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Legacy Fundraising Training Course
Legacy Fundraising Training Course

Legacy Fundraising represents one of the greatest opportunities for charities over the coming years.

However, getting started and developing a legacy fundraising campaign from scratch is often overlooked or can feel like too much of a challenge, especially for smaller organisations.

Our Get Grants Legacy Fundraising Course will help demystify what legacy fundraising involves. This course will provide you with the key information you need to understand how to get started with legacy fundraising, and guide you through increasing your income from legacies with confidence!

By attending our Get Grants Legacy Fundraising Training Course, you will access practical, accessible information and friendly advice to help you outline a legacy fundraising plan that works for your organisation, no matter its size.

See upcoming dates and book your place here

Who this course is for:

This course is highly accessible and suitable for fundraisers of all experiences from a variety of backgrounds, including charities, community groups, sports clubs, and schools.

It is aimed at those who are new to Legacy Fundraising and will take you through what legacy fundraising is, the key principles of communication methods, the types of information you will need to make available, and how to get started with a legacy fundraising plan for your charitable organisation.

What to expect:

Get Grants Legacy Fundraising Training Course explores current data, key considerations, common practices, and resources that may help your legacy fundraising planning.

In this course, you will gain insights into the sector and see practical examples of legacy fundraising at its best to give you lessons on how to implement this into practice.

You will leave the course with added motivation, confidence, and a more assured approach of how to develop your organisation’s legacy fundraising income stream!

This online course is delivered via Zoom, across two lots of 2-hour sessions, leaving some time in between for a practical activity and to read further course material and reflect on the information given.

This course will cover:

Our Legacy Fundraising Training Course covers a range of topics relating to legacy fundraising, from legal considerations to the importance of the language used. You will:

  • Learn about the size of the market for legacy fundraising.
  • Discover a range of ways to promote legacy fundraising to your audiences.
  • How to talk about legacies and what language to use in legacy communications.
  • Discuss common concerns in implementing and processing legacy donations and pledges.
  • Explore different tactics to start your legacy communications today.
  • Consider how to build legacy campaigns into your overall fundraising strategy.

Our Legacy Fundraising Training Course sessions are open and conversational, with a mix of group work and individual tasks, offering a friendly and relaxed environment with plenty of opportunities to ask questions throughout the sessions.

Upcoming Dates

December 2025

  • When: Tuesday 9th & 16th December 2025, 10am – 12pm
  • Cost: £99
  • You can book your place today through Eventbrite.

February 2026

  • When: Tuesday 24th February & Tuesday 3rd March 2025, 10am – 12pm
  • Cost: £99
  • You can book your place today through Eventbrite.

About the Trainer

David Page has been a fundraiser for almost 20 years and specialises in working with small charities that are disproportionately affected by financial challenges.

He has built a wealth of experience on how to survive, flourish and grow when resources seem scarce.

David has previously delivered training for the Foundation for Social Improvement (FSI) and is also a Director of Triceratops Training.

More from David Page

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On Demand MASTERCLASSES

  • Budgets MASTERCLASS - On Demand £12.00
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