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 - Inspiration and Exploration 
1.30pm - 4.00pm

This is Workshop 2 of a three stage process where we’ll explore a broad range of human behaviours and their relationship to leaving a Gift in their Will. These workshops will design the tests to be implemented in partnership with charity members and the Behavioural Insights Team UK. Our goal is to create new and deeper engagement with supporters to leave a gift in their Will, increasing the value and social impact of gifts in Wills.

Workshop 1 will be an interactive examination of human behaviour and how we can ‘nudge’ people in new ways.

 We’ll have teams working on:  

  1. The relationship people have with money. How they perceive and associate value to their money at an individual level.
  2. The peer perception of money and its purpose within our community: norming, self-signalling, reciprocity and reward.
  3. How people make decisions or not! Understanding inhibitors of decision making.
  4. How people plan, act and achieve goals.  

Outcome: Identify opportunities to test new interventions as part of the journeys supporters have with our charities to leave a gift in their Will

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


Free for current Include a Charity Supporters, members of Fundraising Institute Australia and non members.

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