BENEFOLK INCOME SUMMIT 2025
Get ready to transform your financial strategy and future-proof your NFP!
Summit Pass only $295 with 12 months access

** NEW BONUS SESSION JUST ADDED - BOOST DONATIONS USING GOOGLE AD GRANTS **

💫 Kickstart FY26 with a much-needed boost to your financial sustainability

💫 13 Live Sessions over 3 weeks featuring 16 top sector experts sharing cutting-edge strategies

💫 15 Real-World Case Studies from leading organisations like Lifeline, Children’s Ground, Kids Under Cover, Anchor Community Services

💫 Actionable insights to increase and optimise your income for FY26

💫 Learn how to enhance cost efficiencies, refine your value proposition, correctly value a corporate partnership, refine high-impact fundraising campaigns, monetise online programs, and more!

💫 Customise your learning experience or upgrade to a Summit Pass for 12 months of unlimited access to session recordings

OVERVIEW
“This program had so many gems .. it was like shopping at Tiffany's!” (2024 Income Summit participant)

Benefolk Income Online Summit 2025 is all about ways you can strengthen and tweak your existing efforts to supercharge income, financial sustainability and resilience. Last year we explored diversification. This year is also about optimisation.

Hear from experienced advisors about financial sustainability insights, leveraging IP online, driving cost efficiencies, fundraising campaigns, corporate and government, grant writing and much more.

Select the sessions that matter most to you, or a Summit Pass to attend all sessions and receive all recordings.

A big thanks to our Presenting Partner Strategic Grants!

WHO WILL BENEFIT FROM THE SUMMIT?

Organisations: Established charities, social enterprises, not for profits and community service organisations of all sizes.
Roles: CEOs, Boards, Heads of Business Development or Programs, Grants/Tender Managers, Fundraising Managers, Marketing Managers.
Organisation Stage: Suited to established or early-stage organisations looking to optimise existing efforts. Refer to the specific rating on each session for suitability.

TICKET OPTIONS
(excludes booking fees)

Individual Sessions: $45 per session (includes access to recording)
Summit Pass: $295 (save $155) Includes 12 months’ access to all session recordings
Expert Bar online consult: Add a 60 minute Expert Bar consultation to any session, to follow up 1:1 with the presenters
"Let's Optimise Package: Summit Pass + Expert Bar online consultation": $515 per package
"Ultimate Success Package: Summit Pass + 2 Expert Bar online consultations" $735 per package

SPEAK TO THE EXPERT PRESENTERS ANYTIME
Need to speak with these experts before the Summit?
Book them on Benefolk Expert Bar, where you can book a 45/60/90 minute online consultation.

INCOME DIVERSIFICATION – MISSED THE 2024 SUMMIT?
You can access last year's program here.

GRANTMAKERS / FUNDERS - BURSARIES
Interested in buying a Summit Pass for your grantees / portfolio? Please get in touch with our Foundation Manager Annette Herschtal at annette@benefolk.org, who will help set this up for you.

2025 PROGRAM

WEEK 1

Monday 19 May 12-1pm	Welcome to the Benefolk Income Summit by CEO/Founder Julia Keady	Our kick-off session with Benefolk CEO/Founder Julia Keady and sector leaders, where we’ll be discussing key trends and themes in the area of financial sustainability. Julia will be joined by: - Chris Mills, Grants Strategist at Strategic Grants (Presenting Partner of Benefolk Income Summit) - Katherine Raskob, CEO, Fundraising Institute Australia (FIA) Julia will also provide an overview of the program, Expert Bar and the Income Diversification online course.	Choose this ticket as a complimentary session for any ticket. It is included in the Summit Pass.
Tuesday 20 May 12-1pm	Unlock financial sustainability: Cost reduction and revenue strategies that work	In this session, Ari Magalhaes, a trusted expert who has delivered over $110 million in bottom-line improvements, will reveal the key strategies to cut costs, increase revenue, and achieve long-term financial success without compromising your mission. Learn the practical, real-world approaches that have worked for organisations like yours, and discover what sets successful transformations apart from those that fall short. You’ll leave with actionable steps to optimise your organisation’s financial health and ensure sustainable growth. You’ll also learn how to cut costs effectively while maintaining service quality and protecting you organisation’s core values.	Presenter: Ari Magalhaes Suited to: Leaders and boards looking to optimise their organisation’s financial position while staying true to their mission; Leaders who are facing challenges with cost management, revenue growth, and financial sustainability; and Leaders who want to learn how to implement actionable strategies for long-term impact. Case Study: Ari will share real-world case studies, and share the key differences between organisations that achieved financial success and those that didn’t, with insights on what worked and what didn’t.
Wednesday 21 May 12-1pm	Grants Success Rate: Secure more multi-year grants and tenders	Benefolk’s grant and tender writer Barbara Brangan has exceptional success with her clients, and will be sharing the five key ways to increase your success rate to secure multi-year funding. This will include tips on assessing fit, understanding what funders are really looking for in funding applications, building a strong project framework, better articulating your impact and capability, and demonstrating value, sustainability and outcomes.	Presenter: Barbara Brangan Suited to: Medium to large organisations with proven service models looking to scale through government, PHN or major philanthropic funding. Not ideal for start-up organisations. Case Study: Hear about Footprints Community and their 75% win rate in securing several multi-million dollar contracts, how they successfully transitioned from ad-hoc tender submissions to a strategic, high-impact funding model. Their story highlights how a structured approach to tenders led to securing multi-million-dollar funding from Primary Health Networks and Government Departments. Barb has supported them to win Aged Care, Mental Health, Social Prescribing and Housing/Homelessness grants and tenders, and will share specific results.
Thursday 22 May 12-1pm	Corporate Partnerships: Understanding, and not under-valuing your assets	Whether you have an existing corporate partnership, or are looking to establish a partnership, the first step is taking the time to understand the value exchange. In this session, we hear from leading corporate partnership specialist Linda Garnett, who has helped many organisations get started, and/or renegotiate their partnerships. You’ll learn how to avoid the common pitfalls when gathering your assets and which assets corporate find most valuable and why. You’ll also hear about the ways to identify the best corporate prospects based on your assets, and how to improve your chances of success.	Presenter: Linda Garnett Suited to: Organisations of all sizes who want to learn how to strengthen their value proposition, improve their offer for corporates, and not waste time talking to the wrong prospects. Case Study: Hear about Children’s Ground success with a new $9.5 million partnership, having laid down strong foundations in working with Linda and Sharon.

WEEK 2

Tuesday 27 May

12-1pm

Being a brand worth buying, investing in and donating to

In a crowded landscape, for- purpose organisations must do more than just good work—they must be remarkable, trusted, and top of mind. This session explores how to create an identity and presence that attracts customers, supporters and investor partners, ensuring long-term sustainability and impact.

Hear from brand and marketing specialists Lyndal Kearney and Darren Taylor who bring a combined 50+ years experience in helping organisation boards and CEO’s strengthen their identity, differentiation, and stakeholder loyalty.

Presenters: Lyndal Kearney and Darren Taylor

Suited to: All organisation sizes, who are keen to optimise their marketing spend in FY2026, and ensure they are crystal clear on who they are, why they matter, and how they can build lasting relationships with their communities.

Case Study: See examples from Kids Under Cover and Australian Sports Foundation who have invested in their brand and are reaping the rewards.

Wednesday 28 May

12-1pm

Regular Giving: How building community is the key to growth

Is your regular giving program a pathway to major donors and partners? And do you have your donors giving more, and consistently? If not, this session is for you. Regular Giving specialist Amy Estafthis shares the latest trends in program design to steward larger gifts and engagement.

Amy will be sharing the latest industry research and benchmarks in regular giving and show you how to apply this information to your individual situation. She will also give examples of ways to create belonging, a strong program identity, creating pride and commitment, building emotional connection and fostering unity.

Presenter: Amy Efstathis

Suited to: Organisations of any size, who have an existing Regular Giving program and seeking best practice strategies to enhance growth and long-term sustainability.

Case Study: Amy will be sharing client case studies, including one organisation who has harnessed data driven reporting, storytelling and effective stewardship to strengthen their fundraising program by 50%, without the risk of burnout and over-servicing of their clients.

Thursday 29 May

12-1pm

Customer Journeys: Driving loyalty and stronger commercial outcomes

Are you making the most of your data to drive engagement and revenue? Understanding and segmenting your audience is key to designing tailored campaigns, products and events that increase engagement and unlock commercial opportunities. In our data session, our marketing specialist Penny Whitehead teams up with our Salesforce CRM consultant Jessica Macpherson to look at the power of segmenting data and mapping customer journeys.

They will share insights on how best to collect and utilise quality data effectively, and creatively design opportunities that build loyalty, engagement and achieve greater commercial upside. This will take into account merchandise, products, events, membership categories, partnerships and donations. Penny and Jessica will leave you inspired to leverage insights in new and exciting ways.

Presenters: Penny Whitehead and Jessica Macpherson

Suited to: Organisations of all sizes, who are looking to maximise the value of their audience data to enhance engagement and create new revenue streams.

Case Study: Learn how Benalla Art Gallery and Benalla Art Gallery Foundation used data segmentation to gain deeper insights into its audience. By refining its membership database and understanding visitor motivations, the gallery was able to design targeted engagement opportunities—including exclusive events, donor programs, and tailored membership benefits. This strategic approach strengthened community connections and increased commercial outcomes, and established a sustainable fundraising and philanthropy model.

WEEK 3

Monday 2 June

12-1pm

Philanthropy Success: A winning Case For Support

Giving your fundraising team, volunteers and board more confidence to succeed can be as simple as an effective tool: your Case For Support. Often, organisations operate without one, or their documentation simply doesn’t work. In this session, our winning Case for Support team come together to share the pearls of wisdom that have seen their clients have great success.

Hear from Teisha Archer and Justine Cubbin on the role of the Case For Support, why you should have one, how to build a best practice structure to inspire philanthropy, and learn key design considerations that support readability and connection with prospective supporters. Also learn about how to optimise your Case for Support for multiple uses including as a base narrative for all fundraising activities, and how to expand your fundraising reach by embracing both print and digital forms.

Presenters: Teisha Archer and Justine Cubbin

Suited to: Organisations of all sizes, who are looking to improve their engagement, improve communications, trust and credibility, and see a higher ROI on fundraising efforts.

Case study: Go inside the Case for Support for Anchor Community Services – which has enabled them to quickly and comfortably secure supporters for a major new initiative.

Tuesday 3 June

12-1pm

Government funding: How to survive elections and political ups and downs?

Protecting your precious government funding during changing landscapes will be a powerful, not to be missed session with our government relations specialist Angus Crowther. Here, we will be helping you better understand electoral, budget and political cycles and timelines to understand their impact on your funding.

Angus will also explain the minimum investment you need to make to both secure and maintain government funding, as well as the ways you can utilise your existing government and/or other funding as a launchpad for bigger government asks.

Presenter: Angus Crowther

Suited to: Organisations of all sizes (revenue under $100 million), who work in areas with a strong government focus - education, health and social services. Also suited to organisations who have a long term vision for their organisation.

Case Study: Hear about Playgroup NSW who has been able to achieve and maintain support from both state and federal government to sustain and expand its reach, offering vital support to parents, children, and carers throughout the state.

Wednesday 4 June

12-1pm

Online learning: Monetising your IP, or taking it to the next level

Many non-profits either have an online education offering, or are looking at how to strengthen this. Whether it’s programming for schools, communities, the corporate market or organisation members, many have either moved to online during the pandemic and stayed there, or are exploring how best to utilise technology to support and reach their audience. In this session, we hear from online learning industry expert Rob Flude who will take us on a deep-dive into his world. We’ll be learning about the different commercial options from paid courses, memberships and subscriptions, as well as sponsorships and partnerships.

Rob will also show us the different platforms used to bring together the service offering, and how these can be implemented effectively. You’ll learn about the different types of content that can be produced and the related income/business models that can be generated from online learning. If that’s not enough, Rob will show you the costs involved and how to keep these to a minimum, to maximise the margins.

Presenter: Rob Flude

Suited to: Organisations of all sizes, who are either considering online learning, or are already delivering online content and want to drive increased revenue and impact. This will also be inspirational for organisations who do not think they have any IP they could monetise, as chances are you do!

Case Study: Rob will share inspiration from a number of case studies.

Thursday 5 June

12-1pm

Under or Over-Communicating: Find the right balance to increase your income and impact

Timing is everything, they say. And no more important when it comes to fundraising campaigns - be it Tax, Christmas or Matched Funding Appeals. Fine-tuning your campaign timings and finding the balance between under and over communicating is key to audience engagement and success.

Learn from leading fundraising strategists Dominique Antarakis and Ainslie Page, as they provide practical techniques for tailoring campaign pacing to achieve optimal audience response, as well as how to fine-tune and adjust your campaign timings for improved retention and maximum impact. Attendees will leave with practical insights on how to time and craft the right messaging, which could lead to increased audience contributions and long-term income sustainability.

Presenter: Dominique Antarakis and Ainslie Page

Suited to: Organisations of all sizes that are currently running fundraising campaigns, and want to find the balance between audience fatigue and overwhelm, and meaningful connections.

Case Study: See real-world case studies highlighting successful campaigns.

Friday 6 June

12-1pm

** BONUS NEW SESSION **
To Awareness and Beyond: Driving Donations with the Google Ad Grant

In this session, Rodney Ferro and his team — who are currently managing Google Ad Grant accounts for not-for-profit organisations — will show you how to move beyond basic awareness and start generating real fundraising results from your $10,000/month Google Ad Grant.

You’ll learn how your peers are using the Grant to drive targeted traffic, increase donations, grow supporter bases, and build sustainable online campaigns – even with limited internal capacity. This session combines practical strategy with step-by-step demonstrations to help you make the most of this powerful but often underused funding stream.

You’ll also discover how to improve your website’s performance through conversion optimisation, and get access to campaign ideas, keyword strategies, and time-saving AI tools to help you do more with less.

Presenter: Rodney Ferro

Suited to: Fundraising, marketing and communications professionals seeking to generate income and engagement through digital channels; leaders and small teams looking to maximise their use of the Google Ad Grant; and organisations wanting to shift from awareness to action in their online campaigns.

Case Study: Live demonstrations will include real-world campaign examples, showing how organisations have increased website traffic and conversions through strategic use of the Grant. You’ll also hear what’s worked (and what hasn’t) across different sectors – from mental health to education and social services.

Wednesday 11 June

12-1pm

** BONUS NEW SESSION **

Banking Review - Can you be saving money, and getting better service?

Do you review your banking performance in the same way you review your insurance policies? Possibly not. Who has the time? And aren’t all banks about the same anyway?

That’s what we thought at Benefolk - that is until we have had the banking experience with Beyond Bank over the past four years. Since then, we have become passionate about reminding social purpose organisations to look at the quality of the banking relationship and impact!

In this session, we'll be looking at a recent case study with Beyond Bank, and it will help you think through the questions you might consider within your own organisation and banking arrangements.

We'll also be looking at questions you should be asking your bank about scam protection, to ensure your precious funds are not stolen under your nose, and provide some real-life examples of how organisations are being scammed.

Presenter: Marlaina McPhillips, Beyond Bank

Suited to: Organisations of all sizes who might be considering their options with regards to banking.

Case study: Imagine doing a review and finding you could save $20,000 instantly? In this session, we’ll be looking at a live case study of how a charity did a banking review and where they were able to put $20,000 back into their work. For this one charity, it will save them time applying for a grant for that $20,000.

WELCOME TO BENEFOLK COMMUNITY
Benefolk is a community for social changemakers to achieve their impact without burning out. Benefolk has a pre-vetted national network of consultants and professional services, helps connect organisation leaders with services, and provides free and low-cost resources through its sister charity, Benefolk Foundation. We're also a Certified Social Enterprise and B Corp! More here: www.benefolk.org

Contact the host of Benefolk Income Summit 2025