SMT and my trustees have accepted the need for my organisation to begin legacy fundraising in a more determined way. I have been making the case for employing a full time legacy fundraiser, but the CEO, to his credit, has asked me to prepare a paper which examines all the options open to us in terms of legacy fundraising, for example working with an external consultant or agency.

Assuming necessary resources will be provided (if a robust business case can be made), does anyone have a view about the best way to start legacy fundraising in a serious way?

All thoughts and experiences welcome.

Thanks,

John