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Company Solutions mentoring support has been invaluable to me as a lone fundraiser for most of my time as the first Director of Fundraising at Papworth Hospital. The Company Solutions mentoring scheme has provided me with excellent fundraising guidance and professional support on matters of strategy, staff management and personal development, at any time that I have needed it. Gareth is a brilliant practical fundraiser and fundraising teacher and I have learnt a great deal from him in terms of latest and best fundraising practice. I believe Company Solutions mentoring scheme and the training courses I have attended through the scheme are the best value for money on the market for new and experienced fundraisers alike and would heartily recommend them to fellow fundraisers.
Fiona Cooper, Director of Fundraising
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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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