NZ Chapter Webinar: Are you bequest ready: Is your programme set up for success?
Join us for an interactive online webinar designed for fundraisers looking to build, strengthen, or future‑proof their bequest and legacy giving programme.
In this practical session with bequest expert, Kathryn Marshall (Fundraising and Development Director, Canterbury West Coast Air Rescue), we’ll explore how to establish a robust foundation for bequest giving, from readiness audits and risk management to clear gift agreements, consistent language, and effective data governance. You’ll learn how to use donor data to identify likely legacy prospects, track donor journeys, forecast future income, and respond to changing trends.
We’ll also focus on stewardship over time: how to personalise engagement, create meaningful touchpoints, balance mission and value‑based communications, and avoid common pitfalls that can weaken long‑term relationships. With real‑world examples, metrics that matter, and active participation encouraged throughout to answer your burning questions, this webinar will equip you with tools and insights you can apply immediately.
We’re also pleased to welcome Sue Skeet from Notice Match, who will be joining the session as a sponsor and at the end will share a short demonstration of how Notice Match supports organisations to identify, manage, and realise bequest gifts more effectively.
Key Take Aways
1. Build a bequest programme that stands up over time – Learn how to assess readiness, manage risk, standardise language, and put the right governance, agreements, and data foundations in place from the start.
2. Use data to find, forecast, and grow legacy income – Discover how to identify likely bequest prospects, track donor journeys, model future income, and respond to changing wealth‑transfer trends – plus see practical tools in action with a live demo from Notice Match.
3. Strengthen relationships through thoughtful, long‑term stewardship – Gain practical strategies for personalised engagement, meaningful touchpoints, and avoiding common pitfalls that can weaken trust and long‑term donor commitment.
Event Details
Date: Monday 18 May 2026
Time: 9:00 – 10:00am
Venue: Online via Zoom
Cost: Free for Members. This is a Member Only Event
We thank NoticeMATCH our Chapter Online Special Interest Group Sponsor for supporting this event
