Job Description
Be part of a passionate team
Combine strategic thinking with meaningful relationship-building
Drive the growth of our Gift in Will program to support medical research
About the company
As one of Australia’s largest independent health and medical research institutions, HMRI brings together researchers, healthcare professionals, policymakers, industry and the community with the purpose of transforming health and the well-being of our communities.
Having recently celebrated 25 years of impact, HMRI is actively preparing for a future of growth, establishing themselves as a renowned institution known for groundbreaking discoveries and future focused, state-of-the-art research that meets the needs of the community.
About the Opportunity
We are seeking a motivated and dedicated Bequest Manager to oversee and grow the Gift in Will program. This is a unique opportunity to play a key role in shaping the future of the HMRI legacy giving initiatives while building long-lasting relationships with donors. You'll help ensure the continued success of HMRI’s fundraising efforts and contribute to advancing medical research and vital health initiatives. If you're passionate about making a lasting impact through strategic bequest management, this role is for you.
Key Responsibilities will include:
Design and implement a strategic plan for the Gift in Will program, setting annual targets for income and pipeline growth
Identify and cultivate high-potential supporters, building and maintaining trust-based relationships
Working with the Marketing team, organise Gift in Will engagement events to raise awareness of bequests and planned giving
Work collaboratively with across HMRI to identify supporters
Serve as the primary contact for executors, lawyers, and family
Maintain accurate record management and providing regular reports, as well as current knowledge of trends, laws, and best practices in estate planning and legacy giving
Key Requirements
Strong understanding of estate planning, wills, trusts, and charitable gift options
Experience with planned giving options for supporters
Exceptional relationship-building and communication skills
Empathy when discussing estate matters with supporters and family members
Ability to develop long-term plans and track program progress
Detail-oriented with strong project and deadline management skills, and experience in donor management software well regarded
Basic understanding of legal and financial documents related to estate planning
Experience working with legal professionals to resolve complex estate issues
A competitive salary, based on skills and experience, includes attractive salary packaging tax-free benefits available to all HMRI staff.
How to Apply
To learn more about key responsibilities, company culture and associated benefits of this opportunity, including a full Position Description please click here.
To apply, please submit your current resume with a covering letter outlining your motivation for applying and your suitability for the role. To submit, click ‘apply for this job’.
We look forward to reviewing your application. Suitable applicants will be contacted to confidentially discuss this role further.
Applications will close midnight Sunday 9th March 2025
At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don’t hesitate to contact us.
