Introducing Blended Giving to your Organisation

23 November 2026 9:30am - 12:30pm
Online
Training Courses
EVT-10205
Current

Blended giving - bringing together giving in life and at the end of life - can help fundraising teams to address this challenge, and ultimately raise more funds for their organisation.

Nonprofits are increasingly realising the importance of higher-value legacy gifts in generating potentially transformative income for the charity. Historically, however, many legacy programmes have developed out of mass-market fundraising approaches and therefore may not meet the needs of those people considering larger gifts in wills. Similarly, it can be difficult for people working in philanthropy to see how they might include legacy messages in their work.

 This course will introduce you to blended giving, considering who you might talk to, what you might say and how you can ensure that your organisation is well set up to make the most of this type of giving. 

Course Fees

Please note, the discounted individual member rate is a benefit of individual membership not organisational membership. If the attendee does not hold an individual membership, then please select the non-individual member rate. Please click here to see more information about all the different types of membership.

Members of Remember A Charity receive a discounted rate on this course. Please contact info@rememberacharity.org.uk for information on how to access this discount.

Non-Individual Member Fee

£145.00

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Individual Member/Remember a Charity Fee

£125.00

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Key Information

Who should attend?

This course is for people working in legacy and major donor fundraising and philanthropy teams, for those who are keen to introduce blended giving to their organisation and would like to have more blended giving conversations with their supporters.

Topics covered in this course

What blended giving is
How some charities have integrated blended giving into their work
Who might give blended gifts 
How to introduce blended giving to  your supporters
How to influence the your wider organisation to ensure that blended giving is effective

Learning outcome

By the end of this course you will be able to

Create an action plan for embedding blended giving opportunities within your organisation

About your trainer

Dr Claire Routley

Consultancy Director

Legacy Futures

Dr Claire Routley

Biography:

Dr Claire Routley has worked in fundraising for over twenty years, for charities large and small. In 2011, she completed a PhD looking at why people choose to leave charitable legacies. She is now a fundraising consultant at Legacy Voice, and a tutor for the Chartered Institute of Fundraising’s qualification courses. She is also a member of Rogare’s international advisory panel. She continues with legacy fundraising research and was named AFP’s emerging scholar 2017.

The live virtual training experience

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

Technology requirements

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.