In this podcast we will be bringing together experts from the legacy sector to help answer questions and discuss current key topics affecting legacy fundraisers both during Covid-19 and beyond. We want to support our members and the wider charity sector as much as we possibly can during this difficult time and are have some brilliants guests offering their advice and expertise on various areas.
Members are invited to submit questions and topics for discussion in advance. For any membership enquiries please email@example.com.
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:
Do you think the public’s attitude towards thinking about and planning for death has changed?
What challenges do you think the public are currently facing when it comes to estate planning and what can we do to help?
What role do you think employers can play in helping their staff with future/estate planning?
How do you think the charity sector and employers could better work together to achieve shared goals?
Do you think there might be an appetite amongst other employers to encourage more of their staff to write their wills and get their estates in order?
If you have any further questions about this episode, please email us at firstname.lastname@example.org.
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@example.com.
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 firstname.lastname@example.org.
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@example.com.
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.
The upcoming Remember A Charity Week is obviously a great excuse to talk to other teams and colleagues about gifts in Wills, but it may still come with its challenges and opportunities, which we explore in this episode.
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:
What significance does this change have for the will-writing public under the current circumstances?
Considering the recent upsurge in the demand for will-writing, what impact do you think this may have on legacy-giving?
What challenges and risks could this pose and how can the legal and charity sector work together to overcome these?
Whilst this change is temporary, do you think it could trigger further modernisation of Will-writing?
If you have any questions please contact us at firstname.lastname@example.org.
In our latest podcast episode we host a panel discussion focusing specifically on the challenges and opportunities for charities in Scotland in response to the pandemic.
The panel members include:
Robyn Friel; Head of Fundraising & Communications - Epilepsy Scotland
Iain McAndrew; Director of Development & Communications – Children’s Hospices Across Scotland (CHAS)
Gordon Michie; Head of Fundraising - Poppyscotland
Simon Turner; Director - Insight Consulting
Our guests are some very experienced members of the fundraising community in Scotland. We invited them to share how they have been managing and adapting during the pandemic. Then looking ahead to the wider impact on fundraising in Scotland, including the challenges and opportunities for returning to legacy fundraising.
Topics covered include:
1. What were your charity’s biggest challenges going into lockdown and how did you respond to these? What was the response from your supporters?
2. There's been a lot of debate in the charity sector about how best to return to legacy fundraising. What are your views on how to do this sensitively? Have you seen any good examples of how charities have done this well?
3. Looking ahead, what do you think the impact will be on fundraising in Scotland in the medium to longer term?
4. What are the risks and opportunities for the sector in Scotland?
If you have any questions for the panel please email us at email@example.com and we will happily put you in touch.
In this episode we are joined by Helen, Sarah and Stuart from Cancer Research UK. Helen is a Senior Legacy Manager who works closely with Sarah and Stuart as Community Legacy Managers - all three had different journeys into the legacy sector and each bring their own insight from their experiences.
Many of us are new to legacies, either as individuals or as charities, and with this area of fundraising comes its own challenges, pre-conceptions and rewards. One of the biggest challenges we hear of is how to talk about gifts in wills with supporters, so this is something we explore in this episode.
Questions covered include:
How did you get into legacies?
When you first started in legacies what were you most worried about?
What mistakes have you made and learnt from?
For those listening who are new to legacies – how would you suggest to get started?
What are your top tips for broaching the topic with supporters?
If you have any questions for Helen, Sarah and Stuart please email us at firstname.lastname@example.org and we will happily put you in touch.
In the third Remember A Charity podcast we discussed all things Virtual Legacy Events with Harriet Langston from Brooke and Emily East from BHF.
Harriet shared learnings from a few virtual events she has already hosted at Brooke, and Emily conversely shared how BHF have been recently planning to roll out virtual events including collaboration with other internal teams.
Topics covered in the episode include:
Why virtual events now?
Steps to take before setting up a virtual event
How to choose the right platform
What sort of content could you include and how to choose your host
How to create the best supporter experience
Their top technology tips
With plenty of practical tips and takeaways, this episode is a must-listen for anyone thinking about running a virtual event.
If you have any questions about anything in this podcast, please email Harriet (Harriet.Langston@thebrooke.org) or Emily (email@example.com).
Or get in touch with us at Remember A Charity - firstname.lastname@example.org
In this podcast we focus on legacy stewardship during Covid-19. We are joined by Dr Claire Routley from Legacy Fundraising and Michael Clark from St Nicholas Hospice Care.
Claire and Michael discuss:
What should legacy marketers be doing at this time?
What needs to adapt in legacy strategy?
What can charities learn from this time in terms of legacy income?
What long-term legacy lessons are we now aware of?
It was another positive conversation with plenty of practical tips and advice from Claire and Michael to take away.
In the first of a series of Remember A Charity podcasts, we are joined by Matthew Lagden from the Institute of Legacy Management and Ashley Rowthorn from Legacy Link to talk all things legacy admin, covering the challenges and opportunities faced during the COVID-19 crisis.
It was a very positive and hopeful discussion, with both Matthew and Ashley sharing their combined insight and expertise.
Topics covered include:
How to keep cashflow moving during lockdown
Striking the right tone in legacy admin communications
Ensuring Wills are legal and valid
What might be next for legacy administration
At 48 minutes long, it is perfect to listen to during your hour of outdoor exercise…!
We hope you find it useful and interesting. If you have any questions or suggestions for future podcasts please contact us.