Legacy and Giving Manager (Bequests)

Job posted: 14/06/2022
Applications close: 03/07/2022 (Midnight)
3 days remaining

3 days remaining

Job Description

Location: Melbourne | Southern Metropolitan

Job type: Not provided

Organisation: Peninsula Health

Salary: Salary not specified

Occupation: Administration/Secretarial

Reference: 30321

Reference: 30321

Occupation: Administration/Secretarial

Salary Range: Salary not specified

Work location: Melbourne | Southern Metropolitan

• A position with purpose
• Located in Chelsea Heights Victoria. Working from home arrangements available.
• Flexible and supportive work environment

Who We Are and What We Stand For

Peninsula Health is the major metropolitan health service caring for a community of 300,000 people. Our Vision is to provide exceptional health and community care. To realise this vision we need people who strive for a sense of achievement, take an interest in their individual growth, enjoy innovation and looking for ways to improve and have a passion for communicating and connecting with others.

In representing Peninsula Health, we expect all employees and volunteers to reflect our values: Be the Best, Be a Role Model, Be Open and Honest, Be Compassionate and Respectful and Be Collaborative. We are One Peninsula Health.

What You Will Be Doing

Reporting to the Head of Philanthropy, the Legacy and Giving Manager is responsible for the development and execution of Peninsula Health’s Peninsula Health’s Gifts in Wills fundraising program. This program will aim to inspire and encourage donors to include charitable gifts in their Wills and leave a lasting legacy to Peninsula Health. The Legacy and Giving Manager is responsible for the growth in Legacy & Giving supporter pipeline through engagement activities and relationship building.

What You Need

We anticipate you will have:
• Demonstrated experience of working effectively with bequestors, potential bequestors, donors, leadership and volunteers
• A proved track record in securing bequests
• Management of Estates including complex Estates
• Excellent understanding of the legal basics associated with bequests & wills
• The ability to “make the ask” in regard to Gift in Wills
• Demonstrated excellent customer service and relationship skills, with clear ability to relate to people of varied ages and cultural backgrounds, particularly the elderly
• Demonstrated experience in leading meaningful engagement activities including, coordinating a broad range of high quality functions, activities and events in line with the Gifts in Wills strategy
• A track record of success in meeting KPIs and set targets, and implementing strategic fundraising plans
• Well-developed computer skills in business software and CRM database

What We Offer

• Access to Peninsula Health in-house learning portals to further expand knowledge base
• A supportive learning environment, family friendly, hybrid WFH flexibility
• Support to attend relevant forums and conferences
• Salary sacrificing options.

What Next

If you experience any issues signing in or registering, please feel welcome to contact us - the People, Experience & Performance Team on (03) 9784 2700.

Additional Requirements

Peninsula Health is an Equal Employment Opportunity Employer that is committed to inclusion and diversity. We encourage applications from individuals from all cultural backgrounds including Aboriginal and Torres Strait Islander people. We also provide a safe and supportive workplace for people with disabilities.

To find out more about our recruitment processes, compliance obligations and to prepare your application to join our team please visit:


This role must be fully vaccinated for Covid-19 and meet the requirements of the Peninsula Health immunisation policy.

Join Peninsula Health and help us to deliver safe, personal, effective & connected care to every person, every time.
Legacy and Giving Manager (Bequests)

Job type:

Not provided

Job classification:

Not provided


Amanda Johnson - 0397881535

Legacy and Giving Manager (Bequests)