We offer specialist training for charity professionals on how to develop and grow their legacy giving programmes.
Who is this training for?
- Legacy officers and managers
- Fundraising directors
- Marketing teams responsible for legacy promotion
- Charity trustees wanting to understand legacy giving
- Anyone involved in legacy administration
What the training covers
- Understanding the legacy giving landscape
- Developing a legacy marketing strategy
- Identifying and cultivating potential legacy donors
- Having conversations about legacy giving
- Stewardship of legacy pledgers
- Legal and tax aspects of gifts in wills
- Measuring and reporting on your legacy programme
Training formats
We offer training in various formats:
- In-person workshops: Full or half-day sessions at your location
- Online webinars: Interactive sessions for remote teams
- One-to-one coaching: Tailored support for individuals
- Conference presentations: Speaking at your events
Contact us
To find out more about our training programmes and how we can help develop your legacy giving strategy, please get in touch.
