NSW- Gifts in Wills Training Day
NSW- 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: Martin Paul 

Join us for one or both sessions. Lunch provided.

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.
Martin Paul
More Strategic
Over the last 12 months Martin has been investigating and applying best practice Customer Experience Management and Behavioural Economics to improve supporter loyalty. Having attended commercial CX conferences in the US and Australia More Strategic have partnered with a leading Experience Management Platform to bring commercial insights to NFP practices. Martin is highly regarded as a presenter and trainer and has delivered acclaimed masterclasses in Australia and at the IFC in Europe and Asia. Martin has led large teams to great success at the National Trust UK, Heart Foundation and Cancer Council before forming More Strategic, a fundraising, experience management and marketing consultancy in 2009.
Date, Time & Location
Tuesday, 28 November 2017
10:00 am - 4:00 pm
Level 29, 259 George Street , ,
Sydney, NSW, 2000


The Morning Session is Free for current Include a Charity Supporters and members of Fundraising Institute Australia.

The Afternoon Session is only for Include a Charity Supporters . If you would like to become an Include a Charity Supporter please email includeacharity@fia.org.au    

New Registration