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Team Leader - Planned Giving

Cause Recruitment
  • Full time permanent position, immediate start available!
  • Outstanding opportunity to join a passionate and high performing team
  • Parking on site with flexible approach to working remotely a couple of days per week
  • Opportunity to further develop and contribute to strategy development for bequests portfolio


Our client is a national not-for-profit organisation committed to empowering Australian people who are impacted by dementia.

Established in Australia over 35 years ago, this inspirational organisation serves as the national peak body for people impacted by this disease and provide information, education and support services, advocating for positive change and supporting vital research.


This really is a unique opportunity, well suited to a professional with recent bequest experience genuinely interested in working for an organisation committed to supporting those impacted by dementia. As Team Leader – Planned Giving you will use your fundraising/revenue generation experience to contribute to strategy into acquisition, engagement and lifetime value from donors/audiences.

This is an exciting opportunity for someone to step into a more senior fundraising position, contribute to/ develop and drive the strategy, take ownership and make a real impact!

Reporting to the Head of Individual Giving you will play a vital role in leading the strategy to deliver the bequest program. You’ll inspire the team to work together, building relationships with new significant stakeholders and launch innovative new campaigns for the program.

The role is broad and will suit someone looking to build on their knowledge of bequest fundraising with strong relationship and collaboration skills, you will be strategic, have good judgement and ability to meet targets..

This is a unique opportunity to work with an incredibly motivated and highly experienced team, putting your passion for health into action and making a difference where its most needed in the world.


  • Working with Head of Individual Giving, develop a new bequest acquisition program
  • Deliver growth, managing stewardship of existing bequestors whilst building a pipeline of new prospects
  • Develop compelling cases for support and motivating bequest collateral
  • Drive relationships to ensure bequest program internally
  • Collaborate and contribute energy and ideas across department, keeping up to date with latest fundraising developments
  • Manage reports and analysis for all campaigns and provide recommendations for future campaigns
  • Manage budgets against activities, ensure targets are met and deliver strong return on investment.
  • Represent the organisation internally and externally.


  • A few years experience in fundraising highly regarded (bequest fundraising preferable)
  • Understanding of bequest program with solicitation of gifts
  • Proven relationship management and networking skills, with an ability to build meaningful relationships with multiple stakeholders and donors
  • Strong campaign management experience – ensuring plans are maintained and executed
  • Demonstrated experience and understanding of fundraising legislation and estate management
  • High level project management skills with proven experience of meeting objectives and targets
  • Strong empathy and well developed written and interpersonal skills
  • Ability to work as part of a team and contribute to overall success of Fundraising
  • Tenacious and adaptable with a solution focussed attitude and ability to take initiative and passion for the cause
  • Positive can-do attitude with strong work ethic and ability to manage relationships


The team are supportive, friendly & are hardworking. They are passionate and driven to reach their goals, so that they can continue to grow and deliver their much-needed support to Australians who suffer from this disease.

Don’t delay, for a confidential discussion please call 0448519121 or email Christina@causerecruitment.com.au, using the subject line: Team Leader - Planned Giving enquiry via EthicalJobs.

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