Empowering organisations within the charity, foundation and club sector to drive successful ‘Gifts in Wills’ programs for their members and the broader community.
Often, organisations will only hear about a bequest after a member has passed away. The Your Willis ‘Gifts in Wills’ program allows organisations to proactively engage with their members by being able to acknowledge the intent to leave a bequest before the member has passed away. This recognition can deepen the relationship between the organisation and its members by driving a potential additional membership tier: The Bequests Club. This membership tier can provide additional access, services or engagement with the club to reward the financial commitment of members who have indicated that they intend to leave a gift – big or small – to the club in their Will.
Utilising the Your Wills ‘Gifts in Wills’ software will mean that whenever an individual indicates their intent to leave a gift in their Will to you organisation, you’ll receive a notification from Your Wills so that you can act swiftly on this information to engage with this member.
Customised Solution
World First Initiative
Lead Management
For more information, please contact us via email info@yourwills.com.au or call 1300 234 806 (9am – 5pm, Monday – Friday).