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Gifts in Wills Fundamentals

Does your organisation have a long-term, sustainable plan for raising revenue?

The amount of fundraising revenue from Gifts in Wills in Australia is fast approaching $1 billion per year. So charities need to prepare themselves to tap into this source of income.

This one-day course examines the basics of a Gifts in Wills program, equipping you with the tools to get started with an effective program that can provide your organisation with a long-term financial future.

What you’ll learn

  • Understand donor motives for leaving a charitable gift in their will
  • How the Gifts in Wills Program fits into your total development strategy
  • How to resource your program
  • How to identify your best gifts in wills prospects
  • How to develop your gifts in wills pipeline
  • How to build a stewardship program to ensure you retain and engage prospects
  • The role of the Gifts in Wills Officer and how to measure success


  • Develop a gifts in wills toolkit and get it up and running quickly
  • Understand who to approach and how to approach them
  • Develop communication materials and tools

Who should attend

  • Those who are new to Gifts in Wills fundraising or have limited experience to the area.
  • Anyone who wants to start a Gifts in Wills program in their charity, or whose program is relatively new.


For a complete course outline click below:

PricingStandardEarly Bird
Staff of organisational member$560$448
City (Click for venues)2017 Course Dates  Early bird cut-off 
SydneyJune 20April 26Registrations Closed
MelbourneJune 27April 28Registrations Closed
BrisbaneJuly 4May 5Registrations Closed

Missed the Gifts in Wills Fundamentals course this year? Email to express your interest for 2018.

Click here for FIA course terms and conditions

All FIA Skills-Specific short courses and masterclasses have an 8:45am arrival time for a 9:00am start; the day will finish at approximately 4:30pm.

CFRE logo

Full participation in Gifts in Wills Fundamentals is applicable for up to 7.5 continuing education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Meet the Presenter

Helen Merrick MFIA

Helen has worked in the not for profit sector since 2005. She is the campaign director for Include a Charity, promoting the practice of including gifts-In-wills across Australia.