Course Catalogue

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Campaigns and acquisition Compliance, ethics, and governance Core fundamentals Digital, AI, data, and tech Donor engagement, stewardship, and journeys Gifts in Wills Leadership, management, and culture Major gifts and mid-value Strategy and planning Writing and storytelling

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Gifts in Wills Essentials

Course overview

Get equipped with the tools to get started on an effective Gifts in Wills fundraising program that can provide your organisation with a long-term financial future. Learn how to develop a gift in Wills toolkit, including a case for support and understand who to approach and how to approach them. This is a self-paced online course that will easily fit in with your fundraising schedule.

The e-learning course materials can be accessed via the Learning Hub for three months for strong independent learners who like a longer timeframe. The course is approximately 12 hours of study.

Modules

Module 1: An Introduction to Gifts in Wills
Module 2: Understanding the GIW donor
Module 3: Planning a GIW program
Module 4: Communication Tools
Module 5: Program Implementation
Module 6: Estate Administration

What you’ll learn

understand donor motives for leaving a charitable gift in their Will
how a Gifts in Wills program fits into your total fundraising strategy
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
your role and how to measure success

Who is this course for?

anyone new to gifts in Wills fundraising
fundraisers with limited experience of gifts in Wills fundraising
anyone who wants to start a gifts in Wills program in their charitable organisation
anyone whose gifts in Wills program is relatively new and who is looking for ways to enhance it

Delivery

3 months of access to e-Learning.

Guidelines for enrollment

Note: The FIA website provides access to both the Member Portal and the Learning Hub. These have separate logins — your username and password may be different for each.

New Staff Member

Please ask your organisation’s nominated contact to add you to the Member Portal or email members@fia.org.au. Your details will sync within two hours.

To Access the Learning Hub

Once you've been added to the Member Portal, click “Reset Password / New Staff Login” to activate your Learning Hub access.

If you require assistance, please email training@fia.org.au.

CFRE

Full participation in Gifts in Wills Essentials 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.

FIA Code

This course relates to the following aspects of the FIA Code of Conduct:

FIA Code 3.0 Ethical Conduct, 4.0 Conduct towards Donors, 5.0 Conduct towards Beneficiaries.

FIA member (AUD) $260.00

Non member (AUD) $340.00

FIA member (NZD) $270.00

Non member (NZD) $375.00

Gifts in Wills Fundraising – From A to Z

Course overview

This course aims to enhance your knowledge, skills, confidence, and decision-making abilities in any Gifts in Wills role. By providing you with practical tools and strategies, you will be empowered to grow and optimise your Gifts in Wills fundraising activities.

By the end of this course, you will be equipped to advocate for and implement Gifts in Wills strategies within their teams, understand the nuances of integrating legacy giving into various donor engagement channels, and possess the tools to foster a culture that values and promotes Gifts in Wills.

What you'll learn

Communication Mastery: Learn to grow your Gifts in Wills program through various channels, including direct mail, tele-fundraising, events and digital platforms.
Collaborative Engagement and integration: Discover methods to engage your board, staff, teams and volunteers and how to integrate your program with the Major and Middle donor programs.
Brand Alignment and donor-centricity: Ensure all Gifts in Wills messaging aligns with core organisational values and resonates with supporters.
Real-World Case Studies
Expert Insights: Gain knowledge from seasoned professionals in Gifts in Wills fundraising and non-profit strategy.
Interactive Workshops: Participate in hands-on sessions to develop tailored Gifts in Wills strategies for your team, including developing tele-fundraising scripts, practical tools for digital advertising campaigns, and tips for running events and webinars tailored to your Gifts in Wills audience.