Gifts in Wills Officer (p/t)

Scope; Melbourne; On-site; AUD 40,000 - 60,000; Part time

Job summary

Scope Australia is seeking a Gifts in Wills Officer (part-time) in Melbourne to nurture relationships with supporters considering legacy giving. You will guide conversations, deliver stewardship, and grow Scope's planned giving program within a collaborative Philanthropy & Fundraising team.

You will manage a portfolio of bequest supporters, liaise with solicitors, and ensure accurate CRM records while aligning with Scope's values of respect and inclusion.

Qualifications

• Experience in fundraising, philanthropy, donor relations, or relationship management.
• Demonstrated success building and maintaining long-term stakeholder relationships.
• Excellent written and verbal communication skills; able to balance fundraising with administration.

Responsibilities

• Build and maintain meaningful relationships with gifts in wills supporters.
• Deliver personalised stewardship and engagement activities to inspire long-term connection.
• Identify opportunities to grow Gifts in Wills income and supporter engagement.
• Manage a portfolio of supporters using relationship-based fundraising principles.
• Support estate administration processes and liaise with solicitors/executors when required.
• Maintain accurate records within Scope's CRM and reporting systems.
• Collaborate with Philanthropy & Fundraising and the wider organisation to improve outcomes.
• Contribute to campaigns that raise awareness of gifts in wills and legacy giving.

Skills

Fundraising

Donor relations

Relationship management

CRM systems

Salesforce

HubSpot

Written & verbal comms

Driver's license

Tools

Salesforce

HubSpot

Job description

About the Opportunity

Every gift in a Will tells a powerful story of generosity, hope and lasting impact.

At Scope, we're privileged to work alongside supporters who choose to leave a legacy that helps people with disability belong, thrive and achieve their goals. We're looking for a passionate and relationship-focused Gifts in Wills Officer to join our Philanthropy & Fundraising team and help grow this important source of funding for the future.

This is a newly created role where you'll build genuine connections with supporters, guide them through meaningful conversations about legacy giving, and ensure they feel valued and recognised throughout their journey with Scope. If you enjoy building trusted relationships, creating exceptional supporter experiences and making a lasting difference through philanthropy, we'd love to hear from you.

About Your Role

As our Gifts in Wills Officer (part-time), you will play a key role in inspiring and supporting people who wish to leave a gift to Scope in their Will.

Working as part of a collaborative and purpose-driven Philanthropy & Fundraising team, you will build and nurture relationships with current and prospective bequest supporters, deliver thoughtful stewardship and engagement activities, and help grow Scope's planned giving program.

You'll be responsible for managing supporter relationships across the Gifts in Wills pipeline, ensuring every interaction reflects Scope's values of respect, inclusion and partnership. You'll also work closely with solicitors, executors and internal stakeholders to support estate administration processes and maximise the impact of legacy gifts.

Key Responsibilities

• Build and maintain meaningful relationships with prospective and confirmed Gifts in Wills supporters.
• Deliver personalised stewardship, recognition and engagement opportunities that inspire long-term connection with Scope.
• Identify, cultivate and support opportunities to grow Gifts in Wills income and supporter engagement.
• Manage a portfolio of supporters using relationship-based fundraising principles.
• Support estate administration processes and liaise with solicitors, executors and beneficiaries when required.
• Maintain accurate records, reporting and supporter information within Scope's CRM.
• Collaborate with colleagues across Philanthropy & Fundraising and the wider organisation to strengthen fundraising outcomes.
• Contribute to innovative campaigns and initiatives that raise awareness of Gifts in Wills and legacy giving.

About You

You're a people person who understands that successful fundraising starts with building genuine relationships.

You bring warmth, empathy and strong communication skills, together with the confidence to engage supporters in meaningful conversations about the difference they want to make through their legacy. You are organised, proactive and comfortable balancing relationship management with strong administrative and reporting practices.

Most importantly, you're motivated by purpose and excited by the opportunity to help supporters create lasting impact for people with disability.

What We Look For

• Experience in fundraising, philanthropy, donor relations, supporter engagement or relationship management.
• Demonstrated success building and maintaining long-term stakeholder relationships.
• Experience managing multiple priorities while delivering outstanding supporter or customer experiences.
• Strong written and verbal communication skills.
• Excellent administration and CRM capability, ideally using Salesforce, HubSpot or similar systems.
• Understanding of planned giving, Gifts in Wills, charitable bequests or estate administration processes will be highly regarded.
• A genuine commitment to Scope's purpose of creating meaningful opportunities for people with disability to belong and thrive.
• Current Australian Driver Licence.

We are committed to filling this role quickly, so while applications for this role will close on Fridat 6th November 2026 we will be reviewing applications as they come in and may interview suitable candidates prior to closing date. To avoid missing out

About Scope

Scope's purpose is to create meaningful opportunities for people with disability to belong and thrive. We support people with physical, intellectual and multiple disabilities to achieve their goals. Scope is a registered provider under the NDISE and delivers a range of services including supported independent living, short term accommodation (respite), social connections, lifestyle options, therapy and employment services in over 420 service locations across Victoria and NSW.

Scope (Aust) is a 2026Circle Back Initiative Employer - we commit to respond to every applicant.

Take your career on a journey with Scope and work proactively with us to achieve our purpose!

Scope is committed to creating an accessible and inclusive workplace where everyone can belong, thrive, and be their best. If you require us to make any adjustments to the recruitment process, or at any time during your employment, please contact us at [e-mail]. A team member will be happy to discuss how we can support you.

Please note, successful applicants will be required to hold a NDISE Worker Screening Check Clearance and a Working with Children Check. If you have lived or worked for a continuous period of 12 months or more in another country within the last 10 years, a certified International Police Check from that country or countries will also be required. Please note that the offer will be conditional on meeting these requirements.