- $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.
Key duties
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.
- 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 suite.
Benefits
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.
Read more about our gender equality and diversity initiatives.
How to apply
Applications should include a current resume with details of 2 professional referees, quoting SR01. We are reviewing applications as they are received so if you think you're the right person for this role, we'd love to hear how your capabilities, achievements and experience set you apart.
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. More details of the role can be found in the position description, for further information please contact the person listed below.
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.
We will close this job ad as soon as we have enough applicants so please apply without delay.
Contact details
If you have any queries or would like any more information on the role please contact:
Sofia Ramos
Gifts in Wills and Estates Manager
sofia.ramos@baker.edu.au