Gifts in Wills Masterclass

Gifts in Wills Masterclass

Unearthing the hidden bequest donors!

Course level: Intermediate

The Masterclass this year looks to focus on helping organisations understand where to find the best prospects within your existing file and takes you through a step-by step approach to help you unearth these donors in your own file. This is combined with examples of how to apply this process into your Gift in Wills Communications activity

What you’ll learn

  • Why your current donors provide best source of leads for giving a gift in their Will
  • The key attributes in your data that can help you identify donors with greater likelihood to leave a gift in their Will
  • Why building a prospect score can improve the effectiveness of your bequest program
  • A step-by-step guide on how to build a bequest prospecting score that works
  • How using the prospect scores have helped other charitable organisations

Who is this course for?

  • Intermediate-level fundraisers wishing to add to their fundraising toolkit
  • Managers of small charities and NFPs with limited knowledge in Gift in Wills fundraising
  • Board Members and senior staff whose organisations have established programs and wish to understand their bequest programs in more detail.
  • Fundraising managers who wish to understand how they can best utilise their own resources to identify the best prospects for these programmes

Pricing

Early Bird ends July 22

StandardEarly Bird
Member$520$415
Staff of Organisational Member$590$470
Non-Member$695$555

Course dates

City
Dates
Sydney
23 OctoberRegister Now
Melbourne
24 OctoberRegister Now
Brisbane
22 OctoberCancelled
Adelaide
29 OctoberRegister Now

Meet the Presenters:

Paul Evans

Since 2011, Paul has been honing his leadership skills and building strong teams in the NFP sector to deliver on organisational missions.

Currently, the Gifts in Wills Manager for World Vision Australia. Paul’s role is to develop and deliver a best practice bequest program, in support of key support programs being undertaken in developing nations around the world.

Jonathan Wright

In 2011, Jonathan left Plan International Australia to create Wright Approach Marketing, to work in partnership with clients to help them deliver better fundraising results.

Jonathan has in recent years provided support in the field of Bequests for a wide range of Australian and New Zealand charities.

Click here for FIA course terms and conditions

Full participation in the Gifts in Wills Masterclass 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.