Introduction to Legacy Fundraising

Introduction to Legacy Fundraising

This course will be delivered virtually via Zoom in two separate 2.5 hour sessions.

 

The first of these will take place on the 02.12.2021 at 10-12.30 / the second will take place on the 09.12.2021 10-12.30. Both of these are necessary to complete the full training.

 

If you have any questions about how this day will run virtually please get in touch with Sarah at sarah.teale@cause4.co.uk.

 

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.

 

Following the Covid-19 crisis, it is more important than ever for arts organisations to diversify their income streams and to learn more about how donors have responded to legacy planned giving amidst the backdrop of a pandemic.

 

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. 

 

Who is it for:

Charities 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
  • 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 post Covid-19

 

 

Get in touch to discuss multibuy options available for this and the rest of the courses over the season. 

Concessions are available for Freelancers, Sector Partner Members* and Charities and Arts Organisations with an annual turnover of 500K or less.

 

*Our current Sector Partners are: Association of British OrchestrasArts@LeedsArts Marketing AssociationContemporary Visual Arts NetworkFamily Arts CampaignNational Museum Directors CouncilOne Dance UKThe Audience AgencyUK Theatre

 

The rest of our booking information can be found here.

 

Standard access information:

  • Slides will be made available before the session for you to familiarise yourself with them if you like. We can provide these in the colour combination/font size that is most readable for you, please request this on booking. Please let us know when booking if it would be helpful for slides to be screen reader accessible.
  • All slides will be read in full as well as being shown on screen. Any pictures or diagrams will be fully described. Videos will be described before and after being played.
  • There may be some short tasks which require unprepared writing. There is not any pressure to feedback. The tasks will be included on the slides for you to complete in your own time.
  • We may use a virtual whiteboard and encourage participants to write their ideas. The ideas on the virtual whiteboard will be shared verbally with the group.
  • At some points you may be asked to contribute in smaller breakout rooms with other participants. At the end of these, one participant may be asked to feedback to the full group. 
  • We encourage participants to keep their cameras on so that the speaker can engage with the full group. If you would be more comfortable doing so you can keep your camera off.
  • There will be one short organised break at approximately half way through the session. You can turn your camera off or take a break at any point outside this.

 

We are happy to arrange live captioning or anything else that you think might improve your experience and help you get the most out of the training. 

Course Staff

Michelle Wright

Michelle 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.