Bequest Coordinator - Tenders Global

Bequest Coordinator

  • Contract
  • Anywhere
  • Posted 3 months ago

Garvan Institute of Medical Research

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Garvan Institute of Medical Research's logo

  • Salary: Up to $70,000 + 11.5% super + salary packaging
  • Employment Type: Full time permanent

The Garvan Research Foundation was founded in 1981 and is the fundraising and marketing arm of the Institute, raising awareness and vital funds from individuals, trusts and foundations and corporate and community groups.

The Foundation’s income has grown from a fundraising base of $110,000 in its first year to more than $42 million in 2022 – approximately half of the Institute’s total income. The remarkable success of the Foundation’s activities is having a catalytic impact on our researchers’ ability to make scientific contributions that will ultimately lead to earlier diagnosis, better treatments and ultimately prevention or cure of a range of diseases.

THE OPPORTUNITY

The Bequest Coordinator reports to the Bequest Manager and contributes to the growth of the bequest and mid-value programs within the Garvan Research Foundation. This is a great opportunity if you are a return to work parent, looking to change careers or if you’ve just finished your degree this opportunity could be for you!

This role has a very strong donor relationship management and customer service focus, providing high-level supporter care and stewardship across the mid-value and bequest programs. You will be engaged in detailed and ongoing personalised engagement over the phone and face to face, alongside conversion, and retention activities across new and existing donor groups.

The Foundation’s fundraising activities include donor appeals, acquisition campaigns, engagement through personalised tours, events, public seminars, and supporter care communications. Those who are identified as mid-value supporters, bequest prospects or confirmed bequestors (called Partners for the Future) are supported on their donor-centric journey by the Bequest Team.   The objective is to build relationships with our supporters to maintain and grow the contribution of these supporters, both through income and commitment to Garvan.   

SNAPSHOT OF BENEFITS

  • Generous salary packaging to save you income tax on your wages thereby boosting your monthly take home pay (max. $15,900 general expenses + $2,650 meals/accom)
  • Ample opportunities for on-going training and development
  • Stimulating, diverse and highly international research environment
  • Flexible work arrangements e.g. start / finish times
  • 18 weeks paid parental leave for both parents including paid superannuation
  • A range of additional leave types to meet your personal needs including cultural leave, conference leave, community service and study leave
  • Discounted Health Insurance
  • Lifestyle discounts with our community partners

WHAT YOU WILL DO

Supporter Care and Stewardship:

  • Provide exceptional relationship management and customer service for all Garvan donors, Partners for the Future, bequest prospects, visitors, and special guests at all times. This is also reflected across all channels of communications including phone calls, written communications and face to face.
  • All phone calls aim to build relationships with our supporters through active listening to help support, provide information and guide them along their donor journey.
  • Engagement phone calls to our mid-value supporters, bequest prospects and Partners for the Future who require a timely touch point in their donor journey e.g. after a donation, after further information has been provided.

Database and Administration:

  • Exceptional best practice maintenance of detailed and accurate supporter records and profiles including, data entry, recording conversation and meeting notes, scanning donor and estate and relevant documents.

  • Assist with research to identify new prospects.

Communications, Planning and Reporting:

  • Conduct communications either by mail, email, or phone to qualify supporters in their donor journey.

  • Coordinate the sending of bequest enquiry, prospect, and conversion packs in a timely manner.

  • Prepare and draft timely and personalised communications including welcome letters, with comp’s slips, ad-hoc letters, and certificates.

Event Engagement Activities:

  • Assist in the development and on-the-day delivery of the bequest programs morning teas, personalised tours, and other engagement activities to promote Garvan and/or bequest program.

  • Assist in the development of objectives, timelines, event program, budgets and run sheets.

  • Coordinate event RSVPs and guest lists.

ABOUT YOU

  • Experience in fundraising or marketing, desirable but not essential.
  • Transferable skills from other industries will also be considered.
  • Excellent knowledge and experience in working in databases/CRMs. Raisers Edge experience is desirable but not essential.
  • Experience working in people facing role or customer service role.
  • Excellent customer service and relationship building skills.
  • Experience in administration with a process-driven approach also including merging data for emails/letters, record keeping, note taking, printing, and scanning.
  • Very high level of computer skills (MS Office products including Word, Excel, PowerPoint, Outlook and Zoom).
  • Outstanding telephone manner and customer service skills.
  • Excellent reading, writing and proofing skills including drafting internal and external letters, emails, and reports.
  • Exceptional attention to detail and high level of accuracy.
  • Strong time management and project management skills. 
  • Can work effectively and independently without supervision.
  • Demonstrates good judgement in decision making.
  • Self-starter, motivated to achieve outcomes set.
  • Calm, positive, ‘can do’ attitude and an excellent work ethic at all times.

ABOUT GARVAN

The Garvan Institute of Medical Research is an independent Medical Research Institute (MRI) in Sydney, delivering scientific and clinical impact on a global basis and in partnership with organisations that share our vision. We are proud to be one of Australia’s largest and most highly regarded MRI’s.

Our vision is global leadership in discoveries to impact and our enduring purpose is to impact human health, by harnessing information encoded in our genome.

We seek to see our world-class discovery research achieve life-changing impacts, not only for individual patients with rare diseases, but for the many thousands affected by complex, common disease.

Garvan promotes a diverse workplace and is committed to the principles of equity, diversity, inclusion and belonging. We are always looking for culture ‘add’, not culture ‘fit’ and are building diverse teams with great sets of complementary styles and skills to help deliver our important work effectively.

HOW TO APPLY

To apply for this position, please submit your application with a CV and cover letter as one document, stating why you are interested in this role. If you think you’re the right person for this role, we’d love to hear how your capabilities, achievements and experience set you apart. Only applicants with full working rights in Australia are eligible to apply for this role.

Applications for this role will take you to the employer’s site.

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