Legacy Fundraising Guidance

**The Guidance pages are currently being reviewed following the transfer of the Code of Fundraising Practice to the Fundraising Regulator. Please ensure that you have checked the latest version of the Code of Fundraising Practice available here.

 

What does this guidance cover?

The purpose of this document is to provide guidance on best practice in soliciting legacy prospects and in handling legacy gifts.

 

This guidance is divided into the following sections

What is a Legacy?
Key Principles
Research
Using Communication Channels Appropriately
Ethical Issues
Other Relations with Supporters, Pledgers and Legators
Charities and Legal Information
Definitions
Appendices