Legacy Fundraising Chat

Are your legacy processes strong enough to withstand a contested Will?Got a question?  Drop me an email [email protected] Need some more help with this topic?  Visit my website  for details about my Legacy Lens ServiceSign up for your monthly dose of tips and inspiration with my newsletter here. 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

Would you know what to do if a legator’s Will was challenged?  Listen to find out.Got a question?  Drop me an email [email protected] Need some more help with this topic?  Visit my website  for details about my Legacy Lens ServiceSign up for your monthly dose of tips and inspiration with my newsletter here. 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

Think video is only for big charities with big budgets? Discover how to craft donor-led legacy content yourself that works.Free training as mentioned on the showhttps://thesaltways.com/training/Got a question?  Drop me an email [email protected] Need some more help with this topic?  Visit my website  for details about my Legacy Lens ServiceSign up for your monthly dose of tips and inspiration with my newsletter here. 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

What if your legacy video didn’t need an agency—just authentic stories, simple tech, and a clear message? Free training as mentioned on the showhttps://thesaltways.com/training/ Got a question?  Drop me an email [email protected] Need some more help with this topic?  Visit my website  for details about my Legacy Lens ServiceSign up for your monthly dose of tips and inspiration with my newsletter here. 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 PodchaserP.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 your pledger numbers stuck even though you’re “doing all the right things”? What if the real issue isn’t strategy or budget?Got a question or want to find out more about Legacy Lens service?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 confident talking to high-net-worth donors about legacies? If not, you’re not alone! Listen for simple and respectful ways to start this conversation.Got a question or want to find out more about Legacy Lens service?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

Tired of “Leave a lasting legacy” and beach-walking couples? Alongside, Claire and Ashley, we unpick the clichés of legacy fundraising — and share what really inspires people to give.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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’re calling out legacy clichés — from Will puns to “a gift that costs nothing today.” Hear what makes us cringe, laugh, and rethink how we talk about legacies.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

Why do good people leave good jobs? In this candid chat, Sally shares the unseen conflicts and quiet tensions that push employees to walk away.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

From subtle power struggles to toxic team dynamics, workplace conflict is more common than we admit. In this episode, Sally shares how to recognise and manage it.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 powerful and personal way to close the year. I invite you to reflect, act, and lead by example. A simple challenge that might just change how you see your work (and yourself) in 2026.

Is your data helping or holding back your legacy programme? Stuart McCoy reveals why most fundraisers are missing the mark.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

What makes a good legacy prospect—and how do you find them in your database? It’s simpler (and smarter) than you think.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

From legacy myths to unexpected pledger stories, Lauren lifts the lid on what it really takes to engage supporters to consider a legacy gift. This is legacy fundraising—transparent, practical, and full of heart.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 do you launch a legacy programme with no in-house expertise and a tiny team? Lauren Buchanan shares the surprising lessons, wins, and honest hurdles from OneKind’s legacy fundraising journey.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 Facebook still worth it for legacy campaigns? This episode unpacks digital myths, donor behaviour, and why quality over quantity matters.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 Facebook really the key to legacy fundraising—or is there a smarter way? Richard and Molly reveal fresh strategies for reaching the right people at the right time.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 dive into how storytelling makes legacy giving feel real and inspires action. Discover simple ways to craft warm, materials that connect with supporters emotionallyScottish Wildlife Trust - showing impact of a named legatorhttps://www.youtube.com/watch?v=ldkVmyRBtAw ShelterBox – pledger case studies https://www.youtube.com/watch?v=XBdX0PWft5IGot a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 still need a printed legacy brochure in a digital world? This episode breaks down why print still matters and how to make your digital materials truly connect.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

Discover the essentials every legacy leaflet and brochure needs to engage supporters and inspire gifts in Wills—without overwhelming them.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

Lucy, under my guidance, crafted a compelling legacy strategy and proposition, winning the backing of her team and loyal supporters. Curious how she turned a vision into reality and gained their enthusiastic support?  Listen to Part 1 and this Part to find out.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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

Mentored through the creation of a compelling legacy strategy, Lucy Anderson Jones shares how she engaged her team and supporters to secure a transformative legacy gift.  Could you benefit from this approach?Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 is strategic storytelling shaping legacy fundraising across Europe—and what can the UK learn from it?

What can Britain learn from Europe's legacy game? Lena Vizy shares insights on how European countries approach legacy marketing with cultural differences and long-term vision.

Listen to Part 2 for more ideas on how to collaborate with your colleagues to ensure that your legacy messages reach the right prospects.

How can you seamlessly integrate legacy giving into an Individual Giving programme, working with your colleagues and without overwhelming donors? Listen to find out how Guilli strikes this balance.

Part 2 and conclusion of my chat with Rachel where she shares both unexpected challenges and untapped opportunities.  Hear her honest reflections on stepping into leadership, building a legacy programme from the ground up, and some lessons for every legacy fundraiser Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 do you step into your first management role and legacy role and not just survive, but thrive? In this episode, Rachel shares what she’s learned, including the bold telephone campaign she ran, what it revealed, and her top advice for legacy fundraisers.Got a question?  Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website  for more infoP.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 what the must-have skills are that keep legacy fundraisers happy and effective in their role?As mentioned on the show -The Legacy Showcase - is a collection of short videos where fundraisers share their favourite legacy campaignhttps://sofii.org/article/the-legacy-showcase-a-new-initiative-to-share-inspirational-legacy-campaigns

From empathy to expertise—find out what today’s legacy fundraisers need to leave their own lasting impact on donors.

A timely conversation looking at what skills legacy fundraisers need to overcome some of the challenges in recruitment and retention in the legacy sector Legacy Futures recruitment and retention report mentioned on the show https://www.legacyfutures.com/resources/report-into-the-recruitment-and-retention-challenges-facing-the-legacy-sector/

Part 2 and conclusion with my interview with Sal Hampson. Got a question?  Drop me an email [email protected]  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

Want to know what thought process your pledgers or prospects go through when thinking about including a charity in their Will?  A rare opportunity to hear that from a legacy pledger. Got a question?  Drop me an email [email protected]  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

Along with my charity clients, we find more and more ways to share pledger stories - which are gold in your legacy marketing Got a quick question?  Drop me an email [email protected]  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 interview with key takeaways Useful info mentioned in the interview https://www.facebook.com/groups/charitymeetup https://www.facebook.com/groups/thirdsectorcomms https://www.facebook.com/groups/FundraisingChat  https://bni.co.uk/en-GB/index Got a question?  Drop me an email [email protected]  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 terrified of walking into a room with other fundraisers?  Or simply don’t think networking will help you in your role?  Then this one's for you!  Useful info mentioned in the interview https://www.facebook.com/groups/charitymeetup https://www.facebook.com/groups/thirdsectorcomms https://www.facebook.com/groups/FundraisingChat  https://bni.co.uk/en-GB/index ========================================= Got a question?  Drop me an email [email protected]  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 interview with key takeaways Got a question?  Drop me an email [email protected]  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

Have you overlooked an audience for legacy marketing?  We take a deep dive into exploring how an unlikely donor group may just be your best legacy prospect.  Got a question?  Drop me an email [email protected]  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

Finally, an episode dedicated to this simple but highly effective legacy marketing tool.

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 [email protected]  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 [email protected]  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 [email protected]  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 [email protected]  Sign up for your monthly dose of tips and inspiration with my newsletter here.  Visit my website  for more infoP.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 [email protected]  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 [email protected]  Sign up for your monthly dose of tips and inspiration with my newsletter here.  Visit my website  for more infoP.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 [email protected]  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 [email protected]  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 [email protected]  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