NSW - Gifts in Wills Training
Join us for this exclusive Include a Charity half-day session concentrating on optimising your gifts in Wills program. This is a hands-on working group led by Ian Lawton, Director Bequests, Heart Foundation and his team.
By the end of the workshop you will be clearer about who your bequestors are, working right back to your lead generation, how to communicate with them and your best tactics and scripts to nudge supporters to consider and ultimately include a gift in their Wills.
This workshop includes sessions on lead generation; key tactics to engage your pipeline; objection handling and how to develop social norming scripts.
Date: Wednesday, 25th March 2020
Time: 9:30 am - 12:30 pm
Location: Level 29, 259 George Street
Sydney 2000 NSW
Led & facilitated by:
| Speaker |
| Leonard Elario Manager - Bequest Relationships | |
| Ian Lawton Director - Bequests | |
| Beverley Moisey Pipeline Manager | |
| Pricing |
This is ONLY open to and free for current Include a Charity supporters.
If you would like more information on becoming an Include a Charity campaign supporter, please contact includeacharity@fia.org.au
Full participation in this ' Gifts in Wills 101' is applicable for 2.5 continuing education points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
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