Bequest Assist Pty Ltd

I’m super-excited to presenting about one of my favourite topics - Gifts in Wills Fundraising - at the F&P Big4 conference in October! Held in Melbourne over 29th-31st October, this conference is a must for anyone who works in the areas of Major Gifts, Grants, Gifts in Wills or Corporate Partnerships. My session – "Once a supporter, always a supporter? Using the phone to find your Gifts in Wills supporters in the most unlikely places" – will explore how you can find support for Gifts in Wills amongst a really wide range of stakeholders and people connected to your cause. I'll be presenting with Roberta Armitage from Kidney Health Australia and Darren Musilli from Apple Marketing Group - we'll be talking about using the phone effectively can lead to finding interest in Gifts in Wills for your own cause. As ever, there are lots of great Gifts in Wills sessions at Big4 - including a really interesting session from Morgan Koegel all about understanding those BIG transformational bequests us fundraisers get really excited about! I'm also really looking forward to catching-up with former colleagues Sally Sweeney, Sharon Dann and Linda Garnett - coincidently we're all presenting on the same day at Big4 - it'll be just like a mini-reunion 😀 If you work in any area of the ‘Big4’, I hope you can join us. Register and find out more here: https://lnkd.in/gQYUwZAt #GiftsInWills #Bequests #EstatePlanning #LegacyGiving #Charities #IncludeACharity #RememberACharity #Fundraising #Philanthropy

Peter MacCallum Cancer Foundation Limited has ambition to grow our fundraising income to $100m within the next 10 years to support life-saving cancer research. Gifts in Wills are a strategic focus so I’m looking for two wonderful people to join our supportive, engaged and high-performing Gifts in Wills and Estates team. Gifts in Wills Coordinator - https://shorturl.at/wmYXP Gifts in Wills Officer - https://shorturl.at/ZzKPu If you’re looking for a rewarding role at an organisation investing in and committed to growing #giftsinWills, please contact me for a confidential chat, or apply now.

In the fourth of our Where There's a Will Series with Bequest Assist in 2024, we'll look at 10 clever and valuable ways to take the initiative in your estate administration so you're ahead of the curve, not chasing the pack - which turns into smoother systems, improved realisations, and better relationships between you, executors, solicitors and families. Another one not to be missed if you want to be more proactive than reactive in your estate administration. Register here: https://lnkd.in/exABy6bh Open to non-members/ticket buyers

Why do varying causes touch different peoples' hearts and minds? What generates the unique access to the inner self that leads to deciding to leave a charitable gift? How do we seek to understand the meaning for those who want to leave a legacy through planned giving? This year's Include a Charity Virtual Conference will be delving deep into the emotional and human face of gifts in Wills fundraising to answer some of these questions and discover how we, as fundraisers, can understand motivations and drivers. This flagship event in the IAC calendar features a lineup of inspirational and informative speakers, esteemed legal panellists, and a gift in Will donor you will recognise. They will lift the veil on what people think, feel and reflect upon when deciding on the gift of a lifetime. Read more about the program and speakers here:  https://lnkd.in/d35Bqk-H Purchase tickets here (free for IAC members): https://lnkd.in/dksdYc8P

You can now purchase a hard copy version of the updated IAC/Bequest Assist Estate Administration Guidebook for your bookshelf for only $48 (including postage). It's well worth it for an at-a-glance reference tool when it comes to all things 'estate management'. Place your order through the link below, and we'll send one to you! https://lnkd.in/dBYKqaxc

By administering over 4000 estates on behalf of charities around the country, Bequest Assist have identified millions of dollars of income lost through the estate administration process. These funds are lost in many ways, but there are five you should be aware of that are the most common and costly: 1. Incorrect taxation 2. Unnecessary legal fees 3. Executor’s commissions 4. Administration errors 5. Missing gifts Understanding these problems and how you can best try to prevent them occurring can save your nonprofit missing out on funds intended for you. Morgan Koegel, Managing Director at Bequest Assist Pty Ltd shares more in our recent article. Read it now: https://lnkd.in/gXyJCcGp

Sales have now opened for the latest edition of our book 'Taxation of Deceased Estates for Estate Practitioners'. Online orders available here https://lnkd.in/gvUnd6Bj We are donating all sale proceeds from the sale of the book over the next 12 months to Heartfelt https://lnkd.in/gaQ6d3Tq . So, in buying a copy of the book, you’ll be supporting a charity dedicated to giving the gift of photographic memories to families throughout Australia who have experienced stillbirth or have children with serious or life-threatening illness.