Legacy Fundraising

Overview

TOPICS COVERED

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

WORKSHOP FORMAT

Workshops consist of talk, questions and answers. There are no power points, audio visuals, break out sessions, role playing exercises or group activities. Participants are not expected to introduce themselves. Workshops run better if participants are on video but it is not compulsory. Each workshop follows a script. By using scripts more topics can be covered in less time with complete accuracy. Participants are sent a copy of the script by email after the workshop. The trainer may add unscripted remarks during the workshop to liven things up. Workshops do not require prior knowledge. Everything is explained in everyday language. Jargon and acronyms are kept to a minimum.

What you require

PARTICIPANTS

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.