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As gifts in Wills fundraisers we all have faced the challenges of understanding the estate administration processes. This webinar provides you with the basics: looking at the key legal terminology used in estate planning; those first steps to undertake when an estate is contested; how to ensure you are fulfilling your legal requirements as a beneficiary and a few other tips and tricks to help with basic estate administration. 

Speaker: Kelly Morgan

Kelly has in excess of 14 years professional legal experience in complex estate planning, administration and litigation. Having acted on behalf of high net worth individuals, large corporate companies and charities, Kelly has successfully managed cases involving the maintenance of on-going trusts, recovery of bequests, resolving un-administered estates as well as seeking variations to trusts effected by legislative changes. 

Kelly brings vitality, professionalism and warmth, as well as an extremely high level of service to her work and clients alike. 

 

 

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We’ve all heard the research from Dr James – living donor stories have the maximum impact and work best for your gifts in wills prospects. But how do you:

-        Identify a good story

-        Ask the donor to be involved

-        Brief the donor  - whether it be media, video or event speaking

-        Maximise the impact of the story.

This webinar will seek to answer some of those questions and provide you with some advice on what to do, and what not to do!

Speakers
  Kim Carter
PR Consultant
Kim Carter is a public relations professional with a wealth of experience in project management, PR strategy, media relations, content creation, social media, special events, internal communications and issues management. She’s worked in the fundraising/charity, marketing, child advocacy/protection, heritage advocacy, food/nutrition, consumer, fashion and education sectors, with skill honed in house at associations, non-profit organisations, government and respected PR agencies.
 
  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.

 

IAC webinars are available for our supporters, if you would like to become an IAC supporter please email includeacharity@fia.org.au

For information about other upcoming events, view our 2018 supporter calendar here