Every Third Sector Board and CEO owes it to their organisation to invest in bequests today. The next 20-30 years is a unique window in Australia’s history to create a ‘future fund’ for your organisation as the biggest ever inter-generational transfer of wealth will take place.

Trends and Challenges
With bequests now the fastest growing income stream for the Third Sector, most organisations realise the importance of this vital income source. But, just how do you go about creating a bequest program? And how can you be sure your program is delivering the best results? DVA are specialists at creating new programs and modifying existing programs for optimum results.

DVA’s awarded bequest programs nurture, thank and celebrate each bequestor in their lifetime so the granting of a bequest becomes a natural, proud function of the relationship.

Why DVA for Bequests and Planned Giving?
1 Tailored to your unique culture.
Every organisation is different. Some have extensive experiences in bequests while for others, it’s a new endeavour. We tailor our approach to meet your needs.

2 Establishes a Bequest Society.
The Bequest Society has been a revolution in bequest promotion by allowing the ‘ask’ to be delivered in a comfortable group environment. This tool identifies, confirms and acknowledges living bequestors.

3 Establishes KPIs and methodologies for measuring real growth.
This provides a clear reporting system that is understood throughout the organisation (bequest staff, Development Manager, CEO, Board).

4 Implemented by senior consultants with specialist experience in bequests and planned giving.

5 Builds your organisational capacity.
We build the skills of your team to maintain an effective and sustainable bequest program.

6 Enables organisations to budget bequest income within three to five years from program start-up.
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DVA Bequest Services Include:
• Establishment of Bequest Societies
• Bequest Program Audits
• Revitilisation of tired programs

Client testimonial

My role as Bequest Officer for the Richmond Football Club (RFC) is genuinely a labour of love. For me it has been a long dream
come true.

The AFL competition is a fiercely fought battle and all Victorian teams are under pressure to maximise income over the longer term. And this is where bequests can be yet another ongoing source of generating a valuable income stream.Both supporter and Club can warmly embrace deepening friendships and comfortable fellowship within the regular activities of the Tigerland Bequest Society. This process is one that adds another dimension to our Society members’ love affair with the RFC and provides a wonderful thrill for our older members as we reward, recognise and thank them constantly.

The Richmond Football Club is deeply indebted to DVA Navion for their patient and professional construction of this far reaching bequest program that especially suits the culture of the RFC. Their wealth of ‘hands on’ experience in this fascinating field certainly helps accelerate the learning process plus creating a deepening understanding of the concept.

Neville Crowe, Bequest Officer, Richmond Football Club

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