Mid-Level & Bequest 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

Mid-Level & Bequest Relationship Manager

About Parkinson’s NSW

Parkinson's NSW empowers people living with Parkinson's every step of the way. From Neurological Nurse Specialists and an InfoLine, to counselling, support groups, advocacy and community connection, Parkinson's NSW delivers essential services that enhance quality of life, strengthen community belonging and drive progress in research and awareness.

In this role, you will:

• Build and manage relationships with Gifts in Wills supporters through personalised engagement
• Develop tailored stewardship plans that reflect supporters' interests, motivations and communication preferences
• Support donors throughout their Gifts in Wills journey, from initial enquiry through to confirmed intention and ongoing stewardship
• Manage a portfolio of Mid-value donors, identifying opportunities to deepen engagement and grow long-term support
• Work with community groups and stakeholders to increase awareness of Gifts in Wills opportunities
• Coordinate the administration of notified and realised bequests, liaising with solicitors, executors, trustee companies and family representatives
• Partner with Finance and internal stakeholders to ensure donor intentions are understood and fulfilled
• Contribute to supporter events, stewardship initiatives and engagement activities that strengthen the Gifts in Wills pipeline
• Maintain accurate Salesforce records and provide reporting, insights and recommendations to support program growth

About You

You're a relationship-focused fundraising professional who understands the importance of trust, empathy and genuine connection. You enjoy building long-term relationships and are comfortable having thoughtful conversations about philanthropy, legacy and personal impact.

You bring a proactive and organised approach, with the ability to manage multiple relationships and competing priorities while maintaining a high level of professionalism and attention to detail.

Whether your experience comes from bequests, philanthropy, major gifts, donor development or a similar relationship-based fundraising environment, you're motivated by helping supporters create a lasting legacy and contribute to meaningful change.

What You'll Bring

• Experience in Gifts in Wills, philanthropy, major donor, mid-value giving or other relationship-based fundraising
• Strong relationship management skills and confidence navigating sensitive and personal conversations
• Demonstrated experience managing donor or supporter portfolios and progressing relationships over time
• Excellent written and verbal communication skills
• Strong organisational skills and attention to detail
• Experience using CRM systems to manage supporter relationships and reporting
• The ability to work independently while collaborating effectively across teams
• A genuine passion for supporter engagement and creating positive donor experiences

Desirable

• Experience with Salesforce or similar fundraising platforms
• Experience supporting realised bequests or estate administration
• Experience within the not-for-profit, health or community sectors

What's On Offer

• Join an organisation that is actively investing in fundraising growth and long-term sustainability
• Newly created role with the opportunity to shape and strengthen Parkinson's NSW's Gifts in Wills and mid-value donor programs
• Work alongside a collaborative and passionate team committed to growth, innovation and impact
• Flexible full-time opportunity, with consideration for candidates seeking a four-day week
• Hybrid working arrangements and North Ryde office location
• NFP salary packaging benefits
• Ongoing professional development opportunities
• The opportunity to create lasting impact for people living with Parkinson's, their families and carers

If you're looking for an opportunity to build meaningful supporter relationships and contribute to the long-term future of a respected health charity, we'd love to hear from you.

Beaumont People values diversity and encourages applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from CALD backgrounds and people with disabilities.

If you require adjustments throughout the recruitment process, we are more than happy to help.

Please note this role requires full, unrestricted Australian working rights.