Legacy Bequest Manager

22 hours ago

Melbourne, Victoria, Australia beBeeGift Full time $90,000 - $100,000
Gift in Will Coordinator

Help people leave a lasting legacy by inspiring them to make gifts in Wills.

This is an opportunity to work with individuals who are considering leaving a bequest to support a good cause.

The Gift in Will Coordinator will build and maintain relationships with these individuals, providing personalized support throughout the process.

The role focuses on donor stewardship through direct communication and ensures accurate record keeping and administrative support.

Key Responsibilities:
  • Guide individuals through the full bequest journey from first enquiry to confirmed commitment with empathy and care.
  • Provide clear timely information and compassionate support to help donors make informed decisions.
  • Deliver thoughtful stewardship through regular touchpoints like thank you calls birthday messages and personalized updates.
  • Support the team with admin tasks including reporting event logistics and CRM management.
  • Keep supporter records accurate and up to date to enable effective engagement and estate planning.
  • Proactively follow up on leads to identify engage and convert potential bequest donors.
  • Collaborate with internal teams and external partners to strengthen the bequest pipeline and supporter experience.
  • Coordinate and attend donor meetings and events with a focus on regional outreach and community connection.
  • Champion a donor first approach that builds loyalty and deepens philanthropic engagement.
  • Cultivate meaningful relationships with current and potential Gift in Will supporters through calls meetings written communication and events.
Requirements:
  • A proactive self driven approach with the confidence to work independently identify priorities and take initiative to move tasks and projects forward with minimal supervision.
  • Strong organizational skills and the ability to manage multiple projects or activities simultaneously planning effectively setting achievable deadlines allocating resources and tracking progress to ensure timely delivery.
  • Clear and professional communication skills both written and verbal with the ability to adapt messaging to suit different audiences and build positive respectful working relationships.
  • A sharp analytical mindset capable of interpreting data recognizing patterns and solving problems.
  • A relevant qualification in fundraising marketing communications public relations or a related field.
  • At least two years of experience in a professional setting ideally within administration fundraising philanthropy or relationship management.
  • An understanding of charitable giving structures including wills and bequests preferred but not essential.
  • Familiarity with CRM systems with experience using Raiser's Edge considered highly advantageous.
  • Previous experience working in community health charity or the not for profit sector is an asset.
  • Satisfactory completion of safety screening including a current Drivers Licence National Police Check and the right to work in Australia.
Benefits:
  • Access to salary packaging options to reduce your taxable income for all employees including our casuals.
  • Purchased leave options available.
  • Great parental leave benefits in addition to government parental leave.
  • Five non accruable Office Closure Leave days each year.

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