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In his final article in this four-part series, Lawrence Jackson explores the potential of going beyond our traditional ‘one-trick pony’ bequest marketing approach to enrich our local planned giving ecosystem and diversify our practices.

Planned Giving

The purpose of this series of articles was to explore the potential to generate far greater Australian philanthropic support via estate-based giving mechanisms and channels. In part one, a comparison of local practices with those abroad revealed a wide disparity in the sophistication of our bequest marketing activities in comparison with the UK, as well as a vast gap with the far broader planned giving practices of the US and Canada. 

The following two articles focused on how to shift the local planned giving paradigm, with suggestions for innovations in the  following areas: gifts in wills; individual investment giving funds; remainder trusts; superannuation fund-related annuity giving vehicles; and leftover superannuation. In this final article, I will focus on some specific, practical suggestions for how we can develop a richer planned giving ecosystem and diversify our traditional approach to create a values-based and donor-centred approach. 

Retraining the pony 



Look closely at Australian bequest development practices and you will typically see what…
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