Fundraising Bright Spots

37. Dr Claire Routley – Silo smashing and promoting legacy giving


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I recorded this interview with Dr Claire Routley, an expert in expert legacy fundraising, in early March 2020, when the world felt very different. Nevertheless, our subjects of culture change and breaking down barriers within your charity, are as relevant as ever. We talk about a piece of research Claire carried out on behalf of the National Trust, all about how to increase interest in promoting legacies across the various teams within a charity. Though we talk largely about the cross promotion of legacy giving, in truth these ideas can be applied to any concept that should be understood by various teams, rather than just the so-called specialists. Claire explains the three key themes she discovered and brings these to life with examples of specific tactics that various charities have used in their change management programmes. If you want to hear my first interview with Claire, which is all about ways to make it easier to have conversations about legacies with your supporters, do check out episode 28 of this podcast. And if you’d like more powerful strategies to help you raise funds during the pandemic, then do check out my new free E-book: Power Through The Pandemic – Seven ways to raise money with major donors, corporates and trusts, even now. You can download it for FREE here: www.brightspotfundraising.co.uk/power If you want to share this episode – thank you!! – or get in touch, Claire and I would love to hear from you – we’re both on Linked In, and on twitter Claire is @claireyJaneR and I’m @woods_rob. I thoroughly enjoyed talking to Claire, and I hope you find this conversation helpful too.

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Fundraising Bright SpotsBy Rob Woods, Bright Spot

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