Impact Advising 's logo

Gifts in Wills Specialist - Remote / Work From Home

Impact Advising
  • Ability to develop and shape a growing bequest program
  • Work alongside a collaborative team within a health-based organisation who are committed to making an impact on their community
  • Home working with some travel when required, varying work patterns will be considered

The impact you will have in this role

This role represents an opportunity to take the lead of a bequest program that has huge potential to grow significantly in the coming years. With acquisition investment approved, the organisation is committed to the development of its fundraising program with gifts in wills being a key focus of the organisation.

This is an opportunity to utilise your fundraising skills and make an impact with an organisation who are committed to supporting its community with a variety of health-based initiatives and programs.
Through the development of the bequests pipeline and strategy, you will use your strengths in fundraising to help shape the program.

You will work towards building relationships and maximising funds from gifts in wills to ensure continued support to the community.

Key Responsibilities

  • Support on the development of a donor centric bequest strategy that is focused on pipeline growth and maximising future potential revenue
  • Develop donor journeys and stewardship plans that are focused on donor experience and engagement
  • Manage the acquisition, conversion, and retention strategies of the program, utilising varying communication channels to develop relationships with donors (to include direct mail, digital, telephone, events)
  • Develop a robust pipeline with a focus on prospecting, identification, conversion and retention of confirmed bequestors
  • Alongside the communications team, create clear, impactful bequest collateral
  • Build bequestor communication plans that utilise both a marketing (direct mail, digital) and relationship (telephone, in person, events) approach ensuring that strong and enduring relationships are built
  • Provide the highest level of donor care across the bequest program and also the wider fundraising program when required
  • Manage estate administration and communication with legal entities
  • Utilise the CRM to ensure that all bequest information is recorded correctly
  • Provide financial and pipeline update reports for the bequest program

Skills and Experience

  • Experience in implementing acquisition, retention and growth strategies that lead to the growth of a fundraising program
  • A background in developing a bequests program (or other relevant revenue stream) with a focus on pipeline development from prospect to conversion and confirmed donors
  • The ability to develop and lead on multi-channel donor communication plans that blend both a marketing and relationship approach
  • An understanding of the donor journey and experience in creating stewardship plans that attract, engage and maintain donors
  • A data led approach to fundraising with the ability to use your data skills to drive both acquisition and retention strategies and report back on program performance
  • Exceptional communication skills, both written and verbal with proven experience in building and maintaining donor relationships through your marketing and relationship development skills
  • High level attention to detail with strong admin skills; able to update and maintain all donor information on the CRM,
  • The ability to manage estate administration and manage effective and professional communication with legal entities
  • Ability to work effectively as part of a small team, with a collaborative approach to work
  • An ambitious, passionate and motivated fundraiser who is inspired to make an impact on health-based initiatives impacting the community on a national scale

Applications

Please apply by uploading your resume. Please direct all enquiries to Rosheen Singh at Impact Advising on [email protected] using the subject line: Gifts in Wills Specialist - Remote / Work From Home enquiry via EthicalJobs or 0437877755.

Impact Advising is committed to creating diverse and inclusive work environments that reflect the rich tapestry of our communities. We believe that diversity enriches organisations and fosters innovation. We are dedicated to building workforces that are a representative of the diverse backgrounds, experiences, and perspectives of our society. We embrace diversity in all its forms, including but not limited to race, ethnicity, gender, age, sexual orientation, religion, disability, and cultural background. We actively seek to foster inclusive workplaces where all employees can bring their whole selves to work, feel respected and valued, and have equal opportunities for growth and advancement. We are committed to providing a fair and unbiased recruitment process, and we strive to eliminate any barriers that may impede the inclusion and participation of underrepresented groups in workforces.

Apply now

Applications for this role will take you to the employer’s site.

Impact Advising 's logo
Apply now

Applications for this role will take you to the employer's site.

Email me more jobs like this.

Daily