Gifts in Wills Officer

Baker Heart and Diabetes Institute; Melbourne; On-site; AUD 75,000 - 92,000; Full time

Benefits offered by this job

Salary packaging options

Employee assistance program

Modern offices and labs

Job summary

The Gifts in Wills Officer position at Baker Heart and Diabetes Institute is based in Prahran, Melbourne. The role focuses on building a sustainable bequest program by prospecting, cultivating, and soliciting gifts in wills from the donor pool and the wider community through multiple channels.

You will maximize revenue, plan activity for up to 400 donors, report on outcomes, and collaborate with the larger fundraising team to grow annual giving and donor engagement.

Qualifications

• Demonstrated (extensive) experience in donor development and solicitation.
• Excellent telephone manner.
• Excellent communication, collaboration, and negotiation skills, with the ability to relate sensitively to people, especially people of a senior age — especially via the phone and email.
• Competent in maintaining donor contact information for consistent and regular recording and reporting of engagement activity.
• Demonstrated ability to work productively both autonomously and as a member of a team.
• Sound knowledge of using fundraising databases (ideally Salesforce) and Microsoft Office suite.

Responsibilities

• Maximise future gifts in Wills revenue by increasing the number of confirmed gift in Wills supporters and increasing the proportion of the active donor base who are committed members.
• Produce regular (e.g. fortnightly) plans of proposed activity for agreement with the GIW and Estates Manager as requested. Develop and implement individualised engagement strategies for agreed caseload of up to 400 donors, including the moves management stages of identification, cultivation, asking and stewarding donors.
• Report regularly on donor stewardship, cultivation and solicitation results as requested.
• Develop relationships with existing, new, and potential gift in Will supporters, information seekers, etc.
• Implement cultivation and stewardship activities including private tours, boardroom meetings, functions and donor reports.
• Reply to all requests for further information and follow up as required. Participate in developing and improving highly effective communication and fundraising strategies across the CCR team.
• Encourage and inspire donors to consider leaving a gift to the Baker Institute in their Will (ideally residual).
• Maintain accurate records and provide regular and consistent reports.
• Work collaboratively with other members of the fundraising team to maximise revenues across income streams.
• Ensure positive working relationships with internal and external stakeholders.
• Other duties as required.

Skills

Donor development

Donor solicitation

Telephone manners

Communication skills

Stakeholder relations

Tools

Salesforce

Microsoft Office

Job description

• $83,596.70 (full time salary) + 11.5% superannuation + generous salary packaging options
• Full-time, 2-year contract (part-time will be considered)
• Based in Prahran, Melbourne

The opportunity

The Gifts in Wills Officer works within the Gifts in Wills team to build a sustainable Bequest development program by effectively prospecting, cultivating and soliciting gift in Will prospects, through the principles of fundraising moves. These donor engagement actions are combined with the provision of the highest levels of donor stewardship and service for confirmed gift in Will supporters to maintain and develop their annual giving levels.

The role will focus on soliciting gifts in Wills from the Baker Institute’s donor pool and the wider community through direct mail, email, telephone engagement, targeted functions, information sessions and other initiatives.

In this role you will be expected to:

• Maximise future gifts in Wills revenue by increasing the number of confirmed gift in Wills supporters and increasing the proportion of the active donor base who are committed members.
• Produce regular (e.g. fortnightly) plans of proposed activity for agreement with the GIW and Estates Manager as requested. Develop and implement individualised engagement strategies for agreed caseload of up to 400 donors, including the moves management stages of identification, cultivation, asking and stewarding donors.
• Report regularly on donor stewardship, cultivation and solicitation results as requested.
• Develop relationships with existing, new, and potential gift in Will supporters, information seekers, etc.
• Implement cultivation and stewardship activities including private tours, boardroom meetings, functions and donor reports.
• Reply to all requests for further information and follow up as required. Participate in developing and improving highly effective communication and fundraising strategies across the CCR team.
• Encourage and inspire donors to consider leaving a gift to the Baker Institute in their Will (ideally residual).
• Maintain accurate records and provide regular and consistent reports.
• Work collaboratively with other members of the fundraising team to maximise revenues across income streams.
• Ensure positive working relationships with internal and external stakeholders.
• Other duties as required.

Skills and experience

You will have:

• Demonstrated (extensive) experience in donor development and solicitation.
• Excellent telephone manner.
• Excellent communication, collaboration, and negotiation skills, with the ability to relate sensitively to people, especially people of a senior age — especially via the phone and email.
• Competent in maintaining donor contact information for consistent and regular recording and reporting of engagement activity.
• Demonstrated ability to work productively both autonomously and as a member of a team.
• Sound knowledge of using fundraising databases (ideally Salesforce) and Microsoft Office suite.

Working at the Baker Institute offers flexibility, professional development, and the opportunity to contribute to a research centre of world renown. Benefits include generous salary packaging, an employee assistance program, as well as modern offices and laboratories adjacent to the Alfred Hospital and walking distance to St Kilda Road, Chapel Street, and Fawkner Park.

To be eligible to apply for this position you must hold appropriate Australian work rights and be immunised with the COVID-19 vaccination in accordance with COVID-19 Mandatory Vaccination Directions (No 4) and a current influenza vaccination in accordance with mandatory vaccination of health care workers directions.

At the Baker Heart and Diabetes Institute, we are committed to creating a workplace that encourages diversity, inclusiveness and equal employment opportunity for all employees. We welcome applications from all qualified candidates.

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