An introduction to attracting or boosting fundraising income through gifts in wills.

TOPICS COVERED

Baby Boomers - Parenthood Trends - Terminology - Residual Gifts - Ethics - Discomfort - Respect - Vulnerable Circumstances - Family Members - Mental Capacity - Undue Influence - Motivations - Consultants - Research Briefs - Evaluations - Forecasting - Language - Objections - Existing Channels - Staff Involvement - Media Campaigns - Media Channels - Website Tips - Social Media - Digital Advertising - Stewarding Donors - Recognising Pledges

PARTICIPANTS

For staff members, volunteers, trustees or board members of charities, schools, healthcare or public sector organisations who wish to attract or boost legacy fundraising income. People who provide advice to organisations are also welcome.

WORKSHOP FORMAT

Workshops consist of talk, questions and answers. There are no power points or audio visuals. There are no break out sessions, role playing exercises or group activities. Participants are not expected to introduce themselves. Workshops run better if participants are on video but it is not compulsory. Each workshop follows a script. By using scripts more topics can be covered in less time with complete accuracy. Participants are sent a copy of the script by email after the workshop. The trainer may add unscripted remarks during the workshop to liven things up. Workshops do not require prior knowledge. Everything is explained in everyday language. Jargon and acronyms are kept to a minimum.