Legacies, Fundraising

How to Raise Money from Legacies

Legacies are an important source of funding for charities. But it’s a tricky subject. Asking supporters to leave you money in their Will needs a careful and sensitive approach.

One day course

Book included: Legacy Fundraising: The art of seeking bequests

This course will give you the perfect introduction to raising funds from legacies, from the different approaches you can take to how to make ‘the ask’. It’s the ideal starting point for beginners to the area.

Who should sign up?

This course is for those with little or no experience of fundraising from legacies and who now need to put together a basic legacy strategy.

What will I get out of it?

  • Identify what motivates people to leave a charitable bequest.
  • Understand the different types of legacy programme.
  • Be aware of what works and what doesn’t when ‘making the ask’.
  • Understand how to put together a low cost, effective legacy programme which complements your current fundraising activity.

What will it cover?

  • Legacies as an important part of the fundraising mix
  • The pros and cons of a legacy programme
  • Looking at language and what works when making the ask
  • The trigger points for making a Will
  • Types of legacy programme
  • Strategies and planning a legacy programme
  • Researching legacy prospects
  • Effective case studies


Training schedule

One day course 10.00 - 16.3012 Dec 2017

Booking options

Band A

Band A

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

Band B

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

Band C

Statutory and commercial organisations.

Delegate information

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Terms and conditions