Join the wonderful team at Westmead Institute for Medical Research (WIMR) and lead on the growth of their Gifts in Wills program, focusing on stewardship of the pipeline, prospect development and maximising future potential revenue.

• Autonomy to develop and shape the Gifts in Wills program
• Work within a supportive, dynamic and passionate team
• Westmead location - part time role – 3 or 4 days a week

Impact of the organisation

Westmead Institute for Medical Research (WIMR) is one of Australia’s leading medical research institutes located at the heart of the Westmead Health Precinct, designated as the lighthouse precinct for medical technology by the NSW Government.

Medical research in the Institute extends into clinical research programs across a wide range of disciplines which may interface with the many clinical trials in progress at any one time. This “bench to bedside” approach enables greater translation of research from medical discovery to the development of new prevention strategies, diagnostics and more effective treatments.

The impact you will have in this role

The Gifts in Will Manager reports to the Head of Foundation and plays a key role in designing and managing the GIW Program while driving the execution of a GIW Strategy that supports the overarching fundraising growth strategy.

Collaborating across the fundraising team, you will work to align and enhance GIW initiatives, maximising outcomes and ensuring the achievement of departmental objectives aligned with the fundraising growth and three-year strategic plans.

As a vital member of the dedicated fundraising team, this role contributes to advancing WIMR's mission to free people from the burden of serious diseases.

Key Responsibilities

• Lead on the development of the bequest strategy, focusing on stewardship of the pipeline, prospect development and maximising future potential revenue
• Analyse donor giving trends and establish aligned stewardship strategies, ensuring a donor-centric approach
• Work with the Philanthropy Manager to develop the Mid-Level Donor program, delivering tailored communications and targeted initiatives to grow this segment and maximise donor contributions, building on the overall pipeline
• Manage the Gifts in Wills program, focusing on acquisition, conversion, and retention
• Build and retain relationships with bequestors and prospects through a mix of personal visits, written communications, phone calls and events
• Develop and execute clear, tailored and impactful bequest collateral
• Organise and facilitate tours and signature events for key donor groups, such as GIW discovery partners and community organisations, to strengthen connections, expand the donor pipeline, and enrich the donor journey
• Oversee the In Memoriam and Celebration Gifts program, ensuring meaningful recognition and engagement
• Lead on estate management, including responding to inquiries from bequestors, solicitors, and executors, and coordinating with the solicitors on incoming bequests as required
• Track, evaluate, and report on the performance of the GIW program, providing insights for continuous improvement
• Utilise the CRM to ensure that all bequest information is recorded accurately
• Work collaboratively with the fundraising team to ensure that the donor journey is the key priority

Skills and Experience

• Experience in development of a bequest strategy and program
• Ability to manage the end-to-end bequest program through to estate administration
• A background in building, managing and maintaining relationships with donors, with a nurturing, warm and engaging style
• Demonstrated expertise in designing and executing strategies to acquire, engage, retain, and enhance the lifetime value of Gifts in Wills donors, with a focus on growing future income
• Proven capability in researching, identifying, and cultivating Gifts in Wills donors through acquisition strategies, networking, events and local community group engagement
• Hands-on experience in creating and delivering successful Gifts in Wills campaigns, including data-driven targeting, segmentation, and performance analysis
• Strong knowledge of fundraising principles, donor-centric practices, and data analytics to shape and drive strategic initiatives
• Familiarity and experience with tailored donor communication pathways, relevant fundraising tools, and software; experience with CRM systems
• Exceptional verbal and written communication skills, including presentation delivery
• A collaborative team player with a strong ability to work effectively in group settings

Applications

Please click "Apply Now" and apply by uploading your resume and cover letter expressing your interest and suitability for the role.

If you have any questions, please contact [email protected] using the subject line: Gifts in Wills Manager - Westmead Institute for Medical Research enquiry via EthicalJobs.

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