Overview

How to build a pipeline of prospective Gifts in Wills and then nurture them to create significant income for your charity.

Australia is on the brink of the biggest intergenerational transfer of wealth ever.  This short workshop has been developed to help share insights into how Australian charities build and convert a pipeline of Gifts in Wills prospects.

Leaving a gift in a will is a profound act with the potential to make an enormous impact. This masterclass showcases:

-          How charities position this special opportunity

-          How that relates to donor motivations and perspectives

-          The ways that the interest of prospects is pulled into a pipeline and how those prospects are then nurtured.

With examples from a range of Australian charities across multiple cause categories, this workshop provides practical guidance on how to build a successful Gifts in Wills program.

Learning Outcomes

In this session you will learn:

●        How Australian charities target donors as prospective bequestors

●        Why donors make gifts in their Wills and how this shapes invitations to consider this significant gift

●        The fundamental communication touchpoints of a GIW program

●        The interplay between direct response communications and personal relationship management

Who should attend this course

Employees with charities, fundraising team members, major gifts managers, gift in Wills program Managers etc.

Key Topics

●        GIW program development

●        Targeting prospects

●        Donor motivations and needs

●        Donor experience and journeys

●        Strategies and tactics to convert interest into intention

Delivery

90 mins via Zoom

Meet the facilitator

Click here to read Dan Geaves' bio.

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 Google Looker Studio is applicable for up to TBA 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.