Legacy Fundraising


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End date




Why do people make legacy gifts? What are the ethical issues? What are the regulations? What are the tax issues? What are the statistics? What are the trends? How can we integrate legacy fundraising into our other fundraising? What are the sources for research? How should we set a budget? How should we evaluate our results? How should we forecast likely income? Should we use consultants? How should we build a case for support? What media and marketing channels should we use? What about in memory giving? How should we setup our admin systems? What are the common problems & pitfalls?

What you will learn


Workshops consist of talk, discussions, questions and answers. There are no power points or audio visuals used. Each workshop follows a script. By using scripts more topics can be covered in less time with complete accuracy. If you don't like listening to someone talk then you won't enjoy the workshop. Participants are sent a full copy of the script by email after the workshop. Many participants have found it useful to have a copy of a script which matched word for word what was said on the workshop.

What you require


Staff members, volunteers, trustees or board members of charities, schools, not for profits or public sector organisations who are seeking to attract or boost legacy fundraising income. People who provide advice to these organisations are also welcome.