Fundraising, Funding sources, Legacies

Legacy and In-memory Fundraising

Getting supporters to leave gifts in their will is one of the most sensitive but also the most profitable ways to fundraise.

Available to pre-order. Published March 2018.
In association with the Hartsook Centre for Sustainable Philanthropy at Plymouth University and the Institute of Fundraising

This leading guide brings together the biggest thinkers and most experienced fundraisers from the charity sector worldwide to offer you sound practical advice to getting your bequests right.

You’ll learn techniques and strategies, as well as other important things to consider such as ethics, timing, using events and identifying those to target.

Who is this book for?

This is a key textbook for anyone responsible for fundraising, whether your post covers legacy giving in particular, or you have a wider remit.

The guide will also be of use to senior charity staff, chief executives and trustees considering a legacies strategy.

‘This book reads like a who’s who of some of the greatest legacy and in-memory fundraisers over the past decade. From crafting your case for support to creating conversations; and from legacy forecasting to legal pitfalls – this book has it all.’ [from the Foreword]

Rob Cope, Director of Remember A Charity and Director of Development, the Institute of Fundraising. 


About the authors

Claire Routley

Claire Routley has worked in fundraising for fifteen years, specialising in legacy fundraising for over a decade. In 2011, she completed a PhD looking at why people choose to leave legacies to charity. Having worked for a number of different charities, she is now a consultant specialising in legacy and in memory fundraising, a research fellow at the University of Plymouth Hartsook Centre and is a tutor for the Institute of Fundraising’s qualification courses.

Sebastian Wilberforce

Sebastian is currently Director of The Great Group Consultancy in New Zealand providing a range of services to not for profits including advice on legacy fundraising and copywriting. Previously he was Senior Development Consultant at the University of Canterbury Foundation in Christchurch. He has also gained useful insights as co-owner of a multi-channel consumer-facing company and has also worked as fundraising consultant for a range of organisations also in New Zealand. Before that he worked in the UK for RNIB as a legacies specialist. He is a trained but non-practising solicitor with experience of charity and trust law, will making and estate administration.

Chapter contributors include:

Meg Abdy, Legacy Foresight; Dan Carter, Legacy Director, International Fund for Animal Welfare; Jonathan Cook, Director, Insightful; Daniel Fluskey, Head of Policy and Research, Institute of Fundraising; Stephen George, Fundraising consultant; Jonathan Burchfield, Sarah Eden, Daniel Harris, Andrew Mortimer Roderick Smith and Paul Sutton: members of the Legacy Team of Stone King LLP; Eifron Hopper, Head of Fundraising Poole Arts Centre; Russell James, Professor, Texas Tech University; Kate Jenkinson, Consultant, Legacy Foresight; Nigel Magson, Adroit Insight; Chris Millward, CEO, Institute of Legacy Management; Stephen Pidgeon, Fundraising consultant;  Richard Radcliffe, Radcliffe Consulting; Fiona Riley, Head of Legacy Fundraising, British Heart Foundation; Ashley Rowthorn, Legacy Voice; Katy Williamson, Regional Legacy Manager for Cancer Research UK in Scotland

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Price £30.00

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