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Book now for 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.

Kick-Off Webinar slides are now available

Earlier this week we held our 2024 Kick-Off Webinar, where we went over our Strategy Plan for the year, reviewed social media and website metrics, and reflected on the comments, feedback and ideas from our recent member survey.

In case you missed it, we’ve uploaded slides showing all the metrics, IAC Strategy Plan and survey responses to our Member Portal.

Last chance to respond to Productivity Commission draft report

As referenced in the Kick Off webinar, the deadline to respond to the Productivity Commission draft report on philanthropy is Friday, 9 February. IAC/FIA are submitting a response, but we encourage charities to respond too. The Commission is also accepting brief comments.

For the Gifts in Wills sector, this could be a pivotal moment and could allow individuals to nominate charities directly in superannuation. The key point is Section 8.4, Page 267-278, seen here:

To help make a difference for Gifts in Wills, you can submit a response or a brief comment to the report arguing that simply allowing charities to be named is critical. Any taxation implications for charities can be established later, and this is not a sufficient argument to reject this proposal.

Download our 2024 Calendar to your desktop now

We’ve got an exciting line-up of webinars, training days, research pieces and other events in store for 2024.  Make sure you mark these dates in your calendar so you don’t miss out.

Visit our booth at the 2024 FIA Conference

There’s less than a month until the 2024 FIA Conference kicks off, and it’s going to be another incredible event for professional development, networking and education. While you’re there, come say hi to us at the Include a Charity booth. It’s a great opportunity to catch up or learn more about what Include a Charity can do for you.

The Gift in Wills track at this year’s conference features two full days of presentations and expert speakers specifically selected to help you improve and expand your Gifts in Wills program.

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.

Welcome new members

We are excited to welcome our new Include a Charity members to the IAC community.

Did you guess what it was?

We’ve heard our latest piece of IAC merchandise has had some people scratching their heads. You may have received one in your thank you card at the end of last year — it’s an IAC webcam cover! Simply peel off the adhesive back and attach it to your laptop, then you can slide the tab across to increase your cybersecurity by covering your camera when it’s not in use.

Complete Benchmarking Survey now for the full picture

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