TRACK • Gifts in Wills
How you can help your supporters to avoid the top ten pitfalls in their wills
Friday 24 Feb 2023 - 12:10 pm to 1:10 pm
- Intermediate (2-7 years experience)
- Advanced (more than 7 years experience)
In this practical session, they’ll explore how charities can avoid frequent issues that arise when realising legacy gifts.
You’ll learn how you can have better conversations with your supporters to prevent a bequest clause that renders an Estate less valuable or difficult to administer.
Some of the frequent occurrences they’ll cover include restrictions on gifts, specific gifts such as property, requests to recommend solicitors, and indications of potential future claims on a will.
This session is perfect for Gift in Wills teams and fundraisers who speak with donors considering leaving a bequest. It will help ensure the communications you have with supporters lead to better estate management down the line.
Using their significant experience in Gifts in Wills and administering deceased estates, Christine Robinson from WWF-Australia and Maureen Koegel from Bequest Assist will leave you feeling confident about communicating the “how to” of including your charity in their Will.