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Essentials in Legacy Fundraising

Charitable legacy gifts can play a major role in organisational resilience. This course provides a roadmap to start building legacy giving with sensitivity and care.

Charitable legacies are gifts that an individual decides to leave when they are alive that take effect upon their death. They are the largest, simplest and oldest method of planned giving.

Leaving a gift to a charity in a will is usually the largest donation an individual ever gives. Legacy gifts can play a major role in organisational resilience, beneficiary impact and donor satisfaction. However, it is also a sensitive area that needs to be handled with care.

This course will be delivered virtually via Zoom in two 3-hour sessions, taking place on Wednesday 26 February 2025 from 10am-1pm and Wednesday 5 March 2025 from 10am-1pm. It is necessary to attend both sessions to complete the full training.

Who is this for?

Arts organisations interested in building legacy giving programmes, looking for a roadmap to get started on that journey.

You will learn:

• The importance of legacy giving and its value to the UK charity sector
• The hallmarks of good legacy fundraising campaigns
• The sensitivities relating to legacy fundraising and how barriers and objections can be handled
• The opportunities for legacy giving in the current climate

Price

This course is priced at £75+VAT in total for both sessions.

A concession rate of £50+VAT is available to Freelancers, Sector Partner Members, Charities and Arts Organisations with an annual turnover of £500,000 or less.

Our current Sector Partners are:

• Arts@Leeds
• Arts Marketing Association
• Association of British Orchestras
• The Audience Agency
• Contemporary Visual Art Network
• Family Arts Campaign
• Music Mark
• National Museum Directors Council
• One Dance UK
• UK Theatre

Trainer: Michelle Wright

Michelle Wright is the Programme Director of Arts Fundraising & Philanthropy funded by Arts Council England, which she set up in partnership with the Arts Marketing Association and the University of Leeds in 2013.