Include a Charity Week & Roadshow

Don’t miss the 2024 Include a Charity Week Roadshow with international expert Dave Smith

PERTH - ADELAIDE - MELBOURNE - SYDNEY

Join us for an exceptional opportunity to learn from international expert Dave Smith, Founder and CEO of the Heaton Smith Group, a leading gift planning consultancy based in Atlanta. With an impressive track record, Dave has helped donors ranging from modest estates to high-net-worth individuals, securing estate gifts averaging $518,000 for prestigious clients like Memorial Sloan Kettering Cancer Center, The George Washington University, The Barack Obama Foundation, and The George W. Bush Foundation. He also contributes his expertise to key philanthropic boards, including The Giving Institute.    

• Dave will define and emphasize the advantages of gift planning, explaining how it addresses the needs of a broader range of donors while helping nonprofits facilitate blended gifts.   
• He’ll share leading practices in gift planning, covering crucial topics such as team collaboration (including roles and responsibilities), prospect tiering, diversity of gift vehicles, proper staff training, and shared credit.   
• Additionally, Dave will discuss how a nonprofit's fundraising culture can evolve and mature with top-level support for gift planning.  

He will be travelling to Perth, Adelaide, Melbourne and Sydney and will also host an online presentation for those unable to attend in-person.

Click on your city below to register now-