Event Summary

VIC- Gifts in Wills Training Day

Morning Session - GIW 1.0.1
10.00am - 12.30pm

For those who are new to this area of fundraising or for those in your organisation that want to understand more.

Using Include a Charity’s latest research get an overview of the gifts in Wills market in Australia, some key insights into the sector and the basics needed to set up an effective gifts in Wills program

Speaker: Helen Merrick

Afternoon Session - Empathy mapping - Design and ideate test journeys
1.30pm - 4.00pm

This is Workshop 2 of a three stage process. In this we will design the test journeys by understanding the real-life journeys supporters are having with charities and how we can test various interventions. These workshops will deliver the prototypes to be implemented in partnership with charity members and the Behavioural Insights Team UK.

The goal is to design behavioural tests that can be implemented within our charities. We’ll be utilising empathy mapping to design and ideate around the greatest opportunities identified in Workshop 1.

The workshop seeks to understand:

1. What people do

2. What they interact with

3. How they feel

The teams work together to identify the “moment that matters” in the journey where a change in behaviour can have the greatest impact. Ideation around this moment helps us to determine how we can change a person’s attitude and emotions in order to influence their behaviour.

Outcome: 3-4 defined journeys to develop test plans with Charity partners and the Behavioural Insights Team UK

Presenter: Karen Armstrong

Join us for one or both sessions. Lunch provided.

If you require a parking space, please call Karen Wall on 03 9514 6512 as soon as possible to have one allocated to you. Please make sure to bring a pen and paper if you would like to take notes on the day.

	Karen Armstrong Senior Consultant More Strategic Karen Armstrong is a Senior Consultant with More Strategic, a marketing, fundraising and experience management consultancy. Karen was previously Director, Marketing and Fundraising at Cancer Council Australia and a founding board member of the Include a Charity Campaign. More Strategic will be working on a pilot program with the Behavioural Insights Team UK and Include a Charity. This program is focused on opportunities to innovate and test Behavioural Economics (‘nudges’) in our supporter journeys.

	Helen Merrick Campaign Director Include a Charity Helen Merrick is currently the Campaign Director of Include a Charity. After a successful corporate career in advertising and publishing, Helen has spent the last nine years specialising in marketing, communications and fundraising. Helen provides strategic advice and operational management in the areas of not for profit management, brand and profile raising and revenue generation through direct marketing initiatives, channel management and communications. She has worked in executive leadership positions with Camp Quality and Opportunity International.