In this episode we will be exploring the topic of innovation in legacy fundraising. So keep listening to hear our guest’s views on what problems might need solving in the sector as well what they think the biggest areas of opportunity are for gifts in Wills – and how to apply that in your own charity.

This episode has been produced in collaboration with the Legacy Futures Awards. The Innovation Award (for which podcast host, Lucinda Darby, is one of the judges) is open to any organisation this is looking to innovate in the area of legacy or in memory giving and create a big impact.

Find out more and apply the awards here.

Applications close on 31st March - good luck to all who enter! 

The guests in this episode were:

Ashley Rowthorn – CEO, Legacy Futures

Georgina Hyman  – Head of Legacy and In Memory Giving, Alzheimer's Research UK & Chair of the Legacy & In Mem SIG

Michael Clark – Head of Legacy Development, World Cancer Research Fund & committee member of the Legacy & In Mem SIG

The questions we explored were:

1. What does the word ‘innovation’ mean to you? 

2. Which areas of legacy fundraising do you think need innovation the most?

3. As a larger charity, or one who invests a lot in legacy fundraising do you have examples of how you have been innovative in the past? Or future plans?

4. Vice versa, what does innovation in legacy fundraising look like for a smaller charity?

5. What do you think the future of legacy fundraising holds?

If you have any questions about anything we have spoken about, please email us at [email protected] and we can pass your questions on to the guests.

This episode has been recorded to celebrate the recent launch of our joint report on the Scottish legacy market with Legacy Foresight, ILM and Smee & Ford, which is available to download from our website HERE.

The key findings of the report will also be presented by Remember A Charity and Legacy Foresight at the next Scottish Legacy Forum meeting on Thursday 25th November. Register in advance for the meeting HERE.

In this episode we were joined by a panel of guests who helped contribute to the Scottish legacy market report:

Meg Abdy - Development Director, Legacy Foresight

Iain McAndrew – Director of Development and Communications, CHAS

Ali Macleod – Head of Fundraising, National Trust for Scotland

Rob Cope – Director, Remember A Charity

The questions we explored were:

1. Has the pandemic driven a different attitude to both giving and mortality? And what might this mean for legacies? 

2. Who do you think are the priority audiences to reach out to, in order to grow the legacy market?

3. How can charities balance the tension between delivering their short-term income targets and investing in legacy fundraising? 

4. How can collaboration grow legacy giving in Scotland? 

5. How do you create an organisational culture that embraces legacies?

If you have any questions about anything we have spoken about, please email us at [email protected] and we can pass your questions on to the guests.

It’s Remember A Charity Week! 

To coincide with our favourite week of the year we have recorded a couple of podcast specials.

In this episode we are joined by three lovely legal professionals to explore Remember A Charity Week and legacy giving from their perspective:

Eleanor Evans – Partner and Head of Trusts and Estates Administration Department, Hugh James

Charlotte Ponder – Legal Director, Countrywide Tax & Trust Corporation

Richard Honey – Senior Associate, Charles Russell Speechlys

The questions we explored were:

1. How will you be celebrating Remember A Charity Week?

2. Have you noticed any changes in client behaviour or attitudes towards will-writing since the start of the pandemic?

3. Charlotte, you recently became a trustee at charity - What is that dynamic like, coming from a legal background and acting as a trustee at a charity? What is their attitude towards legacy fundraising?

4. Is there more we (as charity sector and Remember A Charity) could be doing to encourage charitable conversations between professional advisors and their clients?

5. Do you have any practical tips or advice for charities listening when it comes to the administration of a legacy gift?

If you have any questions about anything we have spoken about, please email us at [email protected] and we can pass your questions on to the guests.

It’s Remember A Charity Week!

To coincide with our favourite week of the year we have recorded a couple of podcast specials.

In this episode we are giving listeners a sneak peek behind the scenes of Remember A Charity Week, to shine a light on the amazing work of our agencies and to give a little more insight into the planning and delivery of the awareness week – along with some extra tips and advice.

Our guests were:

Louise Rudaizky – Managing Director, Atomic London

Andy Nethercleft – Operations Director, Atomic London

Rachel Isaacs – Account Manager, Hope&Glory PR

The questions we explored were:

1. For those listening who might not know, please can you explain who Atomic London and Hope&Glory are, and what your roles have been in delivering Remember A Charity Week this year?

2. What would you say have been the biggest challenges and/or opportunities in creating this year’s campaign?

3. When it comes to reaching our target demographic are there any marketing insights you can share? 

4. How can charities utilise the PR around this week for their campaigns? 

5. If there was one thing a charity could do to maximise the week, what would it be?

If you have any questions about anything we have spoken about, please email us at [email protected] and we can pass your questions on to the guests.

In this episode we focus on the role that employers can play in supporting their staff with long term planning including last wishes and Wills. But we also explore wider areas around attitudes towards death, dying and future planning, with charitable giving as an important part of that.

We were lucky to speak to a panel of guests from different organisations who all work together to help employees with their future planning:

Ian Dibb – CEO, Once I’ve Gone

Mark Edmondson - Head of Commercial Partnerships, Once I’ve Gone

Lisa Lund – Director, Adroit Legal Services

Stacey MacDougall - Wellbeing Manager, John Lewis Partnership

The questions we explored were:

If you have any further questions about this episode, please email us at [email protected].

Our latest episode is focused on small charities and the various challenges and opportunities faced in comparison with larger organisations when it comes to legacy fundraising. 

We know from talking to our members that small charities face very different challenges when it comes to legacies, so wanted to explore some of these in more depth and help to give some advice and insight to others listening.

We hope this will be a useful listen for any small charities who are already legacy fundraising or perhaps those who haven’t yet started their journey and aren’t sure where to begin.

Our two brilliant guests are:

Charlotte Hoare; Fundraising Manager at HEART UK

Audrey Cornelius; Head of Fundraising at British Liver Trust

The questions asked were:

How does your charity currently promote legacy giving and what encouraged you to start doing to?

What are your biggest challenges as a small charity when it comes to gifts in wills?

On the flip side are there any opportunities for small charities when it comes to legacies? And do you have any success stories you can share with us?

What are your top tips for other small charities who aren’t sure where to start with legacies?

How would you recommend to make the most of Remember A Charity Week in September with limited resources?

If you have any questions or queries about this episode please contact us at [email protected].

This episode is intended to help you with your legacy fundraising planning. Our panel of experts from the Will-writing sector will be reflecting on trends from during the pandemic since last year, and the insights and issues that legacy fundraisers may need to consider in the year ahead.

Our panel of guests include:

Dave Newick; Chief Executive at Arken Legal

Lorraine Robinson TEP; Head of Legal at Farewill

James Antonio TEP; Head of Legal Practice for Estate Planning at Co-op Legal Services

Jon Brewer; Founder at Bequeathed

Iain Wanstall; Founder and Consultant of Wanstall Consulting Wills & Estate Planning

Questions explored are:

1. What were the key trends/behaviour changes you spotted?

2. What challenges or opportunities have you come up against?

3. How have you adapted your Will offering and messaging during such a sensitive time?

4. What trends do you predict for the coming year? What issues do legacy fundraisers need to consider for the year ahead?

5. What are your top tips for charities listening?

If you have any questions about this episode please contact us at [email protected].

Our first episode of 2021 is a panel discussion all about legacy fundraising in lockdown. 

As we entered into this current lockdown we saw many fundraisers questioning their legacy activities and upcoming plans. So we thought this would be a great topic for discussion - to explore the challenges and opportunities for legacy fundraising during the pandemic and the current lockdown.

Our panel of wonderful guests include: 

Richard Radcliffe; Founder of Radcliffe Consulting

Victoria Friar; Regional Legacy Manager (London & South East), Save The Children UK

Steve Law; Legacy Engagement Manager, RNLI

Rachel Hedley; Legacy and in Memory Fundraiser, St Christopher's Hospice

The questions asked were:

1. Reflecting on last year, how did your charity respond to the pandemic with regards to your legacy activities? 

2. When the current lockdown was announced, did you have to rethink your legacy plans for the next few weeks/months? 

3. As the situation is changing so rapidly, how would you recommend adapting your messaging to make it appropriate? 

4. What would you say to any charities who are questioning or thinking about pausing their legacy comms? 

If you have any questions or queries please contact us at [email protected].

Christine Reidy (NSPCC) and Alison Adams (Princess Alice Hospice) share their top tips and advice for engaging internal teams under the current circumstances for this year's Remember A Charity Week.

We often hear from members that it can sometimes be a struggle to achieve high levels of internal engagement and understanding around legacies.

Topics covered are:

1. In your experience what is the most important elements of internal engagement?

2. How can you adapt these elements to deliver a great campaign this year considering the current climate?

3. What are some of the biggest challenges you’ve found when it comes to engaging internal teams with legacies, and how did you overcome them?

4. Are these going to be the same challenges we face this year, or will there be other things we need to address?

5. What are some good examples of internal engagement you have seen at your charity or at others?

Following the recent news, in this episode we will be doing a deep dive into the announcement that Wills witnessed by video will be legally accepted.

Our panel of guests include:

Gary Rycroft; Solicitor in Private Practice and Chair of Dying Matters

Ian Bond; Solicitor in Private Practice and Chair of Law Society Wills and Equity Committee

Louisa Emburey; Legacy and In-Memory Manager - Prostate Cancer UK

Matthew Lagden; Chief Executive - Institute of Legacy Management

Alex McDowell; Head of Public Fundraising at RNIB

Questions explored are:

If you have any questions please contact us at [email protected].