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Bequest Manager - Development and Fundraising Office, Sydney, NSW

The Catholic Archdiocese of Sydney is seeking an experienced Bequest Manager to join the Development and Fundraising Office.



  • Full-time opportunity conveniently located in Sydney
  • Supportive for-purpose organisation
  • Competitive salary with attractive packaging options


About Us

The Development and Fundraising Office’s (DFO) main purpose is to raise the profile of the charities of the Catholic Archdiocese of Sydney (Archdiocese) through focusing its fundraising and marketing efforts and building partnerships with businesses and other Catholic associates. DFO oversees the fundraising and marketing for, The Charitable Works Fund (CWF); Priests’ Retirement Foundation (PRF); St Mary’s Cathedral (SMC); Holy Father’s and Holy Places Appeals; Bequest program and Cardinal Gilroy Society; Rome Pilgrimages and Sydney Catholic Business Network.



About the Role

The role of the Bequest Manager will engage prospective benefactors to consider leaving a bequest to support the works of the Catholic Archdiocese of Sydney, well into the future.

In addition, the Bequest Manager will steward existing bequestors who are part of the Cardinal Gilroy Society (CGS) and organise related events as required.

This role will be reporting to the Director, Development and Fundraising Office.

This role is permanent full time position and is based at the Polding Centre, Sydney CBD.

The primary responsibilities of the Bequest Manager will be responsible for but not limited to the following duties:

  • Build a pipeline of potential bequestors and major donors through innovative acquisition strategies and target donors identified from data analysis.
  • Cultivate, steward and nurture relationships with prospective and existing donors
  • Advance donor understanding of our faith and our works, and helping them see the impact their gift could make both in the Church and in the community
  • Develop, implement and manage the bequest engagement program, including responsible for all policies and procedures.
  • Achieve KPIs set out by the Director of the Development and Fundraising Office, and have the ability and confidence to make “the ask”.
  • Experience with data and CRMs (ideally with ThankQ).
  • Ensure donor records are updated and clean – including all interactions, correspondence and most importantly bequest status (considering, confirmed and complete)
  • Ensure donor records are updated and clean – including all interactions, correspondence and most importantly bequest status (considering, confirmed and complete)
  • Provide bequest reports, with accurate pipeline projections, and records of bequests received.
  • Internal and External stakeholder engagement, including donors, Catholic agencies and parishes.
  • Work with the Fundraising and Marketing Manager to build archive of bequestor testimonials.
  • Provide general fundraising and administrative support.
  • Any other duties as assigned


About You

The ideal candidate should satisfy the following selection criteria:

  • Minimum 3 years of relevant experience in fundraising and marketing, sales or public relations or relevant experience and a Bachelors degree from a similar field.
  • High emotional intelligence, and proven experience in relationship building, negotiating skills and communication.
  • High level of communication – both verbal and written.
  • Experience in best practice fundraising techniques and programs
  • Sound understanding of fundraising CRMs, ideally with ThankQ (database).
  • Demonstrated commitment to donor centricity and an amicable ability to work within a team environment.
  • Demonstrated commitment to the ethos and values of the Catholic Church and its Tradition.

A full position description can be accessed at www.catholicjobsonline.com.au or by emailing your request to [email protected]

Applications should be sent in confidence to [email protected] and should include a cover letter outlining your suitability for the role addressing each of the selection criteria outlined above, as well as a resume outlining your experience.

Only successful applicants will be contacted. Reference checks will be carried out for preferred candidates.

The Archdiocese is wholly committed to ensuring the safety, well-being and dignity of all children, and acknowledges its important legal, moral and spiritual responsibility to create a safe and nurturing environment for those children.

Only candidates with the right to work in Australia may apply for this position.

Applications close: Friday 24 September 2021



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