
How to develop an effective legacy strategy
Unlimited access from £25.00 / month
Become a member to gain unlimited access to our extensive content library, packed with valuable resources and insights on fundraising. Plus, stay ahead of the curve with free entry to all our upcoming events.
Talk Details
This session has been developed for those who would like to understand how to develop an effective legacy strategy. The session 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 session 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 session:
- Why is s legacy strategy important
- What to include in a legacy strategy
- How to conduct an audit
Speakers

Lucy Lowthian
Senior Consultant
Related Talks

2026: Trends, Challenges, and Opportunities for UK Fundraisers
What will it take to find new donors in 2026? In this session, Blue State’s Anjali Bewtra, Senior Director, Strategy & Insight, and Nathalie Ormrod, Senior Director of Global Media, will draw on audience research and campaign results to answer that question.

Beyond the Map: Successes and Setbacks in Supporter Experience
This session will explore how charities can build more effective and connected supporter journeys by evolving their use of data, insight, and orchestration tools.

Trends and insights to maximise income from donor retention
Join us for an honest look at face-to-face supporter retention and how at Oxfam we’re working to improve it.

Fundraising in Freefall: Insights from UK Giving Report 2025
This free webinar will provide essential insight for fundraisers, leaders, and anyone planning income strategies in 2025.