130. Smashing silos and promoting legacy giving (from the archive) with Claire Routley

Fundraising Bright Spots

This episode with Dr Claire Routley, an expert in expert legacy fundraising, was recorded in early March 2020, when the world felt very different. Nevertheless, in a time of increased home-working, our subjects of culture change and breaking down inter-team barriers now feel more relevant than ever. So I’m really pleased to share the episode again. We talk about a piece of research Claire carried out on behalf of the National Trust, all about how to increase interest in promoting legacies across the various teams within a charity. Though we talk largely about the cross promotion of legacy giving, in truth these ideas can be applied to any concept that should be understood by various teams, rather than just the so-called specialists. Claire explains the three key themes she discovered and brings these to life with examples of specific tactics that various charities have used in their change management programmes. If you want to hear my first interview with Claire, which is all about ways to make it easier to have conversations about legacies with your supporters, do check out Episode 28 of this podcast. If you want to share this episode – thank you!! – or get in touch, Claire and I would love to hear from you – we’re both on Linked In, and on twitter Claire is @claireyJaneR and I’m @woods_rob.