Program Manager Planned Giving

Posted: 08/11/2024

Closing Date: 06/12/2024

**Job Type**: Permanent Full-Time

Location: Victoria Park, Western Australia

Job Category: Community Services and Development,Marketing,Voluntary, Charity & Social Work

**A little about us**:
EverAbility Group have a long and proud history of providing services for people with disabilities across Western Australia and Tasmania. Together, our team of nearly 200 staff and over 500 volunteers support our growing group of diverse services. This opens up a world of possibilities for our clients - and also opens up a host of career opportunities for you

Our growing family of services at EverAbility Group include:
**VisAbility** - our specialised service supporting people with blindness or vision impairment.

**Guide Dogs WA and Guide Dogs Tasmania** - our iconic service raising and training life changing assistance dogs.

**Kites Children’s Therapy** - our early intervention support, advice and solutions service transforming the lives of children and their families living with disability or developmental challenges.

**Perron Place** - our innovative and collaborative community centre.

The Program Manager: Planned Giving (Bequests) is a crucial role within the Fundraising team and a vital strategic role within the broader Marketing and Fundraising Team. The purpose of this role is to develop, implement and review the strategic direction of the Gift in Wills (bequest) program for Guide Dogs and VisAbility WA to align with the broader objectives of the organisation.

The Program Manager is responsible for expanding and managing the organisations planned giving programs for both Guide Dogs and VisAbility WA, ensuring adherence to industry best practice standards. This role will identify and cultivate bequest prospects to build a sustainable portfolio of confirmed bequests, maintaining relationships with existing and prospective bequestors, executors and trustees and other key external and internal stakeholders.

Key responsibilities include, but is not limited to:

- In consultation with Senior Manager Fundraising, set annual targets for the Guide Dogs and VisAbility WA bequest programs, including developing strategies to identify, cultivate and confirm new bequest prospects.
- Responsible for line-managing the Senior Officer Planned Giving (Bequests) to ensure delivery against agreed objectives and alignment with best practice industry standards.
- Ensure the timely execution of bequests left to the organisation according to legal and ethical standards and complying with donor wishes/intent.
- Working in collaboration with the Senior Officer Planned Giving (Bequests) and Stewardship Coordinator, identify and deliver stewardship opportunities to steward and maintain relationships with an existing portfolio of confirmed bequestors, so that they feel engaged with and connected to the organisation.
- Proactively identify strategies to identify and engage potential bequest prospects from the organisation's database and other appropriate sources.
- Speak at relevant events and industry networking events where suitable.
- Provide regular reports to the Senior Manager Fundraising and Chief Marketing Officer (CMO) for the Board, Executive Team and CEO.
- Develop event and communication strategies to support stewardship and cultivation activity.

Essential Criteria:

- Minimum of 5 years proven experience in bequest management, coordination and legacy giving, or major gift donations.
- Positive, collaborative and results driven approach.
- Strong communication (both written and verbal) and interpersonal skills. Comfortable with public speaking engagements.
- Excellent organisational abilities, time-management and planning skills.
- Strong relationship-building and donor stewardship experience and skills.
- Passion for securing long-term support for Guide Dogs and VisAbility WA.

**Desired Skills and Experience**:
**Benefits**:
In return, you will be rewarded with:

- Free onsite parking and close to public transport (across the road from Victoria Park Train Station)
- Enjoy up to 3 days of paid leave during the Christmas and New Year holidays
- Free access to our gym
- Ongoing professional development and training
- Employee Assistance Program
- NFP salary packaging options - use some of your salary for everyday expenses before income tax; meaning you can increase your take-home pay

**How to apply?**

We encourage people with disability and of Aboriginal and Torres Strait Islander background to apply. Everyone is welcome, as we are an inclusive and diverse workplace.