POSITION DESCRIPTION SAVE THE CHILDREN AUSTRALIA KEY PURPOSE OF POSITION. Gifts in Wills Manager. Direct Reports: East Melbourne - Melbourne Office

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1 POSITION DESCRIPTION Title: Reporting to: Direct Reports: Location: Gifts in Wills Manager National Partnership Advisor None East Melbourne - Melbourne Office SAVE THE CHILDREN AUSTRALIA Save the Children is the world s largest independent child rights development organisation, making a difference to children s lives in more than 120 countries. From emergency relief to long-term development, Save the Children secures a child s right to health, education and protection. Save the Children Australia manages and implements programs in Australia, Bangladesh, Cambodia, Laos, Papua New Guinea, Solomon Islands and Vanuatu. We also support development programs through our global networks in selected countries in Asia, Africa and Latin America. KEY PURPOSE OF POSITION The Gifts in Wills Manager is a member of the National Partnership Team, which is responsible for growing income from corporations, trusts and foundations, high value donors and Gifts in Wills (GIW). This position will be responsible for developing and implementing a GIW strategy to increase the number of supporters with confirmed GIW to Save the Children and ultimately will drive growth in GIW revenue. The role will include developing communication / marketing plans and promotional material for the GIW program, and developing and nurturing relationships with supporters with a confirmed GIW, those supporters with the potential to include a GIW and key advisors / influencers. The role will also ensure the efficient and effective administration of all estates in which Save the Children has been named as a beneficiary to maximise income from GIW. Gifts in Will Manager Feb

2 COMPETENCY KEY RESULT AREAS/RESPONSIBILITIES KEY PERFORMANCE INDICATORS STRATEGY DEVELOPMENT & IMPLEMENTATION Develop, implement and keep under review a GIW strategy focusing on existing and potential supporters to increase donation levels and number of supporters with a confirmed GIW. Establish recognition activities to acknowledge the major contribution to the community of those who include a GIW supporting our work. Raise all income in a cost-effective basis and in a manner which evaluates risk and protects the integrity of the brand. RELATIONSHIP MANAGEMENT INFORMATION SYSTEMS Initiate, maintain and develop relationships with supporters who have the potential to include a GIW to increase the number of supporters with a confirmed GIW. Cultivate relationships with high value donors and key advisors through networking, telephone contact and home visits. Develop and manage opportunities for In Memoriam supporters. Provide timely response to, and handling of, donor requirements (correspondence, phone calls etc) Manage key relationships within Save the Children to ensure all parties work collaboratively. Develop and maintain accurate records within the donor database to identify existing supporters with a confirmed GIW and supporters with the potential to include a GIW. Maintain accurate records of all contacts with donors in Gifts in Will Manager Feb

3 STAKEHOLDER COMMUNICATIONS the Raiser s Edge database, noting details of the GIW (where known), donations received or planned, personal visits and other relevant personal information (within Privacy guidelines). In conjunction with the marketing department, develop a GIW Marketing and Communications Strategy that successfully promotes GIW. Develop communication processes that effectively acknowledge the contribution of supporters with GIW and ensure they are recognised and feel valued. Develop relevant information packs and website information for GIW prospects, advisors etc Liaise with Marketing department on advertising and editorial placement, and implementation of promotional GIW articles in Save the Children s publications. Collaborate with Direct Marketing and Donor Relations teams to incorporate the GIW program into all aspects of the Donor Cycle. Implement and follow-up on Direct Mail campaigns and supporter surveys to identify additional interest in GIW from amongst existing supporters. Leverage opportunities to promote GIW to new audiences through the work of the Include a Charity campaign. Engage State Offices and Community Engagement teams in the development of the GIW program at a local level. Gifts in Will Manager Feb

4 EVENT COORDINATION MONOTORING, ADVISING and REPORTING In conjunction with the Marketing department, develop a calendar of events to promote the GIW program and steward supporters with confirmed GIW. Prepare invitation lists and brief Marketing and state office staff on event management requirements, invitations, guest speakers etc Prepare a monthly report on the number of supporters within the GIW program, including numbers of confirmed GIW and changes in GIW status of supporters from Initial Interest, Consideration, Intention to Confirmed GIW. Work closely with the Director Services and the Programs Team to provide recommendations to the Executive Team about the use of significant GIW. Monitor the impact of GIW and develop stories to inspire additional support. Gifts in Will Manager Feb

5 ALLIANCE VALUES ACCOUNTABILITY AMBITION COLLABORATION CREATIVITY INTEGRITY ALLIANCE DEFINITIONS We take personal responsibility for using our resources efficiently, achieving measurable results, and being accountable to supporters, partners and, most of all, children. We are demanding of ourselves and our colleagues, set high goals and are committed to improving the quality of everything we do for children. We respect and value each other, thrive on our diversity, and work with partners to leverage our global strength in making a difference for children. We are open to new ideas, embrace change, and take disciplined risks to develop sustainable solutions for and with children. We aspire to live the highest standards of personal honesty and behaviour; we never compromise our reputation and always act in the best interests of children. DEMONSTRATED BEHAVIOURS Is happy to take responsibility where the necessary skills exist or can be developed. Is able to learn from mistakes and successes. Enjoys the idea of a challenge and associated learning. Actively seeks out development opportunties. Is able to seek out assistance/resources where required. Is able to set own goals and objectives. Demonstrates personal drive and commitment. Works towards and achieves set goals & objectives. Committed to quality & continuous improvement in work efforts & activities. Is proactive and pursues relevant opportunities. Can quickly find common ground and solve problems for the benefit of all. Is fair and reasonable to others. Can solve problems with peers with minimal disruption. Is a team player and is cooperative. Easily gains trust and support of peers. Encourages collaboration. Embraces and supports organisational change. Acts as a change agent and encourages others to embrace change. Presents relevant new ideas to peers and manager/supervisor. Is seen as value-adding within the workplace. Acts with authenticity and is accountable for own words & actions. Acts with honesty and transparency in all dealings. Ensures high levels of confidentiality relating to both data and verbal communication. Behaviour is in accordance with Save the Children Gifts in Will Manager Feb

6 Australia s policies and Code of Conduct Is aware of the impact of own behaviour on others and manages behaviour accordingly. Can present the accurate truth in an appropriate and helpful manner. Admits mistakes. Doesn t misrepresent him/herself for personal gain. PERSON SPECIFICATION Key Selection Criteria Skills/Abilities: Highly developed communication skills and a very good listener. Ability to liaise with and present to a diverse range of people & stakeholders. Have a level of understanding and sensitivity to manage the subject of GIW. Exceptional customer service skills (both internal and external stakeholders). Highly developed relationship building, negotiation & interpersonal skills. Strong time management and organisational skills. High levels of attention to detail and quality. Strategic planning skills. High-level computer and database management skills. Knowledge/Experience: Demonstrated experience in fundraising, particularly in GIW and Major Donor giving. Familiarisation with relationship management databases. Good understanding of basic legal issues surrounding management of GIW. Gifts in Will Manager Feb

7 Personal Behaviours & Attributes: Commitment to Save the Children Australia s purpose and values. Strong commitment to providing high levels of customer service (both internal and external stakeholders). Initiative, flexibility and ability to work independently as well as in a team. High levels of self-motivation and initiative. Ownership and accountability of one s work. High levels of confidentiality and integrity (relating to both data and verbal communication). Additional Information: Any offer of employment at Save the Children Australia will be subject to a satisfactory National Police Record Check and Working with Children Check, where applicable. Employees must sign onto Save the Children Australia s Child Protection Policy and Code of Conduct. Some intrastate, interstate and international travel may be required in this position. Some out of hours work may be required in this position. Ongoing performance & employment will be measured against KPI s, values and demonstrated behaviours outlined above. Gifts in Will Manager Feb