Setting up or supporting your legacy giving program
Depending on your own needs, there are lots of ways in which I could help, like:
- Starting from scratch: creating a plan for integrating legacy giving into your communications, following a full review of your programs
- Writing a more detailed, phased marketing plan for your legacy program based on the resources you have
- Reviewing your current legacy program and proposing testing different ideas
- Implementing parts of your marketing plan and filling in where needed.
- Providing letter templates to thank and welcome legacy enquirers and confirmed donors
Every charity has their own unique needs and challenges. Let’s talk about your top priorities and the gaps you need to fill.
Presenting educational sessions to your team
Whether you are looking for a general educational session on legacy giving for a staff brown bag lunch session, or a specific presentation on legacy marketing or stewardship ideas, I offer presentations or workshops based on your needs.
Contact me today to book your free discovery call, or to schedule a legacy educational session for your team.
Legacy Giving Made Simple 
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