The Gifts in Wills Officer Role
We are seeking a skilled Gifts in Wills Officer to join our team at the Baker Heart and Diabetes Institute.
About the Opportunity
This is a full-time, 2-year contract (part-time will be considered) position based in Prahran, Melbourne.
As a Gifts in Wills Officer, you will work within the Gifts in Wills team to build a sustainable Bequest development program by effectively prospecting, cultivating and soliciting gift in Will prospects.
You 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.
Your Key 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.
* 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.
Your Skills and Experience
To be successful in this role, you will have:
* Demonstrated 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.
About Working at the Baker Institute
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.
We welcome applications from all qualified candidates and are committed to creating a workplace that encourages diversity, inclusiveness and equal employment opportunity for all employees.
Please note that we will close this job ad as soon as we have enough applicants so please apply without delay.