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Legacy Training: On-Demand

On-demand
Training Courses
- Legacy Fundraising
SC0731
Current

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. 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.

Course Fee

Course Fee - Individual Members

£20.00

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Course Fee - Non-Individual Members

£35.00

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Course modules

Module 1: Identifying your current position
Module 2: Defining your audience
Module 3: Communicating to key audiences
Module 4: Legacy fundraising approaches
Module 5: Measuring success

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

Course format

This course is on-demand, meaning you can access the content at any time*. The course consists of 5 modules that each contain 3 sessions.

*Please note that the course content will only be accessible once payment has been received. For this reason, we suggest making a card payment if you would like quick access to the course.

Learning Outcomes

Evaluate your current position in the legacy landscape
Define your audiences and their motivations
Create messaging that will work for your core audiences
Design your legacy fundraising approach
Develop a measurement system that will work for your organisation

Meet the trainers

Claire Routley

Consultancy Director

Legacy Futures

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Lucy Lowthian

Senior Strategist

Legacy Futures

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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.
Lucy Lowthian

Biography:

Dr Lucy Lowthian 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. She also developed and teaches a Fundraiser Apprenticeship at the University of Kent.

This course was developed in Partnership with Remember a Charity.

Remember A Charity is a consortium of almost 200 charities working to grow the UK legacy giving market and to support charities with their legacy fundraising. The annual Remember A Charity Week is held in September, serving as a platform for member charities to champion gifts in Wills. The consortium also runs high profile consumer campaigns all year round, while working with legal partners and Government to nurture the wider legacy environment.

After booking onto this course and making payment, the course content will be visible under the headings below.