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Resources

On this page you can see and download articles and presentations, or watch recent webinars

Planned giving: little understood, little practiced – so much potential

Many Australian fundraisers think ‘planned giving’ is just gifts-in-wills. However, it is so much more.

In the USA and UK, planned giving is a much more developed area of fundraising and philanthropy. This is an opportunity for Australian fundraisers.

As the financial services industry in Australia becomes more sophisticated, new techniques under the umbrella of planned giving could potentially become available.

Lawrence Jackson compares planned giving practices in Australia to the UK and USA and reveals what needs to change in Australia for the true power of planned giving to be unleashed.

PART 1

PART 2

PART 3

PART 4

New Series

Webinars

Chicken Soup for the Fundraisers Soul

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LATEST

THE GENEROSITY CRISIS:  How RADICAL DONOR CONNECTION on a global basis can help solve Humanity’s Greatest Challenges. Featuring global philanthropy experts Nathan Chappell and Brian Cummings, for their inaugural livestream event direct to Australia, and in conversation with Adjunct Associate Professor Wendy Scaife. (October 2023)

Australia’s Big Ticket Philanthropy Trends, presented by John McLeod, Co-founder of JBWere Philanthropic (August 2023)

The view from London - Fundraising in the cost-of-living crisis, presented by Mark Phillips of Bluefrog Fundraising London.

(1 hr)

 

Uncharitable - transforming the way the world sees charitable giving.

Presented by: Dan Pallotta and Stephen Gyllenhaal

(1 hr)

Psychology of Charitable Giving:

From the Charitable Triad to the Champion Effect

Presented by Dr Cassandra Chapman

(1 hr)

How Covid taught us to  be better fundraisers with Mark Phillips of Bluefrog Fundraising, London

(1 hr)

Catalyst Management hosted a Special Response webinar in April 2022 showcasing the work of 3 non-profits in Ukraine and how Australia could  help

(1 hr)

Catalyst Management and the Charity Reputation Index present the results of 2021's Charity Reptrak Study

(1 hr)

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