Under the direction of the Head, Philanthropy & Partnerships the Planned Giving Officer is responsible for the development and implementation of Save the Children Canada’s (SCC) Legacy Program, from legacy supporter pipeline generation, through to legacy income management. Using his/her marketing, communication and relationship management skills, the Planned Giving Officer is responsible for coordinating planned giving marketing initiatives across fundraising, developing planned giving communications, implementing donor recognition strategies, and providing support to the Major Gifts Manager with outreach activities. In addition, the Officer will use his/her administrative expertise for estate and bequest management.
Good communication, judgment, attention to detail, and the ability to effectively and clearly convey technical information (i.e. charitable bequests, gifts of life insurance, charitable gift annuities, gifts of RRSP/RRIF, etc.) are keys to success, allowing him/her to build strong relationships with donors, professional advisors, as well as suppliers, field workers, and colleagues.
Responsibilities include (but are not limited to):
Planned Giving Marketing
Collaborate with the Direct Marketing team to market and promote the planned giving program through donor publications and external advertisingCoordinate activities aimed at generating planned giving leads such as direct mail, telemarketing, donor surveys, phone calls, advertisements, digital etc. and develop follow-up strategiesPlanned Giving Communications and Stewardship
Track and report on planned giving acquisition initiatives, including the creation of follow-up plans for respondents, help to identify warm leads, track responses, and coordinate communication with confirmed and prospective planned giving donorsRespond to donor inquiries relating to planned giving through mailings, phone calls and emails as appropriateMaintain and update donor records in the database including contacts with donors, mail and email correspondence, thank you calls, event attendance, and meetingsWith support from the Head, Philanthropy & Partnerships, develop and implement stewardship plans for planned giving donors and prospects to ensure the building of long-term relationships with these key stakeholders. Identify opportunities to maximize the revenue stream and enhance operational efficiencies including the use of technology, always being mindful of donor-centricityEstate and Bequest Administration
Responsible for the management of estate administration: review notices and enter information in the database, review open estate files to determine status, follow up with Estate executors and solicitorsWork with the Finance department to oversee the timely processing of releases and other estate documentation as neededEngage and liaise with professional advisors for counsel to help resolve complicated or contested estate files as necessaryWork in conjunction with the Head, Philanthropy & Partnerships, Major Gifts Manager, and the Finance department to ensure estate files are moving forward appropriatelyProvide timely support for all aspects of the program to internal and external stakeholdersWork in conjunction with other SCC departments to ensure gift designation and recognition are met, on an as-needed basisRecord all transactions and update all daily incoming correspondence in the database and act as the point person for key reports relating to the Legacy ProgramMaintain current and precise database information to ensure accurate revenue tracking, giving trends and analysisDevelop, monitor and provide historical data, metrics and analysis to assist in forecasting Manage regular reports as required and share on an as-needed basisMajor Gifts Program Support
Plan and participate in donor and prospecting events and activitiesAssist in the organization of regional donor visits with donors and prospectsIdentification and qualification of planned giving donors and prospectsSupport Major Gifts Manager in preparing planned giving materials and information packages for meetings and events
Qualifications:
College diploma or university degree in a related fieldPost-graduate certificate in a course of study such as Fund Development, Communications, Marketing, Non-profit Management, is an asset2+ years of demonstrated professional experience in the fields of fundraising, planned giving or direct-marketingOther Requirements
Stay current with developing trends and areas of development for planned givingTrack expenses and coordinate payment for all planned giving activitiesAdditional tasks as required & requestedCompetencies, Skills and Behaviours
Fluent in English (oral and written)French communication skills (oral and written), an asset Highly organized with exceptional administrative skillsAbility to work under pressure and meet deadlinesStrong interpersonal skills, with an ability to build excellent working relationships with donors, colleagues, field workers, and suppliers to attain goalsDesire and ability to network and collaborate internally in order to raise the profile of Planned Giving and identify opportunities to increase donor reach Detail-oriented, excellent writing skills and an ability to clearly communicate technical informationPossess an understanding of marketing principles, donor recognition strategies and planned giving vehiclesSelf-motivated, confident, energetic, and creativeStrong computer skills with proficiency in Microsoft Office applicationsExperience with Raiser’s Edge, an assetStrong affinity with the mission and values of SCC, and familiarity with the humanitarian aid sectorDisplays cultural, gender, religion, race, nationality, age sensitivity and fully complies with Save the Children’s Child Safeguarding Policy and GuidelinesSubject to police background check
(This position is covered under CUPE Bargaining Unit - Band 5)
Salary Range: $58,802 - $74,562
Applications will be reviewed on ongoing basis. We thank all applicants for their interest, however, only those selected for an interview will be contacted.
SCC is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). If you require accommodation for disability during any stage of the recruitment process, please notify Human Resources (416) 221-5501.
Save the Children Canada is a member of Save the Children International, a federation that works in more than 120 countries worldwide delivering programs focused on health and nutrition, education, child protection, child poverty, humanitarian response, and child rights governance. As the world's leading independent organization for children, Save the Children’s vision is a world in which every child attains the right to survival, protection, development, and participation.
This vacancy is archived.