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Upcoming Events

NSW - GIFTS IN WILLS: INSPIRATION AND EXPLORATION 

This is Workshop 1 of a three stage process where we’ll explore a broad range of human behaviours and their relationship to leaving a Gift in their Will. These workshops will design the tests to be implemented in partnership with charity members and the Behavioural Insights Team UK. Our goal is to create new and deeper engagement with supporters to leave a gift in their Will, increasing the value and social impact of gifts in Wills.

 Workshop 1 will be an interactive examination of human behaviour and how we can ‘nudge’ people in new ways.

 We’ll have teams working on:  

  1. The relationship people have with money. How they perceive and associate value to their money at an individual level.
  2. The peer perception of money and its purpose within our community: norming, self-signalling, reciprocity and reward.
  3. How people make decisions or not! Understanding inhibitors of decision making.
  4. How people plan, act and achieve goals.  

Outcome: Identify opportunities to test new interventions as part of the journeys supporters have with our charities to leave a gift in their Will

Presenter: Martin Paul 

Date, Time & Location

Friday 17 November
10:00 – 13:30
Beaumont 

Level 29, 259 George Street

Sydney NSW 2000

Click here to register

 

NSW - GIFTS IN WILLS TRAINING DAY 

Morning Session - GIW 1.0.1
10.00am - 12.30pm

For those who are new to this area of fundraising or for those in your organisation that want to understand more.

Using Include a Charity’s latest research get an overview of the gifts in Wills market in Australia, some key insights into the sector and the basics needed to set up an effective gifts in Wills program

Speaker: Helen Merrick 

Afternoon Session - Empathy mapping - Design and ideate test journeys 
1.30pm - 4.00pm

This is Workshop 2 of a three stage process. In this we will design the test journeys by understanding the real-life journeys supporters are having with charities and how we can test various interventions.  These workshops will deliver the prototypes to be implemented in partnership with charity members and the Behavioural Insights Team UK.

The goal is to design behavioural tests that can be implemented within our charities. We’ll be utilising empathy mapping to design and ideate around the greatest opportunities identified in Workshop 1.

 The workshop seeks to understand:

1. What people do

2. What they interact with

3. How they feel

The teams work together to identify the “moment that matters” in the journey where a change in behaviour can have the greatest impact. Ideation around this moment helps us to determine how we can change a person’s attitude and emotions in order to influence their behaviour.

 Outcome: 3-4 defined journeys to develop test plans with Charity partners and the Behavioural Insights Team UK

 Presenter: Martin Paul 

Join us for one or both sessions. Lunch provided.

Speakers
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.
 
Martin Paul
Director 
More Strategic
Over the last 12 months Martin has been investigating and applying best practice Customer Experience Management and Behavioural Economics to improve supporter loyalty. Having attended commercial CX conferences in the US and Australia More Strategic have partnered with a leading Experience Management Platform to bring commercial insights to NFP practices. Martin is highly regarded as a presenter and trainer and has delivered acclaimed masterclasses in Australia and at the IFC in Europe and Asia. Martin has led large teams to great success at the National Trust UK, Heart Foundation and Cancer Council before forming More Strategic, a fundraising, experience management and marketing consultancy in 2009.
 
Date, Time & Location
Tuesday, 28 November 2017
10:00 am - 4:00 pm
Beaumont
Level 29, 259 George Street,
Sydney, NSW, 2000

*Lunch will be provided. 

Click here to register

 

VIC- Gifts in Wills Training Day 

Morning Session - GIW 1.0.1
10.00am - 12.30pm

For those who are new to this area of fundraising or for those in your organisation that want to understand more.

Using Include a Charity’s latest research get an overview of the gifts in Wills market in Australia, some key insights into the sector and the basics needed to set up an effective gifts in Wills program

Speaker: Helen Merrick 

Afternoon Session - Empathy mapping - Design and ideate test journeys
1.30pm - 4.00pm

This is Workshop 2 of a three stage process. In this we will design the test journeys by understanding the real-life journeys supporters are having with charities and how we can test various interventions.  These workshops will deliver the prototypes to be implemented in partnership with charity members and the Behavioural Insights Team UK.

The goal is to design behavioural tests that can be implemented within our charities. We’ll be utilising empathy mapping to design and ideate around the greatest opportunities identified in Workshop 1.

 The workshop seeks to understand:

1. What people do

2. What they interact with

3. How they feel

The teams work together to identify the “moment that matters” in the journey where a change in behaviour can have the greatest impact. Ideation around this moment helps us to determine how we can change a person’s attitude and emotions in order to influence their behaviour.

Outcome: 3-4 defined journeys to develop test plans with Charity partners and the Behavioural Insights Team UK

Presenter: Karen Armstrong

Please register here 

Join us for one or both sessions. Lunch provided.


Speakers
Karen Armstrong
Senior Consultant 
More Strategic
Karen Armstrong is a Senior Consultant with More Strategic, a marketing, fundraising and experience management consultancy. Karen was previously Director, Marketing and Fundraising at Cancer Council Australia and a founding board member of the Include a Charity Campaign. More Strategic will be working on a pilot program with the Behavioural Insights Team UK and Include a Charity. This program is focused on opportunities to innovate and test Behavioural Economics (‘nudges’) in our supporter journeys.
 
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, 6 December 2017
10:00 am - 4:00 pm
Perpetual
36/525 Collins Street, ,
Melbourne , VIC, 2000

 

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