Essentials in Legacy Fundraising

Fundraising, Arts, Culture, Heritage

Start date


End date



This course will be delivered virtually via Zoom in two separate 3 hour sessions. The first of these will take place on Tuesday 27 February at 10.00am and the second will take place on Tuesday 5 March at 10.00am. It is necessary to attend both sessions to complete the full training.

Charitable legacies are gifts that an individual decides to leave when they are alive that take effect upon their death. They are the largest, simplest and oldest method of planned giving. According to Legacy Foresight, legacy giving is projected to bring in £4.2bn to charities per year in the coming years.

Leaving a gift to a charity in a will is usually the largest donation an individual ever gives. Legacy gifts can play a major role in organisational resilience, beneficiary impact and donor satisfaction. However, it is also a sensitive area that needs to be handled with care. 

What you will learn

You will learn:

  • The importance of legacy giving and its value to the UK charity sector
  • The hallmarks of good legacy fundraising campaigns
  • The sensitivities relating to legacy fundraising and how barriers and objections can be handled 
  • The opportunities for legacy giving post Covid-19

What you require

A device with access to Zoom and yourself!