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The voice of Scotland’s vibrant voluntary sector

Published by Scottish Council for Voluntary Organisations

TFN is published by the Scottish Council for Voluntary Organisations, Mansfield Traquair Centre, 15 Mansfield Place, Edinburgh, EH3 6BB. The Scottish Council for Voluntary Organisations (SCVO) is a Scottish Charitable Incorporated Organisation. Registration number SC003558.

Legacy giving. Now is the time – if you do it right. Learn how to!

Arts & Business Scotland

This event is in the past

Learn how to integrate legacies into your current fundraising at little or no cost!

About this event

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 an 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 minimises 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

• Where to put those messages: how to use channels to trigger interest and action

• How to cultivate and steward prospects in sensitive times; what to do with enquirers and pledgers to ensure happiness

• 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.

Fees:

Members

£80 +VAT for Arts & Business Scotland members

Non-Members

£120 + VAT for non-members (Culture) - Professionals working in not-for-profit arts, heritage, culture, third & public sectors.

£150 + VAT for non-members (Corporate) - Professionals working in private sector organisations and businesses.

We have a limited number of concessions for people who are unwaged or unemployed. These concessions are subject to availability, and eligibility and proof of concession status must be provided at the point of booking. To enquiry about availability and book a concessionary ticket, please contact us at events@aandbscotland.org.uk

Date
10:30-14:30, 23 June 2022
Contact
Arts & Business Scotland
Theme
Culture & leisure
Cost
£80 + VAT for Members, £120 + VAT/ £150 + VAT for Non-Members
Venue
https://www.aandbscotland.org.uk/events/2022/06/23/legacy-giving-now-is-the-time-if-you-do-it-right-learn-how-to-3/