Bequests: Planning for the Future

Thursday 24 Feb 2011

11.00am – 12.00pm
Bequests – the ultimate gift – inspiring your donors to give

Evelyn Mason FFIA CFRE BA – Evelyn Mason & Associates

12.05pm – 1.05pm
Developing a bequest programme from scratch

Anne Peedom MFIA BA Dip Ed. – Macquarie University

2.05pm – 3.05pm
So What’s Next? Your charity is a beneficiary in an estate. What stands between the line in the will and the cheque in the bank?

David Whiting – Donaldson Trumble Lawyers

3.45pm – 5.00pm
The essential guide to turning your bequest leads into real dollars

Fiona Paterson MFINZ BA – Pareto Fundraising

Friday 25 Feb 2011

11.00am - 12.00pm
Bequest clubs and ambassadors

Rod Reeve MFIA - Salvation Army
Ron Ellis OAM MFIA, Churchill Fellow
Kathryn Johnston MFIA - Epworth Medical Foundation
Moderator: John Allen FFIA - Allensmith Associates

12.05pm - 1.05pm
Bequests by direct mail - briefing and copy for the results you want

Frank Chamberlin, MFIA - Action Words

2.05pm - 3.05pm
Major gifts + bequests = integrated planned giving programme

Cheryl Pultz EMFIA CFRE - Bush Heritage Australia

3.30pm - 5.00pm
Getting the "ask" right

Stephen Pidgeon - Sargeant Pidgeon, UK

Saturday 26 Feb 2011

9.30am - 10.30am
Bequests: the highest return on investment in fundraising

Michael Downes FFIA FAICD FAIA (Dip) - DVA Navion

11.00am - 12.00pm
Taking your bequest fundraising online

Christiana Stergiou MFIA - Scribbly Bark

12.05pm - 1.05pm
Finding your bequest prospect using data as your guide

Trish Roath EMFIA CFRE DipMgt - The Australian Ballet School

1.50pm - 2.50pm
The potential new face of planned giving

Carrie M.B.Keller - Juvenille Diabetes Research Foundation International
Lawrence Jackson MFIA BComm MBA - Lawrence Jackson Associates