Relationship Manager Gifts in Wills
6 months ago
Location
Allambie Heights, NSW, Australia
Join us and make a positive difference to the lives of people with disabilities, and to grow your career as part of our alliance of great minds. Our shared values are Passionate, Respectful, Ethical, Curious and Courageous.
About the role
The Relationship Manager Gifts in Wills is responsible for implementing a Gifts in Wills strategy, including the development of a targeted program to identify, cultivate and solicit bequest prospects and move prospects through the bequest pipeline. This is both a strategic and hands-on role which requires an understanding of best practice in direct marketing, gifts in wills fundraising and relationship building using different channels of communication. The role is responsible for maintaining long-term strategic donor relationships, securing and maximising bequest prospects, successfully achieving agreed donor conversion targets and generating sustainable future revenue.
The role reports to the Head of Philanthropy, and provides a wonderful opportunity to work together with supporters who want to leave the world a better place, and share CPA’s vision of a world of opportunity for people with cerebral palsy and similar disabilities, and their families.
Working for CPA offers you exceptional remuneration & benefits:
- Access to a tax-free meal, entertainment & venue benefit card valued at $2,650 per year
- Flexible ways of working - compressed hours, working from home options, flexibility surrounding hours
- 12 weeks paid parental leave and 2 weeks paid partner leave
- 2 additional leave days each year
- $100 per year well-being allowance that you can use to enhance your wellbeing (eg: purchase sports equipment, have a massage, take a meditation class, the choice is yours)
- Discounted gym membership for you and your family, using Fitness Passport
- Employee Assistance Program
- Paid Employee Referral Bonus Program, where you can be generously rewarded for referring a friend that joins CPA.
Responsibilities of the role (not limited to):
- Development and implementation of a multi-channel growth strategy for bequests, designed to deliver new bequest leads into the pipeline and move prospects through the pipeline
- Implementing the bequest strategy, including multiple channels of communication
- Collaborating with the Individual Giving team and other internal stakeholders to identify bequest prospects, maximise and integrate bequest lead generation activities, conversion strategies and retention
- Reporting on and forecasting bequest pipeline growth and income
- Monitoring trends and best practice in Gifts in Wills fundraising to inspire growth of the bequest program
- Maintaining all account-based information regarding supporters and prospects in the CRM system, including account details, value, opportunities, contact and activity planning, communications and reporting
- Actively contributing to achieving the overall Philanthropy team and broader Fundraising team revenue targets by leveraging opportunities and proactively collaborating on engagement opportunities.
Key performance measures will include accountability for:
- Number of confirmed Gifts in Will by supporters
- Number of personal contacts with Gift in Will prospects
- Movement of Gifts in Will prospects through the pipeline within desired timeframes
About you:
- Experienced in developing and implementing integrated strategies designed to grow the bequests pipeline (preferred)
- Experienced in building strong and robust relationships
- Have excellent verbal and written communication, presenting and promotion skills
- Be data-driven
- A team player with strong work ethic, a positive attitude, a high degree of professionalism, discretion and confidentiality
- Have excellent interpersonal and influencing skills
- Important information_
- :_
- At _
- CPA_
- the safety of our staff and clients is of paramount importance. We have assessed this role type as requiring a low level of physical functionality with some inherent requirements. For more information on what that may mean for this role please click _
- here_
- ._
- Please let us know if you have any pre-existing injuries or illnesses which you are currently _
- seeking_
- , or have _
- sought_
- , medical treatment for which you think may _
- impact_
- your ability to fulfil the inherent requirements of this role. CPA is committed to supporting an inclusive work environment and engaging workers with diverse lived experience. We will happily consider and accommodate reasonable adjustments that may be _
- required_
- Cerebral Palsy Alliance is committed to the safety and wellbeing of our clients and staff. As such all employees at CPA must be triple vaccinated against COVID-19, prior to their start date._
- _
- Cerebral Palsy Alliance is an Equal Opportunity Employer. Cerebral Palsy Alliance upholds, advocates for, and protects the _
- rights- , wellbeing and safety of people with a disability. We are _
- a _
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