WEBINAR #3

From Pipeline to Payoff

The Smarter Way to Plan Your Gifts in Wills Campaign

Don't miss our next webinar!

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Limited spaces available

What to expect

Most gifts in wills programmes sit at one of two extremes:

  • Either you've built a healthy pipeline but you're drowning in it, unsure who to prioritise, burning out your team, and wondering whether to just stop acquiring for a while.
  • Or you've got beautiful relationships with a small confirmed cohort, but the pipeline feeding them is dangerously thin and the income cliff is closer than you think.

Both problems are solvable. But only if you can see your numbers clearly.

In this webinar we'll walk through the framework that gets acquisition and stewardship back in balance - and show you exactly what that looks like in practice, channel by channel, in real time.

You’ll learn:

  • Why turning off acquisition is almost always the wrong call - and what to do instead

  • How to identify the gold in your pipeline so you know where to focus your relationship effort

  • What a credible, board-ready acquisition strategy actually looks like across every channel

  • How to track actuals against plan throughout the year so you're optimising as you go - not just at budget time

And because gifts in wills fundraisers are building future revenue that rarely gets the recognition it deserves, we'll show you how to make that case compellingly to your leadership.

We'll be bringing our new Campaign Planner to life throughout - so you'll see the thinking in action, not just in theory.

SPEAKERS ON THE DAY

Learn from industry experts

Karen Armstrong

Director at More Strategic

Megan Maya

Senior Consultant at More Strategic

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