Legacy Fundraising – How to Get Started with Legacies

Legacies provide around £3 billion of income for UK charities every year and should be a part of any charity’s funding mix. The legacy market is experiencing strong growth and all charities – no matter their size – should consider how they can build a legacy income stream. Join this session to learn how to develop a legacy fundraising programme within your charity, or to improve strategies for promoting legacy giving.

By the end of this training, participants will be able to:

• Explain the unique characteristics of legacy fundraising
• Identify, prioritise and engage legacy prospects
• Think about relevant legislation and best practice
• Start to develop a legacy fundraising programme

Cost:

Free for Richmond-based groups with income under £50,000

£5 + booking fee for Richmond-based groups with income between £50,000 to £100,000

£10 + booking fee for Richmond-based groups with income over £100,000

£25 + booking fee for out of borough groups

Trainer: David Page

David Page is the FSI’s Lead Trainer. David has been involved with charities all his life – a service user as a child, volunteer from the age of 14 and starting a professional fundraising career in 2006. Since then, David has tackled all forms of fundraising from online quizzes to major donor cultivation and strategy development, moving into training and consultancy on a broad range of topics for staff, volunteers and trustees. A new addition to the FSI, David is also a previous client, and is working on shaping our training and consultancy services to better serve small charities – through his own experience and that of the FSI’s associates.

Additional Information

Places are restricted to a maximum of 2 per organisation.

If booking for this session has closed, the correct ticket type is not available, or you have another training-related query, please contact Richmond CVS on 020 8843 7945 or training@richmondcvs.org.uk

Please note that by registering for our training, you will be bound by Richmond CVS’s Training Terms and Conditions.

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