Gift in Wills Manager

The Gift in Wills/Estates Manager will drive the acquisition, engagement, management and retention of Beyond Blue’s bequestors, and manage Estates. This role is about developing and implementing a long-term strategy and program of work for gift in wills supporters and cultivating and nurturing new and existing relationships with long-term donors.

Accountabilities include but are not limited to:

• Identify, research, qualify and nurture prospective gift in wills supporters, including “asking” people to consider leaving a gift in their will or make a financial contribution today to support Beyond Blue.
• Work with the Donor Relations Manager and the Marketing and Digital team to develop and implement gift in wills engagement and communications plans (including short, medium and long-term goals, acquisition and retention strategies, stewardship and recognition strategies, and donor journeys).
• Manage communications with estate executors and legal practitioners and keep up to date with legislation and developments regarding will preparation and estate administration.
• Manage all contact with donor prospects, gift in will donors and the administration of Estates on a centralised moves management database (Salesforce/bLink CRM), ensuring the completeness and accuracy of notes, whilst mindful of privacy principles.

The successful candidate will have:

• A strong knowledge of philanthropy, fundraising and bequest giving in Australia, and an understanding of the motivations as to why a donor/fundraiser would support a particular cause.
• Proven experience working with gift in will supporters within the not for profit sector.
• Knowledge and application of principles and processes for effectively managing stakeholders. This includes stakeholder needs assessment, meeting quality standards for services, and evaluation of stakeholder satisfaction. Proven experience applying this with philanthropic donors.

The desirable skills the successful candidate will have:

• A tertiary qualification in a related discipline is essential (fundraising, marketing, business development, community engagement, communications).
• Membership of the Fundraising Institute Australia and a broader knowledge of fundraising.
• A solid understanding of CRM, donor management systems (Salesforce an advantage) combined with proven ability to understand data segmentation and reporting.