Current jobs related to Bequest Coordinator - Adelaide, South Australia - Humanology

  • Bequest Coordinator

    3 months ago


    Adelaide, Australia Humanology Full time

    Part-time position, 0.6 FTE - Join a friendly, committed, and supportive team culture - Excellent remuneration including salary + superannuation + increase take home pay with salary sacrificing benefits! Want to join the team at South Australia's independent, not-for-profit health and medical research institute, SAHMRI? Your opportunity to join as the...


  • Adelaide, Australia Humanology Full time

    Join a friendly, committed, and supportive team culture - Full-time position - Excellent remuneration including salary + superannuation + increase take home pay with salary sacrificing benefits! Want to join the team at South Australia's independent, not-for-profit health and medical research institute, SAHMRI? Your opportunity to join as the Philanthropy...

  • Development Manager

    3 months ago


    North Adelaide, Australia Humanology Full time

    Be part of an organisation that makes a difference in the lives of others - Flexible and friendly workplace - Opportunity for career advancement for the right person **The Opportunity**: As the Development Manager you will be responsible for managing the fundraising activities of the organisation with a key focus on corporate partnerships, PAF’s,...

Bequest Coordinator

3 months ago


Adelaide, South Australia Humanology Full time
Part-time position, 0.6 FTE

  • Join a friendly, committed, and supportive team culture
  • Excellent remuneration including salary + superannuation + increase take home pay with salary sacrificing benefits


Want to join the team at South Australia's independent, not-for-profit health and medical research institute, SAHMRI? Your opportunity to join as the Bequets Coordinator.


About the Opportunity


Within SAHMRI's Fundraising and Marketing division, you'll be reporting to the Philanthropy and Engagement Manager and be responsible for building a sustainable portfolio of confirmed bequests and maintaining connections with bequestors, executors and trustees.

This role also supports and promotes in-memoriam campaigns.

Your key responsibilities will include:

  • Developing and executing a bequest fundraising strategy
  • Identifying and cultivating bequest prospects through a variety of channels, including mining the database
  • Developing effective, tailored strategies to identify, research, engage and convert each prospective bequestor
  • Identifying opportunities to promote SAHMRI to prospective bequestors in the community through talks, events, personal contact, meetings and visits to the institute
  • Working crossfunctionally to ensure that bequest fundraising is promoted effectively through advertising, collateral, appropriate communication journeys, events and thirdparty referrals
  • Liaising with online Will program providers
  • Promoting a positive image of SAHMRI through professional, efficient and friendly customer service and public speaking in a manner that maximises current and prospective donor engagement
  • Actively managing the portfolio of prospective and current bequestors by recording all activities, tasks, contact details, contracts, grants, acquittals and notes in the fundraising database
  • Liaising with solicitors, trustees and internal stakeholders to ensure timely receipt and acknowledgment of realised bequests
  • Assisting SAHMRI's legal team with communication with estate executors and legal practitioners, responding to enquiries and administration support
  • Responding to enquiries from funeral homes and families regarding In Memoriam giving
  • Working crossfunctionally to promote In Memoriam giving on SAHMRI's website and elsewhere, to post In Memoriam giving pages promptly, and to supply funeral homes with adequate collateral promptly as required
  • Responding to donor enquiries and building relationships with In Memoriam donors and nextofkin families
  • Preparing timely and concise reports as required
  • Ensuring that fundraising activities are legally compliant and in line with SAHMRI's Fundraising Policy

About You


To be successful in this role, you will have a relevant qualification and/or relevant work experience within an equivalent role.

We're seeking a confident and motivated Bequest Coordinator with a solid donor-centric approach, a love of forming positive, long-lasting relationships and a capacity to articulate and communicate SAHMRI's values and culture

In addition to the above, to be successful in this role you will have/be:

  • Excellent interpersonal skills and a clear, communicative and collaborative style and the ability to form strong relationships with a diverse range of people.
  • Mature approach, reliable, responsible, and empathetic
  • Excellent attention to detail and an understanding of the importance in engaging and recognising supporters in an appropriate manner
  • Ability to identify funding opportunities and develop prospects into loyal donors
  • Excellent written communication skills
  • Minimum twoyears' experience in a donor relationship or bequest role
  • Demonstrated success with bequest fundraising
  • Are a member of FIA or similar fundraising organisation
  • A current Australian Drivers license

Special requirements:

  • Some outofhours work may be required
  • Some travel to the bequestor's homes will be required.
  • DHS Employment Screening and Police Checks may be required

About Our Client
SAHMRI is the independent, not-for-profit heart of world-class health and medical research in South Australia. Their priority is to help every person not just live longer but live better.

SAHMRI's headquarters is in the largest health and medical research precinct in the Southern Hemisphere.

It is currently home to around 700 researchers, partners, students and support staff, all searching for solutions to medical conditions that cause human suffering to find better ways to treat, heal and care for people.

We've shared the client's name to help you assess your suitability for the role. Please DO NOT contact them directly.