Legacy Fundraising Chat

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

Part 2 of my chat with Cat Woodhead

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.

Part 2 of my chat with Ashley and Claire

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.

Final part of my interview with Rosalind.

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/ ================================================= 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 ================================================= 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 ====================================================== 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 ====================================================== 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. ====================================================== 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