TAS - International Insights Into Running a Best Practice Gifts in Wills Program

About the Event:

International Insights into Running A Best Practice Gifts in Wills Program

In October 2018, Australian Executor Trustee’s Learning for Impact program funded seven Include a Charity supporter fundraiser’s for the study trip of a lifetime to London. Jakki Travers was one of those successful in her application and had the opportunity to hear from of of the UK's leading fundraisers, charitites, researchers, academics & sector specialists.

Join Jakki & Include a Charity Campaign Director, Helen Merrick, to hear what they learnt, how you can use these insights in your program and how we can work together to grow our income from this under utilised revenue stream.

Date: Tuesday, April 30th

Time: 8.00am - 9.00am

Location: Australian Institute of Company Directors

Level 4, 85 Macquarie Street

Hobart, TAS 7000

Parking:

Recommended parking would be Argyle Street Carpark - the first 90 minutes are free. There is also Market Place Carpark.

	Helen Merrick Executive Manager - Marketing, Membership & Include a Charity Fundraising Institute of Australia With a commercial background in marketing, Helen has spent the last twelve years specialising in the areas of marketing, communications, fundraising and people & culture within not for profits. She is the Campaign Director of Include a Charity, a campaign of the FIA, working to increase the awareness of gifts in wills.

	Jakki Travers Gifts in Wills Manager The Smith Family With a history of successful legacy fundraising at Caritas and Cancer Council NSW, Jakki Travers joined The Smith Family in August 2015 as Gifts in Wills Manager and now manages a team of six over the Gifts in Wills and Mid Value programs. Under Jakki’s leadership, the number of confirmed bequestors at The Smith Family has risen from 0.35% of the active donor database (excluding F2F recruited donors) to 1% – which has seen the value of the gifts-in-wills pipeline rise from $10.4 million in 2016 to $64.6 million in 2018. The bequest program currently raises $5.5 million annually and has seen an increase in cash donations of 15% from the pipeline.