DiscoverThe Fundraising Everywhere PodcastHow to develop an effective legacy strategy
How to develop an effective legacy strategy

How to develop an effective legacy strategy

Update: 2025-06-05
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Description

This podcast episode has been developed for those who would like to understand how to develop an effective legacy strategy. The episode is being run by Dr Lucy Lowthian who is a Senior Consultant at Legacy Voice and who helps a number of charity clients to develop and implement their legacy strategies.



The episode will cover the importance of having a legacy strategy and a breakdown of the planning framework. This includes how to conduct an audit, agreeing the vision, mission and strategic pillars, setting objectives, defining tactics and deciding upon the measures that will be used to monitor the strategic plan.


Key learnings from this episode:

- Why is s legacy strategy important

- What to include in a legacy strategy

- How to conduct an audit






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How to develop an effective legacy strategy

How to develop an effective legacy strategy

Fundraising Everywhere