Legacy Fundraising Chat
By Sanita Guddu of Persuasion - Legacy Consultant and Training Specialist
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Category: Marketing
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Episodes: 106
Description
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 love the whole journey from having conversations to stewarding pledgers.
Now as a legacy consultant, I hear people who have responsibility for this fundraising stream struggling, and I don't want you to.
Episodes are created to help you to increase your legacy income, whilst filled with wisdom and easy actionable tips all under 30 minutes.
| Episode | Date |
|---|---|
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Ep106: How secure is a legacy gift in a Letter of Wishes?
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Jun 24, 2026 |
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Ep105: How to get inside the mind of a legacy donor
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Jun 10, 2026 |
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Ep104: Tough questions Trustee's ask and how to answer them
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May 27, 2026 |
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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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May 13, 2026 |
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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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Apr 29, 2026 |
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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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Apr 14, 2026 |
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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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Apr 01, 2026 |
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Ep99: Why your pledger numbers may not be growing
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Mar 18, 2026 |
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Ep98: How to talk to High-Net-Worth Individuals about legacies
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Mar 04, 2026 |
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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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Feb 18, 2026 |
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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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Feb 04, 2026 |
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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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Jan 21, 2026 |
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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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Jan 07, 2026 |
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Ep93: The most important document you’ll ever need.
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Nov 19, 2025 |
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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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Nov 12, 2025 |
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Ep91: A chat with Stuart McCoy, Data Strategy Consultant "Is your data killing your legacy programme?" Part 1
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Oct 29, 2025 |
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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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Oct 15, 2025 |
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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
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Oct 01, 2025 |
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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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Sep 17, 2025 |
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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
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Sep 03, 2025 |
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Ep86: Legacy Brochure Series Part 3 - Storytelling and why it makes donors act
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Aug 20, 2025 |
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Ep85: Legacy Brochure Series Part 2– Postal versus Digital Brochure
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Aug 06, 2025 |
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Ep84: Legacy Brochure Series Part 1– What every Legacy leaflet and brochure needs
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Jul 23, 2025 |
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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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Jul 09, 2025 |
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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
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Jun 25, 2025 |
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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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Jun 11, 2025 |
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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
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May 28, 2025 |
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Ep79: A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 2
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May 14, 2025 |
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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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Apr 30, 2025 |
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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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Apr 16, 2025 |
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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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Apr 02, 2025 |
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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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Mar 19, 2025 |
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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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Mar 05, 2025 |
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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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Feb 19, 2025 |
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Ep72: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 2
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Feb 05, 2025 |
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Ep71: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 1
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Jan 22, 2025 |
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Ep70: Pledger Stories Series - How and where to showcase stories
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Jan 08, 2025 |
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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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Nov 20, 2024 |
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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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Nov 06, 2024 |
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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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Oct 23, 2024 |
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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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Oct 09, 2024 |
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Ep65: Tick-boxes- The why, when and how to use to your legacy prospects
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Sep 11, 2024 |
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Ep64: Could legacy marketing jargon be putting off your legacy prospects?
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Aug 28, 2024 |
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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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Aug 14, 2024 |
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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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Jul 31, 2024 |
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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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Jul 17, 2024 |
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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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Jul 03, 2024 |
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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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Jun 19, 2024 |
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Ep58: How to create a legacy brochure in-house
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Jun 05, 2024 |
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Ep57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 2
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May 22, 2024 |
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Ep56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 1
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May 08, 2024 |
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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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Apr 24, 2024 |
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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
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Apr 10, 2024 |
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53: A chat with June Steward "When do you need a legacy copywriter and how to work with one"
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Mar 27, 2024 |
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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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Mar 13, 2024 |
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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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Feb 28, 2024 |
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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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Feb 14, 2024 |
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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
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Jan 31, 2024 |
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Episode 48 When should you recruit for legacy support and what are your options?
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Jan 17, 2024 |
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Episode 47 What to expect from the podcast in 2024
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Jan 03, 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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Dec 20, 2023 |
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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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Dec 06, 2023 |
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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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Nov 22, 2023 |
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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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Nov 08, 2023 |
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Episode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budget
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Oct 25, 2023 |
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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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Oct 11, 2023 |
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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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Sep 27, 2023 |
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Episode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case study
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Sep 13, 2023 |
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Episode 38: The Vegan Society interview me as their Legacy Pledger! Part 2
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Aug 30, 2023 |
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Episode 37: The Vegan Society interview me as their Legacy Pledger! Part 1
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Aug 16, 2023 |
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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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Aug 02, 2023 |
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Episode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want?
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Jul 19, 2023 |
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Episode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves
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Jul 05, 2023 |
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Episode 33: A chat with Lizzi Lord from Little Angel Theatre - on-air legacy consultancy
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Jun 21, 2023 |
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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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Jun 07, 2023 |
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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
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May 24, 2023 |
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Episode 30: A chat with Lynn Nevatt - a legacy telephone caller at QTS Telemarketing Agency
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May 10, 2023 |
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Episode 29 - Legacy In-House Training Series Part 2 - How to deliver training
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Apr 26, 2023 |
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Episode 28 - Legacy In-House Training Series Part 1 - What you first need to know
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Apr 12, 2023 |
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Episode 27: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 2
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Mar 29, 2023 |
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Episode 26: A chat with Tim Kachuriak - founder of Nextafter and author of Optimise your fundraising - Part 1
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Mar 15, 2023 |
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Episode 25 - Why and how to celebrate your Legacy wins and setbacks
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Mar 01, 2023 |
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Episode 24: How to personalise your legacy communications
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Feb 15, 2023 |
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Episode 23: A chat with Professor Russell James from Texas Tech University
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Feb 01, 2023 |
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Episode 22: How to run a spotlight on legacies in-house
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Jan 18, 2023 |
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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
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Jan 04, 2023 |
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Episode 20: How to start (and not start) a legacy conversation with your supporters
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Dec 14, 2022 |
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Episode 19: Is fear holding you back from having legacy conversations
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Dec 07, 2022 |
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Episode 18: A chat with Nigel Roberts, Chairperson at Karibuni Children - a client case study
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Nov 23, 2022 |
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Episode 17: How to run a legacy event (in-person or virtual)
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Nov 09, 2022 |
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Episode 16: 5 quick ways to get colleagues interested in your legacy plans
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Oct 25, 2022 |
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Episode 15: A chat with Barrie Hodge, Head of Fundraising at St Basils, youth homelessness charity
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Oct 11, 2022 |
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Episode 14: What should go in your legacy strategy?
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Sep 27, 2022 |
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Episode 13: What legacy materials do you really need?
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Sep 13, 2022 |
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Episode 12: A chat with Richard Millar - things you need to know before offering a Free Wills Service
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Aug 30, 2022 |
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Episode 11 - How to convince (or work with) your Trustee Board to invest in legacies
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Aug 16, 2022 |
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Episode 10: Do you know why and when people change their Will?
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Aug 02, 2022 |
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Episode 9: The 8 things that legacy pledgers want - sometimes!
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Jul 19, 2022 |
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Episode 8: A chat with Katie Wimpenny from Guardian Angel - Give your legacies a leg up this September
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Jul 05, 2022 |
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Episode 7: What are the benefits of legacies to donors and your charity?
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Jun 21, 2022 |
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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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Jun 07, 2022 |
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Episode 5: How to collect compelling legacy case studies and use them in your marketing
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May 24, 2022 |
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Episode 4: New to Legacy marketing? Do this!
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May 10, 2022 |
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Episode 3: A chat with Ben Suffell from QTS: ‘Is legacy telemarketing right for you?’
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Apr 12, 2022 |
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Episode 2: 5 mistakes that fundraisers make in their legacy programme
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Apr 12, 2022 |
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Episode 1: Intro to Legacy Fundraising Chat podcast
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Apr 12, 2022 |