EOFY Pre-Build & Bequest Preview · 2027-04

Rooms firing this month

Room	Name	Angle	% spend
C	Regular giving	EOFY pre-build — creative locked, list warming	40%
E	Bequests / legacy	First Room E content: /bequest landing page, legacy thought piece	20%
A	Foundations	Q1 grant reporting quarter-close	0%
B	Corporate	EOFY matched-giving warm-up	40%

Paid spend

$8,000 AUD

Rooms active

Voice mix

Lisa 50% · Laurence 25% (legacy thought piece) · Carla 20% · LWD 5%

Hero moves

/bequest landing page live (Room E first activation)
Q1 grant reports delivered to all funded foundations
EOFY creative locked (May launch)

Weekly cadence

Week 1

EOFY pre-build week — creative locked, list warming.

Email: EOFY early-warning to donor base
Meta: EOFY awareness testing (3 creative variants)
LinkedIn: Lisa Head-of-Philanthropy EOFY thought piece
Blog: How EOFY giving actually works (tax-deductibility explainer)

Week 2

Room E bequest / legacy preview — Wills-Week alignment (early activation).

Landing page: /bequest first version live
Blog: Why LWD is a natural fit for a bequest (Room E foundation)
LinkedIn: Laurence — legacy giving thought piece
Email: bequest interest test send to policy-donor list

Week 3

Room A Q1 grant reporting quarter-close.

Q1 grant reports finalised (top 8 funded foundations)
Blog: Q1 in numbers (Annual-Report preview)
LinkedIn: Carla Q1 governance & fiscal note
Email: monthly donor newsletter

Week 4

Room B corporate warm-up for EOFY matched-giving.

LinkedIn: Lisa on EOFY corporate giving opportunities
Email: warm-intro to Room B pipeline (matched-giving readiness)
Blog: Corporate matched-giving — how it works at LWD
LinkedIn: Laurence — EOFY-adjacent op-ed pitch

Measurement — what makes this month a win

Bequest interest: 20+ enquiries via /bequest
Q1 grant reports delivered on time: 100%
EOFY creative approved: all assets green in /production
Traffic: 6,000 organic sessions

Dependencies (before 2027-04 starts)

/bequest landing page approved by Laurence + Lisa
EOFY creative brief approved by Lisa (May launch depends on it)
Q1 foundation reporting templates finalised
Composite story #4 drafted (for May EOFY launch)

Creative brief

Look

Reflective, longer-time-horizon feel for Room E (bequest). Warm domestic Australian imagery — an older person with grandchildren, a will document on a table. Never morbid. Never rushed.

Copy tone

Bequest voice is unhurried, respectful, specific about impact. "Leaving 1% of your estate to LWD funds ten free cases." (RG 96 hedge: "may fund up to ten cases".)

Hook lines to draft against

“A gift after your lifetime. Ten families for every 1%.”
“EOFY 2027 — the quiet month before the loud one.”
“Why a bequest to LWD is a natural fit.”

Governance envelope — Every asset drafted for 2027-04 lands in /production as status=draft and cannot go live until a human reviewer clears all six compliance flags (RG 96 outcome language, composite labelled, no PII, no named case without consent, Australian English, brand consistent) under HAS §8.5. AI drafts at HA1-3; humans decide at HA4-5.

Open 2027-04 assets in /production Master plan CMO brief