- $83,596.70 (full time salary) + 11.5% superannuation + generous salary packaging options (part-time will be considered)
- Based in Melbourne
- Full-time, 2-Year contract
About the Baker Institute
The Baker Heart Diabetes Institute is Australia’s only medical research institute focused on the diagnosis, prevention and treatment of diabetes and heart disease.
About the Role
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 gifts in Wills 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 gifts in Wills supporters to maintain and develop their annual giving levels.
The role will focus on soliciting gifts in Wills from the BHDI’s donor pool and the wider community through direct mail, email, telephone engagement, targeted functions, information sessions and other initiatives.
Key Duties
In this role you will be expected to:
- Maximise future gifts in Wills revenue by increasing the number of confirmed gifts 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 Wills 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 BHDI 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 including
- 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
- Strong written abilities
- 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 sui
How to Apply
Applications should include a current resume and cover letter, quoting reference (SR01) and state why you are interested in this role. For a position description or further information, please visit our website.
To be eligible to apply for this position you must be immunised with the COVID-19 vaccination in accordance with COVID-19 Mandatory Vaccination Directions (No 4) in accordance with Mandatory vaccination of health care workers (influenza vaccine) directions – Health services establishments.
We will close this job ad as soon as we have enough applicants so, please apply without delay.
Contact Details
Sofia Ramos, Gift in Wills and Estates Manager
Baker Heart and Diabetes Institute
[email protected] using the subject line: Gifts In Wills Officer enquiry via EthicalJobs.
