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Planned Giving Manager

Employer: Beaumont People
Work Type/s: Full Time
Classification/s: Fundraising
Sector/s: Not For Profit (NFP)
Location: Sydney

Job posted on: 14 August, 2019.
Applications close: 11 September, 2019.

The Planned Giving Manager is responsible for the strategic management and operational execution of the Bequests program with a view to growing the pipeline and increasing Bequests year-on-year.

  • Build relationships with truly inspiring donors
  • Strategic responsibility to build the program
  • Great brand and inspiring cause

Key Responsibilities:

  • Manage and develop the strategy of the planned giving program
  • Deliver growth across planned giving
  • Manage existing confirmed bequestors while continuing to grow a pipeline of new prospects
  • Attend one to one visits with bequestors as well as planning larger events
  • Map the bequest donor journey and develop appropriate communications for each touch point
  • Help create planned giving collateral
  • Manage a donor circle focused on bequest development
  • Report on and keep Raisers Edge updated
  • Manage reporting, budgets, targets and growth

Skills & attributes

  • Knowledge of the planned giving fundraising market or the processes involved in how to leave a bequest OR commercial relationships management experience
  • Initiative and the ability to work proactively in an autonomous role
  • High levels of empathy and compassion
  • Strong relationship development and stewardship skills
  • Ability to explain the need for, and benefits of planned giving in a clear and compelling manner
  • Event management experience
  • Meticulous attention to detail

If you require further information please contact Rosheen Singh from Beaumont People on

How to apply for this job

Apply here.

Please apply as soon as possible as applications will be reviewed on an immediate basis.

Beaumont Not for Profit has been contracted to recruit this role. Beaumont NFP is a non-profit service specialising in delivering unparalleled permanent and temporary recruitment solutions to the Not for profit sector on a Not for Profit basis