Developing a Simple Legacy Action Plan

We provide information, advice, training and support to the voluntary, community, faith and social enterprise sector in  Somerset.

Spark Somerset

Learn how you can develop a strategy for legacy fundraising

About the sessionAt a previous training session on legacy giving held on Tuesday 5 March, we helped demystify legacies, discussed the advantages and disadvantages of legacy giving, and explored how legacy campaigns can be integrated into your current communications.Join us for this two-hour, in-depth follow-up session to gain further insight into how you can develop a legacy action plan for your group or organisation.During this session, you will learn:<ul><li>Guidance on possible audiences such as donors, service users, volunteers, trustees, staff, solicitors and financial advisers</li><li>The channels to use to promote legacy giving, and what messaging works best for each channel</li><li>The advantages and disadvantages of offering discounted or free Wills</li><li>How to draft your legacy vision for your website or presentations</li><li>How to respond to a legacy enquirer or someone who has pledged a legacy</li><li>What to do when you get notified of a legacy</li></ul>Who is it for?This session is aimed at Somerset-based voluntary, community, faith and social enterprise (VCFSE) staff or volunteers who are responsible for fundraising for their organisation. It is open to all and there is no requirement to have participated in the previous session held in March.About the trainerYour trainer for this session will be Richard Radcliffe (FCIOF Cert) of <a href="https://radcliffeconsulting.org/" title="https://radcliffeconsulting.org/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Radcliffe Consulting</a>. Richard has over 30 years of experience in legacy fundraising, and has worked with over 500 charities to help them communicate about legacies effectively and sensitively.This training is offered as part of a project that is being funded by the UK Government through the Shared Prosperity Fund. Subsidised tickets are solely available to VCFSE staff and volunteers from organisations operating in Somerset. We strive to be accessible to all so if this cost is a barrier to your attendance, please get in touch at <a href="https://www.eventbrite.com/e/corporate-fundraising-creating-a-compelling-case-for-support-tickets-884161499847?aff=oddtdtcreator&amp;_gl=1%2A1q07xrd%2A_up%2AMQ..%2A_ga%2ANDU3ODkyODM1LjE3MTQ2MzgxNzc.%2A_ga_TQVES5V6SH%2AMTcxNDYzODE3Ni4xLjEuMTcxNDYzOTMyOS4wLjAuMA.." title="https://www.eventbrite.com/e/corporate-fundraising-creating-a-compelling-case-for-support-tickets-884161499847?aff=oddtdtcreator&amp;_gl=1%2A1q07xrd%2A_up%2AMQ..%2A_ga%2ANDU3ODkyODM1LjE3MTQ2MzgxNzc.%2A_ga_TQVES5V6SH%2AMTcxNDYzODE3Ni4xLjEuMTcxNDYzOTMyOS4wLjAuMA.." target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">support@sparksomerset.org.uk</a>.

Developing a Simple Legacy Action Plan

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Developing a Simple Legacy Action Plan

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