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Upcoming Events

VIC Gifts in Wills Special Interest Group: Legal/Estate Administration Panel Discussion

This Special Interest Group will be a panel discussion focused on estate administration and legal issues surrounding gifts in Wills. Take this chance to hear from our panel of speakers from three different charities and a member of the legal community. There will also be lots of opportunities to share your insights and ask questions.

Nibbles will be provided, sponsored by Include a Charity. The event is free for all those interested in gifts in Wills.

Speakers

Bethan Hazell
Bequests and Estate Manager
Peter MacCallum Cancer Foundation

Gifts in Wills are a significant source of income for Peter Mac, making up around 30% of all funds raised for the Peter MacCallum Cancer Centre. As Bequests and Estates Manager, Bethan leads a small team in the solicitation and stewardship of bequest donors. She also administers over 150 Estates each year, including contested Estates and those with other legal issues. Bethan is an advocate for taking a proactive stance in contested Estates to honour the donor’s wishes and maximise income for Peter Mac’s life-saving cancer research.

Merrilyn Julian
Head of Bequests 
The University of Melbourne

Throughout its 164-year history, Gifts in Wills have been fundamental to the University of Melbourne’s development, with many buildings, professorial Chairs, scholarships and bursaries established through the bequests of the University’s founding fathers and mothers. The University is also one of the largest trustees of charitable trusts in Australia, with over 1,000 charitable trusts established largely through bequests, and with a capital value of approx. $745 million. Endowed gifts and bequests support many thousands of students through scholarships and bursaries, and a wide range of other University purposes such as research programs, staff fellowships, facilities and publications. 

Working closely with the University’s legal office, Merrilyn leads a small team in the solicitation and stewardship of bequest donors, and in Estate administration. Much of the bequest team’s work involves negotiating with supporters of the University who wish to leave an endowed gift in their Will, the establishment of perpetual trusts through bequest or planned gift (a mix of inter vivos and testamentary giving), and the resolution of contested and other legally complex Estates.

Kelly Morgan
Senior Associate
Barker Henley

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 ongoing trusts, recovery of bequests, resolving un-administered estates as well as seeking variations to trusts effected by legislative changes. She has also acted in criminal prosecution and defence matters, on a variety of offences, including appeals to the Court of Criminal Appeal. In addition, Kelly has also lectured at the School of Law at Western Sydney University. 

In her role as Senior Associate with Barker Henley, Kelly leads our estates practice and is driven to make a positive contribution to the circumstances of her private, corporate and charitable clients, focusing particularly in the areas of trusts, estate planning, estate administration and litigation, associated transactional matters as well as criminal matters. 

Martin Williams
Bequest Planning and Retention Manager 
Australian Red Cross

Martin has managed the administration of the national bequest program at Australian Red Cross for the past eight years. He has encountered a variety of administrative and legal issues affecting the receipt of bequest entitlements and working closely with Red Cross’ legal unit, he has attended mediations arising from contested estates in various states. He believes that it is important that charities share examples of both challenges and best practice in estate administration to ensure that every generous donor's final wishes achieve their greatest potential. Prior to joining Australian Red Cross, Martin worked for 15 years in estate administration in law firms and trustee companies.


Date, Time & Location

Monday 26 June
3.00pm - 5.00pm
Cancer Council Victoria, 615 St Kilda Road, Melbourne

Click here to register


ACT - Gifts in Wills Breakfast & Workshop with Include a Charity

Breakfast:

Join Helen Merrick, Campaign Director of Include a Charity for a Q & A session on gifts in Wills market trends. The session will cover market knowledge on gifts in Wills, as well as trends in practice.

Workshop:


This breakfast will be followed by Gifts in Wills Training, exclusive to Include a Charity supporters.

This training gives you the opportunity to learn about the Australian gifts in Wills market and meet and share with other Include a Charity campaign supporters.

Learn how to run a best practice gifts in Wills marketing program, who to target, the latest research findings and more about how you can be part of the campaign and actively work on increasing your share of the market.

Speaker

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.

 

Date, Time & Location

Wednesday 12 July
Breakfast: 8.00am - 10.00am
Workshop: 10.30am - 1.00pm
Westpac, AON Building, Level 11, 15 London Circuit, Canberra

Click here to register

 

For information about other upcoming events, view our 2017 supporter calendar here