Core Knowledge

Showing 1–9 of 25 results

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    Accruals for Legacy Income

    This course will look into the accounting rules in relation to a charity’s income from legacies. A charity that receives any income from legacies will need to ensure it complies with strict accounting principles and requirements.
    £100.00 Add to cart
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    An Introduction to the Probate Process

    It is important for legacy officers to become familiar with and gain an understanding of the legal process involved in obtaining a Grant and the different types. This course will provide an overview of the process of administering an estate, including: the parties responsible for the estate administration and the different types of legacies; the application for grant and the different types of grant; and the distribution of the estate process. 
    £100.00 Add to cart
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    Breaking Trusts

    The opportunity to break a trust will come up relatively rarely, but when it does it should be seized. This course covers all aspects of breaking trusts, including the advantages and disadvantages of breaking trusts, how to do so and possible disputes.
    £100.00 Add to cart
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    Capital Gains Tax

    Calculating whether the correct amount of capital gains tax has been paid during estate administration can be a challenge for legacy administration officers. This course will focus on: the rules relating to Capital Gains Tax and when it is charged; the exemptions from Capital Gains Tax; how Capital Gains Tax is applied to estates in administration; and the rules relating to Capital Gains Tax in relation to trusts.
    £100.00 Add to cart
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    Delegated Authorities

    Many of the actions that a legacy officer undertakes every day are in fact powers that properly belong to the Trustees of the Charity. In order to facilitate efficient working, and to prevent every decision from having to be referred back to Trustees, many of these powers will be delegated to legacy officers. This course will tell you which powers can and cannot be delegated, and how to operate effectively while remaining compliant with the charities act.
    £100.00 Add to cart
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    Developing a Legacy Fundraising Strategy

    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.  This course will focus on how to create an effective legacy fundraising strategy. It will provide a detailed account of each stage of the process and the key considerations that need to be taken into account when preparing the legacy fundraising message. 
    £80.00 Add to cart
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    Ex Gratia Payments

    An ex-gratia payment is an agreement to a payment being made from a sense of moral obligation rather than because of any legal requirement. This course covers: when the concept of ex gratia payment originated; what an ex gratia payment is and when one can be made; the powers under section 106 of the Charities Act 2011; the procedure for applying for consent to make an ex-gratia payment; and the potential ex-gratia type scenarios that might arise.
    £100.00 Add to cart
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    Forecasting Legacy Income

    Legacy income is, for many charities, a vital income stream and forecasting helps the charity manage the following; Cashflow, Future income, Expectations. This course will cover the importance of forecasting for your charity and how best to forecast legacy income.
    £80.00 Add to cart
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    Free Will Schemes

    Initially pioneered by Will Aid and adopted by the two major cancer charities in 1990s, free will services (FWS) are now a mainstay of charity legacy fundraising in the UK. The term ‘free will’ is an umbrella term for a wide variety of partnerships and activities, from discounted wills, donations in lieu of fees, charity paid for wills, or pro-bono wills that are completely free to the charity and donor. At the root of all free will services, the consumer is offered the opportunity to write or update their Will, with the hope that they will leave a gift to a charity in return. This training course aims to explain the various available Free Will Service models and to help you evaluate whether this could be part of your legacy fundraising strategy.
    £80.00 Add to cart