Essentials in Legacy Fundraising (Feb 2025)

Dates
26 Feb 2025 -
5 Mar 2025
Course Type
Online
Length
2 x half days
Price
£50 to £75 + VAT
Level
Suitable for all levels
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Essentials in Legacy Fundraising

Charitable legacies are gifts that an individual decides to leave when they are alive that take effect upon their death. They are the largest, simplest and oldest method of planned giving.

Leaving a gift to a charity in a will is usually the largest donation an individual ever gives. Legacy gifts can play a major role in organisational resilience, beneficiary impact and donor satisfaction. However, it is also a sensitive area that needs to be handled with care.

This course will be delivered virtually via Zoom in two 3-hour sessions, taking place on Wednesday 26 February 2025 from 10am-1pm and Wednesday 5 March 2025 from 10am-1pm. It is necessary to attend both sessions to complete the full training.

Who is this for?

Arts organisations interested in building legacy giving programmes, looking for a roadmap to get started on that journey.

You will learn:

  • The importance of legacy giving and its value to the UK charity sector
  • The hallmarks of good legacy fundraising campaigns
  • The sensitivities relating to legacy fundraising and how barriers and objections can be handled
  • The opportunities for legacy giving in the current climate

Price

This course is priced at £75+VAT in total for both sessions.

A concession rate of £50+VAT is available to Freelancers, Sector Partner Members, Charities and Arts Organisations with an annual turnover of £500,000 or less.

Our current Sector Partners are:

  • Arts@Leeds
  • Arts Marketing Association
  • Association of British Orchestras
  • The Audience Agency
  • Contemporary Visual Art Network
  • Family Arts Campaign
  • Music Mark
  • National Museum Directors Council
  • One Dance UK
  • UK Theatre

Trainer: Michelle Wright

Closing Q&A Northern Lights March 2019 43700

Michelle Wright is the Programme Director of Arts Fundraising & Philanthropy funded by Arts Council England, which she set up in partnership with the Arts Marketing Association and the University of Leeds in 2013.

Testimonials from previous course participants

“There were some great case studies highlighted, which I found useful to put the learning into context. There was a really open, warm vibe to the sessions, which made sharing experiences and asking questions easy. Everyone had different experiences of legacies, some had received some significant ones, others had no experience at all. It made for interesting discussions. Michelle was able to share her in-depth experience of legacies in a modest but open way. She came across approachable, very positive and encouraging.”

Alison Nicholson, Live Theatre

“Michelle clearly has great knowledge of and expertise in the subject and helps trainees to understand the concepts. I feel that I now have the tools to devise a programme for our museum and I know where to find out more.”

Dave Chick, The Trolleybus Museum at Sandtoft

“Very informative, and I really found the parts about how the next 30 years are going to be crucial with the transfer of wealth and how we should as smaller organisations be looking at it too. I think I always thought legacies were for larger charities in many ways, but I now feel empowered to deliver this as part of our fundraising.”

Matt Dolman, Bromley House Library

“Very informative, and I really found the parts about how the next 30 years are going to be crucial with the transfer of wealth and how we should as smaller organisations be looking at it too. I think I always thought legacies were for larger charities in many ways, but I now feel empowered to deliver this as part of our fundraising.”

Clare Purcell, Meadow Arts

“Very easy to listen to and very knowledgeable.”

Hayley Kardahji-Bould, Buxton Opera House

“I find it hard to focus on Zoom calls but Michelle kept me very engaged – she was great.”

Tania Dunn, Park Theatre