Family Life Donor and Bequest Manager Position Description May 2015 Vision Capable communities, strong families, thriving children. Mission Through effective services, support and connections, enable children, young people and families to thrive in caring communities. Values Respect: We acknowledge and value the human and legal right of all individuals. Inclusion: We maximise the opportunities for individuals and families to participate in local and broader communities. Community: We understand Family Life exists as part of a network of relationships and interactions. Empowerment: We encourage and strengthen individuals, families and communities. Preamble Family Life is an independent, entrepreneurial community service organisation, offering a range of services, support and community building services. Family Life s work is acknowledged at all government levels for our innovation, impact and whole of community approach. Priority is given to vulnerable families, children and young people. Since its foundation in 1970 volunteers and community supporters have played a crucial role in the organisation. The organisation has grown significantly and now has +120 employees and around 400 volunteers. A creative specialist is required in this role to secure traditional and emerging resources to support current initiatives and secure the long term future of the Mission. The Donor and Bequest Manager is based at Sandringham however from time to time the incumbent may be requested to work from, or be based at, other Family Life sites. Key Objectives 1. To grow community investment and donations, both in-kind and financial, in Family Life. 2. To position Family Life as the community service organisation of choice, across all investor market segments. Position Description- Donor and Bequest Manager- May 2015 Page 1 of 5
3. To implement strategies that capture emerging opportunities and digital applications to enrol, engage and build the trust of potential investors. Such investors include users of digital technologies, lawyers, financial advisors and fund managers. 4. To secure and maintain significant investments through Corporate Partnerships. 5. To achieve investment and donation budgets. 6. To manage and maintain relationships with new and current Community Investors. 7. To source and enrol community partners aligned with Family Life s mission and values, to auspice Family Life s annual community fundraising events. 8. To manage quality standards and regulatory compliance in relation to Donors, Corporate Partnerships and Investments. Accountability The Donor and Bequest Manager is accountable to the CEO through the General Manager Finance and Development. Performance Review All staff are required to participate in an annual Performance Plan and Review and development of an Individual Development Plan (IDP). Communication with others Position supervised by: General Manager Finance and Development Communicates internally with: Executive Leadership Team, Board and management Communicates externally with: Current and potential Donors, Corporate Supporters and Sponsors, Trusts and Foundations, Philanthropists, Community Representatives, Fund Managers, Lawyers and Financial Advisors Key Responsibilities Donor Development Develop annual action plan and KPIs in line with organisation s Forward Plan. Develop, lead and implement the Donor Development strategy including: o Donor Communications Plan o Regulatory compliance o Risk management. Source and secure new Donors. Investigate digital strategies that target potential investors. Develop and implement a plan for engaging lawyers, financial advisors and fund managers. Increase value of donations from current Donors. Manage and grow philanthropic engagement and investment. Develop, manage and implement Bequest strategy. Grow organisation s revenue from identified market segments. Trust / Foundations. Maintain effective relationships with current key philanthropic Trusts and Foundations. Increase investment by current key philanthropic Trusts and Foundations. Position Description- Donor and Bequest Manager- May 2015 Page 2 of 5
Participate with the Executive Leadership Team to enhance the success of new funding proposals. Manage the acquittals process in relation to Trusts and Foundations. Corporate and Community Partnerships Create an engagement with and alignment to Family Life. Lead and manage the outsourced Events strategy ensuring alignment with Family Life brand: o Secure major community partners to auspice Family Life s established annual community events. Establish quality and compliance protocols and a framework to manage all corporate and community partnerships o Assist managers with establishment of agreements/contracts/trading terms and the acquittal of same o Advise managers of risks and watch-outs. Coach, guide and provide support to managers, regarding management of corporate partnerships, trusts and donors. Develop corporate partnerships, and negotiate and secure events that benefit Family Life financially and support the organisation s mission. Manage corporate partners to ensure auspiced events increase the profile of Family Life and result in income generation. Represent Family Life at key events. Marketing Create and implement an integrated marketing strategy that meets the needs of income generation across all Family Life service and business units. Design, develop and implement community engagement strategies that increase Family Life s profile, brand and income. Design, develop and implement high-impact marketing collateral across all communication platforms to support organisation forward plan, reputation and brand profile. Participate in forums to optimise use of digital strategies for marketing and profile raising. Utilise digital technology channels to distribute marketing collateral targeting traditional and potential investors. Participate with the General Manager Operations and Business Development Manager in developing metrics and data analysis to review and report on marketing reach and returns. Utilise the Salesforce database to analyse opportunities to embrace new opportunities for growing awareness and engagement to our mission and services. Utilise technologies to reach emerging investor-markets. Leadership and Management Analyse and report on performance, tracking responses to strategies against the various communication and marketing channels. Manage the allocated budget for Community Investment and marketing function. Develop team-member work plans to implement the Strategies. Bi-monthly progress reports against Action Plan. 6 monthly budget and metrics report against Action Plan KPIs. Participate in the Executive Leadership Team as requested. Position Description- Donor and Bequest Manager- May 2015 Page 3 of 5
Contribute to the strategic review and planning processes of Family Life. Provide leadership and role model organisational values and code of ethics for staff. Represent the organisation in public forums as required. Perform other duties consistent with the position as required by the CEO and consistent with meeting the contractual and compliance obligations of the organisation as these may vary over time. Key Selection Criteria Qualifications Tertiary qualifications in a relevant discipline eg. Marketing, Business Management, Public Relations. Skills Excellent stakeholder and relationship management skills. Capacity to work to and report against budget and measurable outcomes. Ability to be proactive in identifying and securing new relationships and opportunities. Highly developed presentation and report writing skills. Strong proposal and submission-writing skills. Strong organisational and time management skills. Strong analytical and financial skills. Ability to manage multiple tasks and projects in an effective and timely manner. Excellent skills in written, oral and interpersonal communication. Capacity to work effectively under limited supervision and as part of a multi-disciplinary team. Ability to apply a commercial focus to achieving social outcomes. Computer skills (intermediate level, or above) in a Windows environment including word processing, data collection and entry, Internet and email. Ability to embrace new technology to enhance organisation profile, productivity and effectiveness. Ability to interpret and apply relevant legal requirements. Strong policy and framework-writing skills. Experience Proven ability to raise income from individual, philanthropic and corporate donors using traditional and emerging opportunities. Demonstrated capacity to develop, budget and implement strategic projects. Willingness to develop and work to a high-level workplan. Proven ability to manage bequests, and corporate and community partners. Ability to manage complex investor relationships. Proven ability to develop and implement effective marketing strategies including collateral and marketing campaigns. Proven ability to effectively utilise emerging digital and social technologies. Proven ability to embrace research and evaluation to support and underpin marketing, communication and bequest campaigns. Knowledge Understanding of legislation relevant to the activities of contributed and donated income. Knowledge of customer relationship management systems. Position Description- Donor and Bequest Manager- May 2015 Page 4 of 5
Attributes Employs an ethical and professional approach to practice. Ability to articulate and reflect upon personal and professional values. Confidentiality and integrity. Ability to foster collaborative internal and external stakeholder relationships. Mature, assertive and confident approach to working with people of all levels. Flexible and adaptable in response to the needs of the organisation and the position. Commitment to continuous improvement and best practice approaches. Capacity to work with ambiguity and uncertainty in the context of ongoing environmental change and complex problems for vulnerable members of the community. Appetite to embrace personal reflection and coaching to enable effective leadership development. Desirable Experience in the not-for-profit / community services sector. Volunteering experience and working with volunteers. Additional Information Family Life is committed to providing a safe, healthy and friendly working environment free of discrimination. We expect all staff and volunteers to understand and behave in accordance with our mission, values and code of conduct. We pride ourselves on being flexible and family-friendly wherever possible, seeking mutual benefit for the staff and the organisation. Family Life encourages and provides for personal and professional development appropriate to the position. Must have current driver s license valid in Victoria. Any offer of employment is subject to a satisfactory Police Records check and Working with Children check. Position Description- Donor and Bequest Manager- May 2015 Page 5 of 5