Liked
7:28
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
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 28 - Legacy In-House Training Series Part 1 - What you first need to know
9:42
9:42
Play later
Play later
Lists
Like
Liked
9:42
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 27: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 2
30:04
30:04
Play later
Play later
Lists
Like
Liked
30:04
Part 2 of my interview with Tim Kachuriak and the conundrum of why donors give.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 26: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 1
29:34
29:34
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 25 - Why and how to celebrate your Legacy wins and setbacks
10:40
10:40
Play later
Play later
Lists
Like
Liked
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 t…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 24: How to personalise your legacy communications
7:11
7:11
Play later
Play later
Lists
Like
Liked
7:11
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 i…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 23: A chat with Professor Russell James from Texas Tech University
25:36
25:36
Play later
Play later
Lists
Like
Liked
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.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 22: How to run a spotlight on legacies in-house
6:26
6:26
Play later
Play later
Lists
Like
Liked
6:26
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. ------------------------------------- Do you need some support with your Legacy plans? Here are some of the ways that I can…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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 campaign
29:21
29:21
Play later
Play later
Lists
Like
Liked
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: https://legacyfutures.com/about/ashley-rowthorn-3/ https://legacyfutures.com/about/claire-routley/ And the team at Lega…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 20: How to start (and not start) a legacy conversation with your supporters
8:41
8:41
Play later
Play later
Lists
Like
Liked
8:41
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. ------- Do you need some support with your Legacy pla…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 19: Is fear holding you back from having legacy conversations
10:10
10:10
Play later
Play later
Lists
Like
Liked
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. ------- Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ W…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 18: A chat with Nigel Roberts, Chairperson at Karibuni Children - a client case study
20:58
20:58
Play later
Play later
Lists
Like
Liked
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. ------- 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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 17: How to run a legacy event (in-person or virtual)
10:54
10:54
Play later
Play later
Lists
Like
Liked
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 o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 16: 5 quick ways to get colleagues interested in your legacy plans
11:09
11:09
Play later
Play later
Lists
Like
Liked
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. ------- Do you need some support with your Legacy plans? Here are some of the ways that I can he…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 15: A chat with Barrie Hodge, Head of Fundraising at St Basils, youth homelessness charity
26:04
26:04
Play later
Play later
Lists
Like
Liked
26:04
I worked with Barrie Hodge and his team to develop their first legacy strategy. Listen to find out why they decided now was the time to have these conversations with their supporter base and how they discovered that their former beneficiaries could be your best legacy prospects. To find out more about St Basils visit https://stbasils.org.uk/ ------…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Episode 14: What should go in your legacy strategy?
18:47
18:47
Play later
Play later
Lists
Like
Liked
18:47
Grab a pen and paper or something you can type into whilst I talk you through the essential 5 stages that I go through when devising a legacy strategy. To look at sector-wide Legacy Market updates and evidence to support your strategy, visit https://www.legacyforesight.co.uk/archive Love what you've heard? Please subscribe and leave a review! And i…
…
continue reading