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Gain the insights you need to build a stronger
Gifts in Wills program
Whether you’re just getting started or already have activity in place, our Gifts in Wills Health Check helps you understand where your program stands today, what’s working, where the gaps are and what to prioritise next.
Free of charge
Takes around 10 minutes to complete
No right or wrong answers
Tailored report with practical next steps
Start the Health Check
A simple way to see what’s working and what needs attention
You might be wondering whether your current activity is enough, where the biggest gaps are, what good practice looks like for an organisation your size, or how to build momentum without adding another major project to your team’s plate.
The Gifts in Wills Health Check is designed to give you practical clarity. It helps you step back, assess your current program and identify the most useful next steps for your organisation.
What We Assess
The Health Check looks across the core building blocks of a sustainable Gifts in Wills program.
How Gifts in Wills sits within your organisation, including planning, leadership support and internal ownership.
How visible Gifts in Wills currently is across your website, supporter communications and fundraising activity.
How you respond to enquiries, support interested supporters and steward those who have pledged a gift.
How Gifts in Wills activity, pipeline stages and supporter information are tracked and reported internally.
How confident staff feel discussing Gifts in Wills and whether your team has the tools and knowledge to support conversations well.
Complete the Health CheckYour organisation’s current goals, challenges and areas where practical support could make the biggest difference.
Complete the Health Check How it works
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What you’ll receive
After completing the Health Check, you’ll receive a tailored report designed to help you understand your current position and move forward with confidence.
A clear picture of where your Gifts in Wills program stands today
Key strengths, gaps and opportunities identified across your program
An overall assessment of your current level of maturity
Practical recommendations tailored to your organisation
Prioritised next steps for the short, medium and longer term
The goal is not to produce a generic scorecard. It’s to give you useful, proportionate guidance you can actually act on.