Beyond Blue's logo

Gifts in Wills Lead

Beyond Blue

Company

For more than 20 years, people in Australia have placed their trust in Beyond Blue as a reliable source of mental health information, support and hope.

We are one of Australia’s most well-known, trusted, and visited mental health organisations. We never take this for granted. With that comes a deep responsibility to listen, to understand people’s needs and aspirations, and to ensure they are at the heart of everything we do.

About this Position

Join Beyond Blue and play a pivotal role in shaping our Gift in Wills program!

As the Gift in Wills Relationships Lead, you’ll drive acquisition, engagement, and retention of bequestors while managing estate liaison with care and precision. You’ll develop and implement a long-term strategy that nurtures donor relationships, guiding supporters through their journey from interest to commitment.

This dynamic role blends acquisition, pipeline conversion, relationship cultivation, and estate management. You'll also contribute to the Fundraising and Development Strategy 2023-28, helping achieve key milestones, financial targets for gifts in wills and ensuring Beyond Blue continues to deliver impact.

If you're passionate about meaningful donor engagement and making a lasting difference, we'd love to hear from you.

The role

As the Gift in Wills Relationships Lead, you will:

  • Engage and grow the Gift in Wills program by identifying, qualifying, and nurturing prospective supporters.
  • Lead acquisition strategies using evidence-based insights, ensuring effective donor journeys.
  • Build strong relationships with bequestors, executors, legal professionals, and family members, providing thoughtful stewardship.
  • Manage Estate administration with care and precision, ensuring a seamless process that honours donor legacies.
  • Develop strategic campaigns that encourage giving and retention through multi-channel engagement.
  • Use data and analytics to optimise program performance, drive continuous improvement, and report meaningful insights.
  • Represent Beyond Blue at key donor events and ensure exceptional supporter experiences.
  • Support the Fundraising and Development Strategy 2023-28, meeting financial goals and milestones for key initiatives.

About you

To be successful you will have:

  • A tertiary qualification in fundraising, marketing, business development, communications, or a related discipline.
  • Relevant experience in philanthropy, fundraising, or donor engagement.
  • Strong knowledge of bequest giving and donor motivations within the Australian philanthropic landscape.
  • Knowledge of legal requirements relating to gifts in wills and estate management in Australia.
  • Exceptional relationship management skills, with the ability to build trusted, respectful connections.
  • Awareness, resilience, and empathy when engaging donors on sensitive topics.
  • Strong communication skills, both written and verbal, with public speaking
  • Financial acumen, including experience preparing reports and monitoring budgets against targets.
  • Proficiency in donor management systems, with a solid understanding of CRM tools, data and segmentation (Salesforce an advantage).

Why work for Beyond Blue

In return, at Beyond Blue, we offer a:

  • A well-connected location that supports your active lifestyle: Based centrally in Naarm (Melbourne CBD), with modern office facilities and end-of-trip amenities so you can walk, jog, or ride to work with ease.
  • Flexibility to suit your life: Remote and hybrid work arrangements, part-time and job-sharing options, plus purchased leave opportunities.
  • Various benefits and leave entitlements: $15,900 salary sacrifice packaging, meal and entertainment benefits, and various leave options—including parental leave, family and domestic violence leave, gender affirmation leave, and community service leave.
  • Inclusive and values-driven policies: Cultural and discretionary leave, ensuring our team members can honour the days that matter most to them.
  • Commitment to professional growth: Secondments and blended learning opportunities to support career development and continuous learning.

If you’re excited about this role, but don’t meet every requirement, that’s okay— we would still encourage you to apply! When you apply, let us know if there are any reasonable adjustments we can make during the interview process. All applications will be treated with strict confidentiality.

As part of our WGEA and Innovate RAP commitments, Beyond Blue is committed to fostering and preserving a workplace that values diversity and inclusion. We aim to grow and thrive as a diverse team with individual differences, life experiences, knowledge, self-expression, and talents.

In recruiting for our team, we welcome the unique contributions that you can bring in terms of stage in life, education, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, colour, religion, ability, sexual orientation, opinions and beliefs.

Culture & Values

Our values are the unseen drivers of our behaviours and ultimately become the organisational culture.

  • We're focused
  • We're brave
  • We rise
  • Together

How to Apply

To apply, applications should include a current CV with a cover letter that addresses how your qualifications, skills and experience would be attributes to the position and why you would consider yourself to be a cultural addition to Beyond Blue.

For detailed information about this position including the closing date, please refer to the position description on our careers page.

Preferred candidates will be required to undertake pre-employment screening, including a National Police Check and where required, a Working with Children Check.

This job advertisement is open until the advertised closing date. We encourage early applications as interviews may commence before the closing date.

Key words: Planned Giving, Philanthropy, Fundraising, Legacy Giving, Donor Stewardship, Major Gifts and Bequests, Community Giving and Engagement, Estate and Donor Relations

Apply now

Applications for this role will take you to the employer’s site.

Beyond Blue's logo
Apply now

Applications for this role will take you to the employer's site.

Email me more jobs like this.

Daily
Create a job alert