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, but you can complete it in less than three months.

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

1. Make sure you have a login for the FIA Learning Hub. Click "Sign In" or "Forgot Password" if needed.
2. You can enrol a staff member if they already have a login.
3. If you require assistance, please email training@fia.org.au.

CFRE

Full participation in Gifts in Wills 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: