Planned Giving Manager (Part Time Job-share)

Job No: BI201820195
Location: Melbourne


The Planned Giving Manager is responsible for securing and managing bequests and other planned gifts from individuals for Burnet Institute. The manager will build upon and further develop the Institute’s Planned Giving strategy to research, cultivate and solicit qualified prospects for planned gifts and provide support to a small team of donor relationship officers.

This position is a part time (2 days per week) job-share arrangement for a 12 month contract period.



Your key responsibilities will include the following:

  • Review, further develop and implement the Institute’s Planned Giving Strategy
  • Work together with a small team of donor relationship officers to maximise their skills and knowledge in planned giving and provide support in the identification, cultivation, solicitation and stewardship of prospective and confirmed bequestors through a range of donor engagement activities
  • Actively manage a portfolio of prospective and confirmed bequestors and potential major gift prospects
  • Develop an integrated approach to attracting new bequest prospects
  • Maximise the financial value of received bequests through proficient deceased estate administration
  • Develop and maintain Institute-wide policies and procedures for the financial management, acquittal and recognition of planned gifts
  • Build internal relationships with relevant administrative, research, public health and international health staff to ensure Institute-wide knowledge and support of Burnet’s philanthropy program
  • Work within allocated budgets
  • Maintain and update database of donor contact, also electronic and hard copy bequest records

Refer to the attached position description for full details.



You will have:

  • A relevant tertiary qualification with extensive experience in a similar role with a significant bequests component, or an equivalent combination of equivalent experience and training
  • Demonstrated understanding of fundraising and philanthropy, particularly the traditional and evolving field of planned giving
  • Proven track record in securing bequests from individuals and/or organisations in a not-for-profit setting
  • Exemplary interpersonal skills, including effective listening, empathy, discretion, diplomacy and the ability to build and sustain relationships
  • Highly developed written and verbal communication skills, and high level presentation skills, with the maturity and capacity to communicate with a diversity of audiences including Institute leaders, donors, bequestors and their legal representatives
  • Affinity for the Institute and commitment to its mission, with demonstrated capacity to champion its humanitarian values among various constituents
  • Experience in developing and/or implementing an integrated bequest strategy
  • Experience working with Wills and estate planning professionals
  • Sound knowledge in the use of a relationship management database
  • Sound knowledge in the use of standard office software packages
  • Capacity to work independently or in teams to meet demanding time lines and expectations

Benefit from ongoing support and attractive salary packaging working for this leading not-for-profit organisation.  Remuneration will be commensurate with skills and experience. 

Burnet Institute is committed to providing our people with a supportive working environment. We value diversity and gender equity at the institute and provide flexible working arrangements for our staff. Burnet is participating in the Science in Australia Gender Equity (SAGE) Pilot of the Athena SWAN Charter in Australia.



To apply for this position, please complete the details below and attach the following documents:

  • Statement addressing the selection criteria (as outlined above and in the attached position description)
  • Resume including the names and contact details of three referees

Applications close Monday 28th May at 11:30pm AEDT (GMT+11)

As part of our commitment to gender equity, we have included a question in the application process on gender. This will allow us to monitor and report on gender in relation to our recruitment process. This field is not compulsory.

Burnet is a child safe organisation. The successful applicant will be required to apply for a Working with Children check and/or criminal record check from the Australian Federal Police.

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