Philanthropy Engagement Lead

Tuesday, 16 Apr 2024

Sitting within the Development Team, the Philanthropy Engagement Lead supports the growth of Lord Mayor’s Charitable Foundation through structured giving including gift in Wills.

Lord Mayor’s Charitable Foundation is the community foundation for Greater Melbourne. We are the largest independent community foundation in Australia. We work alongside our donors and grant partners on issues affecting people, places, and our planet.

We understand Melbourne’s challenges such as the need to increase the supply of affordable housing, encourage jobs in the caring, clean technology, and construction sectors, build the resilience of communities to heatwaves and other disasters, and address the climate challenge through a transition that leaves no one behind.

With the support of our donor community, our work is better informed and more strategic, which leads to greater impact. Our donor services are based on our deep knowledge of philanthropy and our expert team.

Join our expert Development team.

Sitting within the Development Team, the Philanthropy Engagement Lead supports the growth of Lord Mayor’s Charitable Foundation through structured giving including gift in Wills. This role is instrumental in further developing the Foundation’s donor services and relationship management strategies and initiatives.


Development Team

Reporting to General Manager of Development

Key Responsibilities

Implement and develop strategies to deliver best practice donor care, engagement and recognition initiatives to meet agreed KPIs.

Manage prospective donor enquiries in a responsive manner, ensuring effective follow up and donor information is captured.

Facilitate donors in their giving journey through donor centric implementation of stewardship, cultivation and solicitation plans.

Project manage key structured giving donor service activities including, collateral development, proposal preparation, annual statements, and progress reporting.

Steward Community Charitable Funds, adding value to their relationship with the Foundation, including as required participation in Committees.

Build relationships and networks with internal colleagues, external stakeholders, including intermediaries.

Support the Foundation’s outreach to professional advisers and new donor groups.

Represent and advocate for the Foundation and its opportunities to prospects and donors at events.

Assist with the regular reporting to the Board and Executive Team.

Oversee updating of records in the Raiser’s Edge database to maximise accuracy of data and the production of professional and coordinated relationship management and reporting.

Help support the development of donor relationship management systems.

Monitor changes and developments in philanthropy particularly structured giving and provide insight and advice to the team.

Maintain a deep understanding of the contribution of the Foundation to improving the lives of Melburnians.

Contribute to the successful overall operation of the Foundation.

Other duties as directed by the CEO and General Manager Development.

Key Selection Criteria

Deep commitment to the importance and understanding of how to respectfully guide people and organisations on their giving journey.

Experience as a philanthropy advisor, major gift fundraiser or relevant client management experience.

Knowledge of the charitable sector, philanthropy, preferably with an understanding of structured giving products including Gifts in Wills.

Ability to be strategic, effective and engaging in building long-term relationships with individuals and organisations.

Excellent organisational skills.

Excellent written and oral communication and presentation skills.

High level competency and accuracy with relevant office computer programs (including donor CRM systems) and strong analytical abilities.

A demonstrated ability to contribute to a positive culture in the Foundation’s office and a genuine commitment to positive social change.

Ability to work effectively in a small team environment.

High level of confidentiality and professionalism.

An ability to work to deadlines.

A willingness to work outside standard hours where required.

Outcome focused.

A pro-active team player with a ‘hands on’ style.

A passion for facilitating individual’s and organisation’s place-based social change objectives.

A thorough knowledge and proven success in a relevant for profit or not- for- profit role.

An understanding of the philanthropic sector and giving structures.

Relevant tertiary qualifications in i.e.. Finance, or not-for-profit studies.

Strong understanding of the attributes that provide an exceptional client/ donor relations experience.

Up to date knowledge of all marketing channels including digital.

Understanding of data analysis to gain strategic insights and performance metrics.

Donor/client CRM system experience is essential.

Employment Conditions & Renumeration

Employment Type: 0.8 to full-time contract, with flexible working hours. Hybrid working requiring a minimum of 3 days in the office and includes additional reasonable hours.

Duration 3-year fixed-term appointment, with possibility for extension depending on strategic network development, performance, and available funding.

Location: Melbourne

Some travel might be required as well as occasional out of hours meetings or events.

The Foundation values and celebrates diversity among our employees and in our partnerships.

We are an Equal Opportunity Employer — all qualified applicants will receive consideration without regard to race, colour, religion, gender identity or expression, sexual orientation, national origin, age, disability, or family/marital status.

Please send your resume together with a one-page cover letter, to [email protected]. Candidates will be shortlisted as applications are received. For more information see

If you’d like a confidential discussion to explore the opportunity further, you are welcome to contact Carolyn Williams on 0431 399 761.