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Coffee Catch Up
An Informal chat to explore how we might work together. We’ll cover what’s working, what’s not and where you want to get to with your strategy.
Typically 30 mins IRL or online
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Strategy Healthcheck
How affective is your strategy? What does - or could - good look like? Are you engaging the right audience to maximse the power of legacy giving to bring organisational stability?
Let’s discuss what this looks like for your organisation and what actionable outputs would be useful.
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Building A Case For Investment
I have extensive experience building compelling business cases and long term financial models to demonstrate why investing in legacies today is crucial for your cause.
I’ll work with you to engage key decision makers with your proposal.
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Audience-led Fundraising Portfolio Review
A comprehensive review of your key supporter audiences and how to align your fundrising portfolio to meet their ever evolving needs to drive growth.
Testimonials
Clare Moore, Director of Product and Portfolio Management, Cancer Research UK
“I have had the pleasure of working with Sam for the past five years at Cancer Research UK, during which time Sam has consistently proven to be a force for change and an invaluable contributor to Cancer Research UK's growth. With a remarkable breadth of expertise, Sam has been a driving force behind the success and expansion of our legacy fundraising program, enabling us to outpace the market in this critical area.
What sets Sam apart is not only her deep expertise in legacy fundraising but also her ability to understand how it integrates within the broader fundraising portfolio. Sam has a keen strategic mind and a clear understanding of the essential role legacies play in driving long-term financial sustainability. Her insights and leadership have strengthened our fundraising efforts as a whole.
I highly recommend Sam for any role or opportunity that would benefit from a strategic thinker, a driven leader of change, a dedicated professional, and an expert in legacy fundraising. Her vision, commitment, and ability to deliver results make Sam an asset to any team.”
Organisations I’ve worked for