Remember A Charity - Legacy Training: On-Demand 2025

31 December 2025
12:00AM to 12:00AM

Individual Prices

-

Package Type Available To Price
Remember A Charity Members All Days All £0
Non Remember A Charity Members All Days All £35

This course is designed to give you an overview of gifts in Wills fundraising, from identifying your starting position through to measuring the success of your approach.

Standard Content

We will cover the environment in which you're operating, as well as how to define your audiences. We will then explore how to communicate directly with those key audiences, as well as other approaches that you can take to raise awareness of, and interest in, legacy giving. Finally, we will consider how you can measure the success of your programme and ensure that your supporters' wishes are honoured.

By the end of this course you should be able to

Course content

Module 1 - Identifying your current position
  • Legacy market
  • External audit
  • Your internal world
Module 2 - Defining your audience
  • Who gives gifts in Wills
  • Why people give
  • Reaching the right audience
Module 3 - Communicating to key audiences
  • Making the case for legacy giving
  • Developing a proposition
  • Talking about legacies
Module 4 - Legacy fundraising approaches
  • Tactics
  • Integrating legacy into your work
  • Stewarding legacy supporters
Module 5 - Measuring success
  • Setting objectives and metrics
  • Forecasting income
  • An introduction to legacy administration 

About your trainers

Dr Claire Routley
Dr Claire Routley
Claire is a Consultancy Director at Legacy Futures, and a tutor for the Chartered Institute of Fundraising’s qualifications. She is also a member of Rogare’s international advisory panel.
Dr Lucy Lowthian
Dr Lucy Lowthian
Lucy is a Senior Strategist at Legacy Futures and has worked in the charity sector for 20 years, specialising in legacy giving for 15 of these.

Members Only Content