Learning Resources
At Include a Charity we undertake research in order to better understand the gifts in Wills landscape in Australia.
As a member you have unlimited access to practical gifts in Wills research and resources to provide you with more accurate and up to date information about Australian gifts in Wills and international legacy campaigns.
Bequestor data analysis: Finding Meaning in the Numbers – Gifts in Wills learning from over 4000 bequests
Click here
Estate Administration Guidebook
Click here
Bequestor data analysis: What 3000 bequests tell us about the people who leave them, and the effect on the future
Click here
Where there’s a Will: 4 reasons why preparing a Will is so important
Access article here
Whitepaper: A Fair Share for the Future: Nudging the share of an estate (August 11)
Access the whitepaper here
Legacy Futures article: In-Memory Australia: Cinderella or Fairy Princess?
Access the article here
FIA 2021 Essential Member Update White Paper (May 2021)
Access the White Paper here
Who are bequestors? Analysis of Gifts in Wills Donor Personas (February 10, 2021)
*Resources from 2021 webinar with Martin Paul)
Personas:
Diligent Planners |
Distracted Dormants |
Trusting Delegators
Estate Administration Handbook (November 4, 2020)
Estate Administration Handbook November 2020
Rogare: Ethics of legacy fundraising during emergencies (Legacy Fundraising (UK))
Link to webpage
Claire Routley presentations and learning resources
Link to Dropbox resources
Having the last Word – Wills and Contestation in Australia (March 2015)
Will Making and Contestation in Australia – Key Findings ARC Linkage Project
Applying Behavioural Insights to Charitable Giving – Cabinet Office Behavioural Insights Team & Charities Aid Foundation
BIT Charitable Giving Paper
WORDS THAT WORK: PHRASES THAT ENCOURAGE MAJOR & PLANNED GIFTS
Russell James, Professor
Access the results here
NEW GIFTS IN WILLS RESEARCH LAUNCHED FOR INCLUDE A CHARITY WEEK 2019
The Changing Face of Australian Gifts in Wills: An exploration of future opportunities
Related academic papers on legacy giving decision – making and marketing
1. Phrasing the Charitable Bequest Inquiry
2. We the living: the effects of living and deceased donor stories on charitable bequest giving intentions
3. Testing the Effectiveness of Fundraiser Job Titles in Charitable Bequest and Complex Gift Planning
4. How to use donor surveys in legacy gift marketing
5. Psychology/decision -making of estate planning in general
6. An Economic Model of Morality Salience in Personal Financial Decision Making: Applications to Annuities, Life Insurance, Charitable Gifts, Estate Planning, Conspicous Consumption, and Healthcare
7. Charitable Estate Planning as Visualized Autobiography
8. The Family Tribute in Charitable Bequest Giving
9. Extended discussion of the psychology of charitable estate planning
10. Legacy Giving Demographics and Statistics
11. The new statitics of Estate Planning: Lifetime and post Mortem Wills, Trusts, and Charitable Planning
12. How should charaties value revocable charitable gifts intentions
13. Health, Wealth, and Charitable Estate Planning
14. The timing of final charitable bequest decisions
15. Charitable estate planning and subsequent wealth accumulation: why percentage gifts may be worht more than we thought
16. How trusts are more effective than wills for charitable transders
17. How charitable estate gifts don’t fully replace lost giving from donor death
18. How non-housing wealth is a better predictor of charitable estate giving
GETTING AROUND TO IT: HOW TO PROMOTE MORE GIFTS IN WILLS
This report,
Getting around to it: how to promote more gifts in wills commissioned by Include a Charity and undertaken by More Strategic, was informed by a series of interviews with 18 bequestors aged 50+ from five charities.
It is new Australian research into gifts in wills which provides detailed insights into a core audience who plan to leave a gift. Quiet and reserved they may be, but this group are incredibly valuable with most planning to leave bequests to multiple charities – many of whom are presently unaware that they will.
Download the full report here
ENCOURAGING CHARITABLE BEQUESTS BY AUSTRALIANS (February 2014)
Dr Christopher Baker
At the heart of this project is the quest to provide a robust evidentiary base for the development of policy and practices aimed at encouraging charitable bequests by Australians.
In doing so, this project seeks to provide an understanding of:
- charitable bequest giving practices by contemporary Australians
- the inheritance practices that help shape charitable bequest giving
Click here to view the report
CONSUMER AND LEGAL RESEARCH (December 2013)
This research by Paradigm Shift was conducted to provide a framework for all future tracking studies and track against Include a Charity collective goals and measure the marketing campaign success.
Click here to view the report.
