Include a Charity is offering six Aussie fundraisers a chance to learn more about endowments, funded through a $50,000 grant from IOOF subsidiary AET.

Include a Charity is offering six Aussie fundraisers a chance to learn more about endowments, funded through a $50,000 grant from IOOF subsidiary AET. Andrew Sadauskas reports.

Include a Charity campaign director Helen Merrick.

Fundraisers from six Australian not-for-profits will receive intensive training in gifts and wills best practice from leading British charities as part of a five-day study tour organised by Include a Charity, with applications now open for the program.

The study tour, which takes place 7-11 October in London, is funded through a $50,000 grant from IOOF subsidiary Australian Executor Trustees’ (AET) Learning for Impact grants program, which was launched in 2015.

During the trip, the fundraisers will meet with representatives from leading UK charities to learn best practice trends, strategies and tactics around bequests, including how to work more effectively with government, regulators, solicitors and advisors.

Include a Charity will cover all in-country expenses, including access to the UK’s Institute of Fundraising Legacy Fundraising Conference on 8 October, however five of the attendees will need to cover the cost of return flights to the UK.

Upon returning to Australia, the participants will be expected to share what they learnt from the trip with the broader fundraising community.

Applications are now open to fundraisers with an interest in gifts in wills and whose organisation is an Include a Charity supporter. Applications close at 5pm on Wednesday 4 July, with recipients to be chosen by a panel of industry experts.

In a statement, Include a Charity campaign director Helen Merrick said a key pillar of her organisation is to inspire and equip fundraisers with the latest knowledge around gifts in wills fundraising and best practice.

“A study tour gives fundraisers the opportunity to learn from some of the best overseas and also share their knowledge and strategies,” Merrick said.

AET head of philanthropy and social impact Ben Clark said his company recognises that “many not-for-profits do not have the resources for staff development”.

“AET is deeply committed to growing philanthropic practices and recognises the role that fundraisers play in this area. By supporting this tour, we will help them to develop their skills and expertise,” Clark said.

Include a Charity is a consortium of 100 of Australia’s best-loved charities, working together to encourage more Australians to include gifts in their wills to their favourite causes once loved ones are provided for.

For more information about the study tour or to apply, visit the Include a Charity website.

The scholarship recipients have been announced!

The scholarship recipients come from across Australia and represent a variety of charitable organisations such as medical research, organisations that help vulnerable or sick children, and animal welfare charities. Scholarships have been awarded to:

  • Eyvette Turner, Bequest Manager, The Heart Foundation (SA)
  • Laura Henschke, Strategic Future Planning Manager, MS Ltd (NSW)
  • Nadia Aden, Relationship Manager – Planned Giving, The Fred Hollows Foundation (NSW)
  • Ross Anderson, National Gifts in Wills Manager, Ronald MacDonald House Charities (VIC)
  • Vicki Rasmussen, Executive Director, Charlie’s Foundation for Research (WA)
  • Jakki Travers, National Gifts in Wills Manager, The Smith Family (NSW)
  • Naomi Schofield, Supporter Relations Manager, International Fund for Animal Welfare (NSW).




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