Planned Giving Manager

Job No: BI61

Location: Melbourne

Employment Status: Full Time

No. of Vacancies: 1

Closing Date: 1 Mar 2017 AEDT

PURPOSE

The Planned Giving Manager is responsible for securing and managing bequests and other planned gifts from individuals for Burnet Institute. The manager will build upon and further develop the Institute’s Planned Giving strategy to research, cultivate and solicit qualified prospects for planned gifts and provide support to a small team of donor relationship officers.

RESPONSIBILITIES:

Your responsibilities will include:

• Review, further develop and implement the Institute’s Planned Giving Strategy, with the aim of growing the number of confirmed bequestors to the Institute.
• Work together with a small team of donor relationship officers to maximise their skills and knowledge in planned giving and provide support in the identification, cultivation, solicitation and stewardship of prospective and confirmed bequestors through a range of donor engagement activities.
• Actively manage a portfolio of prospective and confirmed bequestors and potential major gift prospects, with the aim of maximising the value of their gifts and deferred gifts to the Institute.
• Develop an integrated approach to attracting new bequest prospects through targeted supporter communication, media promotion and direct marketing.
• Maximise the financial value of received bequests through proficient deceased estate administration.
• Develop and maintain Institute-wide policies and procedures for the financial management, acquittal and recognition of planned gifts.
• Build internal relationships with relevant staff to ensure Institute-wide knowledge and support of Burnet’s philanthropy program.
• Work within allocated budgets.
• Maintain and update database of donor contact, also electronic and hard copy bequest records.
• Comply with all occupational health and safety instructions, policies and procedures including departmental safety manuals.

CRITERIA

You will have:

• A relevant tertiary qualification with extensive experience in a similar role with a significant bequests component, or an equivalent combination of experience and training. 
• Demonstrated understanding of fundraising and philanthropy, particularly the traditional and evolving field of planned giving.
• Proven track record in securing bequests from individuals and/or organisations in a not-for-profit setting.
• Exemplary interpersonal skills, including effective listening, empathy, discretion, diplomacy.
• Demonstrated ability to build and sustain relationships.
• Highly developed communication skills  including the capacity to communicate with diverse audiences including senior leaders, donors, bequestors and their legal representatives.
• Affinity for the Institute and commitment to its mission, with demonstrated capacity to champion its humanitarian values among various constituents.
• Experience in developing and/or implementing an integrated bequest strategy including direct marketing, internal and external stakeholder communications, media promotion, donor engagement events, website and social media.
• Experience working with Wills and estate planning professionals such as solicitors, financial planners and trust companies in the preparation of Wills, and the realisation of planned gifts.
• Sound knowledge in the use of a relationship management database, including administration, segmentation and analysis
• Capacity to work independently or in teams to meet demanding time lines and expectations.

A current drivers licence is also required.

Benefit from ongoing support, a monthly accrued day off and attractive salary packaging working for this leading not-for-profit organisation.  Remuneration will be commensurate with skills and experience. 

Burnet Institute is committed to providing our people with a supportive working environment. We value diversity and gender equity at the institute and provide flexible working arrangements for our staff. Burnet is participating in the Science in Australia Gender Equity (SAGE) Pilot of the Athena SWAN Charter in Australia.

APPLICATIONS

To apply for this position, please complete the details below and attach the following documents:

• Statement addressing the selection criteria (as outlined in the attached position description)
• Resume including the names and contact details of three referees

Applications close 28th February 2017 at midnight AEDT (GMT+11)

Burnet is a child safe organisation. The successful applicant may be required to apply for a Working with Children check and/or criminal record check from the Australian Federal Police.