Gifts in Wills Officer

Transcription

1 Gifts in Wills Officer The Peter MacCallum Cancer Foundation is the fundraising arm of Peter MacCallum Cancer Centre. The Foundation s mission is to enhance Peter Mac s ability to achieve better health outcomes for people with cancer. It does this by providing funds for the best people, best facilities, medical equipment, education programs and research initiatives. The Foundation's aim is to provide significant and sustainable funding to Peter Mac to enable it to reach its health care vision and mission. Fundraising plays a crucial role in advancing cancer research at Peter Mac. While our internationally recognised cancer researchers have great success in securing competitive project grants, these grants rarely fund new innovative projects or the state-of-the-art technologies and resources needed to undertake these research projects. Funds raised by the Foundation give some of the brightest minds in cancer research the specialised technologies they need to make important new discoveries. VISION AND VALUES Peter Mac strives to be the best in cancer care, accelerating discovery, translating to cures. How we go about our work is as important as what we achieve. Everything we do is underpinned by our core values, Excellence, Compassion and Innovation. EXCELLENCE COMPASSION INNOVATION We ensure clinical practice is evidence-based, patient-centred, and provided by qualified and experienced staff. We adhere to the strongest ethical standards to ensure a culture of openness, mutual respect and trust. We strive to ensure that innovation is fostered by supporting research and a learning culture. POSITION DETAILS Title Gifts in Wills Officer Division Foundation Department Foundation Location Melbourne Enterprise Agreement (or its successor) Health and Allied Services, Managers and Adminstrative Workers Classification HS2 Immunisation Risk Category Category C: Position within a non-clinical setting. Position Summary The Gifts in Wills Officer works within the Gifts in Wills Program to build a sustainable bequest development program by effectively prospecting, cultivating and soliciting gifts in Wills prospects, through the principles of Moves Management, combined with the provision of the highest levels of donor care for confirmed gifts in Wills supporters (Friend for Life members) while developing their annual giving levels. The role focuses on soliciting gifts in Wills from Peter Mac s donor pool and the wider community through direct mail, telephone engagement, targeted functions, information sessions and other initiatives. The Gifts in Wills Officer has responsibility for maintaining timely and accurate records in the Foundation database of contact with donors and other external relationships, while ensuring compliance with all relevant Privacy and Fundraising Legislation and works collaboratively with other Foundation fundraising programs to optimise donor service delivery and overall fundraising revenue. Position Reports to Direct Bequests and Estates Manager Number of Reports Direct N/A Indirect N/A Position Description Template People and Change 2018 Page 1 of 5

2 Decision Making Authority N/A Key Relationships Internal Bequests and Estates Manager Fundraising Director Executive Director Gifts in Wills Team Foundation Staff Volunteers General Peter Mac Staff External Donors and supporters Friend for Life members and gifts in Wills prospects Financial planners, legal representatives, trustee and estate planning organisations External event staff/service providers SELECTION CRITERIA Essential Requirements Demonstrated experience in donor development and solicitation Excellent telephone manner Excellent communication, collaboration and negotiation skills, with the ability to relate sensitively to people, especially people of a senior age Competent in maintaining information for consistent and regular recording and reporting of engagement activity Demonstrated ability to work productively both autonomously and as a member of a team Desirable Requirements Gifts in Wills experience Sound knowledge of using fundraising databases (ideally Raiser s Edge) and Microsoft Office suite An interest in cancer research and treatment Position Description 2018 Page 2 of 5

3 KEY ACCOUNTABILITIES Key Accountabilities Demonstrated by / Key Performance Indicators 1. Increase the number of confirmed gifts in Wills supporters to Peter Mac 1.1 Maximise future gifts in Wills revenue by increasing the number of confirmed gifts in Wills supporters (Friend for Life members) and increasing the proportion of the active donor base who are committed Friend for Life members. 1.2 Produce regular (eg: fortnightly) plans of proposed activity for agreement with the Bequests and Estates Manager as requested. 1.3 Report regularly on donor stewardship, cultivation and solicitation results as requested. Gifts in Wills donor development plans agreed and approved by Bequests and Estates Manager Number of committed gifts in Wills supporters achieves operational objectives Retention and annual giving rates of Friend for Life members achieves operational plan and objectives Demonstrated donor giving upgrades and conversion Plans of activity agreed with the Bequests and Estates Manager Activity levels delivered to schedule, including number of donor engagement actions and solicitation outcomes Queries responded to/packs mailed in timely manner, max. 2 working days Regular reports delivered on time Evidence of integration with other fundraising programs Demonstrated stewardship actions and retention levels 2. Develop relationships with existing, new and potential gifts in Wills supporters, information seekers, etc. 2.1 Reply to all requests for further information, and follow up as required. 2.2 Encourage and inspire donors to consider leaving a gift to Peter Mac in their Will (ideally residual). 2.3 Engage in a planned process of converting prospects to considerers/ intenders. 2.4 Ask considerers/intenders for the gift. Initiatives conducted to foster donor relationships to ensure Friend for Life (FFL) members remain engaged in the work of Peter Mac Service level standards effectively implemented to steward Friend for Life members through personal contact - predominantly telephone, mail and targeted donor functions Number of solicitations and confirmed Friend for Life members Number of residual confirmed Friend for Life members obtained Numbers of FFL retained Giving levels of FFL members achieve annual targets 3. Maintain accurate records and provide regular and consistent reports. 3.1 Ensure data and information from supporter contacts is recorded in RE database accurately and in a timely manner. 3.2 Maintain supporter records and reports in-line with relevant privacy and fundraising policies and legislation. RE records kept up to date and reflect a true account of activity and results Donor records and reports maintained appropriately All donor records are recorded in-line with relevant privacy and fundraising policy and legislation Timely and accurate reports provided Position Description 2018 Page 3 of 5

4 4. Work collaboratively with other members of the fundraising team to maximise revenues across income streams. Evidence of integration Receives positive feedback from colleagues Demonstrates stewardship actions and retention levels of FFL members annual giving Annual giving levels of Direct Mail confirmed FFLs achieve annual targets Actively participates in all department activities ensuring team environment. Receives positive feedback from ED, FRD and team members 5. Ensure positive working relationships with internal and external stakeholders including: Demonstrates effective communication with all stakeholders Receives positive feedback from internal and external relationships 6. Other duties as required Actively participates in department activities contributing to team environment Attends professional development activities as approved Willingness to carry out other duties to maintain an efficient and professionally run Foundation office Supports the fundraising staff during donor functions/events if/when required 4. ACCEPTANCE AND AGREEMENT All Peter MacCallum team members must: Demonstrate and role model Peter Mac values. Comply with all Peter Mac Policies and Procedures. Comply with the Requirements of the National Safety & Quality Health Service Standards. Work in accordance with the Data Accountability Framework to maintain data integrity. Complete and maintain all mandatory training relevant to area of practice. Participate in Peter MacCallum Cancer Centre s performance development process as required. Contribute to a safe and healthy working environment. Report unsafe work practices in the incident reporting system. Promote a no blame culture of safety and wellbeing. Maintain working knowledge of emergency procedures and location of emergency equipment. Take all reasonable steps to prevent bullying, discrimination and harassment in the workplace. Observe child safe principles and expectations for appropriate behaviour toward and in the company of children. Be able to travel between campuses as necessary for their role. Peter Mac strongly supports patients in expressing their wishes and values. Clinical staff are encouraged to engage in Advance Care Planning (ACP) discussions with patients. Peter Mac has a zero tolerance of child abuse, and all allegations and safety concerns will be treated very seriously. For more information refer to Peter Mac s Child Safe Policy. Peter MacCallum Cancer Centre is an equal opportunity employer and is committed to providing for its employees a work environment which is free from harassment or discrimination. Peter MacCallum Cancer Centre is a smoke-free environment. Position Description 2018 Page 4 of 5

5 ACCEPTANCE I have read, understood and agree that this position description represents the duties, responsibilities and accountabilities expected of me in my employment in this position. I understand Peter MacCallum Cancer Centre reserves the right to modify position descriptions as required, and I will be consulted when this occurs. Your acceptance is recorded via e-recruit. Privacy Statement: Information may be collected and stored for the purpose of recruitment and selection. The information will only be used and disclosed for the primary purpose of its collection. Some exceptions exist. These may be obtained from the People and Change department. Position Description 2018 Page 5 of 5