Date, Time & Location
Wednesday, 10 October 2018
8:00 am - 6:00 pm
Ambrose Estate
Wembley Golf Course, 200 The Boulevard
Wembley, WA, 6014
Early Bird
(until 14 Sept)
(from 15 Sept)
Member  $199$249
Staff of Organisational Member  $199$249
Non-Member  $275$325

Registrations close at midday on Monday 8 October.

About the Event: WA 2018 Fundraising Forum - Putting it into Perspective

Western Australia's premier Fundraising Forum returns for 2018 and it is one not to miss! Hear from industry experts from both WA and interstate on current fundraising trends, techniques and ideas. This year’s Forum will include cutting-edge, evidence-based, case-study presentations, relevant to large and small charities.




Welcome to Country      Shaun Nannup

Formal welcome & introduction

Bec Stott (FIA WA State Chair)
Katherine Raskob (FIA CEO)

Morning Plenary

Giving Hope: Fundraising in the Perfect Organisation

Presentation/workshop to help fundraisers, and other For-Purpose organisation leaders, create more engaged, collaborative and effective teams, which break down silos and deliver greater outcomes and impact for their organisations’ missions.

Peter will also cover case studies from his book ‘Giving Hope’; interviews he conducted in 2017 with top Australian and international charitable organisations about the current state of their business operations, structure, strategic plans, culture, and processes.

Peter will cover concepts of Emotional Fundraising, Donor Life-Time-Value and the Integral organisational theory, to demonstrate how more agile, competitive and effective organisations can attract and sustain contributors to ensure they deliver greater impact.

Peter Dalton


Stewardship: Navigating the Journey

We all know stewardship is critical and have “official stewardship matrices” galore, but when was the last time you audited your plan?  Are you ready for the inevitable hiccups, roadblocks, and occasional force majeure?

Managing internal and external expectations on what stewardship is supposed to look like and achieve (and cost!) can be tricky, but worth it. Susan will share a few examples of when stewardship derailed…and what happened next.

Susan Morrow

(Legacy Gifts Coordinator, Edith Cowan University)

The growing importance of bequests in your fundraising strategy

A HSBC study revealed that more than two thirds of Australian retirees plan to leave an average inheritance in excess of $635,000. However, the Australian Bureau of Statistics estimates that between 2023 and 2029 there will be more people in relationships living without children than families with kids. That means that without a new generation to pass their wealth to, increasing numbers of childless people will be searching for new ways to build their legacy. As such, bequest campaigning will prove more and more valuable for charities that are facing increasing competition in the fundraising market.

In this presentation, Ruth MacKay will speak about the growing importance of bequests, and reveal a number of valuable approaches charities can take to address the challenges that bequest fundraising presents. She will also speak about how to integrate bequests into your overall fundraising strategy and identify what you can do to implement an effective bequest fundraising plan.

Ruth MacKay


Making Digital Fundraising Work

In this fast-paced session, learn how to make your donation pages and online fundraising work harder for you, raising more money and growing your donor acquisition and retention. We’ll look at best practice case studies from around the world and here in Australia on online optimisation and marketing automation.

You’ll take away tips and techniques to optimise your digital fundraising on any scale and budget. Plus – what to do when it all goes wrong!

Meredith Dwyer
(Director, HomeMade Digital Australia) 

Fundraising Change Leadership

This session throws the spotlight on you, the fundraising practitioner, how you are perceived, how you perceive yourself, and you how frame your identity as a fundraising professional.

Research and experience tell us that fundraising still remains a mystery in many organisations, especially at executive and Board level. And fundraisers continue to struggle for recognition, influence and even respect!

So, what's the problem - and even more importantly - what can you do about it?

Put simply, the answer lies in fundraising change leadership. 
Peter Dalton
(Principal, fundraisingfutures)
Learning to love your database (no matter how much it hates you)

Databases are one of the most important tools for a fundraiser and yet, they often don’t work as we would like them to or they simply are no longer up to the task.

Making the decision to change databases is a challenge. It is something many of us often think about, but few have the courage to do. Learn what’s involved in bringing your fundraising to the 21st century as a self-confessed nerd talks you through the process involved in breaking up with your old database.

Along the way, Lauren will explore the complex and differing needs of fundraising teams: including mass participation events, annual giving, major gifts and bequests. As well as the one thing they all teams have in common – being under resourced. This presentation looks at how we can push our workload back to our CRM to give us more time with our donors.

Finally, we delve into the fine art of balance. As fundraisers, relationships are key and it is important we add a personal touch to everything we do. We look at how technology can complement our stewardship efforts, make our donors feel loved and importantly, increase income.

It’s so much more than automation, spreadsheets and technology – its happy staff, delighted donors and a brand that reaps the rewards. 

Lauren McDermott

(Donor Relations Officer, Perkins Institute) 

Enhancing Your Major Donor Strategy

Major donors provide transformational gifts that inspire our sector and change our realities – however 50% of donors stop giving after their first gift. With over 60,000 DGR 1 Charities in Australia, how do you find and keep your major donors active and contributing towards your cause?

The purpose of this session is to identify the steps of a major donor program and discuss the strategies for success.

Tori Anderson

(Anglicare WA)

A Soccer Coach's Guide to Corporate Partnerships

Tim will reflect on his many years of creating corporate partnerships in the US, UK and Australia, drawing parallels to his experience as a nationally licensed soccer coach in the United States to frame how best to achieve strong corporate support. 

He will lay out a structured approach built around the simplest of strategies, one that focuses on the fundamentals of fundraising, as well as the foundational resources, techniques and perspectives that are important for fundraisers to develop, in order to be successful.

Tim McInnis

(Head of Development, Telethon Kids Institute) 
Developing your fundraising team —how to move a collective of nice people into a functioning team

How do you develop your fundraising team? Nice people don’t always equal a good team, how do you bring everyone together onto the same page?

This session will dive into how to create a functioning team, overcoming obstacles and how to empower and enable your team for success. Using real-life examples and case studies, we will look at how to turn around a culture of negativity and develop a team.
Hazel Grunwaldt

(Assistant Director Development, The University of Western Australia)

Burning Questions Panel

Katherine Raskob, Peter Dalton, Meredith Dwyer, Tori Anderson

Afternoon Plenary

Did you know, you can change the world?

During Scott’s presentation you will hear his story and the journey he has taken to raise $145,000 for charity by the age of 12. He speaks about the difficulties he has faced, the achievements he has accomplished and what has kept pushing him to help others over the last nine years.

Scott asks you to look at your own journey and think about whether you are reaching for your true goals or if you are holding back from achieving everything you can. Scott reminds us that the journey is not individual and he has done what he has with the help of the community around him. He also proves that age is not a barrier when working in the not-for-profit/fundraising sector.

Scott’s motto is “it’s easy to make a difference, what can you do?” and he wants you to walk away thinking that.

Scott Guerini

(Scott’s Great Walk)


Morning Plenary Speaker

Peter Dalton FFIA CFRE

Peter, FIA’s 2016 Arthur Venn Fundraiser of the Year, is a highly experienced and successful fundraising leader. Peter is recognised in the sector as a specialist in major campaigns and programs, strategic fundraising business planning and implementation and for building outstanding fundraising teams.

Tori Anderson MFIA
Director of Marketing and Philanthropy
Anglicare WA
Tori Anderson, Director of Marketing and Philanthropy at Anglicare WA, is a results-driven fundraising professional with entrepreneurial passion, drive and vision. Tori has 16 years’ experience in generating revenue and increasing support within the non-profit and tertiary sectors, was selected for a Rotary World Peace Fellowship and was the 2012 Victorian Australian of the Year Finalist.
Meredith Dwyer FFIA CFRE
HomeMade Digital Australia
Meredith is a leader in the development of cause related marketing and peer to peer online fundraising in Australia. Meredith has attained international renown for her work with Kids Helpline, the Royal Children’s Hospital and, more recently, Causeforce, where she led campaigns that raised in excess of $111 million for cancer charities in Australia and New Zealand.
Hazel Grunwaldt MFIA
Assistant Director Development
The University of Western Australia
Hazel’s passion for fundraising began in Belfast, where she organized Action Cancer’s pink ribbon campaign in Northern Ireland. Since then, Hazel has worked with organisations and causes in the UK and Australia, leading a team of three to raise $22 million as Major Gifts Manager at The Children’s Hospital at Westmead. Hazel is now based in WA at the University of Western Australia.
Scott Guerini
Scott's Great Walk
After learning about fundraising at Kindy, Scott founded ‘Scott’s Great Walk’. After taking his first small steps, Scott is now a 5x marathoner and an 82km international hiker, having raised $145,000 for charity. A published author and motivational speaker, Scott shows that having compassion, determination and passion are the only things you need to make a difference.
Ruth MacKay MFIA
Managing Director
OURTEL Fundraising Solutions
Ruth is a passionate advocate for the virtual workplace model, offering boutique solutions to some of Australia’s largest charities. Ruth holds a Bachelor of Commerce and an MBA from Melbourne University, is a member of the Australian Institute of Company Directors and has been a finalist in the Telstra Business Awards.
Lauren McDermott MFIA
Donor Relations Officer
Harry Perkins Institute of Medical Research
A passionate and proficient fundraiser, Lauren was initially impassioned by her grass roots volunteer experience. Lauren is committed to make a permanent and positive impact within the industry. At the Harry Perkins Institute of Medical Research, Lauren’s focus has been on individual giving and she’s committed to making donors feel like the rock stars they are.
Tim McInnis
Head of Development
Telethon Kids Institute
Tim joined Telethon Kids Institute in January 2014 and works as the Institute's chief fundraiser, seeking philanthropic gifts to advance child health research. Tim has more than 25 years of fundraising experience, having previously served as Director of The Royal Marsden Cancer Charity; Director of Development and Alumni Relations at Durham University; Assistant Dean of the University of Utah College of Humanities; Senior Director of Development at Children's Miracle Network; and Research Associate at the US Institute of Peace.
Susan Morrow MFIA
Legacy Gifts Coordinator
Edith Cowan University
Susan stumbled into fundraising a little over 10 years ago and, since then, has become a legacy gifts devotee. In her role at Edith Cowan University, Susan is impassioned by empowering people to support students and research. Originally from New Mexico in the south-western US, Susan still pines for decent Mexican food and Sangria.
Shaun Nannup
WISDOM in Your Life
Shaun is a Whadjuk Wardandi Nyungar man who, through his old people, has great depth and knowledge of culture, liaison and inspirational speaking. His work in such areas as mentoring, leadership and healing are highly referred and respected, within both Indigenous and mainstream communities.
Katherine Raskob
Chief Executive Officer
Fundraising Institute Australia

Katherine is the newly-appointed CEO of FIA and brings to her role a background in member organisations as well as broad, strategic marketing and communications. Her experience encompasses both for profit and for purpose and her passion for meeting the needs of members, providing opportunities for ongoing professional development and ensuring the sector has a strong voice to state and national governments will drive an exciting new chapter for FIA and our $12.5 billion dollar industry.

This event is proudly sponsored by:

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