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Upcoming Events

Our 2018 Calendar is ready! Please download it here we look forward to seeing you!

Webinars, training days and Include a Charity Week are events for IAC supporters only however if you are not an IAC member you can register for our upcoming Special Interest Groups. 

If you would like to become an Include a Charity Supporter please email or download the Supporter Form.






Register here

For one week each September, our campaign focuses on Include a Charity Week, a PR-focused activity to amplify and maximise our message. Aligned with international legacy weeks across Europe and in New Zealand, Include a Charity Week raises the profile of charitable gifts in Wills and provides an opportunity for supporter charities to convey their importance.

During this webinar we will go through the campaign for 2018. 


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.

 Register here


Register here

Join us for afternoon tea, networking with fellow gifts in Wills fundraisers and to hear from Tracey Hammond at Perpetual Trustees on how they work and how to engage with them and their clients. 

The session will include a short presentation and Q&A. Use this opportunity to ask the specialist and your peers the questions that you want to know.


Tracey Hammond

Associate – Philanthropy & Not Profit Services

Tracey joined Perpetual in November 2010 and has worked in various roles and divisions across Perpetual Private including Advice Delivery, Project Management and most recently Philanthropy.

Tracey is passionate about helping clients structure their giving in order to enable them to support their preferred charities in the most impactful way. Tracey is focussed on building meaningful relationships with both philanthropists and the not for profit sector to facilitate positive outcomes for the community.

Tracey holds a Bachelor of Business and an Advanced Diploma in Financial Planning.

Register here


Register here

Understanding how to leverage digital is becoming a staple part of almost every fundraising strategy. And if you want to reach your donors and new prospects, it’s becoming more and more likely that you’ll have to invest on Facebook Advertising.

On this practical and interactive session, Maisa Lopes Gomes (Paiva) will give a step by step guide on how you can develop a uncomplicated and cost effect Facebook campaign for Include a Charity Week. Being the key goal for the campaign to build your bequest prospect base.  This is an opportunity for you to learn how Facebook Advertising works and potentially apply those learnings across multiple campaigns.

You will learn how to:

·          strategize your Facebook campaign from scratch

·          integrate this campaign with other digital channels

·          target existing supporters and build new prospective pools

·          and how to make the best out of your budget by understanding Facebook’s content best practices and             social engagement.

This is a session for fundraising managers who collaborate with internal digital teams and/or digital agencies.

To take the most out of this session Maisa recommends that attendees produce at least one video of a bequest donor case study, with photos.

Register here
Maisa Lopes Gomez (Paiva)
Gifts in Wills & Digital Projects Manager 
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. 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 is also part of the Australian Include a Charity Advisory Committee since 2015, a social change campaign that aims to encourage more people to leave a gift in their Will, increasing the funds invested in the charitable sector and thereby increasing the positive impact these organisations have on our society. Maisa had articles published at the renowned Fundraising & Philanthropy magazine, and has recently accepted to take a role as an Online Tutor for the FIA—the prestigious Fundraising Institute of Australia.

IAC webinars are available for our supporters, if you would like to become an IAC supporter please email



Register here

Join us for afternoon tea, networking with fellow gifts in Wills fundraisers and for a discussion on how to measure success for your program and work through some of the challenges you face.

Special Interest Groups are informal learning sessions that allow you to share information, learn from real-life examples and meet other people who understand the opportunities and obstacles you are facing in the gifts in Wills fundraising space.

This session will be focused on how you measure success of your program, what tools and techniques you use to ensure you have a targeted program, how do you segment and show movement - and get to ask other people what they do.

Facilitated by Include a Charity, this session is open to anyone interested in gifts in Wills fundraising. Register today for free!

Register here



Register here

More Strategic have been working with Behavioural Insights Team UK (BIT) and a number of IAC campaign supporters to develop randomised controlled trials (RCT's) in order to increase the number of residual gifts left in Australia. The session will cover the following: 

1. Behavioural versus Attitudinal research - pros & cons 

2. Overview of the RCT's, including details on the variables

3. Benefits and Challenges of setting up RCT's

4. Future opportunities for innovation

It is anticipated that the RCT's will be in progess at this time but early learnings will be shared. 

Register here


Karen Armstrong


More Strategic 


For information about other upcoming events, view our 2018 supporter calendar here. Become a Supporter