POSITION DESCRIPTION

POSITION / Philanthropy Partner Specialist / LOCATION / Alexandria
SALARY SCALE
AWARD / ACBC Grade 4
SCHADS / REPORTS TO / Philanthropy Lead
FULL/PART TIME / Full-time / HOURS PER WEEK / 37.5 hours
AUTHORISED BY / Head of Human Resources / DATE REVISED / November 2017
DATE ISSUED / November 2016
Organisational Environment

Caritas Australia (CA) is the Catholic agency for international humanitarian relief and development in Australia. Through effective relationships with the Church, partners and communities in Africa, Asia, Latin America, the Pacific and Australia, Caritas Australia helps to end poverty, promote justice and uphold dignity. Our programs promote the good of every person and of the whole person, regardless of people’s religious, political or cultural beliefs. We envisage a world in which children, women and men most vulnerable to extreme poverty and injustice are agents of their own change and architects of their own development.

Position Impact

The Philanthropy Partner Specialist delivers the CA’s Mission through the development and growth of lasting relationships with Donors and Supporters within the Catholic community, Catholic business and wider community that will lead to increases in the level of financial support for the work of Caritas Australia.

Primary Objectives /Job Environment

·  Contribute to the development and implementation of a Caritas Australia’s Philanthropy’s strategy and program.

·  Cultivate and steward relationships with the Donor set that will lead to growing contribution and gifting to Caritas Australia.

·  Contribute and engage in constructive relationships with the Philanthropy team so that links and relationships between roles are recognised, well-coordinated and will lead to growing opportunities to meet individual and team objectives.

Major Accountabilities

With the Philanthropy Lead and Manager, Fundraising, and the support of the Chief Executive Officer (CEO), develop and implement a comprehensive strategy that will engage major Donors and Supporters resonate positively with.

·  Forecast, generate and report income from major Donors and Supporters hereby contributing to the Philanthropy’s and Fundraising’s Groups income objectives.

·  Identify, profile, cultivate and steward relationships with major Donors and Supporters leading to the donation of revenue to achieve the income objectives.

·  Develop, coordinate, research and write effective impacting project proposals tailored to the interest of prospects and donors; be astute to decision-makers’ and influencers’ communication style preference, from more informal approaches to formal.

·  Create a library of resources used to encourage contributions from major Donors and Supporters.

·  Develop a ‘presence’ within the major Donors’ and Supporters’ sector being the first point of contact for enquiries, conducting personal visits, calls, letters and other activities such as producing persuasive approaches and materials.

·  Converse with Philanthropy, Fundraising and Community Engagement Groups, including Diocesan Directors, and the wider Volunteer networks to identify opportunities for new prospects and emerging opportunities.

·  Execute quality research (such as desktop profiling, liaising with external Agencies) to better identify significant prospects. Source data from internal CA database, working with Marketing Insights Analyst and external research sources.

·  Develop and maintain up to date quality records and database and adhere to the Privacy Act (1988).

·  Mindfulness in maintaining CA’s public profile and reputation by adhering to CA’s branding and communications policies and processes in the development of Donors’ and Supporters’ relationships, Fundraising programs and other external communications.

·  Coordinate with Marketing Insights Analyst, compliance and reporting.

·  Support CA and the Leadership Team through self and team mobilisation during Humanitarian Emergencies.

·  Apply with integrity CA’s Code of Conduct, Policies, Procedures and Guidelines.

Key Working Communications
Internal / External
Philanthropy Group / High Net Worth Individuals
Fundraising Group / Major Donors
Digital, Content and Advocacy Groups
Manager, Supporter Services; Supporter Services Group; and Marketing Insights Analyst
International Programs team
Decision Making/Reasoning

The Philanthropy Partner Specialist is responsible for decisions in relation to day to day decision making in relation to the operational requirements of the role, communications and relationship building.

Decision making regarding strategy and agency significant direction is made in consultation with the Philanthropy Lead and Manager, Fundraising.

All decision making is in accordance with parameters set out in:

·  Caritas Australia Strategic Directions 2013 – 2018,

·  Caritas Australia’s Agency Operational Plan (AOP),

·  Principles of Catholic Social Teachings,

·  Relevant ACBC and Agency policies, guidelines and codes of practice applicable to the sector.

Knowledge, Skills and Experience (selection criteria)

The successful candidate will demonstrate and provide examples from their professional experience of the following essential skills:

·  Relevant Bachelor degree, tertiary qualification or equivalent work experience.

·  Minimum 3 years experience in a Fundraising, business development or relationship management within a Philanthropic organisation.

·  Highly developed relationship management, stakeholder development, and account management skills.

·  Demonstrated ability to communicate with diplomacy at a superior level in both written and verbal mediums.

·  Proficient in research, communicating for influence in written form such as proposals and presentations.

·  Proficiency with donor/customer databases and Microsoft Office with demonstrated attention to detail applicable to documentation, information recording and planning.

·  High ethical standards in dealing with sensitive financial and confidential matters.

·  An understanding of and willingness to work within the Catholic ethos.

Risk and Work Health and Safety

The incumbent must:

·  Observe safe work practices in accordance with training and instruction given and report any risk to your immediate supervisor. Risks arising in the workplace may be financial, site, task or person specific or related to safety.

·  Comply with ACBC Corporate Work Health and Safety practices.

·  Identify, report and where appropriate, action risks/hazards in order to eliminate or mitigate against the risk recurring.

·  Participate in the consultative processes provided by the organisation.

Additional Information

·  The successful candidate must have the right and maintain the right to work in Australia.

·  Ongoing appointment to this position is dependent upon successful completion of a relevant Criminal History Record Check.

·  Adherence to Caritas Australia guidelines, policies and procedures is required.

·  Awareness of EEO and Equity issues in international development as well as Caritas Australia.

·  Commitment to participate in initiatives that foster workplace relations (e.g. Performance Development Reviews, KPIs, staff meetings).

·  Current valid driver’s license; and able to travel domestically including some overnight stays.

Position Description Reviewed and Approved

Supervisor/Manager:
(Print Name) / Date:
Signature:
Senior Manager, People & Culture: / Steve McNab / Date:
Signature:

Acknowledgement and Acceptance

I, the undersigned, as the incumbent of this position, confirm I have read the Position Description understand its content and agree to be employed in accordance with the requirements as detailed in this Position Description.

I acknowledge the Position Description provides a general overview of the key responsibilities of this position and that I may be required to perform other duties within the scope of my ability that are necessary to fulfil the objectives of the role.

Occupant:
(Print name) / Date:
Signature / Date:
Revision History:

November 2017 – The working hours increased from part-time to full-time employment. Substantial changes to the content of the Position Description.

Revised: November 2017 Page: 3 of 4