Could the key to growing your legacy programme lie with the colleagues around you?

Do we really understand what supporters are thinking when they request a Free Will Service?

What’s really happening behind the scenes of a free Will scheme and is your charity missing an opportunity?

Is LinkedIn your secret legacy marketing weapon… or just the charity sector talking to itself?

Your next legacy enquiry could begin with an email signature—are you overlooking the simplest year-round fundraising opportunity you already have?

As the conversation continues, Joey reveals how confidence, culture and everyday conversations can quietly transform a legacy programme.

What does it really take to build a legacy programme from the ground up? Joey shares the honest starting point and the thinking that drove results.

Do you really need to start dancing on TikTok to promote gifts in Wills? Thankfully not. We explore how charities can use Instagram and TikTok without losing their dignity.

Letters of Wishes are becoming more common in legacy giving, but do they offer genuine reassurance or a false sense of security?

The moment someone considers a charitable gift in their Will, something deeper is happening. In this one, I explore the hidden psychology behind legacy giving.

Is your legacy process strong enough to withstand a contested Will?

Is your legacy process strong enough to withstand a contested Will?

Would you know what to do if a legator’s Will was challenged?  Listen to find out.

Think video is only for big charities with big budgets? Discover how to craft donor-led legacy content yourself that works.

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 show https://thesaltways.com/training/

Are your pledger numbers stuck even though you’re “doing all the right things”? What if the real issue isn’t strategy or budget?

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.

Tired of “Leave a lasting legacy” and beach-walking couples? We unpick the clichés of legacy fundraising and share what really inspires people to give.

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.

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.

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.

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.

What makes a good legacy prospect—and how do you find them in your database? It’s simpler (and smarter) than you think.

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.

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.

Is Facebook still worth it for legacy campaigns? This episode unpacks digital myths, donor behaviour, and why quality over quantity matters.

I dive into how storytelling makes legacy giving feel real and inspires action. Discover simple ways to craft warm, materials that connect with supporters emotionally

I dive into how storytelling makes legacy giving feel real and inspires action. Discover simple ways to craft warm, materials that connect with supporters emotionally

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.

Discover the essentials every legacy leaflet and brochure needs to engage supporters and inspire gifts in Wills—without overwhelming them.

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 this 2 Part chat to find out.

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?

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 depth and long-term vision.

Listen to Part 2 for more ideas on how to collaborate with your colleagues so you can 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 of my chat with Rachel sharing 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.

How do you step into your first management role and legacy role and not just survive, but thrive? Hear what Rachel learned, including the bold telephone campaign she ran, what it revealed, and her top advice for legacy fundraisers.

Do you know what the must-have skills are that keep legacy fundraisers happy and effective in their role?

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.

Part 2 and conclusion with my interview with Sal Hampson.

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 from a legacy pledger.

We know that pledger stores are gold in your legacy marketing. But are you taking advantage of all the ways to share pledger stories?

Part 2 and conclusion interview with key takeaways.

Are you someone that is terrified of walking into a room with other fundraisers?  Or simply don’t think it will help you in your role?  Then this one’s for you!

Part 2 and conclusion interview with key takeaways

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.

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 to interview.

Is an offer of a Free Will writing service right for your supporters?  Listen to find out to  use this tool to increase your legacy pledger numbers.

Part 2 and conclusion with my interview with Gaynor.  Key takeaways included in this one too.

A much needed frank conversation on how we work with solicitors when marketing legacies to supporters.

If budgets are tight, you can absolutely develop this in-house.  In this one, I guide you through the key steps to ensure you have a brochure that will inspire your donors to give in this way.

Part 2 of my interview with Madeleine along with key take-aways and actions for the digital aspects of your legacy programme

Are you using online channels to promote legacy fundraising?  A great interview if you’re looking for top tips from an expert in the legacy digital space.

Part 2 of my interview with Rose and Ben along with key take-aways and actions for your own legacy marketing plans.

If you’re not using the telephone as part of your legacy fundraising programme, then this one’s for you.

We know that legacies is a specialism so should you also look for an expert to write copy for your legacy materials? Listen to find out.

Part 2 of my interview with Cat Woodhead.

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

Part 2 of my chat with Ashley and Claire.

Candid chat on how to make the most of working with outsourced legacy support.  We also cover how you can spot the red flags in this potential support and what questions to ask to ensure you have the best experience with a legacy consultant or agency. 

Covering when you should recruit, who you should hire, what expertise they should have to help you to start or build your legacy programme.

A run-down of the content I’m working on and the guests that I interviewing – all aimed at helping you with your legacy marketing efforts.

Do you know how to impress your Board to get the legacy marketing spend you need?  Listen to find out what they want to hear.

Do you know how to impress your Board to get the legacy marketing spend you need?  Listen to find out what they want to hear.

Do you know how to impress your Board to get the legacy marketing spend you need?  Listen to find out what they want to hear.

I run through the approximate costs for legacy marketing activity, for you to decide what you want to include in your programme.

Exploring the proactive things that you can be doing to secure your legacy marketing budget including knowing what numbers you absolutely need to know.

If you’re not getting the results you want from your legacy programme or making use of technology or personalising your donor communications, now is the time to conduct a legacy audit.

Part 2 of my interview, do listen back to Episode 39 first

Client case study on how to galvanise the support across your charity to help spread your legacy message and how legacy telemarketing has created a secure legacy pipeline.

Part 2 to my interview with the Vegan Society

Candid interview as you learn more about what motivates your supporters to leave a gift in their Will to your charity as well as more about me as your host and producer of the show. 

Pledger stories are gold for your legacy marketing.  Let’s face it, if they have gone public with telling people your organisation is in their Will, the chances of you being taken out is minuscule.

Pledgers are hugely valuable to you.  They can take your charity out of their Will so to keep your charity in front of their mind, you’ll want to know what’s going on inside the mind of your pledgers so you can respond to that accordingly.

You naturally want to know who these people are because you’re likely being measured on the number of pledgers that are recorded on your system and you’ll naturally want to thank them too

I offer my first on-air legacy consultancy support to a small charity that attended one of my training sessions earlier this year.  Learn what you could implement into your organisation that is low-cost with minimal effort.

I’ve presented at the Legacy Strategy for the last few years and there’s always something new to learn.  Find out what to expect from this year’s online event that takes place on 20th June 2023

The Smee and Ford Legacy Awards took place on the 27th April and I had the pleasure of being a judge and Chair of one of the panel discussion sessions. I share my learning’s from both experiences to help you in your future legacy marketing.

Planning on running a legacy telephone campaign? A rare insight into what you can expect when you call your supporters to talk about legacy giving. After listening you might just be persuaded how much your supporters would love that call from you.

In the final and Part 2 of this Series, learn the when, how, what and who to deliver your legacy training to maximise your legacy income

I get lots of requests to deliver Legacy training and how to train people across a charity to have Legacy conversations.   In Part 1 of this 2 -Part Series, learn how I have used audience needs to develop bespoke training covering the wider fundraising team, Trustee boards, Executive Boards, Operational staff and front-line staff and volunteers.

Part 2 of my interview with Tim Kachuriak

What makes people give? It’s a question that Tim Kachuriak has been obsessed over for more than a decade. And it’s what led him to develop the world’s largest digital fundraising research lab. Through the course of performing over 2,500 fundraising experiments, he’s learned a few simple yet profound truths. 

Learn how celebrating your wins and recognising why your setbacks happened can make you a better Legacy fundraiser.  This one is a must if you never celebrate your successes in a public way.

Is it worth spending the time personalising your messaging to individual donors?  Does it even work? This episode explores the why, how and when to personalise your legacy donor communications.

Imagine if you could get inside the mind of a donor. You’d know exactly what drives them to give. 

My guest does just that Prof Russell James has revolutionised the way charities globally approach marketing. Using the latest scientific technology, he researches brain activity in fundraising prospects to find out why and what makes donors give.

This episode is all about how shining a light on legacies within your organisation can help you to get buy-in from across your charity and stop you feeling like a legacy lone ranger. I cover everything from when and how to create these legacy moments.

Wondering when the best time is to run a legacy campaign?  Listen to my discussion with fellow Legacy Fundraising Consultancy experts, Ashley and Claire from Legacy Voice to find out.

You genuinely care about how your supporters feel. So I know you want to approach a legacy conversation with sensitivity and ease. But how do you do that without the awkwardness? Listen to a formulaic approach which is likely to help you in any situation.

Imagine if you could become the confident legacy fundraiser you were destined to be. Listen to how I uncover the dark side of being a legacy fundraiser, that is never talked about, but is fundamental to your role.

Think your charity is too small and under-resourced to develop a legacy strategy?  Listen to how a volunteer- led Charity and its Board of Trustees started a legacy programme.  With some help and guidance from me.

Did you know that when done well, events are one of the channels with the highest Legacy enquirer conversion rates? Unsure whether in-person or virtual is right for your Charity?  This episode helps you to decide.  Also a must listen if you have never organised a Legacy event. Being so passionate about Legacy events I’ve written a whole FREE e-book on the subject.  You can download it here

We all need a little help from our colleagues to achieve our Legacy marketing ambitions. Knowing who, how and when to approach is key to building and nurturing these in-house relationships that are often the key to talking to your best Legacy prospects.

I worked with Head of Fundraising, Barrie Hodge and his team to develop their first legacy strategy.  Find out why they decided they needed to have conversations with their supporter base now and how they discovered former beneficiaries could be your best legacy prospects.

To find out more about St Basils visit https://stbasils.org.uk/

Grab a pen and paper or something you can type into whilst I talk you through the essential 5 stages that I go through when devising a Legacy Strategy.

Getting overwhelmed with ideas of what legacy marketing materials to produce? and do any of them work anyway? In this episode I’m covering all the types of legacy fundraising materials that you could produce and help you decide if there is just one thing that you have budget for, what that one legacy marketing piece be.

Unsure whether offering a Free Wills Service to your audiences is right for you?  And should you be offering an online service over a face to face solicitor offer?  Listen to this episode to help you make that decision.

Knowing what might be holding your Charity Trustee Board back from giving legacy fundraising the attention that it deserves, will help you to get them on Board.

In this episode I cover everything that I have discovered from working with several Charity Boards.  Including what they need to know and hear to ensure they invest in a legacy programme for the future and sustainability of the Charity.

Did you know that there are certain life stages when people write or update their Will?  

Listen to find out what life changes motivate someone to update their Will and how this could influence your legacy marketing.

Do you know what to do when someone tells you they’ve included your charity in their Will? Many charities simply remove legacy pledgers from receiving any further communications in fear that the pledger might change their mind. But, what if you actually knew what your pledgers wanted? 

This is the episode where the mystery of how to steward pledgers is uncovered and do they want to be stewarded anyway?

Time critical episode listen by 31st July!

Get involved in a Free Wills campaign this September from Guardian Angel with packages for co-branded materials to promote across all your channels.  With  something for charities of all sizes. Email katie@guardianangel.network for more information. Read about the origins of Guardian Angel through, Sam, the Founder https://guardianangel.network/about

We need to understand the fundamentals of what we’re trying to achieve and what the donor gets from supporting in this way.

It’s not uncommon for fundraisers not to ask for Legacies because they feel they are doing all the taking. When actually there are aspects about leaving a Legacy that is equally beneficial to the donor.

I mentored Sarah Beaumont, Development Officer, at Royal Museums Greenwich in 2020 when she was totally new to Legacies. We explored her challenges, her upcoming goals and together an action plan on how she could get confident and proficient in promoting Legacies.

Listen how Sarah got some very successful Legacy campaigns underway, received lots of legacy enquiries as well as securing new pledgers. 

If there is one thing that I could equip every fundraiser with, it would be how to collect and tell Legacy stories. Every successful campaign, at its heart, has a strong and genuine story. These stories will bring your Legacy prospects closer to your cause. It’s not always obvious where to find these untold stories and how to use them for maximum effect.

Both of these challenges are covered in this episode.

Sometimes you just need some quick, easy ideas that you can do right now to kick off or re-ignite your Legacy marketing.

In this episode, I run through 20 ideas that you can pick from.  I suggest you choose 3 that you feel you can do, go do them, reap the benefits, come back and listen to pick another idea you can implement.

Sounds too easy?  Who said Legacy fundraising had to be difficult.

Have you considered using the telephone to talk to your supporters about legacies?

If that sounds scary, then this episode is for you! I’ve been passionate about using the telephone for Legacies since 2012 when it was not the norm. The results were astounding back then.  And they continue to be a decade later.

That’s why my first guest is Ben Suffell, from QTS Telephone Agency. I doubt there is anything about telephone fundraising that Ben doesn’t know.

Your time is limited when legacies isn’t your sole focus and it’s easy to make these mistakes.  The good news is that these 5 mistakes fundraisers make, can be avoided. Listen to make sure you aren’t making these errors and find out how a few easy actions means you won’t make these mistakes in the future.

And find out where to put your energy and get support of others in the process.

In this short introduction episode you will find out about me, Sanita and:

– why I set up Legacy Fundraising Chat
– why you should listen to this podcast
– what I hope you will get out of it.