Legacy Fundraising Chat

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Legacy Fundraising Chat Podcast for all fundraisers that have some responsiblity for legacy fundraising.
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Whether you're a newbie or a veteran in the legacy marketing world, this podcast is for you.

24/07/2024

“We really wanted to give back to our long-serving supporters and make it as easy as possible for them to create or update their Will.”

You want the idea of writing or updating a Will appealing don’t you? Emily from Raystede is doing just that, and the results really do show.

Find out more by listening to the first part of my chat with her and Richard from the National Free Wills Network.

Tune in here: bit.ly/3ImQEL1 or find this episode wherever you listen to your podcasts. You can also ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

18/07/2024

“They know they need to do the work today to make tomorrow much rosier.”

One of my favourite quotes from Richard Miller, MD at the National Free Wills Network, who I welcomed back to the show.

Richard and Emily Nickels from Raystede Centre for Animal Welfare joined me to talk about how you can make the most of a Free Wills service offer to your supporters.

Emily is doing an incredible job, averaging nearly £1m a year in income from legacies. In this episode, she shares a golden nugget of how she attracts legacy pledgers.

You can listen here for free: bit.ly/3ImQEL1

Find this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

03/07/2024

You know it's important to have strong relationships with pledgers and their families, but have you thought about solicitors? They may have known your legator and reveal information about them - especially if they are not known to your charity.

In part two of my chat with Gaynor Lanceley TEP (a very qualified solicitor having attained every accolade in legacy administration!) We continue talking about working with solicitors.

Gaynor has experience as a lawyer and a legacy officer, so she’s been where you are. Listen here free: bit.ly/3ImQEL1

Find this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

19/06/2024

Who would you turn to if you had a contentious legacy notification? If you’re not sure, this episode kicking off my series on working with solicitors is for you!

In our chat, Gaynor Lanceley talks about the questions you might have when your charity is left a gift. Her advice will also help make sure your stewardship is spot on.

Gaynor has been a lawyer and a charity legacy officer, so who better to have as our North Star?

Listen to my latest episode here: bit.ly/3ImQEL1

Find this episode free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’
P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

05/06/2024

Do you need a new or revamped legacy brochure but don’t know where to start? Then this episode was made for you!

In this one, I talk through my 7 easy-to-follow steps to creating a legacy brochure in-house.

Listen here: bit.ly/3ImQEL1

Find this episode free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

22/05/2024

Do you look at how other charities talk about legacies online to inspire your own comms?

In my two-part series, legacy digital consultant Madeleine Sugden tells us about some of the legacy charity campaigns that stood out for her.

Listen to part two here, and if you haven’t heard part one yet you can do that first: bit.ly/3ImQEL1

Find this episode free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

08/05/2024

Do you know how to use digital in your legacy programme?

Whether you’re new or an experienced hand at using social and online to talk legacies, you’re bound to pick up some ideas from my chat with Madeleine Sugden

Listen to the first of my two-part series now: bit.ly/3ImQEL1

Find this episode free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

24/04/2024

Do you call your legacy pledgers? Not least because you can thank them but also so you can hear the touching reasons for their support and have a chat with them in a way you can’t do through direct mail, emails or surveys.

In this episode, Benjamin Suffell (MInstF) from telemarketing agency, QTS Fundraising explains why telephone legacy campaigns are so effective. You’ll also hear from Eden Project Rose Cashley-Field who recently asked Ben and me to support her.

Learn more (and listen to part one first if you haven’t already tuned in) here: bit.ly/3ImQEL1

Find this episode free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

17/04/2024

Are you using the the telephone to uncover supporter's stories? The telephone can also help you find out their legacy motivations and increase the likelihood of their long-term support.

Such meaningful conversations can also uncover interesting things that can help you be more targeted in your legacy campaigns.

Find out how we teamed up to develop this vital revenue stream here: bit.ly/3ImQEL1

Listen to this episode for free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

11/04/2024

Continuing my series on working with legacy consultants, Ben from telemarketing agency QTS and Rose from Eden Project chat about how we teamed up to deliver a legacy telephone campaign that exceeded expectations.

Rose explains why she wanted to engage with her charity’s supporters on the telephone and why she needed external support to fill gaps in her experience.

Want to know how we did it? Tune into part one of my chat with Ben and Rose now, and look out for part two in a fortnight: bit.ly/3ImQEL1

Find this episode free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’
P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

27/03/2024

Joining me from Australia for this episode is experienced legacy copywriter and former fundraiser, June Steward.

June knows that getting your messaging right is key to legacy marketing success. In this one, she talks about some common mistakes charities make with copywriting and shares her tips for avoiding them.

Listen for free here: bit.ly/3ImQEL1

Find this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

13/03/2024

Catherine was given the perfect opportunity to ask her Board to invest in a legacy marketing manager - want to know what it was?

Listen to part two of my chat with Catherine for free here: bit.ly/3ImQEL1

You may not be this lucky with your timing but, as she explains, you can find evidence to build your business case in other ways.

Find this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

06/03/2024

Want to know an experienced CEO’s approach to getting Trustees interested in legacies? Catherine Woodhead makes it sound so easy!

Listen to my chat with Catherine to hear how she persuaded the Muscular Dystrophy UK board that they could invest confidently in a legacy manager.

Listen for free here: bit.ly/3ImQEL1

Or this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’
P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

What are listeners saying about Legacy Fundraising Chat 🎧?
01/03/2024

What are listeners saying about Legacy Fundraising Chat 🎧?

28/02/2024

Are you thinking about recruiting for a legacy fundraiser or manager, or do you need to convince your board to make that extra investment? Then this one's for you.

Catherine Woodhead and her team at Muscular Dystrophy UK knew that now is the time to up their legacy fundraising game.

I share even more of Catherine’s insights in part two of my chat with her, coming soon!

Listen for free here: bit.ly/3ImQEL1

Find this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

21/02/2024

Are you under pressure to acquire 3 quotes when outsourcing legacy work? Is there another way you can get the same result without having to ask consultants and agencies to submit proposals that won’t transpire into work?

Asking consultants and agencies to show what they have achieved for other charities can really help you with the tricky decision-making process.

Listen as Dr Claire Routley, Ashley Rowthorn and I talk about the pros and cons of this approach: bit.ly/3ImQEL1

Tune in for free wherever you listen to your podcasts. or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://lnkd.in/eF6WnRZg

15/02/2024

I'm now reached 50! That is Legacy Fundraising Chat has hit 50 episodes 😀 Whether you dip in or out, or listen to every fortnightly release, thank you for keeping me motivated to writing and record.

And a huge thank to my sponsor National Free Wills Network and the creative bods Vicky Kangurs and Hannah Quinn that give the podcast a quality touch that I couldn't do alone 😊

14/02/2024

Love is in the air today as we broach into giving dating advice in this episode! This chat is part 2 of my interview with Dr Claire Routley and Ashley Rowthorn for this inspiring episode.

Listen to both parts for free here: bit.ly/3ImQEL1

Find this episode wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’
P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

07/02/2024

How high a priority is the fee a legacy professional charges as an indicator of whether you will hire them?

Listen to my chat with Dr Claire Routley and Ashley Rowthorn to find out why this won’t necessarily get you your desired outcome
Find out more here: bit.ly/3ImQEL1

Tune in for free wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’
P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

31/01/2024

A candid and direct chat with my friends over at Legacy Futures, Claire Routley and Ashley Rowthorn on some of the pitfalls we see in recruiting for legacy external help.

Want to know how to avoid them? listen to Part 1 here and tune in a fortnight’s time for Part 2

Listen for free here: bit.ly/3ImQEL1

Find the podcast wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

17/01/2024

“Many charities simply don’t get their legacy programmes off the ground because they don’t have the skills in-house, the time or the bandwidth.”

In this one, I talk through options for finding the support you need when you need it. There are solutions for everyone – even if resources are limited.

Listen here: bit.ly/3ImQEL1

There are lots of ways to listen - Spotify, Apple, Podbean, Soundcloud, Amazon Music or you can ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

03/01/2024

Are you finding recruitment a challenge? Fear not!

My first set of episodes of 2024 will help you find the perfect people to support your legacy fundraising. The series includes expert interviews with my legacy consultant friends over at Legacy Futures, chats with legacy specialists and a charity CEO interview. I can’t wait to share these valuable insights with you!

Find out more about what’s coming up as I kick off the new year in episode 47: bit.ly/3ImQEL1

Find wherever you listen to your podcasts or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

20/12/2023

“Their mother volunteered maybe for 30 years, as if that wasn't enough in terms of giving to an organisation, they then left a legacy and there's no resentment there. There's actually just complete pride. And the words that I have heard are "why would my mother not give in death when she gave so much in lifetime? It was just so like her”

This quote is from part 2 of my interview with WaterAid’s Legacy Estate Management Officer, Rosalind Sherlock-Jones, where we talk about the personal executors’ sharing stories about their loved ones.

Listen to part two (and the last episode of 2023) for free here and pick up Part 1 if you haven’t yet had a chance: bit.ly/3ImQEL1

There are lots of ways to listen - Spotify, Apple Podcasts and Podbean or you can ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. A huge thank you to the National Free Wills Network for sponsoring my podcast throughout 2023, enabling me to bring you inspiring (I hope) content to use in your legacy marketing. You can find out more about their services at https://lnkd.in/eF6WnRZg

07/12/2023

Do you know how to get closer to personal executors?

Rosalind Sherlock-Jones from WaterAid shared with me how she communicates and builds relationships with personal executors. Whilst giving the executor a good experience and impression of the charity and often finding out more about what motivated the legacy pledge.
Listen to the first of my two-part series here: bit.ly/3ImQEL1

There are lots of ways to tune in (all for free) including Spotify, Apple Podcasts and Podbean, or you can ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

You know that legacy marketing is a long game. It takes planning, doing, measuring, replanning... Knowing how many legac...
29/11/2023

You know that legacy marketing is a long game. It takes planning, doing, measuring, replanning...

Knowing how many legacy enquirers you’ve converted to pledgers, and what you did to trigger that positive response, demonstrates to your Board that the investment was worthwhile.

Find out more in my latest free podcast episode: bit.ly/3ImQEL1

You can listen on Spotify, Apple, Google, Soundcloud, Amazon Music or ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

Listen to Legacy Fundraising Chat on Spotify. 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 lov...

22/11/2023

Do you know how to show your Finance Director that legacies have the potential to generate sustainable income? In this one, I share how facts and figures can help steer the Board when they’re choosing where to invest.
Learn more in the third and final episode of my Legacy Budget Series: bit.ly/3ImQEL1
There are lots of ways to tune in - Spotify, Apple, Google, Soundcloud, Amazon Music or you can ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ All episodes of my podcast are FREE.
P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

08/11/2023

Does planning what you need for your legacy budget feel daunting? Don’t panic – I promise it doesn’t have to be complicated. This episode explains how much you need to do each activity.

Listen for FREE here and catch the first part here if you missed it: bit.ly/3ImQEL1

There are lots of ways to tune in - Spotify, Apple, Podbean, Soundcloud, Amazon Music or you can ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’

P.S. I'm delighted that the National Free Wills Network is sponsoring my podcast. You can find out more about their service at https://www.nationalfreewills.net

01/11/2023

Did you ever think that your legacy marketing budget could be safeguarded by simply mastering the art of numbers? 📈💰 Well, it absolutely can! 🧐

In the latest episode of the Legacy Fundraising Chat Podcast, I delve into the fascinating world of data and how it can be your secret weapon when it comes to convincing your Trustees of the amazing work you're doing. 💼💡

Ready to learn the secrets of presenting your achievements in a way that resonates with financial decision-makers? Dive into this enlightening episode here 👉 bit.ly/3ImQEL1

And guess what? It's free and available on your favourite platforms! 🎧 Whether that’s Spotify, Apple, Google, Soundcloud, Amazon or you simply want to ask your smart speaker to play 'Legacy Fundraising Chat Podcast,'

P.S. A big shoutout to my podcast sponsor, the National Free Wills Network. Discover more about their fantastic service at https://www.nationalfreewills.net

25/10/2023

Today, I'm thrilled to kick off a brand new three-part series that's all about one thing: Your Legacy Budget

In this first part, I'll be sharing the secrets to "gloating" (in the best possible way) about your successes. Why? Because your achievements are your best ammunition when it comes to securing that all-important budget year after year. 📈🔒

Ready to supercharge your legacy marketing strategy? Dive into Part One right here 👉 Part One: bit.ly/3ImQEL1

The best part? You can join the conversation from anywhere! 🌐 Whether you prefer Spotify, Apple Podcasts, Samsung Free, Podbean, Soundcloud, Amazon Music, or even your trusty smart speaker, the Legacy Fundraising Chat Podcast is just a voice command or a click away. 🎧

P.S. Huge shout out to the National Free Wills Network for sponsoring my podcast. Check out their incredible service at https://www.nationalfreewills.net

18/10/2023

Legacy gifts are a hidden treasure trove for charities, and they can come from a diverse range of supporters – staff members, volunteers, families of beneficiaries, beneficiaries themselves, or anyone passionate about your charity's mission. 🎁

But here's the million-dollar question: Are you giving all these incredible individuals the opportunity to leave a lasting legacy in their Will? 🤔 If not, it's time for a legacy marketing audit! 📜

In Episode 41 of my FREE podcast, I dive deep into the art of legacy marketing and how you can carry out a successful audit. 🎙️ Don't miss out on valuable insights to boost your charity's future. Listen here: bit.ly/3ImQEL1 🎧

You can catch the episode on all major platforms like Spotify, Apple, Samsung Free, Podbean, Soundcloud, Amazon Music, or simply ask your trusty smart speaker to play 'Legacy Fundraising Chat Podcast.' 🗣️

I'm thrilled to announce that the National Free Wills Network is sponsoring my podcast! Learn more about their fantastic service and how it can benefit your charity here https://www.nationalfreewills.net

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