Upcoming Events, Training & Webinars

Webinars, training days and Include a Charity Week are events for IAC supporters only and an unlimited number of staff members can register however if you are not an IAC member you can register for our upcoming Special Interest Groups.If you would like to become an Include a Charity Supporter please email [email protected] or download our Supporter Form.

Please download our annual calendar here we look forward to seeing you soon!

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Understanding how to leverage digital is becoming a staple part of almost every fundraising strategy. And if you want to reach your donors and new prospects, it’s becoming more and more likely that you’ll have to invest on Facebook and Google Advertising.

On this practical and interactive session, Maisa Lopes Gomes (Paiva) will give a step by step guide on how you can develop a uncomplicated and cost effect digital campaign for Include a Charity Week. Being the key goal for the campaign to build your bequest prospect base.  This is an opportunity for you to learn how Facebook and Google Advertising work and potentially apply those learnings across multiple campaigns.

Maisa will also share her recent experiences in testing AI for her digital campaign.

You will learn how to:

  • strategize your digital campaign from scratch
  • integrate this campaign with other digital channels
  • target existing supporters and build new prospective pools
  • and how to make the best out of your budget by understanding Facebook’s & Google’s content best practices and social engagement.

This is a session for fundraising managers who collaborate with internal digital teams and/or digital agencies.

To take the most out of this session Maisa recommends that attendees produce at least one video of a bequest donor case study, with photos.


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Your Include a Charity Week events are now open for registration.

From 10-14 September we will be visiting Perth, Adelaide, Melbourne, Sydney and Brisbane – bringing the amazing international gifts in Wills expert, Dr. Claire Routley.

Dr Claire Routley has worked in fundraising for over fifteen years, specialising in legacy fundraising for the last decade. In 2011, she completed a PhD looking at why people choose to leave legacies to charity. She has worked for Bible Society, Age UK, WRVS and a local hospice, and is a tutor for the Institute of Fundraising’s qualification courses. She is now a fundraising consultant, and a research fellow at Plymouth University’s Hartsook Centre for Sustainable Philanthropy. She is also a member of fundraising think-tank Rogare’s international advisory panel, and was recently named AFP’s emerging scholar 2017.

The events during Include a Charity Week will be divided into a seminar and a workshop.

Seminar: Integrating gifts in Wills fundraising into your organisation

One of the most effective ways to reach more people with the gifts in Wills message is to ensure that the topic is integrated into your wider communications with supporters. However, with gifts in Wills triggering the twin taboos of death and money, colleagues can often be apprehensive about talking about the subject. This seminar will draw on insights from practice and research to consider the most effective ways to bring your organisation on board to support your gifts in Wills fundraising.

Workshop: Innovation in gifts in Wills fundraising
Charities around the world are awakening to the potential of inspiring their supporters to leave gifts in their Wills – and gifts in Wills fundraising is experiencing an unprecedented period of creativity. In this workshop, we’ll consider what research can tell us about the legacy giving decision, and how charities have used these insights to develop innovative campaigns. We’ll then look at how we might be able to use these insights to promote gifts in Wills within our own organisations.

10 September Perth, WA. Register here

11 September Adelaide, SA. Register here

12 September Melbourne, VIC. Register here

13 September Sydney, NSW. Register here

14 September Brisbane, QLD. Register here


We look forward to seeing you all there!

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When: Tuesday 19 June, 2018
Time: 3.00 pm – 5.00 pm

Join us for afternoon tea, networking with fellow gifts in Wills fundraisers and for a discussion on how to measure success for your program and work through some of the challenges you face.

Special Interest Groups are informal learning sessions that allow you to share information, learn from real-life examples and meet other people who understand the opportunities and obstacles you are facing in the gifts in Wills fundraising space.

This session will be focused on how you measure success of your program, what tools and techniques you use to ensure you have a targeted program, how do you segment and show movement –  and get to ask other people what they do.

Facilitated by Include a Charity, this session is open to anyone interested in gifts in Wills fundraising.

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Tuesday, 12th June 2018
3.00pm – 5.00pm

Join us for afternoon tea, networking with fellow gifts in Wills fundraisers and to hear from Tracey Hammond at Perpetual Trustees on how they work and how to engage with them and their clients. The session will include a short presentation and Q&A. Use this opportunity to ask the specialist and your peers the questions that you want to know


Tracey Hammond

Associate – Philanthropy & Not Profit Services

Tracey joined Perpetual in November 2010 and has worked in various roles and divisions across Perpetual Private including Advice Delivery, Project Management and most recently Philanthropy.

Tracey is passionate about helping clients structure their giving in order to enable them to support their preferred charities in the most impactful way. Tracey is focussed on building meaningful relationships with both philanthropists and the not for profit sector to facilitate positive outcomes for the community.

Tracey holds a Bachelor of Business and an Advanced Diploma in Financial Planning.

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For one week each September, our campaign focuses on Include a Charity Week, a PR-focused activity to amplify and maximise our message. Aligned with international legacy weeks across Europe and in New Zealand, Include a Charity Week raises the profile of charitable gifts in Wills and provides an opportunity for supporter charities to convey their importance.

During this webinar we will go through the campaign for 2018.


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.

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More Strategic have been working with Behavioural Insights Team UK (BIT) and a number of IAC campaign supporters to develop randomised controlled trials (RCT’s) in order to increase the number of residual gifts left in Australia. The session will cover the following:

1. Behavioural versus Attitudinal research – pros & cons

2. Overview of the RCT’s, including details on the variables

3. Benefits and Challenges of setting up RCT’s

4. Future opportunities for innovation

It is anticipated that the RCT’s will be in progess at this time but early learnings will be shared.


Karen Armstrong


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