Best Sanita Guddu Of Persuasion Legacy Consultant Podcasts (2025)

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Ep80 A chat with Lena Vizy - Legacy Consultant “What legacy marketing lessons can we in the UK learn from our European colleagues" Part 1 29:09

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8d ago29:09

29:09

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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Ep79: A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 2 24:04

22d ago24:04

24:04

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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Ep78 A chat with Guilli Castle at FireFighters "How to integrate legacies in an Individual Giving programme" Part 1 27:25

1M ago27:25

27:25

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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Ep77: A chat with Rachel Gedge – Legacy Manager at CHAS “Manager Diaries: My first two years unfiltered” a client case study Part 2 23:11

2M ago23:11

23:11

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 [email protected] Sign up for your…

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Ep76: A chat with Rachel Gedge – Legacy Manager at CHAS “Manager Diaries: My first two years unfiltered” a client case study Part 1 29:26

2M ago29:26

29:26

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 [email protected] Sign up for your monthly d…

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Ep75: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 3 25:59

3M ago25:59

25:59

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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Ep74: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 2 26:16

3M ago26:16

26:16

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

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Ep73: A chat with Dr Claire Routley and Ashley Rowthorn “What skills do legacy fundraisers need?” Part 1 29:03

4M ago29:03

29:03

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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Ep72: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 2 23:47

4M ago23:47

23:47

Part 2 and conclusion with my interview with Sal Hampson. Got a question? Drop me an email [email protected] 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, sha…

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Ep71: Pledger Stories Series - I interview a legacy pledger - Sal Hampson Part 1 23:26

4M ago23:26

23:26

Want to know what thought process your pledgers or prospects go through when thinking about including a charity in their Will? A rare opportunity to hear that from a legacy pledger. Got a question? Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for m…

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Ep70: Pledger Stories Series - How and where to showcase stories 4:47

5M ago4:47

4:47

Along with my charity clients, we find more and more ways to share pledger stories - which are gold in your legacy marketing Got a quick question? Drop me an email [email protected] 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 yo…

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Ep69: A chat with Vicky Kangurs,Co-Host of Charity Meet-up "The why and how to network with fellow legacy fundraisers - even when you hate networking" Part 2 30:51

7M ago30:51

30:51

Part 2 and conclusion interview with key takeaways Useful info mentioned in the interview https://www.facebook.com/groups/charitymeetup https://www.facebook.com/groups/thirdsectorcomms https://www.facebook.com/groups/FundraisingChat https://bni.co.uk/en-GB/index Got a question? Drop me an email [email protected] Sign up for your mon…

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Ep68: A chat with Vicky Kangurs,Co-Host of Charity Meet-up "The why and how to network with fellow legacy fundraisers - even when you hate networking" Part 1 28:18

7M ago28:18

28:18

Are you terrified of walking into a room with other fundraisers? Or simply don’t think networking will help you in your role? Then this one's for you! Useful info mentioned in the interview https://www.facebook.com/groups/charitymeetup https://www.facebook.com/groups/thirdsectorcomms https://www.facebook.com/groups/FundraisingChat https://bni.co.uk…

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Ep67: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 2 22:50

8M ago22:50

22:50

Part 2 and conclusion interview with key takeaways Got a question? Drop me an email [email protected] 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…

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Ep66: A chat with Vicky McKellar, Individual Giving Manager at Claire House Children's Hospice - “Lottery to Legacy” a client case study Part 1 25:16

8M ago25:16

25:16

Have you overlooked an audience for legacy marketing? We take a deep dive into exploring how an unlikely donor group may just be your best legacy prospect. Got a question? Drop me an email [email protected] 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 …

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Ep65: Tick-boxes- The why, when and how to use to your legacy prospects 7:02

9M ago7:02

7:02

Finally, an episode dedicated to this simple but highly effective legacy marketing tool.

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Ep64: Could legacy marketing jargon be putting off your legacy prospects? 4:53

9M ago4:53

4:53

Delving into some common words and phrases that I recommend you drop from your marketing.

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Ep63: What I've learnt from updating my Will that will help you in your legacy marketing 5:24

10M ago5:24

5:24

Personal account of the reason why I paid another visit to my solicitor. Could this also be in the minds of your legacy prospects?

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Ep62: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 2 27:25

10M ago27:25

27:25

Part 2 and conclusion interview with key nuggets of wisdom to help you increase your pledger numbers. Got a question? Drop me an email [email protected] 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’…

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Ep61: A chat with Richard from NFWN and Emily from Raystede Centre for Animal Welfare " How we get results from our Free Wills Service" Part 1 21:15

11M ago21:15

21:15

Is an offer of a Free Will writing service right for your supporters? Listen to part 1 of this interview to find out how you can use this tool to increase your legacy pledgers. Got a question? Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for more i…

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Ep60: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 2 32:28

11M ago32:28

32:28

Part 2 and conclusion with my interview with Gaynor. Key takeaways included in this one too. Got a question? Drop me an email [email protected] 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…

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Ep59: A chat with Gaynor Lanceley "The Do's and Don'ts of working with solicitors in your legacy programme" Part 1 23:06

12M ago23:06

23:06

A much needed frank conversation on how we work with solicitors when marketing legacies to supporters Got a question? Drop me an email [email protected] 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’…

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Ep58: How to create a legacy brochure in-house 10:27

12M ago10:27

10:27

If budgets are tight, you can absolutely develop this in-house. In this one, I guide you through the key steps to create a brochure that will inspire your donors to give in this way. Got a question? Drop me an email [email protected] Sign up for your monthly dose of tips and inspiration with my newsletter here. Visit my website for …

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Ep57: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 2 19:30

1y ago19:30

19:30

Part 2 of my interview with Madeleine along with key take-aways and actions for the digital aspects of your legacy programme Got a question? Drop me an email [email protected] 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 …

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Ep56: A chat with Madeleine Sugden "How to work with a digital legacy consultant" Part 1 20:19

1y ago20:19

20:19

Are you using online channels to promote legacy fundraising? A great interview even if you’re looking for top tips from an expert in the legacy digital space. For more expert advice from Madeleine visit https://madlinblog.wordpress.com/2023/02/09/your-legacy-shop-window/ Got a question? Drop me an email [email protected] Sign up for…

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Ep55: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 2 26:51

1y ago26:51

26:51

Part 2 of my interview with Rose and Ben along with key take-aways and actions for your own legacy marketing plans. Got a question? Drop me an email [email protected] 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 …

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Ep54: A chat with Ben from QTS and Rose from Eden Project "How we delivered the best legacy telephone campaign" a client case study Part 1 24:58

1y ago24:58

24:58

If you’re not using the telephone as part of your legacy fundraising programme, then this one's for you. Got a question? Drop me an email [email protected] 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,…

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53: A chat with June Steward "When do you need a legacy copywriter and how to work with one" 23:05

1y ago23:05

23:05

We know that legacies is a specialism so should you also look for an expert to write copy for your legacy materials? Listen to find out. Got a question? Drop me an email [email protected] 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?…

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Episode 52: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 2 20:52

1y ago20:52

20:52

Part 2 of my chat with Cat Woodhead

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Episode 51: A chat with Cat Woodhead, CEO at Muscular Dystrophy UK - "Why and how we hired our first legacy manager" Part 1 23:53

1+ y ago23:53

23:53

Are you thinking about recruiting for a legacy fundraiser or manager or need to convince your board for that extra investment? Then this one's for you.

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Episode 50: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 2 31:20

1+ y ago31:20

31:20

Part 2 of my chat with Ashley and Claire

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Episode 49: A chat with Dr Claire Routley and Ashley Rowthorn on "How to work with a legacy consultant or agency" Part 1 26:46

1+ y ago26:46

26:46

Candid chat on how to make the most of working with outsourced legacy support. We also cover how you can spot the red flags in this potential support and what questions to ask to ensure you have the best experience with a legacy consultant or agency.

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Episode 48 When should you recruit for legacy support and what are your options? 10:22

1+ y ago10:22

10:22

Covering when you should recruit, who you should hire, what expertise they should have to help you to start or build your legacy programme.

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Episode 47 What to expect from the podcast in 2024 6:13

1+ y ago6:13

6:13

A run-down of some of the content I’m working on and the guests that I interviewing - all aimed at helping you with your legacy marketing efforts.

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Episode 46: A chat with Rosalind Sherlock - Jones from Water Aid - How to build relationships with personal executors and how it can help you in your legacy marketing Part 2 26:35

1+ y ago26:35

26:35

Final part of my interview with Rosalind.

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A chat with Rosalind Sherlock - Jones from Water Aid - How to build relationships with personal executors and how it can help you in your legacy marketing Part 1 21:27

1+ y ago21:27

21:27

If you haven’t yet created a system on linking with your legacy charity administration or management with your legacy marketing, this is a must listen. Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy fundraising strategy 📢 Set up your first Telephone Legacy campaign …

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Episode 44: Legacy Budget Series Part 3 What numbers to show your Board of Trustees to get internal approval 6:30

1+ y ago6:30

6:30

Do you know how to impress your Board to get the legacy marketing spend you need? Listen to find out what they want to hear. Here’s a link to the tool that will help you https://smeeandford.com/legacy-analysis-portal/ ================================================= Do you need some support with your Legacy plans? Here are some of the ways that I …

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Episode 43: Legacy Budget Series Part 2 How much budget do you need to run a programme? 7:07

1+ y ago7:07

7:07

I run through the approximate costs for legacy marketing activity, for you to decide what you want to include in your programme ================================================= Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy fundraising strategy 📢 Set up your first …

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Episode 42: Legacy Budget Series Part 1 How to protect your legacy marketing budget 6:06

1+ y ago6:06

6:06

Exploring the proactive things that you can be doing to secure your legacy marketing budget including knowing what numbers you absolutely need to know.

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Episode 41: Is it time to do a legacy marketing audit? Here's how to do it 14:36

1+ y ago14:36

14:36

If you’re not getting the results you want from your legacy programme or making use of technology or personalising your donor communications, now is the time to conduct a legacy audit.

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Episode 40: A chat with Jane Symmons - Major Gifts Director at Thames Hospice Part 2 A client case study 17:32

1+ y ago17:32

17:32

Part 2 of my interview, do listen back to Episode 39 first ====================================================== Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy fundraising strategy 📢 Set up your first Telephone Legacy campaign and manage it for you 📝Legacy Marketin…

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Episode 39: A chat with Jane Symmons - Major Gifts Director at Thames Hospice - Part 1 A client case study 23:19

1+ y ago23:19

23:19

Client case study on how to galvanise the support across your charity to help spread your legacy message and how legacy telemarketing has created a secure legacy pipeline for Thames Hospice.

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Episode 38: The Vegan Society interview me as their Legacy Pledger! Part 2 19:13

2y ago19:13

19:13

Part 2 to my interview with the Vegan Society ====================================================== Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Write or review your current Legacy fundraising strategy 📢 Set up your first Telephone Legacy campaign and manage it for you 📝Legacy Marketing Events Plan…

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Episode 37: The Vegan Society interview me as their Legacy Pledger! Part 1 22:02

2y ago22:02

22:02

Candid interview as you learn more about what motivates your supporters to leave a gift in their Will to your charity. As well as more about me as your host and producer of the show.

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Episode 36: Legacy Pledgers 3 Part Series Part 3 - How to get pledgers to share their story 6:09

2y ago6:09

6:09

Pledger stories are gold for your legacy marketing. Let’s face it, if they have gone public with telling people your organisation is in their Will, the chances of you being taken out is minuscule. ====================================================== Do you need some support with your Legacy plans? Here are some of the ways that I can help: ✍️ Wri…

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Episode 35: Legacy Pledgers 3 Part Series Part 2 - What do pledgers want? 7:12

2y ago7:12

7:12

Pledgers are hugely valuable to you. They can take your charity out of their Will so to keep your charity in front of their mind, you’ll want to know what’s going on inside their mind so you can respond to that accordingly. ====================================================== Do you need some support with your Legacy plans? Here are some of the w…

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Episode 34 - Legacy Pledgers 3 Part Series Part 1 - How to get pledgers to reveal themselves 7:15

2y ago7:15

7:15

You naturally want to know who these people are because you're likely being measured on the number of pledgers that are recorded on your system and you’ll naturally want to thank them too.

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Episode 33: A chat with Lizzi Lord from Little Angel Theatre - on-air legacy consultancy 36:31

2y ago36:31

36:31

I offer my first on-air legacy consultancy support to a small charity that attended one of my training sessions earlier this. Learn what you could implement into your organisation that is low-cost with minimal effort. Find out more about the charity here https://www.littleangeltheatre.com/

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Episode 32: A chat with Suzanne Watts - Producer of 2023 Global legacy Strategy Summit - what to expect from this year's event 21:36

2y ago21:36

21:36

I’ve presented at the Legacy Strategy for the last few years and there’s always something new to learn. Find out what to expect from this year’s online event that takes place on 20th June 2023. You can book your place here https://legacystrategysummit.com/

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Episode 31 - What I've learnt as a judge at the Legacy Giving Awards that will help you in your legacy marketing 12:29

2y ago12:29

12:29

The Smee and Ford Legacy Awards took place on the 27th April and I had the pleasure of being a judge and Chair of one of the panel discussion sessions. I share my learning’s from both experiences to help you in your future legacy marketing. As mentioned in the episode, The Smee and Ford Legacy Trends Report you can get your copy here https://smeean…