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

 

3. Talk about your vision for the future a lot 

 

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

 

5. Make them honorary friends for life or something similar 

 

6. Include details of why you need legacies on your website 

 

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

 

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

 

9. Mention how transformational the gifts will be 

 

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

 

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.

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