Services
Different starting points. One standard.
Some charities need strategy. Some need skills. Some need someone to look at their data and tell them what they’re missing. Every service here shares one foundation: legacy fundraising is long-term infrastructure, not a campaign.
If you’re looking for a quick win, a magic brochure, or a consultant who’ll nod along and tell you everything’s fine, I’m not the right fit.
If you want honest, evidence-led strategy you can take to leadership with confidence, and your team can actually implement, keep reading.
Strategic Legacy Consulting
From “we should do something about legacies” to “here’s exactly what we’re doing, and why.” I work with you to develop your data-informed strategy, including an implementation roadmap, that gives your legacy programme the structure and support to grow, so it can do more for the mission you exist to serve.
Donor Opportunity Engine
Your donor data already knows things your team doesn’t. This quarterly analysis, run in partnership with Focus Further Solutions, turns your donor data into focused priorities and capacity-aligned action, so you stop guessing on where to focus.
Legacy Bootcamp
Level up your skills by learning more than just the fundamentals. The Bootcamp is a self-paced, practical training programme for teams with modest means, without sacrificing quality. The program covers the core building blocks of a legacy programme, donor engagement, and marketing, at a fraction of the cost.
Speaking and Training
Legacy giving doesn’t have to be a cure for insomnia. Whether you need a keynote, workshops, and tailored training, I bring all the research, none of the snooze, and yes, I can back it up with footnotes.
Twenty-five years of fundraising experience, in three numbers.
A strategy as unique as your team
Every charity starts from a different place: different capacity, different history, different resources. That’s why these services aren’t one-size-fits-all. Not sure where you fit? Tell me what’s going on and I’ll give you a straight answer, even if that answer is “not yet.”
Thinking out loud
Legacy fundraising is full of myths, borrowed tactics, and comfortable assumptions. This is where we challenge them.