Introduction to Legacy Fundraising


Start date


End date



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. 

Leaving a gift to a charity in a will is usually the largest donation an individual ever gives.

Following the Covid-19 crisis, it is more important than ever for arts organisations to diversify their income streams and to learn more about how donors have responded to legacy planned giving amidst the backdrop of a pandemic.

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

  • The importance of legacy giving and its value to the UK
  • 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

Charities interested in building legacy giving programmes, looking for a roadmap to get started on that journey.