Research & reports
We undertake research in order to better understand the gifts in Wills landscape in Australia.
As a member you will have unlimited access to practical gifts in wills research to provide you with more accurate an up to date information about Australian gifts in Wills and international legacy campaigns.
ARC Linkage Project – Will Making and Contestation in Australia
LEGACY FORESIGHT REPORT
Australian Gifts in Wills 2040
Monitoring sector trends
In Memory Insight – the First Three Years – June 2014
Uncovering the Invisible Legator
IAC Member Briefing
FY14/15 Benchmarking Report which also features some trend analysis from the past five years.
WORDS THAT WORK: PHRASES THAT ENCOURAGE MAJOR & PLANNED GIFTS
Russell James, Professor
Access the results here
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
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 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.