Relationship Manager Gift in Wills
Core
Securing Gifts in Wills and nurturing long-term relationships with potential bequestors to support social development programs.
Role type
Senior fundraising relationship manager (legacy/bequests)
Builds
Bequests portfolio and financial targets for social development programs
Domain
Not-for-profit fundraising / Estate planning
Required skills
Account management, sales principles, negotiation, empathy selling, relationship building, liaison with legal/finance professionals
Preferred skills
Experience in finance, aged care, financial planning, or trusts and estates
Responsibilities
Building a pipeline of potential bequestors, securing and managing relationships with bequestors and intermediaries (solicitors), achieving financial and non-financial targets, developing engagement strategies, representing the organization at networking functions
Seniority
Senior, hands-on IC