Gifts in Wills Specialist

Sydney, Australia

We are seeking a colleague who is outgoing and willing to proactively engage with Caritas Australia supporters to develop long-term relationships.

Help make a difference with an established international NGO
Full-time, permanent role based in Sydney
Salary packaging available


About you

You will thrive as the Gifts in Wills Specialist if you have:

  • Experience in fundraising, marketing, or a service role. An understanding of bequest processes is preferable.
  • Proven track record in implementing a marketing or bequest program with experience in working effectively with donors, senior staff and volunteers.
  • Proficiency with Donor/customer databases (Salesforce preferred) and Microsoft Office with demonstrated attention to detail applicable to documentation, record-keeping and planning.
  • Demonstrated ability to communicate sensitively to people of all ages, financial and social backgrounds in a variety of settings; ability to write compelling and persuasive written material of the highest quality and accuracy.

About your next role

You will be involved in:

  • Supporting the Manager, Philanthropy to develop and implement a comprehensive Gifts in Wills strategy which will achieve annual individual and team objectives.
  • Proactively engaging with current and potential Bequest Donors through face to face meetings, phone and email to establish and strengthen long term relationships.
  • Developing a stewardship recognition program thanking Supporters/Donors for their gifts and retaining Supporter engagement once a bequest is made.
  • Developing an In Lieu donation growth strategy with accompanying collateral and marketing in collaboration with the Manager, Philanthropy.
  • Acting as the first point of contact for bequest enquiries, conducting personal visits, calls, letters and other activities such as producing persuasive materials, developing direct mail campaigns with a focus on converting Supporters from inquiring to confirmed gifts.

About Caritas Australia

Caritas Australia is the Catholic agency for international humanitarian relief and development in Australia. Through relationships with the Church, partners and communities in Africa, Asia, the Pacific and Australia, Caritas Australia helps to end poverty, promote justice and uphold dignity.

Our programs promote the good of every person regardless of their 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.

Curious to know more?

Are you our next Gifts in Wills Specialist?
If you believe in partnership (not pity) and a hand-up (not a hand-out), then we’d love for you to apply.
Please send your application to by COB 5 February 2021 with a subject line indicating the role title and the channel where you saw the role advertised (e.g. Gifts in Wills Specialist via Ethical Jobs).

Your application needs to include:

  1. A cover letter outlining why you want to work for Caritas, how your skills and experience meet the requirements of the role, and where relevant your residency/work status
  2. Your CV / resume

Our commitment to safeguarding
Caritas Australia recognises the personal dignity and rights of children towards whom it has a special responsibility and duty of care and respect. If this position requires a Working with Children Check, it is the responsibility of the successful applicant to obtain one before starting work. The successful candidate will also be required to undergo other relevant background checks.

Our commitment to diversity
Caritas Australia supports an inclusive and diverse workforce. In particular we encourage
Aboriginal and Torres Strait Islander applicants for all advertised positions.

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