You’re invited to a Legacy Giving Mini Masterclass!

SOFII is thrilled to offer you an exciting opportunity to join a specially designed, affordable webinar for the SOFII community – hosted in partnership with Richard Radcliffe. Join us in October for a useful, two hour session entitled: 

'Just do it (or even more of it), before you miss the biggest opportunity your charity will ever have.'

It is projected that in the next 20 years, legacy income will double globally. Estimates for current global legacy giving stand at around US$140 billion.

And donations? They seem to be dropping at an alarming rate in many countries as our unsettled world is threatened by uncertain economic futures.

So, have you got incredible legacy plans for 2027? If not, this session is the perfect place to start. 

And if you have your plan in place, is it the right plan? 

In this affordable legacy giving mini masterclass, Richard Radcliffe will cover:

• how to prioritise your legacy prospects
• striking the right balance between Will making communications vs. legacy communications
• the importance of developing a legacy vision at your organisation
• which channels work for 50+ year olds
• and how to construct your call to action

The Zoom webinar will take place on Thursday 22 October 2026, from 2pm to 4pm (UK time).

Places are limited to just 100 fundraisers from around the world. You will receive a recording of the webinar, after the event.

Click the green ‘Secure your place now’ button to register.

Please note: If you are a member of the SOFII Two Hundred you are entitled to an exclusive 10% discount (on ticket price only). Simply click the option for SOFII Two Hundred donors at checkout, thank you!

About your Legacy Mini Masterclass facilitator: Richard Radcliffe
For over 35 years, Richard Radcliffe has been advising charities in how to grow their legacy income. He runs legacy focus groups, develops boundary challenging practical strategies and trains anyone in how to make a legacy ask in a sensitive but inspirational way. Richard has trained about 40,000 volunteers, staff and, where relevant, service providers. He has worked with over 500 charities in over 30 countries around the world, and these have ranged from small organisations to multinationals.

Richard began his fundraising career with the MS Society, became Director of Fundraising of the Order of St John (St John Ambulance and the St John Ophthalmic Hospital in Jerusalem) and then a director of the Charities Aid Foundation (CAF). He went on to become executive chairman of the world’s first specialist legacy research and development company, Smee & Ford. International work took Richard around the globe covering Will writing and legacy giving traditions in every culture.

Richard later founded Radcliffe Consulting, giving him greater independence to challenge today’s legacy market and its fundraising thinking and practices. In 2018 he received the Chartered Institute of Fundraising (CIOF)'s 'Lifetime Contribution to Fundraising' award.

The legacy marketplace is growing in every part of the globe and Richard believes this is most exciting time in the last 30 years!