Advanced Essentials In Focus – Forecasting and Accounting for Income from Legacies

Event details

Date: 11th January 2022
Time: 10am-12pm
Venue: Online via Zoom
Who should attend: All those involved in legacies

This event has already happened.

Daniel Pepper of RNIB and ILM’s Matthew Lagden will host this in-depth training course that looks at forecasting and accounting. The training will be for a small group and will be completely interactive, giving delegates the opportunity to ask questions and share problems and ideas.

Forecasting Legacy Income
Forecasting legacy income is a key skill for legacy officers. Accurate forecasting provides reassurance for senior managers and trustees, and makes a legacy officers life easier. This session will show you how to forecast your income, using both internal and external information.

Accounting for Income from Legacies
Legacy income is governed by strict accounting rules, known as the SORP (Statement of Recommended Practice). This course will explain the rules and explore the approaches you can take to complying with them, enabling you to pick the route that best suits your charity.