Dear …
As a member of Include a Charity I am looking for 3-5 minutes of your time for important feedback on the Gifts in Wills landscape and an opportunity to be placed on the Include a Charity Solicitor Register for potential clients to find you.
To ensure that we continue offering relevant and important professional development we would like your feedback as a valuable representative in the Australian legal sector.
Please complete the short survey below AND distribute the link to the survey to other Wills & Estate colleagues to help with our responses.
The survey should take less than 5 minutes and can be accessed here: https://lnkd.in/gFzy-xbM
Include a Charity is a social change campaign of Fundraising Institute Australia, and their goal is to encourage more people to leave a gift in their will. IAC also advocates for change and best practice with government and estate planning professionals to help and support the public and charitable sector.
Include a Charity is carrying out this survey:
To explore the attitudes and behaviours of professional will writers towards discussing charitable giving with clients as part of the will making/ financial planning process
To explore the relationship between will writers and charities
To track the level of prompting about charitable legacies
Explore enablers and barriers to mentioning charitable bequests
To track campaign awareness.
Include a Charity also has a register of solicitors on their website for the public to search for a will writer or estate management expert in their area. It is free to register. Here is the link and I invite you to register: https://www.includeacharity.com.au/join-us/for-solicitors/register-as-a-solicitor/
