Programme graduate (2023), Catherine House, Legacy Giving Officer for Queen’s College, University of Oxford, shares her experience of being a mentee and how she applies the valuable learnings in her role.

The Autumn Budget has brought some big changes to the UK’s tax system, particularly in the areas of inheritance tax, capital gains tax, and pensions—all likely to have an impact on legacy giving. With charitable legacy giving exceeding £4bn in 2023/24, these changes and their possible affects are certainly worth reviewing.

Our new report provides an insight into the extent of the recruitment and retention challenges facing the legacy fundraising market today.

Five things we learned at our science of supporter journeys masterclass