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TRACK • Gifts in Wills

Measuring the impact of your gifts in Wills campaigns and programs

Friday 1 Mar 2024 - 2:20 pm to 3:20 pm

  • General Fundraiser (all fundraisers)

Measuring gifts in Wills programmes can be tricky as the techniques we use to secure gifts in Wills are as varied as fundraising disciplines. Your programme could have events, direct marketing, relationship fundraising, awareness campaigns and high value opportunities. With the long term nature of gifts in Wills, how do we actually know what is working? It’s important to measure progress and demonstrate growth of the legacy pipeline in order to invest in this priority area, and building an effective dashboard of KPIs can help demonstrate progress and show internal stakeholders what is working well.

In this interactive session, Fi will help you to build your gifts in Wills marketing dashboard and debate the pros and cons of different measures to add in. Covering what to measure for the following areas:

  • Awareness
  • Direct marketing
  • Events
  • Pipeline markers
  • Relationships

This session is for you if you lead or work in a gifts in Wills team and make budgetary decisions about where to place your spend. Helping you to show what can be measured, where and what key performance indicators show progress in the tricky area of gifts in Wills marketing can help you make decisions about which activities to put into your strategy.

Gifts in Wills Track Sponsored By:


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