Gifts in Wills Masterclass

Can your organisation benefit from a well-planned Gifts in Wills fundraising strategy and annual plan?

This interactive masterclass and workshop goes beyond the basics of Gifts in Wills fundraising and is designed specifically to help those who already have some GIW experience.

The course is packed with best practice strategic advice, the latest research and case studies from Australia and overseas.

It provides practical tools, ideas, advice and solutions, as well as the opportunity to network and learn from other organisations, to help you to maximise your Gifts in Wills potential.

What you’ll learn

  • How to create an annual Gifts in Wills or bequests fundraising plan
  • How to work with limited resources
  • How to steward your prospects and donors
  • Five fundamental steps in a Gifts in Wills or bequests marketing plan
  • How to make the ask
  • How to create meaningful reporting systems
  • What the future holds for Gifts in Wills or bequests


  • Develop a strategic Gifts in Wills Fundraising Plan
  • Receive a practical Program Checklist
  • Maximise the potential of an established program

Who should attend

  • Fundraisers with at least two years’ experience in Gifts in Wills
  • Those less experienced who have attended a Gifts in Wills Fundamentals course

For a complete course outline click below:



Standard Early Bird
Professional Member $520 $415
Staff of organisational member $590 $470
Non-member $695 $555


Course Dates

For venue information, click through to the relevant city location.

City 2018 Course Dates   Early bird cut-off
Sydney 24 October 24 August Register Now
Melbourne 30 October 18 August Register Now
Brisbane 7 November 7 September Register Now


Click here for FIA course terms and conditions

All FIA Skills-Specific short courses and masterclasses have an 8:45am arrival time for a 9:00am start; the day will finish at approximately 4:30pm.


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.

Meet the Presenters

Helen Merrick (MFIA)

Helen has worked in the not for profit sector since 2005. She is the campaign director for Include a Charity, promoting the practice of including gifts-In-wills across Australia. More