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A very well structured and presented course. What we covered in half a day was amazing. Gareth’s breadth of experience in the fundraising sector and excellent presentation skills made for a most rewarding day. Some of his ideas have been implemented immediately and others we are working on. The sharing of ideas with other charity workers and the use of relevant and up to date information from other charity websites was also very useful.
Caroline Thompson
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Ten tips to begin legacy marketing
 

 

LEGACY MARKETING – GETTING STARTED WITHOUT SPENDING ANY MONEY

The following 10 tips we would recommend for any cause not yet having begun to market legacies to their supporters. This TOP TEN for beginning work on legacies is just the start, but doesn't cost a penny -

  

  1. Audit your current publications and add a mention wherever you can 
  2.  

  3. Include tick boxes for people to ask for more details of your legacy vision 
  4.  

  5. Talk about your vision for the future a lot 
  6.  

  7. Thank people who include a gift in their will publicly as a group 
  8.  

  9. Make them honorary friends for life or something similar 
  10.  

  11. Include details of why you need legacies on your website 
  12.  

  13. Have a statement on your letterhead stressing how important they are 
  14.  

  15. Use the language ‘a gift in your will’ rather than ‘legacy’ 
  16.  

  17. Mention how transformational the gifts will be 
  18.  

  19. Make it easy to let you know and thank pledgers a lot, making them feel special
  20.  

 

If you would like to learn more, we run a full-day legacy and in memoriam fundraising training course in many locations around the country, usually in Spring. Use the form below to ask for more, or information about our bespoke legacy fundraising training, advice or mentoring service.

 



Legacy Fundraising Enquiry Form

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