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Problem

The Royal British Legion (RBL) have thousands of staff and volunteers which provides them with a fantastic opportunity to build a legacy giving culture and to grow their legacy income further. However this would involve educating, engaging and mobilising colleagues and providing them with the tools and confidence to start a legacy conversation. They needed our help.

Solution

Legacy Voice worked with RBL to design a bespoke training programme to reach colleagues to deliver a regional legacy training test in the Midlands and NI which involved providing members of the public with information about RBL’s free Will writing offer. Staff and volunteers could attend live online or in-person training sessions and they received lots of materials (such as free Wills leaflets) to support the test pilot. We created bite size recorded videos that could be circulated internally, and a z-card was given to staff and volunteer teams to use for reference. The pilot concluded with a robust evaluation process and will be followed up with key recommendations so RBL has the tools and framework for a national roll out.


Legacy Voice has truly been one of the best agencies I have worked with in the sector. They listen and understand our needs, generating fantastic ideas and plans which meet objectives, benefitting our charity and our supporters. Nicola Hall, Product Manager, Legacies – Royal British Legion