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Legacy Fundraising Chat
Sanita Guddu of Persuasion - Legacy Consultant and Training Specialist
91 episodes
5 days ago
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.
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All content for Legacy Fundraising Chat is the property of Sanita Guddu of Persuasion - Legacy Consultant and Training Specialist and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Marketing
Business
Episodes (20/91)
Legacy Fundraising Chat
Ep91: A chat with Stuart McCoy, Data Strategy Consultant "Is your data killing your legacy programme?" Part 1

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 hello@legacyfundraisingchat.co.uk 

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

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6 days ago
26 minutes 2 seconds

Legacy Fundraising Chat
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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
2 weeks ago
29 minutes 9 seconds

Legacy Fundraising Chat
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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
1 month ago
26 minutes 8 seconds

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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
1 month ago
23 minutes 9 seconds

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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
2 months ago
28 minutes 42 seconds

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

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

Scottish Wildlife Trust - showing impact of a named legator

https://www.youtube.com/watch?v=ldkVmyRBtAw 

ShelterBox – pledger case studies https://www.youtube.com/watch?v=XBdX0PWft5I

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

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

Show more...
2 months ago
7 minutes 6 seconds

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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
3 months ago
6 minutes 51 seconds

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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
3 months ago
15 minutes 23 seconds

Legacy Fundraising Chat
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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
3 months ago
24 minutes 31 seconds

Legacy Fundraising Chat
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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
4 months ago
25 minutes 18 seconds

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

How is strategic storytelling shaping legacy fundraising across Europe—and what can the UK learn from it?

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4 months ago
26 minutes 3 seconds

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

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.

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5 months ago
29 minutes 9 seconds

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

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

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5 months ago
24 minutes 4 seconds

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

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.

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6 months ago
27 minutes 25 seconds

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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
6 months ago
23 minutes 11 seconds

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

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 hello@legacyfundraisingchat.co.uk 

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

Show more...
7 months ago
29 minutes 26 seconds

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

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 campaign

https://sofii.org/article/the-legacy-showcase-a-new-initiative-to-share-inspirational-legacy-campaigns


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7 months ago
25 minutes 59 seconds

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

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

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8 months ago
26 minutes 16 seconds

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

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/

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8 months ago
29 minutes 3 seconds

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

Part 2 and conclusion with my interview with Sal Hampson.

Got a question?  Drop me an email hello@legacyfundraisingchat.co.uk 

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

Show more...
9 months ago
23 minutes 47 seconds

Legacy Fundraising Chat
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.