Legacy Fundraising Chat cover art

All Episodes

Legacy Fundraising Chat — 103 episodes

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Ep103: A chat with Roman Kubiak from Hugh James Solicitors - what every charity needs to know about contested Wills Part 2

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Ep102: A chat with Roman Kubiak from Hugh James Solicitors - what every charity needs to know about contested Wills Part 1

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Ep101 A chat with Emma Bracegirdle from The Saltways on how to make and use videos in your legacy programme Part 2

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Ep100 A chat with Emma Bracegirdle from The Saltways on how to make and use videos in your legacy programme Part 1

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Ep99: Why your pledger numbers may not be growing

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Ep98: How to talk to High-Net-Worth Individuals about legacies

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Ep97: A chat with Ashley Rowthorn and Dr Claire Routley "What We Love (and Loathe) About Legacy Marketing Part 2

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Ep96: A chat with Ashley Rowthorn and Dr Claire Routley "What We Love (and Loathe) About Legacy Marketing Part 1

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Ep95: A chat with Sally Bendtson, Independent HR Specialist: "when work turns toxic and what to do about it" Part 2

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Ep94: A chat with Sally Bendtson, Independent HR Specialist: "when work turns toxic and what to do about it" Part 1

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Ep93: The most important document you’ll ever need.

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Ep92: A chat with Stuart McCoy, Data Strategy Consultant "Is your data killing your legacy programme?" Part 2

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Ep91: A chat with Stuart McCoy, Data Strategy Consultant "Is your data killing your legacy programme?" Part 1

14

Ep90: A chat with Lauren Buchanan, Fundraiser at OneKind. The Journey from ‘We Should Do Legacies’ to ‘We’re Doing It!’ A client case study Part 2

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Ep89: A chat with Lauren Buchanan, Fundraiser at OneKind. The Journey from ‘We Should Do Legacies’ to ‘We’re Doing It!’ A client case study Part 1

16

Ep88: A chat with Richard from NFWN and Molly from Ubiquity “How Facebook Fails Fundraisers (and What Works Instead)” Part 2

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Ep87: A chat with Richard from NFWN and Molly from Ubiquity “How Facebook Fails Fundraisers (and What Works Instead)” Part 1

18

Ep86: Legacy Brochure Series Part 3 - Storytelling and why it makes donors act

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Ep85: Legacy Brochure Series Part 2– Postal versus Digital Brochure

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Ep84: Legacy Brochure Series Part 1– What every Legacy leaflet and brochure needs

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Ep83: A chat with Lucy Anderson Jones, Development Manager at Tax Justice UK "How I created a legacy strategy with a mentor" a client case study Part 2

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Ep82: A chat with Lucy Anderson Jones, Development Manager at Tax Justice UK "How I created a legacy strategy with a mentor" a client case study Part 1

23

Ep81 A chat with Lena Vizy - Legacy Consultant “What legacy marketing lessons can we in the UK learn from our European colleagues" Part 2

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Ep80 A chat with Lena Vizy - Legacy Consultant “What legacy marketing lessons can we in the UK learn from our European colleagues" Part 1

25

Ep79: A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 2

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Ep78 A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 1

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Ep77: A chat with Rachel Gedge – Legacy Manager at CHAS “Manager Diaries: My first two years unfiltered” a client case study Part 2

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Ep76: A chat with Rachel Gedge – Legacy Manager at CHAS “Manager Diaries: My first two years unfiltered” a client case study Part 1

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Ep75: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 3

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Ep74: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 2

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Ep73: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 1

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Ep72: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 2

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Ep71: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 1

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Ep70: Pledger Stories Series - How and where to showcase stories

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Ep69: A chat with Vicky Kangurs,Co-Host of Charity Meet-up "The why and how to network with fellow legacy fundraisers - even when you hate networking" Part 2

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Ep68: A chat with Vicky Kangurs,Co-Host of Charity Meet-up "The why and how to network with fellow legacy fundraisers - even when you hate networking" Part 1

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Ep67: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 2

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Ep66: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 1

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Ep65: Tick-boxes- The why, when and how to use to your legacy prospects

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Ep64: Could legacy marketing jargon be putting off your legacy prospects?

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Ep63: What I've learnt from updating my Will that will help you in your legacy marketing

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Ep62: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 2

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Ep61: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 1

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Ep60: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 2

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Ep59: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 1

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Ep58: How to create a legacy brochure in-house

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Ep57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 2

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Ep56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 1

49

Ep55: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 2

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Ep54: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 1

51

53: A chat with June Steward "When do you need a legacy copywriter and how to work with one"

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Episode 52: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 2

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Episode 51: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 1

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Episode 50: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 2

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Episode 49: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 1

56

Episode 48 When should you recruit for legacy support and what are your options?

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Episode 47 What to expect from the podcast in 2024

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Episode 46: A chat with Rosalind Sherlock - Jones from Water Aid - How to build relationships with personal executors and how it can help you in your legacy marketing Part 2

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A chat with Rosalind Sherlock - Jones from Water Aid - How to build relationships with personal executors and how it can help you in your legacy marketing Part 1

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Episode 44: Legacy Budget Series Part 3 What numbers to show your Board of Trustees to get internal approval

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Episode 43: Legacy Budget Series Part 2 How much budget do you need to run a programme?

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Episode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budget

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Episode 41: Is it time to do a legacy marketing audit? Here's how to do it

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Episode 40: A chat with Jane Symmons - Major Gifts Director at Thames Hospice Part 2 A client case study

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Episode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case study

66

Episode 38: The Vegan Society interview me as their Legacy Pledger! Part 2

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Episode 37: The Vegan Society interview me as their Legacy Pledger! Part 1

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Episode 36: Legacy Pledgers 3 Part Series Part 3 - How to get pledgers to share their story

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Episode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want?

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Episode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves

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Episode 33: A chat with Lizzi Lord from Little Angel Theatre - on-air legacy consultancy

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Episode 32: A chat with Suzanne Watts - Producer of 2023 Global legacy Strategy Summit - what to expect from this year's event

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Episode 31 - What I've learnt as a judge at the Legacy Giving Awards that will help you in your legacy marketing

74

Episode 30: A chat with Lynn Nevatt - a legacy telephone caller at QTS Telemarketing Agency

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Episode 29 - Legacy In-House Training Series Part 2 - How to deliver training

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Episode 28 - Legacy In-House Training Series Part 1 - What you first need to know

77

Episode 27: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 2

78

Episode 26: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 1

79

Episode 25 - Why and how to celebrate your Legacy wins and setbacks

80

Episode 24: How to personalise your legacy communications

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Episode 23: A chat with Professor Russell James from Texas Tech University

82

Episode 22: How to run a spotlight on legacies in-house

83

Episode 21: A chat with Dr Claire Routley and Ashley Rowthorn from Legacy Voice - How any charity can kick off Jan 2023 with a legacy campaign

84

Episode 20: How to start (and not start) a legacy conversation with your supporters

85

Episode 19: Is fear holding you back from having legacy conversations

86

Episode 18: A chat with Nigel Roberts, Chairperson at Karibuni Children - a client case study

87

Episode 17: How to run a legacy event (in-person or virtual)

88

Episode 16: 5 quick ways to get colleagues interested in your legacy plans

89

Episode 15: A chat with Barrie Hodge, Head of Fundraising at St Basils, youth homelessness charity

90

Episode 14: What should go in your legacy strategy?

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Episode 13: What legacy materials do you really need?

92

Episode 12: A chat with Richard Millar - things you need to know before offering a Free Wills Service

93

Episode 11 - How to convince (or work with) your Trustee Board to invest in legacies

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Episode 10: Do you know why and when people change their Will?

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Episode 9: The 8 things that legacy pledgers want - sometimes!

96

Episode 8: A chat with Katie Wimpenny from Guardian Angel - Give your legacies a leg up this September

97

Episode 7: What are the benefits of legacies to donors and your charity?

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Episode 6: A chat with Sarah Beaumont from Royal Museums Greenwich - A case study of how to start a legacy programme from scratch!

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Episode 5: How to collect compelling legacy case studies and use them in your marketing

100

Episode 4: New to Legacy marketing? Do this!

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Episode 3: A chat with Ben Suffell from QTS: ‘Is legacy telemarketing right for you?’

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Episode 2: 5 mistakes that fundraisers make in their legacy programme

103

Episode 1: Intro to Legacy Fundraising Chat podcast