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, 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
- Make sure you have a login for the FIA Learning Hub. Click "Sign In" or "Forgot Password" if needed.
- You can enrol a staff member if they already have a login.
- 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:
FIA Code 3.0 Ethical Conduct, 4.0 Conduct towards Donors, 5.0 Conduct towards Beneficiaries.