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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

Benefits

  • 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
Member$495$396
Staff of organisational member$560$448
Non-member$660$528
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 training@fia.org.au to enquire about courses 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.

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