Planned Giving Manager

6 months ago

Kew, Australia Guide Dogs. Full time

**About Guide Dogs Victoria**

Guide Dogs Victoria (GDV) is a leader in breaking down barriers that enable people, who have blindness or low vision to live life without limits. Guide Dogs Victoria recognises and responds to the diverse needs and choices of our Clients. With over 65 years of experience, we specialise in providing client directed high quality, inclusive services and supports We are one of Australia’s most trusted charities and an employer of choice in the disability and aged care sectors.

We recognise and celebrate the diversity of our employees and volunteers and the benefits this brings to our organisation. Our people enjoy a work environment that free from all forms of discrimination and is welcoming place for all identities. Guide Dogs Victoria is a place where talent is recognised and innovation is encouraged.

**Planned Giving Manager**

Guide Dogs Victoria is seeking an experienced Planned Giving Manager in a full-time capacity, based at our Kew office. This role reports to the General Manager for Fundraising and Philanthropy and the purpose of this position is to lead the organisation’s efforts in securing legacy gifts and planned donations. The role manages a team of six and plays a crucial part in building and maintaining relationships with donors interested in leaving a lasting impact on our mission through bequests, major gifts, charitable trusts, and other planned giving means.

**In this role you will be responsible to**:

- Develop and implement a comprehensive planned giving strategy aligned with the organisation’s mission and goals.
- Identify opportunities for growth in planned giving and continuously assess industry trends.
- Build and maintain strong relationships with current and prospective planned giving donors.
- Provide personalised cultivation plans to educate and engage donors in planned giving opportunities.
- Work closely with donors, financial advisors, and legal professionals to facilitate planned giving arrangements.
- Guide donors through the decision-making process and execute planned giving agreements.
- Collaborate with the marketing team to develop and implement targeted communications and materials for planned giving initiatives.
- Conduct educational seminars and workshops to raise awareness and understanding of planned giving options**.**:

- Coordinate with legal and financial professionals to ensure accurate and compliant documentation of planned gifts.
- Stay informed about changes in tax laws and regulations impacting planned giving.
- Maintain accurate records of planned giving donors and prospects.
- Generate regular reports on the performance and growth of the planned giving program.
- Provide training to internal staff on planned giving best practices.
- Develop and maintain educational materials for staff and donors.
- Bachelor’s degree in a relevant field; advanced degree or professional certification in planned giving, estate planning, or related areas is preferred.
- Proven experience in planned giving, with a track record of successfully securing significant legacy and major philanthropic gifts.
- Strong knowledge of tax laws, estate planning, and financial instruments related to planned giving.
- Excellent communication and presentation skills, with the ability to convey complex information in a clear and compelling manner.
- Familiarity with donor databases and planned giving software.

**Benefits that Guide Dogs offer**:

- A competitive remuneration package is available commensurate with skills and experience, which includes tax free salary packaging of up to $18,550.
- 6 weeks paid parental leave.
- Support towards your professional development including paid study leave, educational assistance and an external mentoring program.
- Wellbeing program which includes an annual wellbeing calendar, discounted health insurance, employee assistance program, skin checks and annual flu vaccinations.
- Reward and Recognition program.

**Important**:
**Mandatory Safety Screening Checks**

All employees are also required to comply with COVID-19 vaccination requirements as a condition of their employment, including third dose vaccinations. Vaccination evidence or valid medical exemption must be provided prior your commencement date.

**How to Apply**:

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