Relationship Manager Gift in Wills
Core
Securing Gifts in Wills and nurturing long-term relationships with high net worth individuals to support social development programs.
Role type
Senior fundraising relationship manager (legacy/bequests)
Builds
Bequest portfolio and financial targets for a Christian charity
Domain
Not-for-profit fundraising / trusts and estates
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
account management, sales principles, negotiation, empathy selling, relationship building, liaison with legal/finance professionals, communication with high net worth individuals
Preferred skills
experience in NFP fundraising, 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