Gifts in Wills Manager

Posted 10 Days Ago
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Malvern, AR
Mid level
Healthtech
The Role
The Gifts in Wills Manager is responsible for developing and managing relationships with bequest donors, ensuring their engagement and confirming donations. Key tasks include creating strategies to nurture donor relationships, managing the bequest membership program, and coordinating the probate process.
Summary Generated by Built In

Gift In Wills Manager

Full time/Part time, ongoing position

Cabrini Malvern

What we can offer:

  • Values driven organisation as a not-for-profit healthcare provider

  • Specialist role focusing on bequests and stewardship of high value supporters and donors

  • Option for role to be part-time or full-time

  • Opportunity to be part of a high performing team delivering significant growth

  • Attractive remuneration and salary packaging up to $15,900 tax free each year, plus meal & entertainment card $2,650 per year

  • Significantly discounted staff carparking available as well as discounted Myki passes for staff

How you will make an impact

The work of the Cabrini Foundation ensures we can continue to provide a wide range of vital healthcare services as well as develop the next generation of healthcare professionals. We create ways for patients, their families and our community to connect and show gratitude, enabling Cabrini to continue providing exceptional care for patients now and in the future. Cabrini Foundation relies on donations, grants and bequest gifts to fund the latest medical equipment and technology, conduct innovative research and invest in large scale capital projects.

The role

The Gift in Wills Manager is responsible for developing professional, personable and long-term relationships with a large portfolio of bequest donors to confirm and steward significant bequest pledges and donations. Reporting to the Associate Director Philanthropy, the role’s primary focus is relationship management and growing the portfolio of current and prospective bequest supporters and donors through delivering strategic and personalised supporter journeys to ensure their continued giving or confirming a bequest to Cabrini.

Key responsibilities include:

  • Developing professional, personable and long-term relationships with a large portfolio of bequest supporters and current donors

  • Developing strategies to move supporters through the bequest pipeline

  • Manage and grow the bequest membership program (Cabrini Society)

  • Coordinate the probate process, including communicating with Executors and liaising with Cabrini colleagues for the timely receipting of estate gifts

About you

Along with experience in fundraising or relevant field with a track record of donor relationship management and bequest management, you will have:

  • Demonstrated knowledge and understanding of strategies to move bequest supporters through pipeline

  • Experience in administration of estates and communicating with Executors

  • Excellent communication and interpersonal skills, including maintaining personable yet professional relationships with internal and external stakeholders

  • Excellent organisational and time-management skills including the ability to trouble-shoot under pressure and meet tight deadlines

  • Proven organisational and time management skills to meet deadlines and work autonomously

  • Ability to carry out duties professionally with tact and diplomacy ensuring privacy and confidentiality requirements are maintained

  • Proficient in Office 365 suite and quick to adapt to new software / databases.

  • Experience in Raisers Edge database desirable

To view the full position description please click here

Enquiries should be directed to: Sally Cane, Associate Director Philanthropy – 0415 978 082

We are looking to fill this role as soon as possible and we will be reviewing applications as we receive them. If you are interested in this role, please submit your application as soon as possible.

Does this sound like your new role? Bring your skills and enthusiasm to Cabrini Health and help optimise the patient experience and health outcomes for our community.

 

Cabrini Health acknowledges the importance of creating a work environment that is welcoming, safe, equitable and inclusive for people of all backgrounds and abilities. Inclusion is core to our mission.

 

As part of our commitment to Reconciliation and Closing the Gap in employment related outcomes, we encourage applications from Aboriginal and Torres Strait Islander Peoples.

 

Working for Cabrini

Cabrini Health is a Catholic, private, for-purpose health service located in Melbourne’s southeast. Inspired by the mission and ethic of care of the Cabrini Sisters, providing quality, compassionate care to our community for more than 75 years.

 

There is something special about Cabrini Health. Our highly skilled staff and specialists incorporate clinical research, innovative models of care and state-of-the-art technology to deliver the best possible care and outcomes for our patients. We demonstrate our mission to serve our community through outreach programs that support asylum seekers, provide healthcare in rural communities and in underdeveloped countries.

 

Our size, reputation and growth strategy ensure genuine opportunities for our people to learn, grow and realise potential.

 

Our values: Compassion - Integrity - Courage - Respect

 

MANDATORY FOR ALL NEW STAFF TO CABRINI

Employment with Cabrini Health will be based on satisfactory background checks such as professional references, National Police Check, vaccinations for annual Influenza plus a Working with Children Check (WWCC) may also be requested. Vaccination for COVID-19 is highly recommended.

Top Skills

Office 365
Raisers Edge
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The Company
Malvern, Victoria
1,781 Employees
On-site Workplace

What We Do

Welcome to Cabrini Health
Cabrini is owned and operated by the Missionary Sisters of the Sacred Heart of Jesus who came to Australia in 1948 to take over the management of a 45-bed community hospital named St Benedict’s. Cabrini now has more than 800 beds and a comprehensive range of health services. There are acute facilities at Malvern and Brighton. The Cabrini Institute supports education and research, in order to continually improve the quality of care and educate tomorrow’s health professionals. Cabrini Technology provides an innovative, independent information and healthcare technology service to organisations throughout Australasia and has headquarters in Mount Waverley. More recently, Cabrini has established an Asylum Seeker and Refugee Health Hub in Brunswick, which provides access to a range of health services for people seeking asylum and newly arrived refugees.

Cabrini is a not-for-profit health service and all surpluses are used to develop our services and facilities to provide the best possible care for patients and families. Cabrini supports and operates a number of other programs for disadvantaged people in our community.

Patient care is the primary focus of our work and at the heart of all we do

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