St Vincent de Paul Society NSW's logo

Bequests / Gifts in Wills Relationship Officer

St Vincent de Paul Society NSW
  • Permanent, full-time 38 hours per week
  • Base location: Lewisham, NSW
  • Involves travel to various locations as required
  • Current NSW Driver's Licence
  • Generous salary packaging benefits

What we do

The St Vincent de Paul Society is a leading provider of community support services and has been assisting people experiencing disadvantage in NSW for more than 130 years. Our people reach out to the most vulnerable in our community through our Conferences, Special Works and Vinnies shops. The Society's mission is to shape a more just and compassionate society by offering a 'hands up' approach to people in need respecting their dignity, sharing our hope and encouraging them to take control of their own destiny.

The Fundraising Team

The Fundraising Team is part of the Commercial Enterprise, Fundraising and Communications directorate. This team is responsible for state-wide corporate partnerships, community fundraising and events; major gifts and philanthropy; gifts in wills and estates; direct marketing and appeals; and fundraising development.

The Role

The Bequests/Gifts in Wills Relationship Officer is responsible for supporting the growth of the Gift in Wills portfolio by building a sustainable bequest development program by effectively prospecting, cultivating and soliciting Gifts in Wills prospects.

This role is essential in supporting the the team's objective in increasing the Society's funds generated through donations and philanthropy. The ideal person in the role will have demonstrated high level skills in identifying and actively engaging with potential benefactors and the ability to increase the conversion rate of confirmed bequestors as part of the Gifts in Wills program.

The role will:

  • Identify, cultivate and manage a pipeline of confirmed bequestors and potential benefactors through a strategic stewardship and conversion program to achieve the Society's fundraising objectives.
  • Coordinate a formal Gifts in Wills mailing and nurturing programs to all prospects, potential and confirmed Bequestors, Honorary Solicitors and Persons of Interest.
  • Maintain timely and accurate records in the Society's database.
  • Initiate and maintain contact with prospects and bequestors through a stewardship program (personal visits, letters, phone calls, cards and special events.
  • Coordinate volunteer programs and volunteers to assist the Gifts in Wills team.
  • Develop a series of bequest tools and collateral including: brochures, booklets, In Memorium envelopes, cards and pamphlets.
  • Work with the Gifts in Wills Team, Gifts in Wills & Estates Manager, Events and Marketing team and Services to run a series of targeted events at service sites.
  • Work with the Gifts in Wills & Estates Manager to participate at an annual Benefactors (Forever Friends) Commemorative Service.
  • Work closely with the events team to ensure bequestors and prospects are invited and engaged in the Society's annual Mass.
  • Organise 'Thank you' functions where appropriate.
  • Plan and organise Gifts in Wills speaking engagements that encourage new bequests to the Society.

This role will report to the Manager, Gifts in Wills and Estates. Please click here for a copy of the Position Description.

To be successful in this role, you will need:

  • Relevant tertiary qualification/s in marketing or business and experience Gifts in Wills or a similar donor development role.
  • Demonstrated expertise in developing and implementing practices and procedures for stewardship and growth of Gifts in Wills donors.
  • Demonstrated ability and expertise in project and operational management to oversee effective implementation of initiatives.
  • Excellent interpersonal and relationship management skills, with a proven ability to collaborate effectively with internal and external stakeholders.
  • NSW driver licence.

Come and join our team!

We believe our employees are key to our success and in return we offer:

  • Job satisfaction working as part of a team making a difference to people's lives in an organisation that cares about people.
  • Generous salary packaging benefits to employees where a portion of take-home pay is tax-free.
  • In addition to excellent learning and development programs, as a large purpose driven organisation we provide opportunities to grow your career across a range of teams and services.
  • Supportive, friendly and values driven team environment and culture.

Prior to an offer of employment, preferred candidates will be required to complete the pre-employment checks including reference checks, a Police check, Working with Children check, Health Declaration and/or a medical check, Right to work in Australia check. The Society is committed to being a Child Safe organisation, further information can be found in the Society's commitment to Safeguarding Children & Young People.

If you have questions about this role, please contact Cherie McKenna (Manager, Gifts in Wills and Estates) by email [email protected], quoting: Bequests/Gifts in Wills Relationship Officer /VIN1850 enquiry via EthicalJobs.

St Vincent de Paul Society (NSW) is an Equal Employment Opportunity Employer and is committed to engaging a diverse workforce. The Society strongly encourages applications from people from Aboriginal and Torres Strait Islander background, people with disability, people from diverse cultural and linguistic backgrounds and mature aged applicants.

How to apply

This job ad has now expired, and applications are no longer being accepted.
St Vincent de Paul Society NSW's logo

Email me more jobs like this.

Daily
Create a job alert