NSW May Gifts in Wills Special Interest Group
 

NSW Gifts in Wills Special Interest Group

This round-table discussion will have four table captains with a specific area of gifts in Wills to discuss.
 
TABLE TOPICS
- Internal engagement
- Facebook
- Gifts in Wills Days
- Supporter Surveys 

Date: Tuesday 21 May
Time: 3.00pm - 5.00pm
Location: Beaumont People
Level 29, 259 George St
Sydney 


Pricing
 
Free for current Include a Charity Supporters, members of Fundraising Institute Australia and non members. If you would like to become a member please email includeacharity@fia.org.au
 
 
 

Full participation in this May Gifts in Wills Special Interest Group: Round-table discussion is applicable for 1 continuing education point in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
 
 
Speakers
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Sally Biles
General Manager Planned Giving
Guide Dogs NSW/ACT

Remarkably, two out of every three Guide Dogs are funded by people who leave a gift in their Will to Guide Dogs NSW/ACT. Sally Biles is the General Manager Planned Giving at Guide Dogs NSW/ACT and over the past 5 years she has led the bequest team to meet the challenge of growth and sustainability of this significant income contribution.

 
Suzanne Brown
Manager, Bequests
The Salvation Army Australia

Suzanne is Manager, Bequests for The Salvation Army Australia. She is responsible for supporter retention, prospect generation, and marketing of The Salvation Army’s gifts in wills program which can contribute up to 50% of all fundraising revenue for the Salvos.

Her team includes Team Leaders, Relationship managers and part time honoured friend representatives.

Suzanne has worked in business development, sales and marketing at BOC, The Heart Foundation and Medibank. She has been with The Salvos for 3.5 years.

The Salvation Army has sent bequest surveys to volunteers, prospects and supporters in the past and Suzanne will share some key learnings

(Suzanne has a Bachelor of Science, an MBA, a Diploma of Nutrition and Certificate in Fundraising.)

 
Stephen Burfield
Planned Giving Manager, Fundraising
Wesley Mission

Prior to joining Wesley Mission in September 2015, Steve spent 11 years at the Salvation Army, including the position of Divisional Community Relations Director, where he played a key role in raising $9.5 million for the Salvation Army Emergency Appeal following the Blue Mountains bush fires in October 2013.

At Wesley Mission Steve oversees the planned giving team, which has a broad comprehensive bequest program including visitation and Wills days. Wesley Mission sees Wills days as a community service.

Over the past number of months Steve and the Wesley Mission Team have trialled a new Wills day service where clients walk away with a completed Will on the day. This is done through a mutually beneficial partnership with a firm of solicitors who provide their staff and services, completing as many as 60 wills in a day. Over the past 2 years the team have seen their Wills days increase from 2 a year to 12.

Buoyed by this success, Steve and his team anticipate this will assist in improving their acquisition of confirmed bequestors by 50% over the next five years.

 
Maisa de Paiva
Digital Strategy Manager, Fundraising
Cerebral Palsy Alliance
An activist at heart, Maisa is an experimental marketer. Her vision is to be a social change agent for better technologies, equality and education at a global level, via the distribution of wealth through sustainable fundraising. She Maisa brings a rare combination of expertise in both the digital and fundraising areas.

In 2010 Maisa has joined her current employer, Cerebral Palsy Alliance, and has helped raise vital funds to provide essential support services, new technologies and fund ground-breaking research for people living with disabilities. She used her broad knowledge and fundraising skills base to contribute to a number of key areas. Most notably in bequests over the last few years. Her management of the bequest program has led to incredible growth in bequest prospects and increased sophistication in our targeting and channel mix. This achievement achieved sector-wide recognition at the FIA national awards, with the Cerebral Palsy Alliance bequest program being awarded the national winner in the Bequest category.

 
 
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