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


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


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


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.

FIA member $260.00
Non member $360.00

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