Institute of Fundraising Developing a great legacy strategy

This training course is delivered as part of the Institute of Fundraising’s Academy for professional development and learning.

Next course date: 8th March 2017

Aim of course:
To equip new or aspiring managers with the tools, techniques and resources to manage and grow Legacy income by developing a clear and practical strategy

By the end of the course learners will be able:

  • To develop a highly focused programme based on clear  objectives for each prospects segment and for each communication channel
  • To analyse and assess the current and future legacy marketplace
  • To understand the major influences affecting current and  future legacy givers
  • To gain the support of internal audiences (trustees and  staff)
  • To prioritise the best prospects and develop target-specific communications
  • To assess the risks and benefits of each method of  communication
  • To develop a plan focused on prospect action
  • To cultivate and steward prospects
  • To evaluate success

Entry Level:
This course is aimed at people who have been working in Legacy Fundraising for a year plus (part time at least). The course includes content related to people management and therefore learners should either be new managers or aspiring to a managerial role within the legacy fundraising field. Learners should also be confident that they will be able to demonstrate all skills and knowledge covered in the Certificate qualification.

For course dates and booking information, click here

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