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October 14, 2019

Still learning after 30 years

But the final hurdle……. 8 hotels. 4 countries. 3 weeks. A gruelling schedule but what I love about my job is that after 30 years I still have loads to learn and achieve. It’s like being in a race which just gets better. My determination to win gets stronger every year. But there are some

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December 18, 2018

2019 the challenge and potential

This is the most exciting time to grow legacy income we have witnessed for generations. with at least 1 in 3 baby boomers wanting to leave a legacy to their favourite causes. But this new generation of legacy donors are so different to past generations. So the top tips for 2019 1 – Do not

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March 14, 2017

My new and first ever book on legacy fundraising has just been published

http://bit.ly/2lZX3i4 Here is the link and it is all you need! I hope you find this book not only iconoclastic, but also practical and a fun read and full of really useful and good value tips. It is aimed at every fundraiser, anywhere in the world, who is raising money from individuals. The contents list is

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October 14, 2016

Will Wars or Legacy explosion?

A summary of this article was published in Fundraising magazine this month The legacy feature in last month’s Fundraising magazine was great and showed that year on year legacy income is growing. However, I found the title of “Will Wars” and “Still Battles to be done” infuriating. We are witnessing a celebratory legacy explosion which

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July 11, 2016

Keep on your toes, keep your eyes and ears open and your fingers crossed, let alone your legs

The world of legacy giving is all over the place – but going up. I have been saying for some time it is like dancing the Hokey Cokey but it seems to be dancing in a fascinating direction. It seems strange to note that the number of medical research legacies has actually decreased over the last

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March 3, 2016

Bring back the joy of giving – it’s time to make donors smile

Stop for a moment. Forget any fundraising crisis. This might be hard considering recent blogs which have included headlines such as: “When fundraising hurts” “relationship fundraising: It’s complicated”  “Have we reached boiling point?” “The price we pay for losing sight of the donor”   Headlines to do your head in. Fundraising is under the microscope; because fundraising was

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January 29, 2016

Legacy giving now – don’t miss the chance of a lifetime

OK, so everything changed in fundraising on 6th July when the Daily Mail hit out at fundraisers and the way they were treating donors. In my view the ensuing tirade of criticism means this is the best opportunity to promote legacy giving in my lifetime. In my view this is the best time to re-balance investment

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October 6, 2015

Donor experience OMG how charities still get it so wrong

OK so I am angry because I got a letter from a charity today. But then I realise why donors are so angry if they get a letter like the on  I got today – probably encouraged by the concept  of Relationship Fundraising. Let me tell you my story – it is a very simple one Three

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September 18, 2015

Latest legacy income trends

Smee & Ford that great British company which has the best legacy stats in the world issued the latest legacy income stats (for England Wales and Scotland) for 2014 . And they are fascinating. Legacy income is up from £2.044 billion in 2013 to £2.208 billion in spite of a slightly reduced number of deaths

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August 22, 2015

The State of Legacy Giving 2015

The State of Legacy giving  is out  (with publishing help from PG Growth of Canada and Canadian Association of Gift Planners). Based on years of research it gives Will making and legacy giving trends around the world as well as thoughts on the future market taking into account demographic forecasts – which are so similar around the world.

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