After 35 years of working on advancing legacy giving in over 30 countries he knows a lot. But he is still on a learning curve.
All he does is share his knowledge gained from over 37,000 supporters globally and intensive research into Wills and legacies (he is in touch with so many decision research centres and centres which research recall in communications).
His talks and advice are alarmingly frank and beautifully practical.
He hates jargon.
He loves asking questions and listening to answers.
He loves drafting legacy communications which attract attention
He is sensitive to the fact that we never know anyone’s life journey and so care must be taken not to upset or annoy anyone.
Official info
He does research – especially focus groups and one to one conversations with supporters
He drafts inspiring legacy communications
He drafts practical action plans
He trains anyone to communicate legacies in an upbeat and sensitive way
He chaired the Chartered Institute of Fundraising Convention for four years.
He chaired the International Fundraising Congress for two years
He was given the Lifetime Achievement Award by CIoF in 2018
His book (on Amazon) “why legacies are brilliant for charities and how to get them” is a global best seller.
PS He still loves his work so much