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.