Developing a Legacy Strategy (Management Level) (9-Sep-22)

Legacy FundraisingStrategy
09 September 2022
10:00AM to 04:30PM

Individual Prices

Package Type Available To Price
Individual Member Fee All Days Individual Member £190
Non-Individual Member Fee All Days Non Member £245

This inspiring one day course will enable you to prepare and fulfil a detailed legacy strategy, enable you to develop meaningful Key Performance Indicators (KPIs) and provide you with a cultivation and stewardship programme.

Standard Content

Leading a legacy campaign involves understanding the research priorities, developing focused and inspirational legacy messages and developing clear and challenging objectives for each prospect segment. This course focuses on strategy, KPIs and how to lead and run a successful programme.


The Chartered Institute of Fundraising's live virtual training is delivered by trainers who are leading experts in their chosen discipline. Each virtual course has been especially designed to deliver a rich virtual learning experience. Your course will feature:

  • Zoom platform learning environment
  • Interactive engagement with the trainer and peers
  • Group discussions and exercises
  • Real-life case studies and examples
  • Ample Q&A opportunities throughout the sessions


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

About your trainer

Richard Radcliffe FCIOF(Cert) 

Initially Richard was an in-house fundraiser. But for the last 35 years Richard has specialised in researching supporters, training anyone to make the legacy “ask” (about 40,000 of them!) and developing legacy strategies (about 500!) He was Executive Chairman of Smee & Ford for 12 years where he started the UKs first dedicated legacy consultancy. He sold Smee & Ford over a decade ago and has since run his own consultancy. 

He has met around 34,000 supporters and service users for over 500 charities to gain their perceptions of the charities they support.

His strategies cover every cause of every size on the planet.

He has worked in over 30 countries on developing legacy campaigns.

He has been Chair of the International Fundraising Congress and Chartered Institute of Fundraising Convention for four years.

In 2018 he was given, by the Chartered Institute of Fundraising, the Lifetime Contribution to Fundraising Award.

His recent book, published by Smee & Ford, “Why legacies are brilliant for charities and how to get them” – is globally popular and a very practical book.

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