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Having just signed up to the mentoring scheme my first impression is extremely positive! Gareth’s response was immediate and the advice plentiful and relevant. I am still looking into leads that have been provided and I am confident of fundraising success. The tip about seeking support for the production of our annual report has already paid off. Having someone at the end of the phone or e-mail for advice is exactly the support I was looking for and I would highly recommend the PFA mentoring scheme which I think will provide my charity with a quality service at a highly competitive rate.
Fiona Sim, Director
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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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