Build & Lead a World Class Legacy Fundraising Programme

Coaching, Training, Consultancy, Reviews, Programmes and Creative

Why Legacies? Why Now?

In the next 30 years, we are going to see the biggest transfer of wealth from one generation to another.

But most charities and fundraisers:

Aren’t equipped with the confidence, tools or mindset to act
Struggle to get internal buy-in or investment
Don't feel confident to take action and don't know how to measure progress
Don't know what to say or how to say it
Aren't sure where to start or how to build a programme that lasts

LegacyOS is a system designed to help you shift that — by embedding a bold, organisation-wide legacy culture rooted in emotional connection, a philosophy, a strategy, a system routed in long-term growth.

My Legacy Journey and Story

With over 30 years of global fundraising leadership, I’ve helped thousands of leaders, teams and organisations unlock their legacy potential. From Development Director at the NSPCC, chairing Remember a Charity, and working all over the world, I’ve led campaigns, built movements, and trained, consulted and coached fundraisers across the world — all focused on one thing: legacy transformation.

Here is my story and journey in this video.

Daryll Upsall

'Stephen is a very talented, skilful and knowledgeable international fundraising leader, with whom it is always a pleasure to work with. He is the "go-to person" for legacies and was a great help in advising us when setting up the multi-charity national legacy campaign in Spain, Legado Solidario He is a great public speaker and workshop leader who I have seen many times fully engage audiences at fundraising conferences around the world'

President at Daryl Upsall International - Consulting & Recruitment

From First Connection to Final Gift: The Legacy Journey

We Help You Build a Journey That Spans The Full Legacy Lifecycle

Connect With Your Audience

Your brand connection and story. We build insight, brand impact, & personal connection.

Spark a Conversation

The dialogue and conversation we inspire. Hand raising to engagement to deeper relationship.

Conclusion Through Giving

The legacy gift received & the best experience. All gifts traced, recorded, celebrated & understood.

Jane Evans

Stephen produced and delivered a series of Legacy Conversation Training days for colleagues across our fundraising teams which were informative, engaging and conversation provoking. Everyone came away equipped with the tools and knowledge needed to start a legacy conversation.

Former Senior Legacy & In Memory Manager at Sue Ryder

3 Foundations For Legacy Transformation

A Guiding Philosophy, Culture and Behaviour

The philosophy of a legacies programme. People centred. Stories, Pillars & Principles. Insight driven behaviour.

System, Methodology and Tools

An Operating System, methodology and framework to drive action & measure progress

Personal, Team & Organisational Growth

Finding new personal, team & organisational skills, learning & experience to grow, advance and progress

The 8 Pillars of the LegacyOS System

Alexandra Miller

When you work in a unique space like legacy giving, getting the right guidance can be a challenge. Finding Stephen as a leadership and fundraising coach was an absolute relief and game changer. Not only does he give his time generously and thoughtfully, my sessions with Stephen have been instrumental in shaping the University of Sydney’s legacy giving program and taking it to the next level. He has given me the tools to set a vision and drive support behind it, while building a legacy giving culture across a large portfolio and institution. Stephen gets you thinking about the goals, what’s most important, and how to implement meaningful change.

Deputy Director, Planned Giving, The University of Sydney

The LegacyOS Fundraising Programme

Legacy Launch Online Course

An Online Course and Blueprint to kick start or refresh your Legacy Programme and strategy

Join the WaitList

LegacyOS Programme

Build your legacy strategy with a system, expert guidance. peer learning and tools

Join the Waiting List

LegacyOS+ Coaching

A bespoke review of your legacy programme, strategy and plan & coaching support

Explore with me

Talking Legacies Training

Legacy conversation training & workshops to inspire & engage your team and supporters

Find out more

Take the Legacy Strategy Health Check Quiz and Discover Your Personal Scores

Want To Talk or Hear More?

If you just want to explore or find out more, sign up to my list so I can keep you posted and happy to arrange a call to explore, without obligation