Planned Giving Specialist – Royal Flying Doctor Service – South Eastern Section

Engage and inspire supporters through their journey to leave a gift in their Will to support a variety of lifesaving programs delivered by the Royal Flying Doctor Service – South Eastern Section.

• Apply your strengths in donor stewardship to directly engage with bequestors through enriching communication and event initiatives, and grow donor opportunities to impact the lifesaving work at the Royal Flying Doctor Service – South Eastern Section
• Hybrid working environment
• Head Office in Surry Hills, wonderful team culture and support

Impact of the Organisation

The Royal Flying Doctor Service – South Eastern Section provides lifesaving aeromedical and primary healthcare services to rural, regional, and remote communities.

This is an exciting time to join an award-winning Fundraising team that has been incredibly successful at growing fantastic relationships with a passionate portfolio of donors, and has been known as Australia’s “Most Trusted Charity” for twelve years.

Impact you will have in this role

This an enriching opportunity to work directly with donors across the Planned Giving and In Memory program which has grown rapidly and experienced significant success within the past 5 years.

Reporting to the Planned Giving Manager, the newly created position of Planned Giving Specialist will play an important role in each donor’s stewardship journey through active communication and personalised engagement.

This is an opportunity to apply your relationship fundraising experience and your strong skillset across donor cultivation to implement donor stewardship and relationship growth initiatives that will continue to impact the Planned Giving program and engage donors on their continued journey to support life-changing health initiatives for generations to come.

Key Responsibilities

• Plan and implement personalised cultivation and stewardship activities to grow relationships and encourage continued support across the Planned Giving fundraising portfolio
• Develop engagement activities with bequestors and prospective bequestors through tailored communication, events, personal meetings and correspondence
• Prospect management, with the ability to increase the number of bequest pledges and contribute to the growth of the fundraising program
• Coordinate estate administration and provide communication and correspondence according to best practice
• Collaborate with internal teams to assess and identify cases for support to share with prospective donors
• Understand each donors’ reason for giving and provide a personalised cultivation experience for them, aligning their passions to give with the impact of a variety of programs
• Maintain a bequest pipeline and up-to-date donor records, ensuring a data-driven approach to the program utilising the CRM
• Report and communicate updates on project plans, revenue and expenditure forecasts
• Contribute to the development and delivery of the Planned Giving fundraising strategy to achieve fundraising goals

Skills and Experience

• Proven success in developing and implementing relationship fundraising initiatives to flourish and grow donor relationships coupled with high levels of empathy and compassion
• Experience in managing challenging and sensitive discussions with donors and the skills to navigate delicate conversations
• A background in nurturing donor relationships, ideally through Planned Giving experience but this may be through experience across a range of fundraising programs such as supporter services, community fundraising or major gifts
• Strong relationship management experience and the desire to build trusted and long-term connections with supporters on varying levels
• Excellent written and verbal communication skills, the ability to listen and engage and strong attention to detail
• The ability to tailor messaging to a variety of audiences across varying platforms
• Strong stakeholder management skills and ability to establish collaborative and sustainable relationships with both internal and external stakeholders
• Excellent time management, administrative and organisation skills with the ability to plan workload, prioritise tasks, meet deadlines, and record and report on metrics through the CRM
• A commitment and passion for the mission, vision and values of the Royal Flying Doctor Service

Applications

Please direct all enquiries to Rosheen Singh at Impact Advising on [email protected], using the subject line: Planned Giving Specialist – Royal Flying Doctor Service – South Eastern Section enquiry via EthicalJobs.

Impact Advising is committed to creating diverse and inclusive work environments that reflect the rich tapestry of our communities. We believe that diversity enriches organisations and fosters innovation. We are dedicated to building workforces that are a representative of the diverse backgrounds, experiences, and perspectives of our society. We embrace diversity in all its forms, including but not limited to race, ethnicity, gender, age, sexual orientation, religion, disability, and cultural background.

We actively seek to foster inclusive workplaces where all employees can bring their whole selves to work, feel respected and valued, and have equal opportunities for growth and advancement. We are committed to providing a fair and unbiased recruitment process, and we strive to eliminate any barriers that may impede the inclusion and participation of underrepresented groups in workforces.