Developing a Legacy Fundraising Strategy

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The Legacy Administration Team is an invaluable source of knowledge and experience available to your Charity’s fundraising and legacy marketing teams.  Working collaboratively by sharing past and current legacy income analysis will help shape the ongoing development of the Charity’s legacy marketing strategy.

What you will learn

  • This course will focus on how to create an effective legacy fundraising strategy.
  • How to approach each stage of the process when creating a strategy.
  • And the key considerations that need to be taken into account when preparing the legacy fundraising message. 

Completing the course

You must mark each section complete in order to successfully complete the course, but you can return to the sections at any point. At the end of the course you will complete a quiz, which can be retaken if you do not reach the pass mark of 80%. You will also be asked to submit a short written assignment. Upon successful completion of the quiz and assignment, you will receive your certificate!

Once enrolled, you can also download and print the full course notes and a one-page reference guide from the materials section. We recommend printing the full course notes before you take the quiz.

You will still be able to access the course in full at any time from the My Account section of the website, even after you have completed it.

About the author

Ashley Rowthorn is CEO of Legacy Futures, a group of specialist in-memory and legacy giving consultancies, helping charities get the most from legacies, both now and in the future.

With over 50 years combined experience, Legacy Futures businesses supports charities right through their legacy journey.

Legacy Link supports charities to secure and grow gifts-in-Wills income with the help of skilled administration consultants.

Legacy Foresight brings the best benchmarking, research and forecasting in the sector to inform and evaluate gifts in Wills and In Memory giving strategies.

Legacy Voice develops gifts in Wills and In Memory fundraising strategies and communications to transform legacy giving potential.

Together, Legacy Futures offers a new approach for our rapidly changing world, provide everything charities need to secure their future.

Please enrol on the course to see materials.