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Legacies: How To Develop A Campaign And Secure Long-Term Financial Security

Date 05 February 2019
Time 10:30am - 4:30pm
Venue Arts & Business Scotland, Rosebery House, 9 Haymarket Terrace, Edinburgh, EH12 5EZ
Organiser Arts & Business Scotland


  • £145 + VAT for Arts & Business Scotland members (Arts & Heritage)
  • £195 + VAT for Arts & Business Scotland members (Corporate)
  • £195 + VAT for non-members (Arts & Heritage)
  • £245 + VAT for non-members (Corporate)

About the Event

Who should attend this training?

Any staff or board member with an interest in developing a legacy campaign

Is it suitable for all arts and culture bodies?

Yes, regardless of activity, location or size

Will the training be focused on the philanthropy and giving in Scotland?



Legacies are the fastest growing source of income in the voluntary sector – up over 50% in the last ten years. Not just for big named charities, the fastest growing sector in this area of fundraising is the cultural sector, embracing both arts and heritage organisations.

This course, specifically for the cultural sector in Scotland, has been created in partnership with and will be delivered by Richard Radcliffe who 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!

This training day will cover:

  • The donor revolution: and why legacies hold such great potential for the next 30 years
  • Why people leave legacies
  • The profile of legators and identifying your best prospects
  • Communicating great messages to every stakeholder (Member, Friend, Visitor, Volunteer, Staff, Trustees and the local population)
  • How to ensure prospects take action and put a gift in their Will
  • How to embed inspiring and simple messages in all communications
  • How to use newsletters, website, events, posters, local advertisements and digital channels for a simple legacy campaign.
  • How to care for enquirers and pledgers
  • Prioritising a legacy budget (you can run a good campaign with no budget if necessary)
  • How to measure success.

On 23rd February 2018 Richard delivered a two hour session on Legacies at an Arts & Business Scotland Development Forum. Here is what some attendees said about that initial session.

Very interesting, clear and lots of take away actions!"

  • Rebecca Milne, Royal Scottish Academy

“Absolutely superb. Wish we could have had more time.”

  • Melanie Farrow, Maryhill Burgh Halls Trust

"Lots to cover, would have loved more time!"

  • Michael Hodgson, Pitlochry Festival Theatre

“Very useful and interesting. Helpful for different sizes of organisations, at different stages of building legacy awareness.”

  • Lucy Christopher, Tron Theatre

"Brilliant! Top tips to take back and implement simply and quickly."

  • Lucille Bluefield, Capital Theatres
Register online