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Expert support to strengthen your Gifts in Wills program
Practical workshops, tailored resources and specialist guidance designed around your organisation’s priorities, capacity and stage of development.
Specialist expertise, matched to your needs
Strategic Support Services are delivered by experienced Gifts in Wills practitioners with specialist expertise across program strategy, leadership engagement, staff education, stewardship and estate administration.
We bring together the right expertise for your organisation, ensuring every workshop, resource and recommendation is practical, relevant and tailored to your priorities.
Expert Contributors
Morgan is Managing Director of Bequest Assist and brings extensive experience in estate administration, executor engagement and sector education across Australia and New Zealand.
Lucy brings more than 25 years of not-for-profit experience and specialises in helping organisations clarify priorities, strengthen their Gifts in Wills foundations and turn strategy into practical action.
Additional Support Services
Designed to complement the Starter Kit or Accelerator Kit, these flexible services provide additional support where your organisation needs it most.
They can also be used as standalone services and include expert-led workshops, practical reviews, supporter research and tailored guidance.
Build understanding, confidence and support for Gifts in Wills through a focused 90-minute session combining facilitated discussion and strategic guidance.
What’s Included:
✓ 90-minute session facilitated by a sector expert
✓ Sector trends, insights and program benchmarking
✓ Leadership roles, board engagement and organisational alignment
✓ Strategic growth opportunities and practical action planning
Build staff understanding and confidence to recognise, respond to and appropriately refer Gifts in Wills conversations through a practical 90-minute workshop.
What’s Included:
✓ 90-minute workshop facilitated by a sector expert
✓ Staff roles, responsibilities and Gifts in Wills awareness
✓ Supporter conversation guidance, FAQs and referral pathways
✓ Practical case studies and internal engagement tools
Strengthen your organisation’s approach to estate administration through a practical 90-minute session covering executor engagement, realised gift processes, internal responsibilities and risk management.
What’s Included:
✓ 90-minute session facilitated by a sector expert
✓ Executor engagement and realised gift processes
✓ Internal responsibilities and CRM recording recommendations
✓ Risk management guidance and practical case studies
Build a focused Gifts in Wills campaign that strengthens visibility, engages supporters consistently and aligns with your broader communications calendar.
What’s Included:
✓ 90-minute workshop facilitated by a sector expert
✓ Review of existing Gifts in Wills communications and activities
✓ Annual planning, campaign themes and new awareness opportunities
✓ Practical implementation actions and follow-up recommendations
Strengthen supporter relationships with a practical review of your existing stewardship approach, communications and supporter touchpoints, with tailored recommendations and editable templates to support consistent engagement.
What’s Included:
✓ Review of existing stewardship activities
✓ Review of thank you, welcome, update, anniversary and general supporter communications
✓ Editable Word communication templates
✓ Practical implementation guidance and recommendations
Develop a tailored Gifts in Wills supporter survey that helps you better understand your supporters, identify potential prospects and guide future engagement.
What’s Included:
✓ Tailored survey design, questions and supporter messaging
✓ Distribution guidance and data collection framework
✓ Results summary template and recommended follow-up actions
✓ Practical implementation guidance
When Strategic Support might be helpful
Additional support services can be helpful where your organisation wants more support than the Starter Kit alone can provide, or where there are specific internal priorities that need additional attention.
Build internal confidence, awareness and understanding
Leadership & Board Engagement Workshop
Build leadership understanding, strengthen strategic commitment and create organisational support for a successful Gifts in Wills program.
Standard investment
$1,250 + GST
Small organisation* investment
$875 + GST
Estate Admin & Executor Engagement Workshop
Strengthen estate administration processes and build positive relationships with executors to maximise legacy outcomes with confidence.
Standard investment
$1,250 + GST
Small organisation* investment
$875 + GST
Staff Awareness & Engagement Workshop
A practical workshop designed to improve understanding, build confidence and help embed Gifts in Wills across the organisation.
Standard investment
$995 + GST
Small organisation* investment
$695 + GST
Campaign Planning Session
A facilitated workshop to develop practical Gifts in Wills campaign priorities, supporter communications and a tailored 12-month campaign calendar.
Standard investment
$995 + GST
Small organisation* investment
$695 + GST
Supporter Survey Development
Support to design a survey to understand awareness, interest and readiness for Gifts in Wills, and identify opportunities for future engagement.
Standard investment
Custom quote
Small organisation* investment
Custom quote
Stewardship Communication Pack
A tailored pack to help you thank, update and nurture Gifts in Wills supporters. Includes review of existing materials (where applicable).
Small organisation* investment
Custom quote
* For organisations with annual non-government income under $500,000.
All prices are in AUD/NZD and exclude GST.
Explore the right support for your organisation
Whether you're launching a Gifts in Wills program or looking to optimise
an established one, we'll help you identify the right support to achieve
your next stage of growth.