Supporting the Head of Philanthropy and Partnerships, you will help refine and implement the Gifts in Will strategy to grow and deepen relationships. You will collaborate to deliver donor-centric collateral, lead generation plan (utilising Dataro AI) and to raise the profile of the GIW program to internal and external stakeholders including staff, supporters and donors, as well as third parties, such as wills and estates lawyers, financial planners and trustee companies.

ABOUT THE ROLE

Be excited to grow yourself in the Veritus approach to fundraising. This includes implementing donor-focused processes and utilising the Donor Engagement Plan (DEP).

• Actively solicit gift prospects for current, planned and blended gifts, and manage an assigned caseload of ~320 (Intender, Interested, Confirmed, reconfirmed) to be qualified by following the Veritus 7-step qualification process to result in a portfolio of no more than 150 donors.
• Create and manage individual strategies (via DEP) for each donor that is driven by that donor’s passions and interests while addressing their concerns related to estate and financial planning with an appropriately crafted planned gift proposal. This will serve as a foundational communication and marketing plan for each person in your portfolio.
• Closely collaborate with the HOPP and your teammates to deliver relevant segment needs such as compelling proposals and impact reporting, maximising results, avoid duplication of effort, and ensure comprehensive follow-up.
• Create monthly reports on portfolio progress.
• Perform other major and planned gift donor activities as required.

YOUR PERFORMANCE WILL BE MEASURED BY

• Creating strategies to cultivate, solicit and close planned gifts, including maintenance of donor records within the Salesforce platform.
• Achieving overall agreed-upon production goal based on individual donor strategies, meeting agreed upon numbers of asks and value of gifts.
• Securing program and organisation information, as well as information relating to the donors gift in Will related interests, which result in the creation and writing of appropriately crafted proposal.
• Creating timely reports that reflect portfolio performance.
• Management of process, deadlines and budget while adhering to the policies and procedures of the organisation.
• How well you get along with peers and management and maintain a positive and constructive attitude while solving problems. Being a team player and protect the mission, goals and values of the organisation.

This role is part-time, 3 days per week. The salary will be pro-rata + super + salary packaging.

A position description is attached.