Philanthropy Bequests Specialist
This role delivers CA’s Mission through the development and growth of lasting relationships & bequest programs with current & prospective bequesters.
Summary about this job
Fundraising
Company: Caritas Australia
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-8-7626-8185
Fax: +61-3-4620-1061
E-mail: n\a
Site: n\a
Detail information about job Philanthropy Bequests Specialist. Terms and conditions vacancy
- A rare opportunity to be part of the growth of a Bequest Program for a well-respected charity
- International Aid and Development Agency
- Full-time, permanent role based in Sydney
Our Organisation
Caritas Australia is the Catholic agency for international humanitarian relief and development in Australia. Through effective 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 and of the whole person, regardless of peoples, 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.
Your Role
As part of the Fundraising Group, your role will involve:
- Contributing to the development and implementation of a comprehensive Bequest strategy
- Preparing strategic engagement plans and contact management database in profiling, acquisition, cultivation and solicitation of bequest prospects and the stewardship of confirmed bequests to Caritas Australia
- Coordinating our stewardship recognition program, thanking Supporters/Donors for their gifts and retaining donor engagement once a bequest is made
- Acting as the first point of contact for bequest enquiries, conducting personal visits, calls, letters and other activities such as producing materials and developing direct mail campaigns, encouraging donors to become bequesters
Your Capabilities
You will thrive as a Philanthropy Bequests Specialist if you:
- Have substantial experience in a Fundraising or Marketing role including bequest processes, legal applications and taxation legislation
- Demonstrate a strong track record in implementing a Bequest program with experience in working effectively with bequesters, potential bequesters, executors, donors, senior staff and volunteers, contested estates
- Can communicate with diplomacy and sensitivity at a high level in both written and oral form, with people of all ages, financial and social backgrounds and in a variety of settings
- Can handle confidential information with respect
- Are proficient with Donor/customer databases (Salesforce preferred) and Microsoft Office with demonstrated attention to detail applicable to documentation, information recording and planning
How to Apply for this Role
To apply for this role, please visit https://www.caritas.org.au/about/jobs/positions-vacant and view the full Position Description. Please send your application to [email protected] by COB Monday 23 July 2018.
Applications must specify residency or work visa status and include a CV, Cover Letter and responses to the Selection Criteria set out in the Position Description.
For further information please contact Paul Metcalfe on 02 8306 3454.
Caritas Australia is an Equal Employment Opportunity (EEO) employer. Caritas Australia welcomes and encourages Aboriginal and Torres Strait Islander applicants for all advertised positions.
Caritas Australia recognises the personal dignity and rights of children towards whom it has a special responsibility and duty of care and respect. The successful candidate will be required to undergo a National Criminal History Record Check and Working with Children Check.