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Beaumont People's logo
Beaumont People
  • Work TypesFull Time
  • CategoriesFundraising
  • SectorsNot For Profit (NFP)
  • LocationsSydney
  • Creation date
    Job posted on: 14 Aug 2019
  • Application deadline
    Applications close: 10 Sep 2019 (expired)
More from this Employer
Beaumont People's logo

Planned Giving Manager

Beaumont People
Beaumont People
  • Work TypesFull Time
  • CategoriesFundraising
  • SectorsNot For Profit (NFP)
  • LocationsSydney
  • Creation date
    Job posted on: 14 Aug 2019
  • Application deadline
    Applications close: 10 Sep 2019 (expired)

The Planned Giving Manager is responsible for the strategic management and operational execution of the Bequests program with a view to growing the pipeline and increasing Bequests year-on-year.

  • Build relationships with truly inspiring donors
  • Strategic responsibility to build the program
  • Great brand and inspiring cause

Key Responsibilities:

  • Manage and develop the strategy of the planned giving program
  • Deliver growth across planned giving
  • Manage existing confirmed bequestors while continuing to grow a pipeline of new prospects
  • Attend one to one visits with bequestors as well as planning larger events
  • Map the bequest donor journey and develop appropriate communications for each touch point
  • Help create planned giving collateral
  • Manage a donor circle focused on bequest development
  • Report on and keep Raisers Edge updated
  • Manage reporting, budgets, targets and growth

Skills & attributes

  • Knowledge of the planned giving fundraising market or the processes involved in how to leave a bequest OR commercial relationships management experience
  • Initiative and the ability to work proactively in an autonomous role
  • High levels of empathy and compassion
  • Strong relationship development and stewardship skills
  • Ability to explain the need for, and benefits of planned giving in a clear and compelling manner
  • Event management experience
  • Meticulous attention to detail

If you require further information please contact Rosheen Singh from Beaumont People on Rosheen@beaumontpeople.com.au.

How to apply

This job ad has now expired, and applications are no longer being accepted.

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