June 05, 2025

How to develop an effective legacy strategy

26 minutes

This podcast episode has been developed for those who would like to understand how to develop an effective legacy strategy. The episode is being run by Dr Lucy Lowthian who is a Senior Consultant at Legacy Voice and who helps a number of charity clients to develop and implement their legacy strategies.

The episode will cover the importance of having a legacy strategy and a breakdown of the planning framework. This includes how to conduct an audit, agreeing the vision, mission and strategic pillars, setting objectives, defining tactics and deciding upon the measures that will be used to monitor the strategic plan.

Key learnings from this episode:

- Why is s legacy strategy important

- What to include in a legacy strategy

- How to conduct an audit

Click here to subscribe to our email list for exclusive fundraising resources, early access to training, special discounts and more

If you enjoyed this episode, don't forget to hit follow and enable notifications so you'll get notified to be first to hear of future podcast episodes. We'd love to see you back again!

And thank you to our friends at JustGiving who make the Fundraising Everywhere Podcast possible.

...more

View all episodes

By Fundraising Everywhere

4.4

99 ratings