Legacy Fundraising Chat: Recent Episodes
Sanita Guddu of Persuasion - Charity Consultant and Training Specialist
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 100 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.
Each episode is to help you increase your legacy income, filled with wisdom and easy actionable tips all under 30 minutes.
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 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 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 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 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
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.
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.
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 and manage it for you
📝Legacy Marketing Events Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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/
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
I run through the approximate costs for legacy marketing activity, for you to decide what you want to include in your programme
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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.
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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.
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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
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 this episode
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 the UK and the charity receives full, measurable results. With 15 years of experience and over £500m raised in future income, the Network can help charities of all shapes and sizes launch and maximise their legacy programmes. Visit https://www.nationalfreewills.net to find out more.
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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 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 in the UK and the charity receives full, measurable results. With 15 years of experience and over £500m raised in future income, the Network can help charities of all shapes and sizes launch and maximise their legacy programmes. Visit https://www.nationalfreewills.net to find out more.
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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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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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 Planning
📞Coaching sessions providing guidance for your Legacy activities
🚅In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈Interim in-house Legacy Marketing Support
📰Create your Legacy Marketing Materials
🧓Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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 help:
✍️ Write or review your current Legacy fundraising strategy
📢 Set up your first Telephone Legacy campaign and manage it for you
📝 Legacy Marketing Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and developed a bespoke E-learning module)
📈 Interim in-house Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and a planner on how to use them in your marketing
Anything not listed here, you need help with? Email me I love hearing from my listeners or Book a call with me
Connect with me on LinkedIn
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
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 Legacy Futures are back on 16th February with another Legacy Fundraising Virtual Conference. The event will celebrate everything legacy fundraising related and bring together global experts to help you grow your legacy and in-memory income.
Whether you’re an early-stage legacy fundraiser or a seasoned professional that wants to innovate in a rapidly changing world, this one's for you.
More useful links:
Legacy Virtual Conference
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 strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Sign up for your monthly dose of tips and inspiration with my newsletter here https://persuasion.org.uk/contact-us/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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 plans? Here are some of the ways that I can help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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 Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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 on the subject. You can download it here here https://persuasion.org.uk/e-books/
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 strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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 help:
✍️ Write or review your current Legacy strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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/
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 strategy
📢 Set up your first Telephone Legacy campaign and run it for you
📝 Legacy Events Planning
📞 Coaching sessions providing guidance for your Legacy activities
🚅 In-house Legacy Training across your Charity (including staff toolkits and E-learning module)
📈 Interim Legacy Marketing Support
📰 Create your Legacy Marketing Materials
🧓 Collect Legacy Case Studies and ideas on how to use them in your marketing
Anything not listed here, you need help with? Tell me more at sanita@persuasion.org.uk I love hearing from my listeners
Connect with me https://www.linkedin.com/in/sanita-guddu-25b5791b1/
Visit https://persuasion.org.uk/ 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:
https://www.podchaser.com/podcasts/legacy-fundraising-chat-4298636
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
Getting overwhelmed with ideas of what legacy marketing materials to produce? and do any of them work anyway? In this episode I’m covering all the types of legacy fundraising materials that you could produce and help you decide if there is just one thing that you have budget for, what that one legacy marketing piece be.
Unsure whether offering a Free Wills Service to your audiences is right for you? And should you be offering an online service over a face to face solicitor offer? Listen to this episode to help you make that decision.
Some additional links
A short session on why you should write your Will through a solicitor https://vimeo.com/612776844
An interview with Gaynor Lanceley, a former legacy fundraiser and now a private client solicitor, talking about why solicitors like a Free Wills Service and much more! https://vimeo.com/655395250
Visit www.capacitymarketing.com for more info
Knowing what might be holding your Charity Trustee Board back from giving legacy fundraising the attention that it deserves, will help you to get them on Board.
In this episode I cover everything that I have discovered from working with several Charity Boards. Including what they need to know and hear to ensure they invest in a legacy programme for the future and sustainability of the Charity.
Did you know that there are certain life stages when people write or update their Will?
Listen to find out what life changes motivate someone to update their Will and how this could influence your legacy marketing.
Not already following? I would love it if you could and share so together we can make Legacy fundraising easier for more charities.
Find out more about me at persuasion.org.uk.
Do you know what to do when someone tells you they’ve included your charity in their Will?
Many charities simply remove legacy pledgers from receiving any further comms in fear that the pledger might change their mind. But, what if you actually knew what your pledgers wanted?
This is the episode where the mystery of how to steward pledgers is uncovered and do they want to be stewarded anyway? Listen to find out.
Not already following? I would love it if you could and share so together we can make Legacy fundraising easier for more charities.
Time critical episode listen by 29th July to join!
An opportunity to get involved in a Free Wills Legacy campaign this September brought to you by Guardian Angel. They’re offering various packages with co-branded materials to promote across all your channels. Something for charities of all sizes.
For more information about the different paid packages contact Katie at katie@guardianangel.network
You can read about the the origins of Guardian Angel through the Founder’s story, Sam here:
https://guardianangel.network/about
Not already following? I would love it if you could and share so together we can make Legacy fundraising easier for more charities.
You might say, well it’s obvious what the charity is getting when someone chooses to leave a gift in their Will.
However my experience of delivering Legacy training is that there are often a few surprises here.
It makes sense that we all understand the fundamentals of what you are trying to achieve (and could) and what the donor gets from supporting in this way.
Another reason I am covering this in an episode is because it’s not uncommon for fundraisers not to ask for Legacies because they feel they are doing all the taking. When actually there are aspects about leaving a Legacy that is equally beneficial to the donor.
I had the pleasure of mentoring Sarah Beaumont, Development Officer, at Royal Museums Greenwich in 2020 when she was totally new to Legacies.
At the time Sarah was spinning digital, commemorative, regular giving and legacy fundraising plates (that was quite a juggling act) so when she reached out for support, I was delighted to be able to help.
During the initial 6 months, we explored her challenges with Legacy fundraising were and her her upcoming goals. We were able to come up with an action plan so Sarah had a clear vision of what she needed to do to be confident and proficient in promoting Legacies.
And well, I have been wowed by what she has been able to do.
Learn how Sarah got some very successful Legacy campaigns underway, received lots of interest from supporters wanting to leave a legacy as well as securing new pledgers. All by staying focused and consistent.
In the episode Sarah mentions 6 Legacy videos that she created and they can be found here:
https://www.rmg.co.uk/support-us/legacy
Not already following? I would love it if you could and share so together we can make Legacy fundraising easier for more charities.
If there is one thing that I could equip every fundraiser with, it would be how to collect and tell Legacy stories. Because like any successful campaign, at its heart there is always a strong and genuine story.
These stories are what will bring your supporters, donors, volunteers and anyone else who is a Legacy prospect closer to your cause.
I also know from speaking to so many fundraisers that it’s not obvious where to start in collecting these stories and where to use them for maximum effect.
Both of these challenges are covered in this episode.
Love what you've heard? Please subscribe and share with your friends and colleagues! And if you'd like to know more about me, you can visit my website, https://persuasion.org.uk/
Sometimes we just need some quick, easy ideas that we can do right now to kick off or re-ignite our Legacy marketing
So I run through 20 ideas that you can pick from. I suggest you choose 3 that you feel you can do, go do them, reap the benefits and come back and listen and pick another idea you can implement.
Sound too easy? Who said legacy fundraising had to be difficult...
Love what you've heard? Please subscribe and share with your friends and colleagues! And if you'd like to know more about me, you can visit my website, https://persuasion.org.uk/
Have you considered using the telephone to talk to your supporters about legacies?
If that sounds scary, then this episode is for you!
I’ve been passionate about using the telephone for Legacies since 2012 when it was not the norm. But I’m so glad that I took the charity on the journey because the results were astounding back then. And they still continue to be a decade later.
That’s why the first guest on my podcast is Ben Suffell, from QTS Telephone Agency.
I doubt there is anything about telephone fundraising that Ben doesn’t know.
Here are the links mentioned in the episode.
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The CIOF guide is this one https://ciof.org.uk/telephone-fundraising-guide
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The QTS legacy guide https://qtsfundraising.co.uk/wp-content/uploads/2022/04/Legacy-marketing-with-QTS.pdf
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The working with QTS guide https://qtsfundraising.co.uk/wp-content/uploads/2022/04/Working-together-QTS.pdf
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And always an interesting read - sign up to QTS’s blog https://qtsfundraising.co.uk/blog/
Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, https://persuasion.org.uk/
I know that your time is limited when legacies are not your sole focus which is why I’m covering these mistakes off early in this podcast.
The good news is that these 5 mistakes that I see fundraisers making, can be avoided.
Listen to make sure you aren’t making these errors and find out how a few easy actions can ensure you don’t make these mistakes in the future.
And find out where to put your energy and how to get the support of others in the process.
Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk.
In this short introduction episode you will find out about me, Sanita and:
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why I set up Legacy Fundraising Chat
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why you should listen to this podcast
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what I hope you will get out of it.
As a former Legacy Marketing Manager, I’ve been around the fundraising block a few times and back.
Now as a Legacy Specialist, I take a hands-on approach to consulting, training and coaching fundraisers.
I also use my experience to deliver legacy campaigns for charities.
I look forward to connecting with you soon!
Love what you've heard? Please subscribe and leave a review! And if you'd like to know more about me, you can visit my website, persuasion.org.uk.