Bequest & Gifts in Wills Relationship Manager

Beaumont People; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Flexible full-time

Salary packaging

Professional development

Impactful work

Job summary

Parkinson's NSW is seeking a Mid-Level & Bequest Relationship Manager to nurture Gifts in Wills supporters and grow mid-value donor relationships. You will develop stewardship plans, manage portfolios, and report on engagement outcomes to support program growth.

In this role, you will work closely with Finance and internal teams, coordinate bequest processes, and help raise awareness of gifts in wills opportunities. Hybrid work from North Ryde available.

Qualifications

• Experience in Gifts in Wills, philanthropy or major donor fundraising.
• Strong relationship management skills with ability to navigate sensitive conversations.
• Experience managing donor portfolios and progressing relationships over time.
• Excellent written and verbal communication; high attention to detail.

Responsibilities

• Build and manage relationships with Gifts in Wills supporters through personalised engagement.
• Develop tailored stewardship plans reflecting supporters' interests and communication preferences.
• Support donors from initial enquiry through to confirmed intention and ongoing stewardship.
• Manage a portfolio of mid-value donors and identify opportunities to deepen engagement.
• Coordinate administration of notified and realised bequests with solicitors and executors.

Skills

Relationship management

Donor engagement

Communication

Organization

CRM usage

Tools

Salesforce

Job description

Parkinson's NSW is seeking a Mid-Level & Bequest Relationship Manager to nurture Gifts in Wills supporters and grow mid-value donor relationships. You will develop stewardship plans, manage portfolios, and report on engagement outcomes to support program growth.

In this role, you will work closely with Finance and internal teams, coordinate bequest processes, and help raise awareness of gifts in wills opportunities. Hybrid work from North Ryde available.