Planned Giving Manager

You are applying for the position of Planned Giving Manager at Burnet Institute . Please fill in your details below to submit an application for this position.
This position is located in: Melbourne
In this role you will be responsible for securing and managing gifts in Wills (GIW) and other planned gifts (estate trusts and sub-funds of Burnet Endowment Fund) from individuals, in addition to deceased estates administration. The manager will develop and implement Burnet's Planned Giving strategy and operational plan to steward confirmed donors, and identify, qualify, cultivate and solicit planned gifts. The manager will work closely with the major gifts program, supporter engagement, and provide technical and coaching support to the broader team on soliciting gifts in Wills, plus act as an internal champion for gifts in Wills across Burnet.
You will also:
Develop annual operational plan to deliver the strategy. Meet KPI's and targets related to the annual operational plan. Collaborate with the Supporter Engagement Manager to develop an integrated approach to lead-generation and attracting new gift in Will prospects through existing and dedicated supporter communications via digital and non-digital channels. Collaborate with team members across Burnet's marketing and communications and external suppliers to develop the GIW marketing and brand collateral used to support the GIW strategy. Maximise the financial value of realised bequests through proficient deceased estate administration. Oversee the resolution of disputed estates with support from internal legal and finance colleagues and external expertise as required. Represent Burnet at events where relevant donors are invited. Develop and implement personalised engagement plans for an assigned caseload of prospective and confirmed bequestors (some with potential major gift potential), to build strong relationships and maximise the value of their gifts to the Burnet. Help set annual income and expenditure budget for your program, and work within the allocated budget. Maintain and update database with donor contact information, including all communications, agreements and future commitments. Ensure all gifts comply with the Burnet Philanthropy and Fundraising Policy and Burnet Naming Rights Policy. Let's talk about you The following criteria are essential requirements:
Experience and demonstrated success in developing and/or implementing an integrated gift in Will strategy including direct marketing, internal and external stakeholder communications, media promotion, donor engagement events, website and social media. Proven track record in relationship management and securing gifts in Wills from individuals and/or organisations in a not-for-profit setting. Highly developed communication and interpersonal skills including the capacity to communicate with diverse audiences including senior leaders, donors, bequestors and their legal representatives. Ability to gather market intelligence/ best practice strategies from diverse sources and use this information for business benefit. Experience working with Wills and estate planning professionals such as solicitors, financial planners and trust companies in the preparation of Wills, and the realisation of planned gifts. Sound knowledge in the use of a relationship management database, including administration, segmentation and analysis. Capacity to work independently or in teams to meet demanding timelines and expectations. Affinity for Burnet and commitment to its mission, with demonstrated capacity to champion its humanitarian values among various constituents. Sound knowledge in the use of standard office software packages, including Microsoft Office products (Word, Excel, Outlook). The following are preferable but not essential:
Sound knowledge of donor CRM systems (Salesforce in particular). The Burnet experience… We want you to have a successful and meaningful career at Burnet and are committed to providing a supportive workplace environment for all our people. You will be part of a collaborative culture where progressive leadership, innovation, respect, and excellence are valued. Join a team of talented individuals who are passionate about what they do – achieving a more equitable world through better health.
We offer:
A monthly accrued day off for full-time staff. Additional long service leave - 17.3 weeks (minimum is 8.67) at 10 years of service. Study leave. Flexible working arrangements. Generous salary packaging. Opportunities for career and professional development. Who are we? Burnet Institute is a leading Australian, unaligned, not-for-profit organisation passionate about social justice, equality and evidence-based research.
Burnet Institute brings together a highly diverse skill base, with more than 400 staff and students working across cutting-edge research and projects to address some of the most relevant global health issues. Institute-wide interdisciplinary health programs Disease Elimination, Health Security and Pandemic Preparedness, and Women's, Children's and Adolescents' Health are at the heart of our daily decision making. Harnessing our international and local field presence, our laboratories, and our mixed development and research cultures drives a greater focus on the most relevant health issues and achieves a greater impact as a result.
Whilst our headquarters is in Melbourne, Australia, we also have offices in Papua New Guinea and Myanmar, and are actively involved in research and public health programs throughout Australia, the Asia-Pacific region and Africa. Burnet is the only unaligned organisation in Australia that has dual accreditation with both the Australian National Health and Medical Research Council (NHMRC) and the Department of Foreign Affairs and Trade (DFAT).
Bring your whole self to work At Burnet, we foster a diverse and inclusive culture. We want our people to feel like they belong and are free to be themselves at work. We have an active Gender Equity, Diversity & Inclusion (GEDI) Council that works to promote and improve gender equity, diversity and inclusion across the Institute, by developing and implementing strategies informed by both national and international best practice and staff input. Burnet holds an Athena SWAN Institutional Bronze Award from Science in Gender Equity (SAGE). If you have a reasonable adjustment, support, or access requirement at any stage of the recruitment process, we encourage you to let us know by emailing
Apply below and attach the following documents:
Resume. Applications close at 11:59pm AEST on Thursday, 31 October 2024. As part of our commitment to gender equity, we have included a question in the application process on gender. This will allow us to monitor and report on gender in relation to our recruitment process.
Burnet is a child safe organisation. The successful applicant will be required to apply for a National Police Check and/or Working with Children. Current Australian working rights are required for all applicants.
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