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Legacy Fundraising

Acting in the best interests of the legator and the charity

Click here to find out more about the Legacy Fundraising Conference and book online!This Legacy Code of Fundraising Practice establishes a series of criteria to be observed by charities engaging in legacy fundraising.

The purpose of the Code is to ensure that legacy fundraising is undertaken in a professional, responsible and sensitive manner, with due regard for the interests and confidentiality of the potential legator and the goodwill and reputation of the charity.

For the purposes of this Code, legacy fundraising is defined as:

  • The use of any fundraising technique, whether by a charity or an external agency on its behalf, the purpose of which is to secure a gift of money or property from an individual in their will.

This Code has been updated, detailing more fully the different ways that fundraisers promote legacy giving and the ethical issues surrounding it.

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