Intergenerational Wealth Transfer
A defining moment in fundraising
Australia is in the midst of one of the largest wealth transfers in history, with trillions of dollars expected to pass between generations over the coming decades.
For charities, this represents a significant and often underutilised opportunity to secure future funding through Gifts in Wills.
Why this matters for charities
Much of this wealth will be distributed according to decisions being made today.
Without a clear and accessible pathway, many supporters who care deeply about your cause may never consider including a charitable gift in their Will.
Gifts in Wills provide a powerful way for supporters to create lasting impact, while helping charities build a sustainable pipeline of future income.
The challenge for charities
Despite the scale of the opportunity, many charities face barriers to taking action:
• Limited internal resources or expertise
• Uncertainty about where to start
• Lack of clear ownership across teams
• Concern about how to communicate legacy giving appropriately
As a result, Gifts in Wills programs are often delayed, underdeveloped or deprioritised.
The rise of online wills
The way people write Wills is evolving.
Many people continue to work with solicitors, particularly where circumstances are more complex. At the same time, more Australians are choosing simple, accessible online pathways.
Together, these approaches create a broader opportunity for charities to engage supporters in different ways, meeting them wherever they are in their Will-writing journey.
Supporters also respond best to messaging that is clear, supportive and free from pressure.
What this means in practice
Charities that take a proactive, supporter-first approach across both traditional and online pathways are best placed to benefit.
This includes:
• Making it easy for supporters to write or update a Will
• Supporting both solicitor-led and online Will journeys
• Integrating Gifts in Wills into existing supporter touchpoints
• Communicating in a clear, accessible and non-obligatory way
• Building internal confidence and capability over time
Small, consistent actions can lead to significant long-term outcomes.
How we help
Future Impact Collective helps charities turn this opportunity into action.
Through practical frameworks, tailored resources and hands-on support, we make it easier to establish and grow Gifts in Wills programs that work across both traditional and online pathways, ensuring no opportunity is missed.
