Legacy Fundraising Chat

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Legacy Fundraising Chat Podcast for all fundraisers that have some responsiblity for legacy fundraising.

Whether you're a newbie or a veteran in the legacy marketing world, this podcast is for you.

17/09/2025

“Are we really connecting—or just adding to the noise?”

In the crowded digital space, it’s easy for legacy fundraising campaigns to fall flat. In this two-part podcast, I speak with Richard Millar and Molly Wilcox about crafting emotionally intelligent messaging, testing creative formats, and placing content where it actually lands with your audience.

We talk about touchpoints, authenticity, and how to avoid the dreaded ad fatigue.

🎙️ Whether you’re in legacy fundraising, supporter journeys, or charity comms—there’s gold in this episode.

🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

10/09/2025

What do men, marathons, and legacy giving have in common? 🏃‍♂️📝

This might sound like the start of a bad joke—but it’s actually one of the most intriguing insights from my latest conversation with Richard Millar and Molly Wilcox

We take a deep dive into the emotional and behavioural motivations behind legacy giving—from men who leave generous gifts despite no personal connection, to women who resonate deeply with storytelling and shared values.

There’s a lot to learn—and test—in your next campaign.

🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

05/09/2025

Is Facebook still the gold standard for charity fundraising campaigns?

💡 You might be surprised by what we uncovered. In this episode, we unpack some of the most common assumptions about Facebook advertising for legacy giving—and explore smarter, cost-effective ways to reach your audience.

Richard Millar MD at National Free Wills Network/Free Wills Month and Molly Wilcox at Ubiquity Group joined me on the show to share what actually works when it comes to reaching legacy prospects.

If you’re investing time or budget into digital campaigns, this one’s for you.

🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

13/08/2025

What should NEVER go in a digital legacy brochure?

(it’s not just about cutting legal jargon)

In Episode 2, of this 3 part series on legacy brochures, I reveal what you want to avoid when going digital—and how to design content that’s screen-friendly, skim-worthy, and supporter-first.

It’s not a PDF. It’s a conversation starter.

🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

06/08/2025

In a digital world, does print still matter?

Short answer: Yes.

Long answer? That’s what Part 2 of my series on legacy brochures is all about.

If your digital legacy brochure is just a PDF of your printed one, you’re missing a major opportunity. This week, I explore the pros, cons, and the very real staying power of physical brochures.

🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

Would you judge a legacy brochure by its cover? (Spoiler: your supporters will.) We all do it. And that’s why your broch...
30/07/2025

Would you judge a legacy brochure by its cover? (Spoiler: your supporters will.)

We all do it. And that’s why your brochure cover needs to work harder than ever.

In part 1 of my podcast series, I break down exactly what makes a strong, supporter-focused cover that doesn’t get lost in a pile of post.

The right image + the right headline = opening of brochure


🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

25/07/2025

I just want to give a big heartfelt THANK YOU (and a cheeky apology) to the two fabulous women who make Legacy Fundraising Chat happen behind the scenes 🎙️💙

🎬 Hannah Quinn – thank you for your editing wizardry and saint-like patience. My solo episodes often include some… let’s say creative detours 😅 – but you always manage to make them sound smooth, clear, and (miraculously) professional!

📲 Vicky Kangurs of Tabby Tiger Freelance – thank you for keeping our social media on point and for making sure our transcripts are polished and accessible. You help our episodes reach more people, and make sure no one misses the gems – even if they prefer reading to listening.

Let’s be honest – my solo recordings usually need a bit of extra TLC But thanks to Hannah and Vicky, the podcast gets out the door looking and sounding its best, helping more legacy fundraisers feel inspired, informed, and connected.

So grateful to be working with you both! 🙌

23/07/2025

What’s the one legacy message you’d keep if you only had space for one sentence?

When designing a DL leaflet for legacy prospects, less is definitely more. But getting the message right in just a few words? That takes skill.

In my latest episode, I unpack the 7 do’s and 8 don’ts of a legacy enquiry leaflet—and why getting this right matters more than ever.

🎧 Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

09/07/2025

What happens when even the most senior leaders realise they can't do it alone?

In this powerful podcast episode, Lucy — a former CEO and current changemaker — opens up about an unexpected realisation while developing her legacy fundraising strategy: she needed someone to bounce off.

Despite her seniority, her expertise, and her passion, she recognised that strategy done in isolation wasn’t sustainable — or wise.

🎧 We explore:
Why even experienced leaders need sounding boards

How digital-first legacy engagement surprised a seasoned fundraiser

Why listening deeply to supporters changes everything

And what it really means to honour a legacy

This episode is a must-listen for anyone navigating strategy, legacy giving, or simply leading with heart in a complex world.
Part 2 of our conversation is out now.

Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

02/07/2025

Legacy fundraising often gets pushed down the to-do list. It's not flashy. It's not fast.

But what if legacy giving could be the most values-aligned, supporter-respecting, and long-term sustainable fundraising you're not yet doing?

In this podcast episode, Lucy breaks down:
🔍 Why they started with a supporter survey
🧠 How strategy co-creation beat out consultancy
👥 What it took to win board and team buy-in

📢 Spoiler: It led to their first legacy gift before the campaign even launched.

Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

25/06/2025

Three and a half years ago, developing a legacy fundraising strategy was just a wish. This week, Lucy Anderson Jones shared the news of receiving their first legacy gift—from one of the earliest supporters who had answered their legacy interest survey.

What happened in between?

🔹 A strategy co-created with coaching support
🔹 True collaboration across a small (but mighty!) team
🔹 Deep alignment with values, ethics, and supporter voices
🔹 A step-by-step rollout—with patience, purpose, and passion

Legacy fundraising isn't just for the big players. It's for any organisation willing to put the time in, trust the process, and stay true to their values.

Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

11/06/2025

“Ask them why they care.”

That’s where legacy conversations really begin, says Lena Vizy.

Part two of our conversation is out now, where she reminds us that tools like Will-writing services are just that—tools. The heart of legacy fundraising lies in authentic connection.

Only when we understand someone’s why can we inspire them to leave something meaningful behind.

Listen for free here bit.ly/3ImQEL1 or wherever you tune into your podcasts, ask your smart speaker to play ‘Legacy Fundraising Chat Podcast.’ or head over to my website for the full transcript https://persuasion.org.uk/podcast-episodes/

P.s A big thank you to the National Free Wills Network for sponsoring my podcast so you can enjoy this podcast for free. You can find out more about their service at https://www.nationalfreewills.net

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