Legacies, Fundraising

Developing a great legacy strategy

For fundraisers with 6 months + experience, this course will focus on setting objectives for communicating legacies to all prospects: donors, volunteers, service users, solicitors, and staff. We will then debate which channels work and how to cultivate and steward prospects.

Half day course

This half day course is aimed at any charity staff who have legacy fundraising as part of their day to day role

Who should sign up?

Anyone involved in fundraising either part time or full time, any CEO or senior management team member who has a fundraising role as part of their job

What will I get out of it?

  • You will learn everything about whole legacy market and why the potential to develop legacy income is so easy
  • You will learn which objectives to set to ensure a focused clear and practical legacy strategy
  • You will learn how to prioritise target audiences and set objectives to achieve your aim
  • You will develop a simple and very clear strategy which is focused on a practical action plan
  • You will know how to evaluate success
  • You will learn how to care for those who express an interest in legacy giving

What will it cover?

  • Research outcomes from meeting thousands of donors
  • Establishing clear objectives for each target audience
  • Clear objectives for each method of communication ensuring you know which communications to invest in
  • Really cost effective or cost free ways of communicating legacies
  • How to cultivate and steward prospects
  • How to evaluate success

Trainer: Richard Radcliffe

Training schedule

Half day course 10.00 - 13.0017 Apr 2018

Booking options

Band A

Band A

Voluntary and community organisations with a turnover of up to £500,000.
£149.00
Band B

Band B

Voluntary and community organisations with a turnover of over £500,000.
£249.00
Band C

Band C

Statutory and commercial organisations.
£349.00

Delegate information


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Terms and conditions