Gifts in Wills Fundamentals

Does your organisation have a long-term, sustainable plan for raising revenue?

The amount of fundraising revenue from Gifts in Wills in Australia is fast approaching $1 billion per year. So charities need to prepare themselves to tap into this source of income.

This one-day course examines the basics of a Gifts in Wills program, equipping you with the tools to get started with an effective program that can provide your organisation with a long-term financial future.

What you’ll learn

  • Understand donor motives for leaving a charitable gift in their will
  • How the Gifts in Wills Program fits into your total development strategy
  • How to resource your program
  • 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
  • The role of the Gifts in Wills Officer and how to measure success


  • Develop a gifts in wills toolkit and get it up and running quickly
  • Understand who to approach and how to approach them
  • Develop communication materials and tools

Who should attend

  • Those who are new to Gifts in Wills fundraising or have limited experience to the area.
  • Anyone who wants to start a Gifts in Wills program in their charity, or whose program is relatively new.


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 27 June 27 April Register Now
Melbourne 20 June 20 April Register Now
Brisbane 6 June 6 April 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 Gifts in Wills Fundamentals 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