Webinar - Data and Technology Matter
Webinar - Data and Technology Matter

The success of your gifts in wills programme depends on the tracking of rich data and having the ability to measure the performance outcomes of the programme. You may be generating lots of interest in your gifts in wills program. In fact, you are likely producing a mountain of leads through surveys, direct mail appeals, your organisation’s website, and through other sources. But, where are you putting the data and what are you doing with the data once it is stored?

Well developed and executed marketing plans are not worth the time they take to create them without a plan for data management.
Join us for this webinar presented by Stephen Mally FFIA CFRE from FundraisingForce.
In this webinar, you will hear learn:
  • Best practices in planning for a bequest marketing effort.
  • CRM configuration to allow you to track appropriate Gifts in Wills data.
  • Demographic and relational data which matters and how to track it.
  • Common components to track to ensure a proper journey for your Gifts in Wills supporters.
  • Pipeline reporting which measures and offers clues for next steps.

Proudly sponsored by

Stephen Mally

Stephen Mally brings over 30 years of fundraising and non-profit consulting to the project. Having served as a 20-year fundraising veteran in the United States for a variety of health care related charities and hospitals, Stephen transitioned to consulting in Asia-Pacific and in Europe in 2008 where he has consulted with over 500 organisations in those regions gaining a vast amount of diverse exposure to diverse organisations, CRM solutions, fundraising programming and fundraising operations.

Stephen acquired his Certified Fundraising Executive (CFRE) credential in 2012. Less than 100 fundraisers in Australia and New Zealand hold the CFRE credential, which is the first globally recognised credential for fundraising professionals. CFRE International certifies experienced fundraising professionals aspiring to the highest standards of ethics, competence and service to the philanthropic sector.

Stephen was named a Fellow of Fundraising Institute Australia in 2017.

Date & Time
Wednesday, 10 October 2018
12.00 - 1.00pm AEDT (Sydney time)


Free for current Include a Charity supporters.

If you would like more information on becoming an Include a Charity campaign supporter, please contact includeacharity@fia.org.au

New Registration