CLIENTS

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"Chris took on a 6 month interim Legacy Marketing Manager role at Christian Aid at a time of significant organisational change. His expertise and depth of experience was invaluable as we reviewed our legacy strategy and made decisions about our team structure. He helped to maintain and build our legacy marketing programme including the launch of new will-writing partnerships. He brings a clear, holistic vision of what great legacy fundraising looks like and has a clear passion to make this a reality.”

Peter Cashman, Individual Giving and Legacy Lead (interim)

We needed to focus and update our Legacy Strategy and Chris delivered exactly what we asked for – in a professional and friendly manner. I trust his expertise across the whole field of legacy fundraising: from speaking with supporters to matters of administration and profiling. We are grateful for his input and can recommend his services to other charities looking to step up their Legacy proposition.”

Iza Seabrook, Fundraising Manager

After hearing Chris speak at the 2018 Hospice UK Conference I invited him to help us in our drive to develop a new Legacy Strategy. Chris's knowledge of legacy giving is hugely impressive and his approach has been rigorous and methodical. I am very pleased with the comprehensive nature of the report he has provided and we are now working hard to implement our enhanced legacy strategy which aims to significantly increase this income stream over the next 3 - 5 years,  helping us in our drive to be sustainable in challenging times.

Stevan Jackson, Group CEO

Chris’ knowledge of the essentials of legacy management within the charity arena is second to none. His many years’ experience working for large charities including Save the Children means that he has a true understanding of the challenges facing the sector. Chris’ awareness of the legal aspects of legacy administration coupled with his consummate professionalism make him a pleasure to work with and I highly recommend him as a ‘go to’ source of advice on legacy giving.

Kerry Morgan-Gould, Partner

I’ve known Chris for a number of years now and he has extensive knowledge and experience in both legacy marketing and administration. It’s because of this that I recently asked him to help me plan and deliver a session at our team strategic planning day.  He was able to bring some of that sector knowledge into the room and communicate it in a way that helped to set the scene for the rest of the day. 

He has a great attention to detail and was a pleasure to work with - I’d highly recommend having a chat with him to see what he can help add to your Legacy giving strategy.  

Nigel Gorvett, Head of Legacies 

I have had the pleasure of  working with Chris whilst undertaking an interim position at Mind.  He has been professional and timely whilst developing a legacy marketing toolkit and supporting materials.  I would recommend Chris to anyone looking for a knowledgeable legacy consultant to help increase their legacy giving.

Chris has actually over delivered here, because the detail of how to fundraise has been explained in a common sense, practical way that helps local Mind take this straight off the page and into a live environment.

Christine Reidy,  Legacy and In Memory Marketing Manager (Interim)

Chris has been mentoring me for the past year. With such a great breadth of experience in the legacy field, Chris has helped me gain a much broader understanding of legacy marketing and administration, providing some really valuable insight into the mindset of legacy supporters and how we can shape our fundraising activities to reflect supporters’ needs and wishes. 

Last year, he ran a legacy training day for our fundraising colleagues, aiming to highlight the importance of cross-promotion as part of the legacy marketing programme and how to approach a challenging legacy conversation with our supporters.

Sarah Allerton, Senior Legacy Development Officer

Chris is hugely knowledgeable about all aspects of legacy fundraising, having worked in the sector for many years.

I approached Chris about hosting a joint presentation at the University of Oxford for a staff training day.  Whilst we all talk about stewardship, cultivation and donor journeys, Chris brings these words to life by really getting us to think and look at what we are doing; to reflect on our efforts and to ask the question, are we being effective?  Most importantly Chris explains the importance of really thinking about legacy donors and to really think about what motivates them to leave a legacy.

If you haven’t heard Chris present or had his help with your legacy fundraising strategy, book him now!

Caroline Reynolds, Legacies Office