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Relationship Specialist - Gifts in Wills & Mid Value Program

The Smith Family
  • Bring your solid GIW Fundraising expertise and know-how to this exciting role
  • Take your next career step!
  • Based in Sydney 

The Smith Family is a national, independent children’s charity helping disadvantaged Australians to get the most out of their education, so they can create better futures for themselves. As we continue to grow, we are currently seeking an experienced Gifts in Wills Specialist to join our team. 

Reporting to the Gifts in Wills & Mid Value Program Manager, the GIW & MVP Specialist is responsible for implementing the strategy and action plans to drive stronger relationships and deliver better long-term value from supporters who have the capacity and desire to increase their engagement and giving to support our work. 

This is a key relationship developing role with opportunity to grow and create your presence in our fundraising team. Your key responsibilities include: 

  • Maintaining and nurturing positive relationships with supporters within the GIW & MVP
  • Contributing to the development of appropriate contact strategies for prospective GIW supporters, lead the execution and guide them through the process of making a gift in their will to The Smith Family in an ethical and sensitive manner.
  • Contributing to the development and execution of an events program to foster donor relationships with The Smith Family and increase understanding of our work.
  • Identifying existing and new GIW & MVP marketing opportunities with a view to ensuring the best returns for these programs for The Smith Family.
  • Implementing and refining the GIW & MVP action plans focusing on donor stewardship, improving donor retention, and developing donor giving.
  • Ensuring data integrity and maintaining accurate records on the database of all contacts with supporters in the GIW & MV programs
  • Performing accurate and timely reporting on the GIW & MVP portfolios to meet monthly, executive and board requirements.
  • Keeping abreast of new developments, information releases and research in relevant areas of The Smith Family’s work, attend all in-house information sessions and training.

It takes a special kind of person to be our GIW & MVP Specialist. Our successful candidate will also bring the following:

  • Tertiary qualification or equivalent experience in related field
  • GIW and/or Mid Value Program fundraising experience (ideally 5 years)
  • 5 + years’ experience in a donor/customer stewardship, development, or management role
  • Background in delivering best practice donor/customer care
  • Proven experience in building solid relationships and achieving revenue targets
  • Demonstrated ability to communicate with diplomacy at a superior level in both written and oral form and the ability to communicate with people of all backgrounds
  • Professional attitude and high ethical standards in dealing with sensitive financial and confidential matters

Living up to our employment promise, our team members tell us that working for The Smith Family they have great job flexibility and the ability to work alongside committed, passionate and professional team members whilst engaging in challenging, fulfilling and diverse work. In turn, our team members believe that they offer commitment to our vision, mission and values and effective collaboration with fellow team members to deliver strong performance outcomes. 

If you are passionate about what you do, committed to make a difference and this sounds like your next role, please click apply, we’d love to hear from you. You may view the position description here. For any other information, please contact Jacqueline Travers, National Manager, Gifts in Wills and Mid Value at [email protected], using the subject line: Relationship Specialist - Gifts in Wills & Mid Value Program enquiry via EthicalJobs.

Due to the nature of this role, the successful candidate must be prepared to undertake a National Police Check and a Working with Children’s Check. We are an equal opportunity employer and are committed to principles of cultural diversity. Applications from people of Aboriginal and Torres Strait Islander descent are encouraged.

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