Community Sector Banking

Bequest manager

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Organisation : Baker Heart and Diabetes Institute

Location : Melbourne

Work type : Full-time

Sector : Research / Medical Research

Salary type : Annual Package

Application closing date : 19 Jul, 2019

About the role

About the Role

Reporting to the General Manager – Marketing and Fundraising, the Bequest Manager plays an important role in securing the Baker Institute’s financial targets. Key responsibilities include the implementation of comprehensive donor-centric marketing, and lead generation strategy in order to identify and cultivate confirmed bequestors and maximise donations from living bequestors.


In this role you will be expected to:

  • Lead and manage the Bequest program in achieving confirmed bequest targets through the acquisition, cultivation, and solicitation of bequest prospects
  • Manage and administer new, existing, and contested estates to achieve and maximise annual bequest income
  • Evaluate, analyse, and report on program performance to identify key trends to maintain and improve program performance
  • Implement service level standards to steward and retain confirmed bequestors, and maximise bequest donor cash giving levels
  • Identify new opportunities, engagement activities, and contribute ideas to the overall marketing and fundraising strategy

Skills and Experience

You will have:

  • A degree or post-graduate qualification with relevant experience; or, extensive experience and relevant specialist experience
  • Demonstrated fundraising experience, with proven success in bequest fundraising, relationship management and fundraising moves management
  • Exceptional presentation, interpersonal, and communication skills
  • An ability to inform and manage a fundraising program at a strategic level, whilst maintaining an attention to detail
  • Excellent oral and written communication, collaboration, and negotiation skills
  • Outstanding organisational skills with the ability to manage conflicting priorities
  • An ability to inspire and engage others with our mission and your great story-telling skills
  • Experience with Supporter360 highly valuable but not essential


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, and an active social club as well as modern offices and laboratories adjacent to the Alfred Hospital and walking distance to St Kilda Road, Chapel Street, and Fawkner Park.

Remuneration will be commensurate with the successful candidate’s qualifications and experience.

The Baker Institute is an Equal Opportunity Employer and we welcome interest from Aboriginal and Torres Strait Islanders for roles within the Institute. We value diversity, inclusivity, gender equity and we promote family friendly practises. We are a proud recipient of an inaugural Athena SWAN Bronze Award from Science in Australia Gender Equity (SAGE).

Contact details

Doug Susman, HR Administrator

Baker Heart and Diabetes Institute
03 8532 1111 or 03 8532 1470

About the organisation

Organisation Name : Baker Heart and Diabetes Institute

Baker Heart and Diabetes Institute is an independent, internationally renowned medical research facility.  Our work extends from the laboratory to wide-scale community studies with a focus on diagnosis, prevention, and treatment of diabetes and cardiovascular disease.

How to apply for this role

Position Description : PD - Bequest Manager June 2019

Applications not allowed for this job listing.

Please quote in application: Bequest manager via Pro Bono Australia.

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