Legacy and In-Memory Fundraising

Legacies and in-memory gifts are a crucial source of income for charities, as well as a fulfilling giving experience for pledgers. For fundraisers doing the asking it can also be highly rewarding, but you need to have the skills and know-how to hone your approach. This ground-breaking guide brings together 24 of the charity sector's biggest thinkers and most experienced fundraisers to offer you sound, practical advice. The fourth edition explores the strategies and techniques that fundraisers need to know. It also covers legal and ethical issues, as well as essential information on how to manage legacy income. It is packed with case studies anddigital communications and media, new in-memory giving strategie and legacy administration systems. This is a key textbook for anyone responsible for fundraising, whether your post covers legacy giving in particular, or you have a wider remit. The guide will also be of use to senior charity staff, chief executives and trustees considering a legacies strategy.

Claire Routley Claire Routley has worked in fundraising for fifteen years, specialising in legacy fundraising for over a decade. In 2011, she completed a PhD looking into why people choose to leave legacies to charity. Having worked for a number of different charities, she is now a consultant specialising in legacy and in-memory fundraising, a research fellow at the University of Plymouth Hartsook Centre and is a tutor for the Institute of Fundraising's qualification courses. Sebastian Wilberforce Sebastian is a process analyst working as a consultant in the not-for-profit sector in New Zealand. With the aim of helping improve outputs, he works across governance and management systems including fundraising. Sebastian has been editor of this book since its first edition 21 years ago. At that time he was a legacy fundraiser for one of Britain's biggest charities, RNIB, having previously worked as a solicitor specialising in trust and charity law. Since then he has been a legacy fundraising consultant to many not-for-profit organisations in New Zealand and also brings experience from the commercial sector having co-owned a multi-channel, consumer-focused business for eight years. Chapter contributors include: Meg Abdy, Legacy Foresight; Dan Carter, Legacy Director, International Fund for Animal Welfare; Jonathan Cook, Director, Insightful; Daniel Fluskey, Head of Policy and Research, Institute of Fundraising; Stephen George, Fundraising consultant; Jonathan Burchfield, Sarah Eden, Daniel Harris, Andrew Mortimer, Roderick Smith and Paul Sutton: members of the Legacy Team of Stone King LLP; Eifron Hopper, Legacy Income Manager, RNLI; Russell James, Professor, Texas Tech University; Kate Jenkinson, Head of In-Memory Consultancy, Legacy Foresight; Nigel Magson, Adroit Insight; Chris Millward, CEO, Institute of Legacy Management; Stephen Pidgeon, Fundraising consultant; Richard Radcliffe, Radcliffe Consulting; Fiona Riley, Head of Legacy Fundraising, British Heart Foundation; Ashley Rowthorn, Legacy Voice; Katy Williamson, Regional Legacy Manager for Cancer Research UK in Scotland