Many donors may be willing to provide for an organisation in their Wills. This Guide describes the steps necessary to access this important type of donation.

Includes:

What is Bequest / Legacy Fundraising? Importance of the Will. Types of Bequests / Legacies. Researching Capacity to Give. Marketing Collateral. Key Influencers. Stewarding the Bequest.

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Many donors may be willing to provide for an organisation in their Wills. This Guide discusses the motivation behind leaving a gift at death and how that motivation impacts and is impacted by your organisation, the types of gifts that donors can leave at death and the tax and legal implications related to them and how to discuss the possibility with potential donors. The Guide then discusses the various elements that are needed for developing a bequest/legacy programme including staff requirements, written materials, and relationships with legal advisors and ‘influencers' – those professionals who might influence their clients to support your organisation in this way. Finally, there are recommendations for ensuring a good relationship between the potential donor and your organisation.