How do you integrate legacy fundraising into the heart of your organisation, especially with limited resources and senior people who aren’t yet hugely involved? Dr Claire Routley shares five top tips for getting started.
Planning: priority or pointless?
I’m a huge fan of planning for fundraising in general and legacy fundraising in particular. In my first role as a fundraiser (longer ago than I care to remember) we …
Goodbye Grandad: Having the conversations you never want to have.
On a cold, dark morning in late November, I set off on a long journey down south, back to the town of my birth. I left when I was just …
Understanding donor motivations is key to growing legacy giving
Understanding what drives our donors to consider a gift in their Will is a fundamental part of our legacy strategy and one we must spent time on.
7 things you should never say in a legacy conversation
There are quite a few misconceptions about how you should talk to people about legacy giving. Often this is routed in fear about what we might be asked to do …
Know your story (part 2) – creating a compelling legacy proposition
Do your donors understand why they should leave you a gift in their will, or do your legacy messages miss the mark? Find out the key elements to creating a compelling legacy proposition.
Tip #5. Know your story (part 1)
Getting the coversation right can dramatically increase numbers and values of legacy gifts.
Tip #4. Know your audience
The biggest mistake we make when starting out in legacy fundraising is assuming that all our supporters are the same.
Tip #3. Drip your legacy message
Recently I’ve been teaching my eldest daughter to ride her bike (yes the same daughter that was responsible for this post). It’s been quite a journey, one which we’re not …
Tip #2. Family first
It was a Tuesday morning in October. Unseasonably cold for the time of year, I woke up to thick frost blanketing the garden and ice crystals covering the car windscreen. Despite …
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