Legacy Fundraising

Legacy Fundraising

ONLINE VIA ZOOM COST £95

REGISTRATION NOTIFICATION EMAIL WITH LOGIN DETAILS

When you book your place you will receive a registration notification email within a couple of minutes. This email contains the Zoom login details you will need at the bottom. If the participant is a colleague please forward the login details to them. This email acts as your receipt for accounts purposes. If you do not receive this email please check your spam folder. If still nothing please phone 01133 280988 and leave a message quoting the booking email address plus an alternative email address to which we can resend the email.

TOPICS COVERED

Why do people make legacy gifts? What are the ethical issues? What are the regulations? What are the tax issues? What are the statistics? What are the trends? How can we integrate legacy fundraising into our other fundraising? What are the sources for research? How should we set a budget?

How should we evaluate our results? How should we forecast likely income? Should we use consultants? How should we build a case for support? What media and marketing channels should we use? What about in memory giving? How should we setup our admin systems? What are the common problems & pitfalls?

PARTICIPANTS

Staff members, volunteers, trustees or board members of charities, schools, not for profits or public sector organisations who are seeking to attract or boost legacy fundraising income. People who provide advice to these organisations are also welcome.

BOOKING DETAILS

The workshop consists of talk, questions and answers. There are no power points or audio visuals used. Participants receive full notes by email after the workshop. All places must be booked through the online booking system using a debit card, credit card or paypal. We do not issue invoices or accept bank or cheque payments. If you do not have a payment card from your organisation please use a personal one and claim reimbursement using the registration notification email as proof of purchase.