PAST WEBINARS 2024
Links to recordings of all past webinars are available free for current supporters of the Include a Charity campaign and their staff.
Where There’s a Will: Reading Deceased Estate Documents (December 3)
Video recording:
Presentation slides:
Reading Deceased Estate Documents
Sample email template for responding to solicitors to request documents when they first get in touch (this needs to be adjusted for the charity’s purposes):
Dear (solicitor),
Thank you for contacting (charity) to advise that the charity is a beneficiary in the above estate.
I would like to convey my deepest sympathy to (deceased)’s family and friends and let them know how grateful (charity) is for this gift in support of their work. This incredible generosity will help (add context about charity)
As (charity) is a residual beneficiary, we kindly request:
- a copy of the Will;
- an inventory of assets; and
- a final statement of accounts when the estate is finalised.
OR
As (charity) is a pecuniary beneficiary, we kindly request a copy of the Will.
This request is made so that the charity can comply with auditing and record-keeping obligations in order to maintain their charitable status.
Further details on our estate management procedures can be found in the attached document: ‘(charity) Bequest Info’.
We look forward to working with you to realise the final wishes of (deceased).
Kind regards,
IAC Training Day 2024: Achieving cut through: Layering your Gifts in Wills marketing approach for maximum impact
Session 1:
Frances Schepisi, National Manager at Stroke Foundation
Jakki Travers, Associate Director, Children’s Medical Research Institute
Bethan Hazell, Acting Head of Fundraising at Peter MacCallum Cancer Foundation
Presentation Slides
Session 2:
Jeremy Bennett, Director of Bigfoot Fundraising
Presentation Slides
IAC Exchange & IAC Week Show and Tell 2024
Video recording:
Legacy Lunch: Inspiring and Securing Charitable Gifts in Wills (October 10)
Where There’s a Will: Understanding Capital Gains Tax (October 09)
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Include a Charity Week Roadshow: Sydney (September 9)
Video Recording:
Morning Session
Afternoon Session
Presentation slides:
Dave Smith Slide Deck: Morning Session
Dave Smith Slide Deck: Afternoon Session
Where There’s a Will: 10 Steps to being a proactive estate administrator (August 15)
Video Recording:
Slide Deck:
10 Steps to being a proactive estate administrator
Template:
Email Template about CGT (Word Doc)
Email Template about CGT (PDF)
Include a Charity Gifts in Wills Conference 2024 (July 31)
Session 1: Clare Edwards, Karen Armstrong & Megan Maya
Session 2: Jennifer Maher, Jack Conway, Rebecca Stalenberg and Harry Marget
Session 3: Morgan Koegel
Session 4: Stephen George
Presentation slides:
Karen Armstrong & Megan Maya slide deck
The 360-degree Benchmarking Webinar – Bringing together insights from IAC, TBP & More (July 11)
In an exciting new development for 2024 (and beyond) we’ve pooled the knowledge and data from three leading organisations – Include a Charity, The Benchmarking Project and More Impact. This webinar provides a comprehensive, 360-degree analysis of the combined data of the gifts in Wills sector. Presenting even more depth and clarity to the Australian bequests landscape and enabling your organisation to plan and prepare for the future. This is a groundbreaking collaboration.
Video recording:
Presentation slides:
Benchmarking Bequests FY 22/23
The Benchmarking Project: Gifts in Wills
IAC Week 2024 Member Overview Webinar (June 13)
Include a Charity Week is from September 2-8 this year and we have a stellar line up of events, publicity, collateral and member assets being produced and developed right now. To assist you with your IAC Week campaign delivery, and to hear more on what this year’s concept is all about, we are hosting a quick member overview event on the 13th of June, where you’ll be able to hear about our exciting plans for the week.
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Where There’s a Will: Call the probate police! (June 6)
In the third of our Where There’s a Will Series with Bequest Assist, we’ll examine bequest case studies that could have gone awry and how to ensure your charity doesn’t miss out. We will explore moments in which a charity almost missed out on Gifts in Wills funds to explore what went wrong and how you can prevent it within your charity. Examples will cover everything from missing gifts to life estates to help give you confidence in estate administration best practices.
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Training Day: Smoothing the pathways: Why cleansing data entry in your CRM pays dividends (May 29)
Why does clean data matter in gifts in Wills? How can it shape your program, streamline your activities and, most of all, maximise your revenue? In this virtual Training Day (condensed version), we hear from speakers who have tailored their CRM systems to the best effect when it comes to bequest donor clarity, alignments with other charities and dealing with estates to shave time off an often-overloaded workday. This is critical training that you won’t want to miss.
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Where There’s a Will: 10 tips to talking to living donors about estate administration to prevent problems (May 1)
In the second of our Where There’s a Will Series for 2024, in collaboration with Bequest Assist, we will be delving into another valuable and fascinating estate management topics throughout the year. In “10 Tips for Talking to Gifts in Wills Donors Through an Estate Administration Lens to Avoid Problems”, we’ll supply lots of estate knowledge to improve your conversations with potential bequestors. What does it mean if a bequestor wants to leave you a gift for a specific purpose or ask you to be their executor? What sort of notes are helpful to keep about these conversations? We’ll cover all of that and more!
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Training Day: Endless Love: Stewardship Tactics and Great Events (April 17)
Donor love and care are what keep your supporters close and also stand the test of time in their Will. We were joined by Sharon Elliott (Ethiopiaid Australia), Molly Beasley (UNICEF Australia) and Lorinda Anderson (Zoos Victoria), who shared their wisdom on stewardship and planning bequestor events
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Presentations slides and materials:
Presentation slides will be uploaded shortly.
Ethiopiaid: Gifts in Wills (video)
A gift for their future (video)
Spotted Tree Frog release (video)
Training Day: Getting the Board on Board with Gifts in Wills and Donor Calls in Practice (March 26)
How do you convince internal and external stakeholders about the importance of investing in Gifts in Wills? What’s the best way to approach donors over the phone? Alexis Escavy (Greenpeace Australia Pacific) and Frances Schepisi (Stroke Foundation) gave their expert guidance on these two crucial topics.
Unfortunately due to technical issues a video recording is not available for this event.
Presentation slides:
Where There’s a Will: Five Ways to Increase Your Gifts in Wills Income (March 14)
The first webinar in our “Where There’s a Will” series, presented in collaboration with Bequest Assist. Morgan Koegel reveals five ways to increase your gifts in Wills income using estate administration.
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Lunch & Launch: NEW Estate Administration Guidebook Launch Webinar (February 15)
Morgan Koegel joined us to present our new Estate Administration Guidebook, a collaboration between Include a Charity and Bequest Assist.
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Kick-Off Webinar: IAC Strategy 2024 and Member Survey (January 30)
We went over our Strategy Plan for 2024, reviewed metrics and measurements from 2023, and reflected on the feedback we received in our recent member survey.
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