Contact us Join us
logo

Training & Events

Unlocking Legacy Support

Are you keen to explore legacy fundraising but unsure how to begin?

This introductory course, led by Emma Lacroix, offers a practical and sensitive approach to gifts in wills, designed specifically for those working in cultural organisations.

Created as a first step into legacy fundraising, this live classroom course provides an overview of key principles, along with actionable tools and techniques to help you build confidence and start legacy conversations with clarity and care.

The session aims to help you understand what legacy giving is, why it matters, and how to develop messaging that resonates with your audiences — all while building a long-term, sustainable approach for your organisation.

What will you learn?

Over this three-hour session, you’ll explore:

  • what legacy fundraising is and why it matters for cultural organisations
  • understanding donor motivations and the importance of timing and tone
  • how to start the conversation around gifts in wills
  • creating compelling and appropriate legacy messaging
  • building an internal case for support
  • tools and techniques to promote legacy giving
  • how to embed legacy fundraising into your wider development strategy
  • examples of successful legacy campaigns and approaches
Who is it for?

This course is ideal for fundraising professionals new to legacy giving and looking to build skills, confidence, and a practical approach.

Meet the trainer

Emma Lacroix

Fundraising Consultant, Lacroix Fundraising Consultancy

Emma is a senior fundraising and communications specialist with 20 years of experience across the heritage, higher education, culture, and environmental sectors. She brings strategic insight to clients in areas including campaign development, major gifts, international fundraising, and stakeholder engagement.

Before becoming a consultant, Emma was Director of Development and Communications at Royal Botanic Garden Edinburgh, where she led a major capital fundraising campaign for the £80m Edinburgh Biomes Project and shaped the organisation’s communications and engagement strategy. Earlier in her career, she was Head of Philanthropy for Arts, Humanities and Social Sciences at the University of Edinburgh.

Emma has a keen knowledge of cultural enterprises in Scotland. She is passionate about education and social equity and is committed to widening access and advancing opportunity through inclusive philanthropy.

Details

Date: Thursday 27 November 2025
Time: 9.30am-12.30pm
Cost:
£85 + VAT for C&BS members,
£125 + VAT for non-members
Category: Training Courses

Trainer

Emma Lacroix

Venue

The Boardwalk
105 Brunswick Street
Glasgow
G1 1TF

Booking

Book now

Please read our Concessions & Cancellations Policies.

Become a member today

Join our nationwide network of culture and business organisations and start enjoying your membership benefits.

Join now