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Gifts in Wills Marketing Masterclass

This one-day interactive workshop and masterclass goes beyond the fundamentals of Gifts in Wills promotions – empowering attendees to go back to work and implement proven strategies immediately.

This masterclass will show that any size organisation can benefit from a well-planned Gifts in Wills marketing strategy.

Designed for experienced fundraisers who have a minimum of two years’ experience in Gifts in Wills promotions and/or those less experienced who have attended an introduction to Gifts in Wills course - e.g. the FIA Gifts in Wills Fundamentals course and/or the FIA Conference – Data driven bequest development, from lasting legacy conversations to contested estates masterclass.

We also encourage board members and senior staff, whose organisations have established programs but who wish to understand the underlying motivation for leaving a bequest, to attend.

This masterclass is not for the faint-hearted, the day is packed full of research findings and practical advice. Sharing her methods and techniques with all participants, Evelyn Mason FFIA CFRE dives deep into the depth of her experience and knowledge in her last series of Gifts in Wills training before retiring.

Attend this masterclass, and you will learn to:

  • maximise your Gifts in Wills potential
  • create an annual Gifts in Wills marketing strategy
  • target the best Gifts in Wills prospects
  • convert prospects to leads and leads to benefactors
  • make the ask
  • apply the latest Gifts in Wills research to your marketing strategy
  • understand the difference between copywriting for donations and copywriting for Gifts in Wills
  • create meaningful reporting systems.

Course outline

  • types of gifts
  • creating a strategic annual plan
  • Gift in Wills Program Checklist
  • do people revoke their pledges?
  • what is the future for Gifts in Wills?
  • five fundamental steps in a Gifts in Wills marketing plan
  • ground breaking research
  • copywriting – words that work
  • limited resources
  • reporting.

'Evelyn has a firm grasp on issues surrounding Gifts in Wills fundraising. She brings her extensive experience to life during the session. The masterclass covers a lot of ground and helps participants gain a deeper understanding and think reflectively about how they can apply her wisdom to their own fundraising program. Well delivered and comprehensive.'

Ross Anderson, National Gift in Wills Manager, Stroke Foundation

For more information on the speaker click here.

Semester One 2017

To express your interest for 2017, please click here

Semester Two 2016

This masterclass has an 8.45am arrival for a 9.00am start, the day will finish at 5.00pm.

For a venue map, public transport and parking information, please click here.






9 August 2016




16 August 2016  

QIMR Berghofer Medical Research Institute



23 August 2016

Deaf Children Australia


If you would like to register your interest in attending the Gifts in Wills Marketing Masterclass in another city, please click here.



Member  $550 
Staff of an Organisational Member  $600
Non Member $660


Some of the 2015 testimonials

'I attended Evelyn Mason’s Gift in Wills Masterclass in 2015.  While this is not my first course in this area I was amazed at the level of content and information that Evelyn passionately shared with our group.  There was honestly something for any organisation where an opportunity exists for financial support or a need to be fulfilled. The course was hands on with real honest to goodness information that can be put straight into action to make a difference -  making an immediate impact.  Everything was backed with current stats.  Evelyn is not only professional but very approachable and happy to help you grow your expertise and be successful.'
Sharon Davis, Relationship Coordinator – Individual Giving, Heart Foundation, Queensland


'This is the best Bequest class I have ever attended. The content was valuable and was backed up with relevant research and experience.'
Carol O’Carroll, Bequest Relationship Manager, Garvan Research Foundation


'I have been to quite a few seminars about bequests over the years, but Evelyn’s course is the most comprehensive course I have ever undertaken on the topic of Gifts in Wills. Her knowledge is unsurpassed. The masterclass is highly recommended to anyone who wants to receive bequest income for their organisation.'
Sharne Nicholls, Gifts in Wills Officer, National Breast Cancer Foundation


'Evelyn’s knowledge and experience in bequests is phenomenal and she has the wonderful gift of sharing and inspiring the people she works with. Her approach is practical and results orientated and gives me the confidence to go back to work and implement some new ideas. Thank you so much.'
Janet Hall, Development Manager, Future Giving, Division of Advancement, UNSW Australia


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This Gifts in Wills Marketing Masterclass 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.