Legacy fundraising training: We have trained over 10,000 staff, volunteers, service providers, trustees – we will train anyone to talk and write about legacies with ease and confidence. Each segment has very focused objectives. For instance:

for trustees and leadership teams, it might be managing expectations and evaluating success and developing prudent budgeting techniques

for service providers the focus might be just how to answer questions from those who use your services

 for fundraisers it is likely to be talking inspirationally about legacies in community presentations and giving the best message for different audiences

for communication teams the focus can be on embedding legacy communications and how to use each channel preferred by older generations

for supporter care teams it will be how to integrate legacies into their conversations

for volunteers the focus is often on how to promote legacy giving

Training can be a session of any length: 45 minutes to a whole day. We make sure we meet your organisation’s individual needs.

Throughout we strive to demystify legacies and encourage the joy of legacy giving, delivering courses that are insightful and engaging as we tackle such a sensitive subject in a light-hearted and interactive way but with serious objectives. Richard has trained staff and volunteers representing every cause you can think of:

Hospices, medical research charities, museums, galleries, international development agencies, universities, private schools. care/welfare charities, religious organisations (all cultures, traditions and religions), heritage bodies, mental health.

Training packages can include insight days to understand how day to day activities can include legacy promotion to more advanced sessions called discovery days to define the art of the possible in terms of legacy promotion.

Please contact us if you need any help.

We do a lot of training for the Chartered Institute of Fundraising – see below and for niche umbrella bodies covering specific causal areas.

The Essentials course is based on developing communications. this is great when legacies are only part of your role. We cover every type of communication and debate: the growth of the legacy market, motivations for leaving legacies, content for ALL channels: websites, brochures, newsletters, Facebook, events and loads more.

The Strategy course (oh surprise surprise!) focuses on developing a strategy and objective setting and segmentation of prospects, cultivation and stewardship including one of the most forgotten and important issues: developing the best call to action

Dates of CIoF training courses:

Essentials course: 12th March 2026 and 12th May 2026

Strategy course: 28th April 2026 and 16th June 2026

Overseas visits:

Switzerland (Geneva) 15-19 February 2026

Germany (Berlin) 31st May – 2nd June 2026

More dates will follow later this year

Full details are on the Chartered Institute of Fundraising website: https://ciof.org.uk/career-development/training/short-courses

“Richard’s unique training style manages to breathe life into probate statistics, puts flesh on the bones of trends in legacy giving and provides up to the minute advice on the best way in which to encourage your charity’s supporters to remember your organisation in their will. Bringing the supposedly boring area of legacies alive, Richard has proved time and again to be both entertaining and enlightening.”

Nichola Sims, Training Manager – Institute of Legacy Management