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    • Home
    • 10 key steps
    • Services
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    • Resources
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  • Home
  • 10 key steps
  • Services
  • TOOLKIT
  • News
  • Clients
  • Resources
  • About me
  • Contact

Downloads

Free tools to help legacy giving flourish for your organisation

HEALTHCHECK questionnaire (pdf)Download
Organisational Legacy CHARACTER TYPE (pdf)Download
Legacy STRATEGY Framework Template (pdf)Download
LEGACY LEAFLET key questions (pdf)Download
Legacy WEB PAGE Audit Template (pdf)Download
Legacy MEASUREMENT AND KPIS some top tips (docx)Download
FREELANCE Checklist (pdf)Download

USEFUL LINKS

Institute of Fundraising

https://www.institute-of-fundraising.org.uk/groups/sig-legacy-marketing-and-in-memoriam/

Institute of Legacy Management

https://legacymanagement.org.uk/

Directory of Social Change

https://www.dsc.org.uk/publication/legacy-memory-fundraising/

Legacy Foresight

https://www.legacyforesight.co.uk/

Smee and Ford

https://smeeandford.com/

Cabinet Office Behavioural Insights Team

https://www.bi.team/blogs/applying-behavioural-insights-to-legacy-giving/

Dr Russell James

https://plannedgivingadvisors.com/tag/russell-james/

Dying Matters

https://www.dyingmatters.org/

Marie Curie - Talkabout

https://www.mariecurie.org.uk/talkabout

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