Talk to a consultant
Talk to Sulakshi Mendis, the specialist consultant managing this candidate, located in VIC - Melbourne CBD
T:+61 3 8616 8410
1 Melbourne Quarter, Level 9/699 Collins St, Docklands,
Philanthropy, Bequests & Donor Services Co-ordinator
VIC - Melbourne CBD
- Job TypePermanent
- Pay$110,000 + Super
- Reference5108445
A highly capable philanthropy and fundraising professional with 4+ years’ experience across donor services, fundraising operations, bequests administration, finance support and customer engagement within health, aged care, not‑for‑profit and public‑sector environments. This candidate brings 2+ years of direct, hands‑on experience administering bequests, estates and wills end‑to‑end within a not‑for‑profit health setting, combined with strong financial acumen and a donor‑centric mindset.
Currently working in a specialist philanthropy role within a major health organisation, the candidate supports end‑to‑end donor and bequest administration, including managing estate documentation, processing distributions in line with donor intent, liaising closely with finance teams, and ensuring compliance with ethical, legal and organisational requirements. They are experienced in managing sensitive donor and family interactions with professionalism, empathy and discretion.
The candidate has strong experience delivering high‑quality donor care across multiple touchpoints, managing enquiries via phone, email and written correspondence, processing donations, issuing receipts and acknowledgements, resolving declined transactions, and maintaining accurate donor records. They have worked extensively with donor management and CRM systems, including Donman and Salesforce, and are highly regarded for maintaining data integrity, accurate reporting and robust record‑keeping.
With a Bachelor of Commerce (Accounting major), the candidate offers well‑developed financial capability, including donation banking and reconciliation, invoice and purchase order processing, support for month‑end activities, and collaboration with finance teams to ensure accurate coding and reporting. Their attention to detail and process‑driven approach supports strong governance and accountability across fundraising and bequest activities.
The candidate also brings valuable prior experience within the aged care sector, having worked in billing and credit roles that required knowledge of aged care legislation, government funding, fees and resident financial arrangements. This experience enables them to confidently engage with older Australians and their families, navigate sensitive financial conversations, and operate effectively within regulated and compliance‑focused environments.
In addition, the candidate has supported donor events, campaigns and site visits, coordinating logistics, invitations and RSVPs, and contributing to positive supporter experiences. They are collaborative, reliable and highly organised, with strong communication skills and a reputation for being a dependable team member in fast‑paced environments.
Overall, this candidate combines technical bequests administration capability, strong donor services experience, financial literacy and an understanding of aged care and health settings. They would add immediate value in roles such as Philanthropy Specialist, Gifts in Wills Administrator, Donor Services Officer or Fundraising Operations Specialist, particularly within organisations seeking a detail‑oriented, donor‑focused professional with the ability to manage sensitive legacy giving matters confidently and accurately.
