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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

A simple way to see what’s working and what needs attention 

Many organisations know Gifts in Wills could play an important role in long-term sustainability, but it can be hard to know what to focus on first.

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.

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What We Assess

The Health Check looks across the core building blocks of a sustainable Gifts in Wills program.

Strategy & Ownership
How Gifts in Wills sits within your organisation, including planning, leadership support and internal ownership.
Promotion & Visibility
How visible Gifts in Wills currently is across your website, supporter communications and fundraising activity.
Supporter Journey & Stewardship
How you respond to enquiries, support interested supporters and steward those who have pledged a gift.
CRM Tracking & Reporting
How Gifts in Wills activity, pipeline stages and supporter information are tracked and reported internally.
Internal Confidence & Capability
How confident staff feel discussing Gifts in Wills and whether your team has the tools and knowledge to support conversations well.
Priorities & Barriers
Your organisation’s current goals, challenges and areas where practical support could make the biggest difference.

 How it works

Complete the Health Check
Answer a short set of questions about your organisation, current Gifts in Wills activity, internal capability and priorities. It takes around 10 minutes to complete.
We review your responses
We assess your current program across the key areas that influence Gifts in Wills growth, visibility, stewardship, tracking, reporting and internal readiness.
Receive your tailored report
You’ll receive a practical report outlining strengths, gaps, opportunities and recommended next steps tailored to your organisation.
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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.