The Diploma in Charity Legacy Management is a structured training programme for legacy professionals.

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ILM’s Diploma in Charity Legacy Management has been developed by ILM in partnership with the University of Law. The course covers the principal areas of charity legacy management that practitioners are likely to encounter on a daily basis, providing progressive development of technical expertise and skills, reinforcing experience gained in the workplace.

This advanced course is the ideal next step for anyone managing legacies who has already completed the CiCLA qualification, or has qualifying experience such as two years working in a legacy team. Completing the Diploma in Charity Legacy Management will help you develop your leadership and management skills, with a focus on finance and compliance, whilst also giving the opportunity to pick from a range of elective modules, including communication, research and marketing skills. The Diploma is intended to form a bridge between your experience and knowledge of charity legacy administration and obtaining a qualification which can demonstrate an ability to be appointed to higher management roles, including directorships and positions requiring senior management of multiple teams.

The course is primarily distance-learning so it can be undertaken at your own pace, when and where you like. The course consists of the following:
• 3 core modules which are compulsory; plus:
• 4 elective modules which the candidate can choose from a selection of 9 options

Key dates for 2022 (assessments and revision sessions) can be found by clicking here

Why study the diploma?

The Diploma in Charity Legacy Management gives legacy professionals a real advantage in their career and helps organisations to improve their effectiveness in managing their legacy income.

The diploma will be awarded to students who have demonstrated:

  • a systemic understanding of key aspects of their field of study, including the acquisition of coherent and detailed knowledge, and an ability to deploy accurately established techniques of analysis and enquiry within the relevant discipline
  • conceptual understanding that enables the student to devise and sustain arguments, and to describe and comment upon particular aspects of current research
  • an appreciation of the uncertainty, ambiguity and limits of knowledge
  • the ability to manage their own learning, and to make use of scholarly reviews and primary sources

Holders of the qualification will be able to:

  • apply the methods and techniques that they have learned to review, consolidate, extend and apply their knowledge and understanding, and
    to initiate and carry out projects
  • critically evaluate arguments, assumptions, abstract concepts and data (that may be incomplete), to make judgements, and to frame appropriate
    questions to achieve a solution, or identify a range of solutions, to a problem
  • communicate information, ideas, problems and solutions to both specialist and non-specialist audiences.

The Core Modules

• Charities and Legal Compliance 
• Financial Management and Accounting 
• Management and Leadership

Elective Modules

• Trust Law
• Advanced Tax
• Marketing & Fundraising
• Advanced Communication Skills
• Creative Problem Solving and Emotional Intelligence
• Effective Written Communication
• Knowledge Management – Improving Research Skills
• Presenting to Persuade
• The Skilled Negotiator

Course Registration

Click here to book your place on the course. The cost is £1,150, payable in advance. There is no further fee for assessment. VAT is not applicable.

Please note, you must be an ILM member to enroll.

You can also click here to register for your next assessment and for our revision sessions.

Entry Requirements

Applicants must be a member of the Institute of Legacy Management.
Applicants should possess qualifications such as CICLA, or qualifying experience such as two years working in a legacy team.
Applicants whose first language is not English are required to demonstrate an English language level equivalent to IELTS 6.5 or above, with a minimum of 5.5 in each component.

Assessment and Accreditation

Assessment will be by open book written assessments. It is envisaged that there will be two assessment periods per year (February and October). The course will be accredited by the University of Law.

Any questions?

If you have any questions regarding the diploma, please email membership@legacymanagement.org.uk