Rephonic
Artwork for Legacy Fundraising Chat
Legacy Fundraising
Data Strategy
Persuasion
The Saltways
High Net Worth Individuals
Wills Disputes
Contested Wills
Onekind
Wills
Legacy Gifts
Predictive Modeling
Data Quality
National Free World Network
Employee Engagement
Corporate Culture
Communication
Storytelling
Donor Engagement
Wills and Estates
Pledges

Feeling you don’t have time for legacy fundraising marketing? Or don’t know where to start? As a former Legacy Marketing Manager, I have been where you are. Having managed regional legacy teams, organised and presented at over 110 legacy events I love the whole journey from having conversations to stewarding pledgers. Now as a legacy consultant, I hear people who have responsibility for this fundr... more

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Artwork for Legacy Fundraising Chat

Latest Episodes

The moment someone considers a charitable gift in their Will, something deeper is happening. In this one, I explore the hidden psychology behind legacy giving.

Got a question? Drop me an email hello@legacyfundraisingchat.co.uk

Need some more help... more

Trustees pushing back on legacies? This episode helps you answer the big questions with confidence, clarity and evidence

Got a question? Drop me an email hello@legacyfundraisingchat.co.uk

Need some more help with this topic? Visit my website for ... more

Are your legacy processes strong enough to withstand a contested Will?

Got a question? Drop me an email hello@legacyfundraisingchat.co.uk

Need some more help with this topic? Visit my website for details about my Legacy Lens Service

Sign up for y... more

Would you know what to do if a legator’s Will was challenged? Listen to find out.

Got a question? Drop me an email hello@legacyfundraisingchat.co.uk

Need some more help with this topic? Visit my website for details about my Legacy Lens Service

Si... more

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Recent Guests

Roman Kubiak
Head of the Private Wealth Disputes Team at Hugh James
Hugh James Solicitors
Episode: Ep102: A chat with Roman Kubiak from Hugh James Solicitors - what every charity needs to know about contested Wills Part 1
Emma Bracegirdle
Founder/Owner of The Saltways, video/content training for charities
The Saltways
Episode: Ep101 A chat with Emma Bracegirdle from The Saltways on how to make and use videos in your legacy programme Part 2
Ashley Rowthorn
Guest on the episode discussing legacy marketing and messaging
Episode: Ep97: A chat with Ashley Rowthorn and Dr Claire Routley "What We Love (and Loathe) About Legacy Marketing Part 2
Claire Routley
Guest on the episode discussing legacy marketing research and practice
Episode: Ep97: A chat with Ashley Rowthorn and Dr Claire Routley "What We Love (and Loathe) About Legacy Marketing Part 2
Sally Bendtson
Independent HR specialist who works with organizations to reduce turnover and improve leadership and culture
Independent HR consultant
Episode: Ep94: A chat with Sally Bendtson, Independent HR Specialist: "when work turns toxic and what to do about it" Part 1
Stuart McCoy
Data strategy consultant
Episode: Ep91: A chat with Stuart McCoy, Data Strategy Consultant "Is your data killing your legacy programme?" Part 1
Lauren Buchanan
Fundraiser at OneKind
OneKind
Episode: Ep89: A chat with Lauren Buchanan, Fundraiser at OneKind. The Journey from ‘We Should Do Legacies’ to ‘We’re Doing It!’ A client case study Part 1

Host

Sunita Guddu
Host of Legacy Fundraising Chat, frames discussion and guides episodes.

Reviews

5.0 out of 5 stars from 26 ratings
  • Great podcast filled with short, digestible nuggets of gold. Sanita is a great host that knows her stuff, and this pod is a must-listen for those looking for help with fundraising.

    Podchaser
    5
    justincolewalker
    4 years ago
  • Really interesting podcast - highly recommend for all fundraisers, not only legacy ones. Thank you

    Podchaser
    5
    BeatriceHeinntz
    4 years ago
  • Sanita's experience comes across in a really approachable, practical and useful way, and her podcast is pitched just right - all killer, no filler!

    Whether you're new to legacies or even if you're not, Sanita's show is full of value.

    Podchaser
    5
    ben13247
    4 years ago
  • Sanita’s podcast series is great for colleagues in legacy fundraising or anyone considering the area - a useful resource sharing innovation ways to help bring your charity success through legacy fundraising. The whole series is full of super useful advice and practical tips. Thank you.

    Podchaser
    5
    OFD123
    4 years ago
  • First class advise! Access to essential legacy marketing and strategy tips. Ideal for people working directly with legacy giving but also for anybody interested in building a secure future for their charity- the future is legacies!

    Podchaser
    5
    Sarah
    4 years ago

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Ep89: A chat with Lauren Buchanan, Fundraiser at OneKind. The Journey from ‘We Should Do Legacies’ to ‘We’re Doing It!’ A client case study Part 1
Q: When did Sunita and Lauren first meet, and how did the collaboration begin?
They were introduced through mutual contacts around late 2023, formalizing the collaboration by April of the following year after due diligence and alignment on values and fit.
Ep95: A chat with Sally Bendtson, Independent HR Specialist: "when work turns toxic and what to do about it" Part 2
Q: What is a practical approach to implementing culture change from the top down?
Lead by example, live the stated values, and ensure actions align with words; involve employees in shaping culture rather than dictating it, and support them through visible, consistent leadership efforts.
Ep95: A chat with Sally Bendtson, Independent HR Specialist: "when work turns toxic and what to do about it" Part 2
Q: How should a manager respond when they notice a team member is not themselves?
Ask how they are really doing during catch-ups, express genuine concern, offer support, and explore what changes could help, including potentially adjusting workload or providing resources.
Ep95: A chat with Sally Bendtson, Independent HR Specialist: "when work turns toxic and what to do about it" Part 2
Q: What steps can a listener take if they are dealing with a difficult manager and are considering leaving?
First define the specific issues with concrete examples, then have a non-confrontational discussion with the manager to set expectations and request changes. If changes aren't possible, consider HR or another trusted leader for guidance, and only leave after giving the organization a fair opportunity to improve.
Ep102: A chat with Roman Kubiak from Hugh James Solicitors - what every charity needs to know about contested Wills Part 1
Q: How important is the written record and professional drafting in defending a will?
A well-documented, solicitor-drafted will with clear attendance notes and capacity validation significantly strengthens the defense, making challenges harder to succeed.

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Frequently Asked Questions About Legacy Fundraising Chat

What is Legacy Fundraising Chat about and what kind of topics does it cover?

This show delivers practical, expert-led guidance for building and sustaining legacy fundraising programs. Across episodes, the conversations span governance and compliance, donor storytelling, data strategy, and practical communications for engaging bequest prospects. Notable threads include navigating contested wills and estate issues for charities, ethical donor engagement, and turning small teams into high-impact legacy programs. Guests range from charity communications specialists and video strategists to legal experts and HR consultants, with a strong emphasis on actionable tips, long-term planning, and donor-centric approaches. The format often blends methodical frameworks with real-world anecdotes, making it useful for fundraisers s... more

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Which podcasts are similar to Legacy Fundraising Chat?

These podcasts share a similar audience with Legacy Fundraising Chat:

1. Third Sector
2. The Happiness Lab with Dr. Laurie Santos

How many episodes of Legacy Fundraising Chat are there?

Legacy Fundraising Chat launched 4 years ago and published 105 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Legacy Fundraising Chat?

Recent guests on Legacy Fundraising Chat include:

1. Roman Kubiak
2. Emma Bracegirdle
3. Ashley Rowthorn
4. Claire Routley
5. Sally Bendtson
6. Stuart McCoy
7. Lauren Buchanan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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