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Gifts in Wills Fundamentals

For the last two decades we have been hearing people talk about the transfer of wealth from one generation to the next.

In reality transferral of wealth has occurred throughout history. The only difference today is the amount of money in absolute terms – it is staggering.

Another difference today is the fact that not-for-profits are now competing against each other to secure a percentage of that transfer. Boards now realise that the future of their non-profits will
be dependent upon securing substantially large sources of income in the near future.

So the question is – how does a not-for-profit develop a Gifts in Wills Program that is in line with your organisation’s values, and is non-threatening to your supporters and works?

Attend Gifts in Wills Fundamentals and you will learn: 

  • How the Gifts in Wills Program fits into a total development strategy
  • What it really means to be donor-centric
  • Understand why people leave a gift in their wills
  • The bequest continuum
  • Prospect identification
  • Which communications tools work
  • Establishing meaningful relationships
  • Stewardship
  • Research findings and case studies
  • Resourcing the program
  • The role of the Gifts in Wills Officer and valid KPIs
  • Benchmarking.

All FIA short courses have an 8:45am arrival for a 9:00am start, the day will finish at 4:30pm. 

For information on the speaker click here.

2017 - Express Your Interest

To express your interest for Gifts in Wills Fundamentals for 2017, please click here


City Date Venue
Melbourne 2 June 2016  Deaf Children Australia
Brisbane 9 June 2016  Scripture Union Queensland
Sydney 16 June 2016  Garvan Institute of Medical Research



Member (includes Nominated/Additional Organisational Member) $495
Staff of Organisational Member $560
Non Member $660


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Full participation in the Gifts in Wills Fundamentals course 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.