Essentials of Legacy Fundraising (Practitioner Level) (1-Sep-22)

Legacy Fundraising
01 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 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.

Standard Content

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.

I have recently taken on a role which has a strong focus on Legacies. Since I have never worked with Legacies before, I was a little worried due to my lack of experience and the sensitive nature of the subject. Richard eased these worries completely, explaining the basic principles of working with Legacies and the communications around it. He is extremely knowledgeable and has a great training style, with lots of discussion and opportunities for questions. I was particularly impressed with his research into our organisations before the course so he was able to give tailored advice to each and every one of us. I wouldn't hesitate to recommend this course to anybody and will definitely be booking onto the next one soon.

Jo Miles, Engagement and Brand Coordinator, Royal Navy & Royal Marines Charity


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 Institute of Fundraising Convention for four years.

In 2018 he was given, by the Institute of Fundraising (which recently gained Chartered status), 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.

Members Only Content