Gift in Wills / Bequest Essentials 8 week Online Course
Event Information
About this event
DVA Navion have provided counsel to NFP's around the world for over 35 years.
This short-course delivered in eight weekly 90 min sessions outlines the fundamentals and best practice activities for Bequest / Gift in Wills programs. Each week will provide valuable content, case studies, statistical information that will help you build a comprehensive knowledge of Gift in Wills and Bequests. The practical tutoring will help you transfer the knowledge gained seamlessly into your own program.
With a maximum of 8 people in the course, you will be encouraged to bring details of your current program to ensure that the content is tailored to your meet your specific needs.
The course covers the following key elements;
- Gift in Wills/ Bequests – where it sits within the Fundraising Spectrum
- Gift in Wills/ Bequests – from your Donors perspective
- Developing your Strategy - Participation and Investment from leadership
- Developing Collateral and Tailoring Communications - Active and Passive Marketing
- Prospecting – Data Lead Generation- How to Build your quality pipeline
- Active Cultivation, best practice use of Engagement and Events
- Strategic and Effective Solicitation - Making the ASK
- Best Donor Experience Stewardship - Thanking, acknowledgement and staying relevant
Based on 20 years of providing strategic counsel to hundreds of NFPs/ NGO's, the following course is a great orientation to new people from organisations beginning their Gift in Wills journey and a great update on new trends and tactics as a refresher for the more experienced.
This 8-week short course will provide key insights, examples and the ability to workshop ideas in a small group to tailor design your strategy.
Begin 2022 with the essentials for your Gift in Wills/ Bequest to build a successful program.
PLACES ARE STRICTLY LIMITED ONLY 8 PLACES AVAILABLE
DVA Navion have provided counsel to NFP's around the world for over 35 years.
About Presenter - Chris Downes
With more than 30 years in fundraising, Chris has spent much of the last 20 years providing counsel, recruiting, training and mentoring staff with organisations throughout Australia, New Zealand and North America on Bequest/ Gift in Wills.
Amongst the clients are; The Salvation Army, Royal Flying Doctors Service, Cancer Council, Vision Australia, University of Melbourne, Plunket, Starship, RNZFB, UNICEF and many more. In the sporting landscape he has worked as counsel the Australian Football League and directly with 16 of the 18 clubs. He has worked with NRL, A-League clubs. With National sporting bodies including, Cricket Australia, Hockey Australia and NZ Rubgy.
He has presented to multiple International and National conferences including FIA, FINZ, SAIF, EducatePlus. He has presented to the Big4 F&P conference for the last 6 years. A growing amount of his time is dedicated to conducting masterclasses, workshops and webinars to assist many organisations large and small on their Gift in Wills journey.