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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$369
Staff of organisational member$560$448
Non-member$660$528
City (Click for venues)2017 Course Dates  Early bird cut-off 
SydneyJune 20April 26Register now
MelbourneJune 27April 28Register now
BrisbaneJuly 4May 5Register now

Click here for FIA course terms and conditions

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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