Introduction to Legacy Giving

Introduction to Legacy Giving

This course will be delivered virtually via Zoom in two separate 2.5 hour sessions. The first of these will take place on the 14th January 2021 10-12.30 / the second will take place on the 21st January 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.

 

What is legacy giving?

 

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?

This course provides a road map for charities interested in building legacy giving programmes.

 

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

 

This course covers the following Occupational Standards for Arts Fundraising. Find out more about our Occupational Standards here:

 

AFPOS 12 – P4, P7, P10, K10, K11, K12, K16, K17, K18,

 

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.