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New Estate Management Guidebook Launch Webinar

Include a Charity has partnered with Bequest Assist to produce an updated Estate Management Guidebook. Exciting additions include new case studies and examples where law and procedures have changed, and sections on life interests, superannuation, share transfers and present entitlement. Plus a bonus chapter on proactive estate management strategies. Join us over lunch to hear from Morgan Koegel and IAC about this revised Guidebook and making it your go-to for your Gifts in Wills source of truth.

Register for the 2024 Kick-Off Webinar

We’re going to start 2024 off with renewed vigour at our kick-off webinar. We’ll be going through the Include a Charity Strategy Plan for 2024 and reflecting on responses, views and ideas from the annual member survey we ran in recent weeks. Thank you to those who completed the survey.

We’ve fed thoughts and suggestions from many sources into the calendar mix to ensure we’re delivering as much as we can to all our members throughout 2024 and beyond. We’ll talk through training topics, research projects, events, state check-ins, partnerships and more at this webinar so it’s really one you won’t want to miss to help you kickstart your year. Register now so it’s in your diary.

Download our 2024 Calendar to your desktop now

We anticipate 2024 to be an exciting year for Include a Charity and the Gifts in Wills sector.

We have big plans, with new events every month including webinars, training days, and of course our annual IAC Week and One Day Conference.

There are also some fabulous research pieces in the mix and development of partnerships, government advocacy and legal sector collaboration.

We’ll also be visiting every state this year, either for our NEW state check-ins or as part of the IAC Roadshow in September. Be sure to mark these dates in your calendar so you don’t miss out.

Welcome to IAC’s Content Corner, where we share news stories and initiatives relevant to the world of Gifts in Wills.

This week ‘s story is from Today’s Wills and Probate, “Vulnerable elders: A harrowing story and the lessons which need to be learnt”. This story concerns an elderly man who was isolated from his family after marrying a new partner, and brings to light some important questions regarding vulnerable elders and Powers of Attorney.

2024 Fundraising Conference

Over seven hundred people have already registered for the 2024 FIA Conference, and it’s easy to see why. The Fundraising Conference is an integral part of FIA’s annual professional development education program and remains the largest gathering of fundraisers in the southern hemisphere.

Each year the conference program is designed to ensure that fundraisers get exposure of both core and up-to-date fundraising techniques, disciplines, trends and ideas. This year is no different — we’ve got a packed schedule of masterclasses, guest speakers and networking events lined up which you don’t want to miss.

The 2024 Conference will be held in Brisbane from 28 February – 1 March. Registrations are open now, and you can visit the website for more details and to see the full program.

Benchmarking survey is now open

Include a Charity needs you.

Now in its ninth year, Include a Charity benchmarking provides vital information and data to support the fundraising programs of our members and the charity sector. It also delivers a baseline to advocate for change with the government and other stakeholders.

Data collection is crucial for supporting our work and to continue to build the message of leaving a charitable gift in Will to the Australian public.

This year is extra special as we are collaborating with The Benchmarking Project and combining the annual report data collected by More Strategic to create a ‘single source of truth’ in Gifts in Wills benchmarking at this time.

We will also run a joint presentation mid-year this year to look at the collective insights.

We are making it easy once again by asking for a minimum of 3 data points.

• Gifts in Wills revenue  

• The breakdown of residual and other types of gifts

• Gifts in Wills pipeline metrics

In addition, we are sending out the survey to Include a Charity and non-Include a Charity members to obtain the fullest picture possible.

Why participate?

Everyone who completes their data and provides contact details will be provided a de-identified general report. We will send a more detailed report with specifics for Include a Charity members, and an option to pay a subscription fee for the full report for non-members. There will also be opt-in permissions to share your organisation’s details to other participants in the survey.

We will also use the findings for further analysis, reporting and marketing later in the year.

We are collecting FY22/23 data, or if your organisation uses a calendar year then please interpret it as 2022. If you did not raise any money or do not know please add a 0 as it is still important data to collect.

The survey should only take about 10 minutes, or faster still if you have the data readily available.

We look forward to making results available in April, 2024. Deadline for completion is March 1.

Would you like a one-to-one consultation?

We are offering 1:1 consultations with members to discuss your individual gifts in Wills program, if you’re interested and would like to arrange an online meeting contact us at includeacharity@fia.org.au.

IAC Campaign Supporter badge

We encourage all our members to add this to their Gifts in Wills page or base of your Home Page. Also include the IAC Supporter Badge to your e-signature

Struggling with registration errors?

Email us at includeacharity@fia.org.au  to book one in or to address login issues. Additionally, kindly inform us of any staff changes or new team members, and share email details of your colleagues who want to receive IAC information, as we are currently updating our systems and our database accordingly.

As ever, if you have any colleagues you would like included on this mailing list or need help accessing the member portal, please let us know.

P.S. Remember to follow us on Facebook and LinkedIn, and be sure to listen to episodes and podbites on the Include a Charity podcast.

Best,

Helen and Audrey