WA - How to: Setting Up a Bequest Program

Setting up a bequest program doesn't have to be complex! There is a misconception that seeking bequests is complicated, and that you have to be familiar with tax laws and estate planning in order to be involved. However, encouraging your donors to make bequests, and receiving these gifts when a donor dies, are simple transactions and can be undertaken by almost any organisation.

Not reaching out and securing bequest intentions could be your organisation's biggest mistake.

This special three hour PD starts with an interactive workshop with Ravi Malhotra and Ben Clark from Australian Executor Trustees. They'll cover bequest trends, gift governance and win-win wills.  You will also receive step by step instructions from local experts on how to set up a bequest program.
Speakers
Ben Clark
Head of Philanthropy
Australian Executor Trustees

Ben Clark is the newly appointed Head of Philanthropy at Australian Executor Trustees. He has over 10 years of governance and operational fundraising experience with large and medium sized not for profit organisations. Most recently, Ben was the Director, Foundation for the State Library Victoria where he sat on the Library’s executive team and had overall responsibility for the Library’s endowment and development strategy. Ben built a team of 5 development personnel across major gifts, bequests and annual campaign fundraising as well as sponsorship and membership revenue. During his tenure, the Library’s consolidated fundraising revenue rose by 70% and Ben developed and implemented a successful $75 Million matched funding capital campaign. $20 Million of the campaign total was secured from private philanthropists, trusts and foundations and included a ‘catalytic grant’ provided by the Library’s board. 
 
Ravi Malhotra
State Manager of Private Clients (NSW & QLD)
Australian Executor Trustees

Ravi Malhotra is the State Manager of Private Clients (NSW and QLD) at Australian Executor Trustees. He has over 10 years of practical experience as a lawyer and for the most part of the last decade, he has been assisting clients across the nation with respect to their Wills and Estate Planning. Ravi holds a Bachelor of Laws, a Bachelor of Commerce and an MBA (Executive). He is also currently undertaking a Master of Laws specialising in Sport Law. Ravi is a regular speaker at Estate Planning seminars and professional development days across the country and feels passionately about the importance of having a well drafted Will and Estate Plan. In his spare time, Ravi is a keen sports fan. He has undertaken studies at Harvard Business School in Sports Management and has been accredited as a Player Agent by the International Basketball Federation, Australian Cricket Association and the AFL Players Association. He also sits on the WA Olympic and Commonwealth Games Appeal Committee and has prior Western Australian Board experience with not-for-profit institutions.
 
Location & Date
Wednesday, 20 May 2015
7:45 am - 11:00 am
Royal Lifesaving Society of WA
McGillivray Avenue (Parking available opposite at McGillivray Oval)
Mt Claremont, WA
Pricing

Member  $100
Staff of Organisational  Member
  $110
Non-Member  $130