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Guide to Giving
Volunteer roles

Bequests Lead

Organisation : Heart Foundation (c/- Gembridge Recruitment)

Location : Australia (Melbourne OR Sydney)

Work type : Full-time

Profession : Fundraising, Grants & Philanthropy

Sector : Health – General, Research / Medical Research

Salary type : Annual Package

About the organisation

Organisation Name : Heart Foundation (c/- Gembridge Recruitment)

About the role

The role
Are you an experienced bequests fundraiser who loves to share compelling stories and connect supporters to their legacy of giving to help fight heart disease and protect Australian hearts, now and beyond their lifetime to impact future generations? You will share stories about people, messages, and information about Heart Foundation’s programs, mission, purpose, and successes, and demonstrate the difference that their contribution can make in our community and in the heart health of Australians.
Reporting to the National Relationship Fundraising Manager, and leading a team of 5, you will deliver a strategic national bequests program, focussing on residual bequests and consistent stewardship of confirmed bequest donors. A newly revised structure has created this extraordinary leadership opportunity to contribute to the growth of revenue from Gifts in Wills, and oversee a significant national program through:

  • Managing a small team to build scale, pipeline and engagement with a portfolio of Heart Foundation donors across the lifecycle from acquisition, retention, stewardship and confirmation of gift in will, through to estate management
  • Overseeing the Estates program including forecast, CRM and all complex and contested estate processes


  • You will lead a team to steward the current portfolio of confirmed bequestors and implement strategies to solicit, engage, acquire and steward supporters to include Heart Foundation in their giving plans.
  • Execute the Heart Foundation Bequest strategy
  • Manage the program budget, team metrics reporting and strategic goals
  • Management of the database, insights and analytics to ensure data is captured, leveraged and maximised to achieve outcomes
  • Manage agency relationships and campaigns including call lists, scripts, coaching, data imports and invoicing
  • Build a high performing and collaborative team culture

About us

The Heart Foundation is Australia’s leading heart health charity, committed to helping Australians lead healthier lifestyles and encouraging those most at risk to take better care of their heart health. Our Connecting Hearts Strategy (2021 – 23) is focused on our life saving work in Research, Support & Care and Risk Reduction, to reduce heart disease and improve quality of life of all people in Australia.
About you

To be successful in this role you will have:

  • A relationship fundraiser with proven experience in building, leading and delivering bequest programs
  • Ability to motivate, inspire, lead and train a small team to ensure high performance and revenue targets are met, along with a professional, collaborative team culture
  • Sound interpersonal and communication skills with a proven record of building relationships with a diverse range of stakeholders.
  • Ability to connect the hearts and minds of donors through compelling storytelling, together with evidence, research, data and impact
  • Financial literacy
  • Proven experience and leadership across the systems, processes, code of ethics and operations that underpin best practice fundraising, particularly gift in wills and estate management
  • Proficient use of Microsoft Office applications, Raiser’s Edge and other databases
  • Relevant tertiary qualification, and/or proven experience


Our team believes in our purpose, they are proud to work at the Heart Foundation and have the opportunity to make a difference every day through challenging and meaningful work. We promote active living and support our employees to have healthy work life balance.

  • Generous Salary Packaging
  • A positive and supportive culture
  • Additional day of leave at Christmas
  • Programs and initiatives that focus on your wellbeing at work

To apply

Gembridge Australia is proud to partner with Heart Foundation.
Forward your application to including a cover letter and CV. For a confidential discussion, please contact Michelle Varcoe or Callum Paterson on 03 8375 9661 or

The Heart Foundation is committed to creating a safe and inclusive work environment for all. We strive to represent the communities we serve and recognise the skills, knowledge and experience a diverse team brings to our organisation. We strongly encourage applications from Aboriginal and Torres Strait Islander people and other diverse groups. 

How to apply


Please quote in application: Bequests Lead via Pro Bono Australia.

Profession: #Fundraising, #Grants_and_Philanthropy
Sector: #Health_–_General, #ResearchMedical_Research



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