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TRACK • Conference Tracks & Gifts in Wills

Life After Death; the Impact of Estates

Friday 3 Jun 2022 - 10:30 am to 11:30 am

Imagine two years from now: you’re looking over your realised estates data from the previous two years and it’s telling you precise detail about the demographics, behaviours and financial patterns of your charity’s next best bequest prospects. On top of that, it’s informing a reliable income forecast that will give your board confidence to add resource to your program.


This visionary approach to the Estates program at the Heart Foundation has contributed to gaining the support of the board and helping our Relationships team secure over 1000 new confirmed bequestors each year.


In this session, you will gain insights to the most valuable data for your program, where to find it, and how to start capturing it right away.

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