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2 strategies and tactics for Legacy Income

What is Legacy Income strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Legacy Income strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Legacy Income strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Legacy Income strategy examples

You'll find below a list of Legacy Income tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for increasing fundraising effectiveness

  • ⛳️ Strategy 1: Enhance donor engagement

    • Develop a donor recognition programme that acknowledges various levels of contributions
    • Create personalised thank-you messages and updates on how donations are making an impact
    • Implement regular donor communication through newsletters or updates
    • Organise exclusive events or webinars for loyal donors
    • Use data analytics to understand donor preferences and tailor engagement efforts
    • Set up a dedicated donor support team to handle inquiries and feedback
    • Provide opportunities for donors to meet beneficiaries or see direct impacts
    • Launch a donor loyalty programme with structured benefits
    • Send anniversary or milestone communications to celebrate donor contributions
    • Conduct annual surveys to gather donor feedback and improve engagement efforts

  • ⛳️ Strategy 2: Boost legacy income

    • Develop a comprehensive legacy giving programme with clear information on how to include donations in wills
    • Host informational seminars on estate planning and the benefits of legacy giving
    • Partner with legal and financial advisors to offer professional advice to potential legacy donors
    • Create marketing materials that highlight inspiring stories of legacy donors
    • Regularly feature legacy giving information in newsletters and on the website
    • Recognise legacy donors in annual reports or donor walls
    • Establish a legacy society to honour individuals who commit to legacy giving
    • Segment and target older demographics for tailored legacy giving communications
    • Develop case studies showing the long-term impact of legacy gifts
    • Set annual legacy giving goals and track progress towards achieving them

  • ⛳️ Strategy 3: Utilise storytelling for hospice at home programmes

    • Identify impactful stories from hospice patients and families willing to share their experiences
    • Create a series of video and written content focusing on personal hospice journeys
    • Partner with local media or influencers to amplify storytelling efforts
    • Share stories in newsletters, social media, and during fundraising events
    • Develop a storytelling toolkit to guide staff and volunteers in collecting and sharing stories
    • Encourage hospice staff and volunteers to contribute their experiences and perspectives
    • Host storytelling workshops to teach effective narrative skills
    • Collect testimonials from families to use in fundraising appeals
    • Initiate a dedicated storytelling page on the organisation's website
    • Measure the impact of storytelling campaigns on fundraising and donor engagement
donor-engagementlegacy-incomedonor-support-specialistmarketing-coordinatorfundraising-teamcommunications-team
Implement these strategies

Strategies and tactics for enhancing Denam Properties' Market Position in 2025

  • ⛳️ Strategy 1: Accelerate brand awareness

    • Deploy billboards at strategic locations in Abuja such as Maitama, Wuse, and Gwarinpa
    • Initiate geo-targeted ad campaigns on platforms like Facebook, LinkedIn, Instagram, and TikTok
    • Publish feature articles and advertisements in top local newspapers, business magazines, and inflight magazines
    • Organise high-profile networking events in partnership with popular venues
    • Initiate a monthly digital newsletter with property updates and real estate insights
    • Partner with lifestyle influencers for brand mentions and reviews
    • Collaborate on articles with recognised business and lifestyle publications
    • Produce professional video promos for social media and YouTube
    • Sponsor high-end events attended by target customers
    • Conduct surveys to gather consumer insights for more targeted messaging

  • ⛳️ Strategy 2: Enhance credibility and trust

    • Develop whitepapers on market trends and distribute through LinkedIn and the company website
    • Create video tours of completed projects with client testimonials for YouTube and social media channels
    • Ensure all communications adhere to ARCON and NESREA standards
    • Engage in thought leadership by hosting webinars or live Q&A sessions
    • Secure certifications and recognitions from relevant industry bodies
    • Develop a customer loyalty program offering exclusive benefits
    • Highlight the track record of timely delivery and quality craftsmanship in all marketing materials
    • Collaborate with well-known architects and builders as brand advocates
    • Create a press kit to distribute to media and potential partners
    • Facilitate direct dialogues with potential clients through VIP days and exclusive site visits

  • ⛳️ Strategy 3: Maximise lead generation and engagement

    • Launch interactive email campaigns with property showcases and call-to-action elements
    • Host exclusive property expos in collaboration with known influencers
    • Distribute branded merchandise at events and expos to increase brand recall
    • Partner with top real estate influencers for content creation and co-hosted virtual tours
    • Utilise CRMs like Mailchimp for segmented and personalised marketing campaigns
    • Incorporate virtual reality tours in marketing materials to engage remote clients
    • Offer personalised investment insights to prospects showing a keen interest
    • Develop cross-promotional campaigns with luxury brands
    • Collect and analyse data to constantly refine engagement tactics
    • Implement retargeting ads for website visitors showing interest in specific properties
real-estatemarketingmarketing-managerbrand-strategistadvertising-teamsales-team
Implement these strategies

How to track your Legacy Income strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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