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Transforming your Gifts in Wills program using a data-led approach (ON DEMAND)

In 2016, The Foundation took a fresh look at our bequest program. We used a data-led approach to develop and implement a new strategy, which led to growth of $6m in the first year.

This session will share our data-led approach across three areas. Starting with Estate Management, we’ll show you how we set up a new system for capturing and categorising estates on our database, developed a ‘pledge’ system to track the income pipeline and developed real time reports to feedback on progress. We’ll also share how this allowed us to develop a report that attempts to forecast bequest income and predict the most unpredictable of fundraising areas!

We’ll move on to how we used quantitative and qualitative data to create new bequest messaging, and how we used our survey to test these messages, ensure they meet donor needs and encourage more people to choose The Fred Hollows Foundation in their will. Finally, we’ll explain how we are testing a new data model to find the best prospects within our donor base to talk with about bequests. 

By sharing our journey and what we’ve learned, we hope to help other organisations develop their own unique bequest strategy.

Session Grading: Intermediate (2-7 years experience)

This track is proudly sponsored by:


#FIA Conference 2021
#FIA Conference 2021