TRACK • Gifts in Wills
The Future of Digital Gifts in Wills and the Realisation of Online Wills
Friday 21 Feb 2025 - 9:25 am to 10:25 am
- General Fundraiser (all fundraisers)
Digital Will writing has become a leading method for creating Wills in Australia, with Safewill now responsible for 1 in every 5 Wills and over 40,000 annually. As the historic intergenerational wealth transfer continues, charities must optimize and future-proof their programs to benefit.
Join Isabelle Marcarian, Principal Solicitor of Safewill Legal, as she shares insights from her experience in preparing and administering thousands of Wills to cover:
- Trends in online Will writing: including data on time lags between Will creation and realized gifts, frequency of Will updates, and how you can reduce the rate of bequest changes.
- Best practices for communicating digital GIW campaigns to supporters.
- Mitigating key risks in applying for probate with digital Wills, including signing, donor intent, and mental capacity.
The session will also feature insights from The Fred Hollows Foundation, which recently received two substantial gifts of $120,000 and $400,000 respectively from Safewill Wills. They will discuss:
- Correlating realized gifts with specific campaigns for effective strategies.
- Educating supporters to add value and reduce risks.
- How to implement a digital will writing offer to supplement an existing bequest program.
Drawing on data from over 150,000 Safewill Wills and extensive experience in estate administration and bequests, this session offers practical guidance for charities to future-proof their bequest pipelines with digital Wills.