Legacy giving. Now is the time – if you do it right. Learn how to!
Thursday, 25 March 2021
As the virus continues this is the most crucial moment in recent times to give every stakeholder the option of giving a gift in their Will.
This course is focused on how to integrate legacies into your current fundraising at little or no cost at a time when more people are making Wills than we have witnessed in decades.
Success relies entirely on:
- Tone of voice
- Not forcing as ask
- Making it easy and affordable for everyone to do it!
- Building great conversations which suit anyone you communicate with
The course will cover all the above in a way which minuses any risk but maximises the return on investment.
We will cover:
- Why the time is ideal to take action now: market growth, Will making patterns and changes during covid.
- How to talk and write about legacies in an upbeat but sensitive way. Tone of voice and listening skills training plus best messages to ensure no invasion of privacy during difficult sensitive times
(12 noon 10 minute break)
- Where to put those messages: how to use channels to trigger interest and action
(12 45pm – 20 minute lunch break)
- How to cultivate and steward prospects in sensitive times; what to do with enquirers and pledgers to ensure happiness
(2pm – 10 minute break)
- How to convince the Board to take action: A practical session on ROI, current influences on the market and how to plan budgets, targets and expectations
Guidance on presentation
This can be an interactive as you want it!
Timing of breaks is approximate and flexible
You can mute/unmute as you like
Chat is also welcome
About the trainer
Richard Radcliffe has over 30 years’ experience in helping non-profits grow legacy income. He is the 2018 winner of the Lifetime Contribution to Fundraising award from the Institute of Fundraising and has worked with many Scottish charities and many of the major (and smaller!) arts and culture bodies (performing and non-performing arts) in the UK and Europe. This includes local authority funded museums, local theatres, niche arts galleries, regimental museums, botanical gardens, opera and ballet companies, festivals and many others.
"Such a great training session - instructor really made a serious topic quite easy to discuss in an easy to understand way. A must have for any third sector fundraiser." Bradley Mcarthur
"I recommend this - it will tell you all you need to know to start your campaign." Malcolm Dickson, Street Level Photoworks
"Excellent, engaging. Backed up by data, practical advice." Miriam Wright, The Royal Lyceum Theatre
"Richard is a great communicator with an exceptional breadth of knowledge about legacies that he kindly shares." Mairi Foster, Royal Scottish National Orchestra
"Very clearly laid out with tangible goals and actions that can be achieved." Clare Wilde, Citizens Theatre
"This is a 'must do' training course for anyone with a remit to fundraise." Gill Findlay, Culture Perth & Kinross
"Well explanatory, straightforward, easy to put to action." Metaxia Adami, New Lanark Trust
"Very useful to everyone, not just fundraisers. Do it!" Gillian Rankin, National Mining Museum Scotland
£60 + VAT for Arts & Business Scotland members
£80 + VAT for non-members
Find out about Arts & Business Scotland membership.
Cancellations can be made free of charge up to 1 week before the event date with a full refund. After this date a 100% cancellation charge will apply. Substitutions (ie transferring your place to another person) for the course or event booked can be made free of charge at any time.
Arts & Business Scotland reserves the right to cancel any event or course two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However, we regret we cannot refund any travel or accommodation costs incurred.
It may be necessary for reasons beyond our control to change the date, time or venue at any time prior to the course or event. If this happens, you will be given the opportunity to cancel or transfer to an alternative date.
Arts & Business Scotland reserves the right to amend the content of the programme of speakers where necessary.