We worked with Wendy during development of our Legacy proposition and marketing strategy, Wendy was professional and really helpful throughout the process. As well as being incredibly knowledgeable about Legacy giving, she provided good insight into Legacy donor motivations during development of the proposition, along with a tailored marketing approach taking into account our charities donors and strategy, which we are implementing moving forward.
Individual Giving Fundraiser, Bath Cats and Dogs Home
I worked with Wendy for three years when she managed the £11 million legacy income received by the two GOSH charities. She was an absolute pleasure to work with and her knowledge of probate law meant that she provided the senior management team with high quality legal advice on the contentious cases as well as building strong relationships with external solicitors. She was always passionate about ensuring the correct entitlement was received from legacies, whilst at the same time handling sensitive relationships with skill and empathy.
She was also an instrumental part of Legacy Marketing, working closely with me to build a strong basis of marketing activity and a successful stewardship programme for existing pledgers, intenders and prospects.
Head of Legacies, Great Ormond Street Hospital Children’s Charity
Wendy combines a thorough knowledge of legacy administration and the technicalities of probate law with a real understanding of what inspires supporters to give. Her warm but professional style means she can deal confidently and sensitively with supporters, executors and solicitors alike.
In her time at the National Osteoporosis Society she made a terrific difference to our legacy programme, running a number of successful events and appeals that have resulted in a year-on-year increase in pledgers and with it, a marked growth in income.
Wendy is a committed, passionate and hard-working fundraiser who is a pleasure to work with.
Head of Fundraising, National Osteoporosis Society
Wendy is an extremely knowledgeable legacy fundraiser with that rare blend of accuracy, detailed approach and excellent people skills when working with supporters, prospective donors and, importantly, executors and professionals alike.
Her strategic planning, organisational and event planning skills mean she can bring the complete package to an organisation setting up or developing its legacy programme.
Director of Fundraising and Communications, Meningitis Now
Wendy is a skilled and experienced legacy fundraiser. During her time at Havens Hospices she managed our legacy income and corresponded with all parties, building strong relationships with solicitors, executors, supporters and colleagues. She set up the organisations first legacy event which was very successful and resulted in the charity obtaining a number of new legators.
I would not hesitate in recommending Wendy for her skills in legacy fundraising.
Head of Major Revenue, Havens Hospices