Achates Live! Legacy Giving: Fit for the Future.

Dear Friends,

I am delighted to invite you to our next Achates Live! on Thursday 18th September at 2pm: Legacy Giving: Fit for the Future.

For many organisations, legacy giving remains an under-explored income stream; something that is often considered the preserve only of major institutions with fully-fledged Legacy departments, or those who work with large portfolios of High Net Worth donors. In reality, legacy giving offers an opportunity for people of all income brackets to leave a gift to the causes they feel passionate about, and be part of an organisation’s long-term story.

Legacy giving is also on the rise: in 2024, the number of bequests made to UK charities was the highest ever recorded. In 2023, one in five UK charity supporters over the age of 40 said they had left a gift in their Will, and bequests to arts, culture and heritage organisations compare very favourably with those made to other causes. Plenty of reasons, then, for arts and culture organisations of all sizes to think about equipping themselves for effective legacy giving.

The fact remains, though, that many of us don’t know where to start in both negotiating the practical and legal requirements for this kind of giving, and in preparing for conversations with supporters that touch on a topic - what happens when we’re gone - that can still feel so taboo. So how can we take the plunge and get to grips with the form of giving that is, perhaps more than any other, all about the future of our sector?

Join us on the 18th to hear from an expert panel about their experiences in managing legacy giving, the skills required to do this sensitively and effectively, and the impact of legacy gifts on their organisations.

You can book your place by clicking the Register Here button below. All our previous Achates Live! sessions are available on both our website and YouTube for you to enjoy and share.

I look forward to welcoming you on the 18th, and hope this session can provide some ideas and inspiration for how to initiate or refine legacy giving in your own organisation.

Joining Instructions

This free workshop will be broadcast via YouTube. We will send you a link to the workshop once it goes live on the day of the event at around 1.55pm. Please make sure to check the email you registered with on the day.

About Achates Live!

Achates Live! is a programme of workshops for fundraisers and leaders in the arts and culture sector. Achates Philanthropy was already running a free monthly workshop programme at The Old Vic and since the first lockdown in March 2020 has been running these sessions regularly online, alongside pro-bono 1-to-1 sessions supporting organisations with fundraising and development.

Our monthly 2023 online season will see a range of diverse sector leaders and experts discussing best practice in strategy and development across the arts and heritage sectors.

All of the previous streamed sessions from our first season are available to watch via Achates' YouTube channel here.