Masterclasses are six and a half hours of intensive learning over two days. IFC masterclasses have a limited number of attendees so you will experience more powerful conversation, more intense exploration, and more deep-dive learning with an intimate group of delegates.
Sustainable legacy giving: Strategies to start, grow, or hone your programme
Fundraising often feels so immediate. Budgets must be met, campaigns close, and success/failure is measured in numbers right here and now.
But longer-term thinking alongside immediate fundraising is the key to sustainability. That’s why legacy giving is so important, and now is the time to invest in it.
The coming decade will see an enormous transfer of wealth as ageing baby boomers figure out what to do with the estimated 46 trillion USD sitting in their wallets and bank accounts. It’s a tremendous opportunity for charities to grow their legacy income, but many haven’t yet started to improve their legacy programme strategy effectively. Many just don’t know how.
A successful legacy fundraising programme relies on long-term stewardship and highly personalised communications.
This masterclass will give you essential knowledge and next steps about legacy fundraising, whether you are looking to expand your programme, hone it, or even just start it. Over two days, we will take you through building and improving a sustainable legacy programme, covering areas such as:
- How to select your audience
- What marketing you can do straight away
- Building long-term strategies
- Managing internal expectations
- How to manage your stewardship
- Administration and forecasting
- Sharing information and experience with other participants in an interactive setting
Aimed at:
- Anyone looking to prepare their organisation for legacy growth
- Heads of fundraising and legacy managers who are looking to start or improve their legacy programme
- Depending on the interests and levels of the participants, parts of the masterclass can be adjusted.
Learning outcomes:
- How to build a solid marketing strategy covering mid, and long-term options
- To be able to provide an exceptional supporter journey
- How to test your market and establish your audience
- How to create internal support for your programme
- Ideas for building a suiting stewardship plan
Masterclasses are six and a half hours of intensive learning over two days. IFC masterclasses have a limited number of attendees so you will experience more powerful conversation, more intense exploration, and more deep-dive learning with an intimate group of delegates.