Gifts in Wills

Seeking charitable bequests from generous baby boomers

Let's work together

The time is right to be seeking charitable bequests.

The populations of Australia and New Zealand each feature an unprecedented demographic wave known as baby boomers. The size and scale of the cohort gave it its name, and it is the beneficiary of an era of unprecedented wealth.
Based on current estimates, this generation will begin to pass away in large numbers in the late 2030s and continue for two decades or more.

Plan ahead and initiate conversations

Initiate conversations with Baby Boomers about Gifts in Wills left to your charity or organisation.

Dr Christopher Baker from Swinburne Business School identified in his research that:

“Many baby boomers will end their lives with unspent accumulated wealth. Even a small increase in the proportion of individuals leaving a charitable bequest will result in a significantly increased flow of charitable funds.”

Remember, even a small increase in the proportion of individuals leaving a charitable bequest will result in a significantly increased flow of charitable funds.

How we can help

Want to secure much higher income from Gifts in Wills in the future?

Here are the ways that Marlin can help you:

  • Develop a strategic plan for identifying prospective Gifts in Wills supporters, and converting them into confirmed bequestors.
  • Implement digital tools for managing, monitoring, and measuring Gifts in Wills programs.
  • Create clear message positioning for a relationship with individual supporters that spans from attraction through the confirmation of wishes, and gift distribution.
  • Write, design and despatch online and offline communications that reinforce the reason to make a Gift in Will.

Why Marlin?

You can count on our experience.

Marlin has been helping develop communications for Gifts in Wills programs for over 15 years including Children’s Medical Research Institute, Prostate Cancer Foundation, The Smith Family, and MSF Australia. Over the last five years, we have advised on and created program strategies for some of Australia’s best-loved charities including Vinnies, The Wilderness Society, and ChildFund Australia.

Understanding the motivations and attitudes of the large and affluent Baby Boomer generation is central to ensuring that any Gift in Wills promotions that we develop have maximum effect.

Say hello to Sophie

As one of Marlin’s strategists, I make it my mission to understand ambitions, get to the heart of a problem and work collaboratively to develop a solution. I would love to hear from you!

E: [email protected]
M: 0404 225 129