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 click here we look forward to having you on board.
Please download our annual calendar here we look forward to seeing you soon!
The success of your gifts in wills programme depends on the tracking of rich data and having the ability to measure the performance outcomes of the programme. You may be generating lots of interest in your gifts in wills program. In fact, you are likely producing a mountain of leads through surveys, direct mail appeals, your organisation’s website, and through other sources. But, where are you putting the data and what are you doing with the data once it is stored?
Well developed and executed marketing plans are not worth the time they take to create them without a plan for data management.
Join us for this webinar presented by Stephen Mally FFIA CFRE from FundraisingForce.
In this webinar, you will hear learn:
- Best practices in planning for a bequest marketing effort.
- CRM configuration to allow you to track appropriate Gifts in Wills data.
- Demographic and relational data which matters and how to track it.
- Common components to track to ensure a proper journey for your Gifts in Wills supporters.
- Pipeline reporting which measures and offers clues for next steps
Stephen Mally brings over 30 years of fundraising and non-profit consulting to the project. Having served as a 20-year fundraising veteran in the United States for a variety of health care related charities and hospitals, Stephen transitioned to consulting in Asia-Pacific and in Europe in 2008 where he has consulted with over 500 organisations in those regions gaining a vast amount of diverse exposure to diverse organisations, CRM solutions, fundraising programming and fundraising operations.
Stephen acquired his Certified Fundraising Executive (CFRE) credential in 2012. Less than 100 fundraisers in Australia and New Zealand hold the CFRE credential, which is the first globally recognised credential for fundraising professionals. CFRE International certifies experienced fundraising professionals aspiring to the highest standards of ethics, competence and service to the philanthropic sector.
Stephen was named a Fellow of Fundraising Institute Australia in 2017.
In October a group of 7 gifts in Wills fundraisers will visit the UK for a career defining opportunity and to be exposed to international best practice, new ideas and to share insights with our UK counterparts.
Come along and hear about the learnings, share your thoughts and network with your gifts in Wills colleagues. This event is free for any fundraising professional interested in this area and is supported by Include a Charity.
Ross Anderson has experience of gifts in Wills fundraising programs within the National Stroke Foundation, Heart Foundation, Arthritis Victoria and Save the Children.
Ben Clark is the Head of Philanthropy at Australian Executor Trustees. He has over 10 years of governance and operational fundraising experience with large and medium sized not for profit organisations. Most recently, Ben was the Director, Foundation for the State Library Victoria where he sat on the Library’s executive team and had overall responsibility for the Library’s endowment and development strategy. Ben built a team of 5 development personnel across major gifts, bequests and annual campaign fundraising as well as sponsorship and membership revenue. During his tenure, the Library’s consolidated fundraising revenue rose by 70% and Ben developed and implemented a successful $75 Million matched funding capital campaign. $20 Million of the campaign total was secured from private philanthropists, trusts and foundations and included a ‘catalytic grant’ provided by the Library’s board.
Do you know the donors in your database?
Experience working with a broad range of charities in the Australian market place has helped Wright Approach Marketing develop effective techniques to significantly grow their clients knowledge of their donor files and the likelihood they may leave a gift in their Will. This webinar will help you understand the techniques used to grow and develop your own list of gifts in Wills prospects, helping to ensure significant long term growth for your organisation
You will learn:
- Why your current donors provide the best source of leads
- The key attributes in your data that can help you identify donors with greater likelihood to leave a gift in their Will
- How building a prospect score can improve the effectiveness of your Gifts in Wills program
- A step by step guide to show you how to build a Bequest Prospecting Score that works
- How using the Prospect Score has helped other charities
During this webinar, Jon will be joined by Paul Evans to share his insights from his time at Plan International.
Join us for our final special Gifts in Wills special interest group for 2018. This will include a special panel discussion and networking drinks.
Our panel ….
In October a group of 7 gifts in Wills fundraisers will visit the UK for a career defining opportunity and to be exposed to international best practice, new ideas and to share insights with our UK counterparts. Come along and hear about the learnings, share your thoughts and network with your gifts in Wills colleagues.
The panel includes:
- Naomi Schofield, International Fund for Animal Welfare
- Nadia Aden, The Fred Hollows Foundation
- Laura Henschke, MS Ltd
- Jakki Travers, The Smith Family