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.
Where there’s a Will: 4 reasons why preparing a Will is so important
Whitepaper: A Fair Share for the Future: Nudging the share of an estate (August 11)
Legacy Futures article: In-Memory Australia: Cinderella or Fairy Princess?
FIA 2021 Essential Member Update White Paper (May 2021)
Who are bequestors? Analysis of Gifts in Wills Donor Personas (February 10, 2021)
*Resources from 2021 webinar with Martin Paul)
Estate Administration Handbook (November 4, 2020)
Rogare: Ethics of legacy fundraising during emergencies (Legacy Fundraising (UK))
Claire Routley presentations and learning resources
Having the last Word – Wills and Contestation in Australia (March 2015)
Applying Behavioural Insights to Charitable Giving – Cabinet Office Behavioural Insights Team & Charities Aid Foundation
WORDS THAT WORK: PHRASES THAT ENCOURAGE MAJOR & PLANNED GIFTS
Russell James, Professor
Related academic papers on legacy giving decision – making and marketing
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.
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