The Fundraising Everywhere Podcast How to develop an effective legacy strategy
Jun 5, 2025
Lucy Lowthian, a Senior Consultant at Legacy Voice and expert in legacy strategies for charities, shares her insights on developing effective plans for fundraising success. She highlights the vital role of a legacy strategy and the steps to audit and align objectives. Discover the power of SWOT analysis in crafting your strategy and the importance of measurable metrics for ongoing success. Lucy breaks down budgeting techniques and resource allocation to optimize outcomes, ensuring your legacy initiatives thrive.
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Start Legacy Strategy with an Audit
- Conduct a thorough audit starting with the external macro environment before moving inside the organization.
- Use tools like PEST analysis and SWOT to understand current position and external factors affecting legacy income.
Learn from Peers in Legacy Fundraising
- Perform a peer review to learn from similar charities' legacy fundraising successes and failures.
- Assess campaigns, marketing, stewardship, and digital activities that generate actual results.
Legacy Donors Are Loyal Supporters
- Loyal, long-term supporters usually make the best legacy prospects.
- Use internal data and external research to build comprehensive donor profiles and target your messaging effectively.