In the last 5 years, regular giving and legacy professionals have grappled with the implementation of GDPR, a global pandemic, the worst cost of living crisis for decades and a global decline in donor numbers. At this year’s conference, we will explore why it’s not all doom and gloom, and why now more than ever we should be celebrating the importance of regular and legacy giving within our institutions.

Exploring the impact of regular and legacy giving within the sector, you will leave with everything you need to be the biggest advocate for your programme. We will look at industry insights, to give you the knowledge and statistics to demonstrate the importance of regular and legacy giving, and why it has never been more important to invest in these programmes.

For those early on in their career, the beginner track will cover the fundamentals of regular giving and legacy programmes and will look at best practice across the sector. You will leave with the confidence to make the programme your own. 

A more advanced track will drive deeper into programmes and look at what we can learn from the charity sector. You will leave with a notebook full of ideas to take your programme to the next level. 

There will also be practical sessions for all levels, with takeaways and templates ready for you to use when you get back to the office, regardless of the size of your team or budget. 

You’ll leave feeling ready to tackle your programme in 2025 and with an inbox full of connection requests.

Learning Objectives

• Highlight key fundamental updates in regular giving.
• Highlight key fundamental updates in legacies and legacy giving.
• Discuss proven and emerging practices to maximize results in direct mail, phone, and online giving programmes.
• Enhance your interpersonal skills to build strong professional relationships.
• Analyse data and research regarding in regular giving trends
• Refine your skills in how to collaborate with internal and external stakeholders about the value of regular giving and legacy programmes.
• Identify the effectiveness of appeals and apply lessons for more powerful solicitations.
   

Who Should Attend

• Established development professionals with new responsibilities in regular giving or legacy giving who would benefit from fresh ideas and the opportunity to network with others in the field.
• Newcomers and intermediate-level professionals in regular and/or legacy giving.