Upcoming Events, Training & Webinars

NSW - GIFTS IN WILLS TRAINING DAY 

Morning Session - GIW 1.0.1
10.00am - 12.30pm

For those who are new to this area of fundraising or for those in your organisation that want to understand more.

Using Include a Charity’s latest research get an overview of the gifts in Wills market in Australia, some key insights into the sector and the basics needed to set up an effective gifts in Wills program

Speaker: Helen Merrick 

Afternoon Session - Empathy mapping - Design and ideate test journeys 


1.30pm - 4.00pm

This is Workshop 2 of a three stage process. In this we will design the test journeys by understanding the real-life journeys supporters are having with charities and how we can test various interventions.  These workshops will deliver the prototypes to be implemented in partnership with charity members and the Behavioural Insights Team UK.

The goal is to design behavioural tests that can be implemented within our charities. We’ll be utilising empathy mapping to design and ideate around the greatest opportunities identified in Workshop 1.

The workshop seeks to understand:

1. What people do

2. What they interact with

3. How they feel

 The teams work together to identify the “moment that matters” in the journey where a change in behaviour can have the greatest impact. Ideation around this moment helps us to determine how we can change a person’s attitude and emotions in order to influence their behaviour.

 Outcome: 3-4 defined journeys to develop test plans with Charity partners and the Behavioural Insights Team UK

Presenter: Martin Paul 

Join us for one or both sessions. Lunch provided.

Speakers
Helen Merrick
Campaign Director 
Include a Charity 
Helen Merrick is currently the Campaign Director of Include a Charity. After a successful corporate career in advertising and publishing, Helen has spent the last nine years specialising in marketing, communications and fundraising. Helen provides strategic advice and operational management in the areas of not for profit management, brand and profile raising and revenue generation through direct marketing initiatives, channel management and communications. She has worked in executive leadership positions with Camp Quality and Opportunity International.
 
Martin Paul
Director 
More Strategic
Over the last 12 months Martin has been investigating and applying best practice Customer Experience Management and Behavioural Economics to improve supporter loyalty. Having attended commercial CX conferences in the US and Australia More Strategic have partnered with a leading Experience Management Platform to bring commercial insights to NFP practices. Martin is highly regarded as a presenter and trainer and has delivered acclaimed masterclasses in Australia and at the IFC in Europe and Asia. Martin has led large teams to great success at the National Trust UK, Heart Foundation and Cancer Council before forming More Strategic, a fundraising, experience management and marketing consultancy in 2009.
 
Date, Time & Location
Tuesday, 28 November 2017
10:00 am - 4:00 pm
Beaumont
Level 29, 259 George Street,
Sydney, NSW, 2000

*Lunch will be provided. 

Click here to register

 

VIC- Gifts in Wills Training Day 

Morning Session - GIW 1.0.1
10.00am - 12.30pm

For those who are new to this area of fundraising or for those in your organisation that want to understand more.

Using Include a Charity’s latest research get an overview of the gifts in Wills market in Australia, some key insights into the sector and the basics needed to set up an effective gifts in Wills program

Speaker: Helen Merrick 

Afternoon Session - Empathy mapping - Design and ideate test journeys 
1.30pm - 4.00pm

This is Workshop 2 of a three stage process. In this we will design the test journeys by understanding the real-life journeys supporters are having with charities and how we can test various interventions.  These workshops will deliver the prototypes to be implemented in partnership with charity members and the Behavioural Insights Team UK.

The goal is to design behavioural tests that can be implemented within our charities. We’ll be utilising empathy mapping to design and ideate around the greatest opportunities identified in Workshop 1.

 The workshop seeks to understand:

1. What people do

2. What they interact with

3. How they feel

 The teams work together to identify the “moment that matters” in the journey where a change in behaviour can have the greatest impact. Ideation around this moment helps us to determine how we can change a person’s attitude and emotions in order to influence their behaviour.

 Outcome: 3-4 defined journeys to develop test plans with Charity partners and the Behavioural Insights Team UK

Presenter: Karen Armstrong

Please register here

Join us for one or both sessions. Lunch provided.

Speakers
Karen Armstrong
Senior Consultant 
More Strategic
Karen Armstrong is a Senior Consultant with More Strategic, a marketing, fundraising and experience management consultancy. Karen was previously Director, Marketing and Fundraising at Cancer Council Australia and a founding board member of the Include a Charity Campaign. More Strategic will be working on a pilot program with the Behavioural Insights Team UK and Include a Charity. This program is focused on opportunities to innovate and test Behavioural Economics (‘nudges’) in our supporter journeys.
 
Helen Merrick
Campaign Director 
Include a Charity 
Helen Merrick is currently the Campaign Director of Include a Charity. After a successful corporate career in advertising and publishing, Helen has spent the last nine years specialising in marketing, communications and fundraising. Helen provides strategic advice and operational management in the areas of not for profit management, brand and profile raising and revenue generation through direct marketing initiatives, channel management and communications. She has worked in executive leadership positions with Camp Quality and Opportunity International.
 
Date, Time & Location
Wednesday, 6 December 2017
10:00 am - 4:00 pm
Cancer Council VIC 
615 St Kilda Road 
Melbourne , VIC, 2000

 

NSW - Gifts in Wills Special Interest Group - Christmas Networking 
Join us for some light hearted Christmas fun and the opportunity to meet with other Gifts in Wills fundraisers and likeminded people as 2017 draws to a close. Drinks and nibbles will be provided by Include a Charity and we look forward to seeing everyone there. This is a great opportunity for you to get to meet your peers and make some new connections. 

 

Speakers
Helen Merrick
Campaign Director 
Include a Charity 
Helen Merrick is currently the Campaign Director of Include a Charity. After a successful corporate career in advertising and publishing, Helen has spent the last nine years specialising in marketing, communications and fundraising. Helen provides strategic advice and operational management in the areas of not for profit management, brand and profile raising and revenue generation through direct marketing initiatives, channel management and communications. She has worked in executive leadership positions with Camp Quality and Opportunity International.
 
Date, Time & Location
Monday, 4 December 2017
3:00 pm - 5:00 pm
Legacy
Level 1, 47 York Street, ,
Sydney, NSW, 2000

Please register here 

 

Webinar - Living donor stories: how to get a great testimonial for your program

 

We’ve all heard the research from Dr James – living donor stories have the maximum impact and work best for your gifts in wills prospects. But how do you:

-        Identify a good story

-        Ask the donor to be involved

-        Brief the donor  - whether it be media, video or event speaking

-        Maximise the impact of the story.

This webinar will seek to answer some of those questions and provide you with some advice on what to do, and what not to do!

Speakers
  Kim Carter
PR Consultant
Kim Carter is a public relations professional with a wealth of experience in project management, PR strategy, media relations, content creation, social media, special events, internal communications and issues management. She’s worked in the fundraising/charity, marketing, child advocacy/protection, heritage advocacy, food/nutrition, consumer, fashion and education sectors, with skill honed in house at associations, non-profit organisations, government and respected PR agencies.
 
  Helen Merrick
Campaign Director 
Include a Charity 
Helen Merrick is currently the Campaign Director of Include a Charity. After a successful corporate career in advertising and publishing, Helen has spent the last nine years specialising in marketing, communications and fundraising. Helen provides strategic advice and operational management in the areas of not for profit management, brand and profile raising and revenue generation through direct marketing initiatives, channel management and communications. She has worked in executive leadership positions with Camp Quality and Opportunity International.
 
Date & Time

Due to unforeseen circumstances the Webinar that was going to be held on 29 November will be postponed and rescheduled for 2018. As soon as we have the new date we will let you know. 

 

WEBINAR - ESTATE ADMINISTRATION 101 


As gifts in wills fundraisers we all have faced the challenges of understanding the estate administration processes. This webinar provides you with the basics: looking at the key legal terminology used in estate planning; those first steps to undertake when an estate is contested; how to ensure you are fulfilling your legal requirements as a beneficiary and a few other tips and tricks to help with basic estate administration. 

Speaker: Kelly Morgan

Kelly has in excess of 14 years professional legal experience in complex estate planning, administration and litigation. Having acted on behalf of high net worth individuals, large corporate companies and charities, Kelly has successfully managed cases involving the maintenance of on-going trusts, recovery of bequests, resolving un-administered estates as well as seeking variations to trusts effected by legislative changes. 

In her role as Senior Associate with Barker Henley, Kelly leads the estate practice and is driven to make a positive contribution to the circumstances of her private, corporate and charitable clients, focusing particularly in the areas of trusts, estate planning, estate administration and litigation, associated transactional matters as well as criminal matters. 

Kelly brings vitality, professionalism and warmth, as well as an extremely high level of service to her work and clients alike. 

 

Date and time: 

Wednesday, 31 January 2018

12.00 - 1.00pm AEDT (Sydney time)

Register here

 

 


For information about other upcoming events, view our 2017 supporter calendar here