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Gifts in Wills Starter Kit

What it is

The Gifts in Wills Starter Kit gives you everything you need to build a strong foundation for your program, across both traditional and online pathways.

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Designed for charities at the early stages of their Gifts in Wills journey, it puts the right structure, messaging and tools in place so you can confidently take the next step and start building momentum.

Who is it for

  • New or early stage Gifts in Wills programs

  • Limited internal resource or dedicated ownership

  • Unsure where to start or how to structure your gifts in wills program

  • Looking to establish a clear, supporter friendly foundation

What’s included

Each element is tailored to your organisation:
 

  • Gifts in Wills webpage content and structure (including traditional & online will pathways)

  • Staff scripts to confidently handle bequest enquiries

  • A one page Gifts in Wills brochure (external)

  • A Gifts in Wills fact sheet (internal)

  • Gifts in Wills CRM pipeline setup guidance

  • A one page Gifts in Wills brochure

  • Stewardship framework

Why this approach works

  • Designed specifically for the NFP sector

  • Focused on simplicity and clarity

  • Balances best practice with practical execution

  • Removes uncertainty and builds confidence

  • Creates a strong foundation for future growth

Investment

$800* + GST for the full Starter Kit

*Reduced rate available for organisations with income less than $500k pa

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