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 [email protected] 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. The CIOF guide is this one https://ciof.org.uk/telephone-fundraising-guide The QTS legacy guide https://qtsfundraising.co.uk/wp-content/uploads/2022/04/Legacy-marketing-with-QTS.pdf The working with QTS guide  https://qtsfundraising.co.uk/wp-content/uploads/2022/04/Working-together-QTS.pdf 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: - why I set up Legacy Fundraising Chat - why you should listen to this podcast - 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.