*LIVE VIRTUAL COURSE* Essentials of Legacy Fundraising (Practitioner Level) (24-Aug-20)

*LIVE VIRTUAL COURSE* Essentials of Legacy Fundraising (Practitioner Level) (24-Aug-20)

Date: Monday 24th Aug 2020

Time: 09:45 Login and test equipment
10:00 Course start
16:30 Course finish

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A legacy gift will often be the largest single donation a supporter will ever make, with legacies worth around £2bn to the charity sector, yet many organisations don’t pursue a legacy strategy. Understanding why people make such gifts, and how to handle what is often a simultaneously sensitive and daunting topic, will help you tap into this source of funds and boost your charity’s income.

This inspiring course covers all aspects of legacy fundraising, focusing in particular on methods which have minimal cost implications. So if you have no legacy budget or a very limited one this is the course for you!

Who should attend?

This course is designed for fundraisers who are new or relatively new to legacy fundraising. Legacy fundraising is likely to be only one part of your responsibilities. This course is aimed at people who are unlikely to have written and implemented a legacy strategy previously.

Benefits you and your organisation

It can be difficult to get trustees to invest in legacies which, considering the benefits is very frustrating. This course focuses on how to develop a simple but really effective legacy marketing campaign with minimal risk of investment (indeed the campaign can be cash free) but also alerts you to the bigger issues and opportunities such as volunteers promoting legacies. So risk is minimal BUT the return on investment can be huge.    

By the end of the course participants will be able to:

  • Understand the current and future marketplace
  • Outcomes of research into legacies
  • How to integrate legacies into all appropriate communication channels
  • Develop key communications each donor and stakeholder segment
  • Develop each method of communication
  • Understand the risks and benefits of each medium
  • Establish the most realistic Key Performance Indicators (KPIs)
  • Develop a prudent and cost effective budget – if any


What’s covered on this course:

  • Researching the legacy marketplace
  • Understand the advantages and disadvantages of each method of communication including      newsletters, direct mail, brochures, website and events
  • Developing the most effective legacy communications programme
  • Evaluating and monitoring success


You can bring any legacy materials with you for evaluation by the tutor and other delegates.


Course Fees

£190 IoF Individual members,

£245 non-Individual members

If you require an invoice please ensure you book your place a minimum of two weeks before the start date of your course.

IoF Academy One and Two Day Open Course Booking Terms and Conditions.


About Your Trainer:

Richard Radcliffe FInstF(Cert) is a facilitator with over 30 years fundraising experience who is regularly rated as one of the top speakers at our Fundraising Convention. He has 30 years’ experience in the voluntary sector, specialising in legacies for 20 years including being executive chairman of Smee and Ford – the only company to specialise purely in legacy research and fundraising worldwide, and who read over 1,000 wills a day. Richard has also been Treasurer and a trustee of the Institute of Fundraising, has chaired the UK Fundraising Convention, and was recently Chairman of the International Fundraising Congress (the largest fundraising congress in the world outside America). He advises every type of cause and charity small medium large and multinational.

The techy bit

The course is being delivered via the online platform zoom. To enable you to interact with your tutor and your class you will need to have access to a microphone (or access to a landline phone) and ideally have a working video link via a camera. To test compatibility with your system, you can join a test meeting via this link https://zoom.us/test

Privacy Notice

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We are working with Zoom (processor) to enable us to deliver webinars and online learning. To access the course, you will need to register with Zoom, giving your name and email address. This personal data will be collected by Zoom and stored under the US Privacy Shield outside of the EEA.

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Further details and contact information

IoF Academy
Email: academy@institute-of-fundraising.org.uk
Telephone: 0207 840 1020

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