Annual Giving and Stewardship Manager

The Annual Giving and Stewardship Manager has a key role in managing and expanding the Foundation’s annual giving program that includes managing the monthly donor and direct mail programs. A key element of the program is to expand the Foundation’s geographic scope, ensuring people across the Island and surrounding islands have the opportunity to support children’s health. The Manager is also responsible for developing and implementing a donor stewardship plan that encompasses strategies and activities to enhance the relationship between Children’s Health Foundation of Vancouver Island and its donors through meaningful recognition, impactful reports/communications, and engaging experiences.

Responsibilities

Annual Fundraising and Stewardship

1. Lead a comprehensive fundraising portfolio that includes managing the monthly donor and direct mail programs as well as providing strategic insight for all stewardship and direct mail initiatives.
2. Design, implement, and lead an integrated and comprehensive donor relations and stewardship program that promotes gratitude, inspiration, engagement, connection, retention and recognition at all levels.
3. Set annual revenue and stewardship goals and develop an annual work plan in consultation with the Director of Development, to support annual fundraising revenue growth.
4. Measure and analyze Annual Giving revenue activities to identify areas for improvement and areas for growth, specifically reporting out on assigned KPI’s.
5. Manage the relationships with external vendors.
6. Coordinate and lead donor stewardship initiatives, such as the planning and execution of annual donor recognition events, and impact reports.
7. Ensure timely and appropriate acknowledgement, recognition, and reporting for all donors, sponsors and partners.
8. Maintain and enhance fundraising best practices to create efficiencies and improve donor engagement and retention.
9. Develop, maintain, and evaluate an annual engagement and stewardship calendar inclusive of diverse opportunities for varying levels of internal and external partners, sponsors and donors.
10. Participate in stewardship and follow-up activities including phone calls and mailings to donors.
11. Collaborate with the Fund Development team to develop appropriate recognition and stewardship opportunities that align with fundraising priorities.
12. Maintain the integrity of the database by complying with policies and procedures for data collection and entry systems.
13. Contribute to a culture of philanthropy within the organization, fostering collaboration, creativity and excellence.

Administration, Operational Planning and Budget

1. Develop and set annual budget (both revenue and expense) in consultation with and approval from the Director of Development; monitor budgets and provide ongoing forecasting.
2. Contribute to developing a fundraising strategy of income-generating activities for the direct response program, drawing on knowledge of fundraising best practices to grow or surpass revenue goals.
3. Develop, evaluate and report on KPIs to monitor progress and modify as needed.
4. Provide progress updates to colleagues at regular meetings.

Team Leadership

1. Manage and support direct reports in all aspects of their roles, providing mentoring, coaching, performance reviews, and professional development planning.
2. Provide leadership and support to the Fund Development team to execute all logistics associated with annual donor engagement, solicitation, stewardship events and/or third-party events.
3. Prepare briefing packages, develop invitations/display materials, develop takeaways, obtain donor awards or plaques, secure venues and catering, and initiate post-event follow up planning with all Foundation staff.
4. Consult with Donor Services to ensure all event and donor specific information is recorded in Raiser’s Edge.

Core competencies

1. Communication (Clear verbal and written communication/Effective listening)
2. Interpersonal skills (Social sensitivity/Approachability/Building and maintaining relationships/Teamwork)
3. Open-mindedness (Open to others’ ways of approaching situations/Works with shared agendas/Creative Thinking)
4. Accountability (Follows through on responsibilities and commitments/Reliable and dependent)
5. Confidentiality (Maintains details appropriately/Shares sensitive information with appropriate parties)

Required skills and experience

1. Advanced understanding of a comprehensive fund development program.
2. A high level of organizational ability, attention to detail, and ability to manage tight timelines.
3. Ability to anticipate, understand, and respond to the needs and expectations of donors.
4. Strong knowledge of Microsoft Office programs.
5. Experience with Raiser’s Edge data system and event management, an asset.
6. Minimum 3-5 years of experience in a related work environment.

Qualifications and education

1. Diploma in Marketing, Communications, Fundraising, or equivalent experience.
2. Certified Fund-Raising Executive (CFRE) designation or in progress an asset.
3. Involvement in the Association of Donor Relations Professionals (ADRP), Association of Fundraising Professionals (AFP) or Canadian Association of Gift Planners (CAGP) or a similar professional organization an asset.

Working conditions

1. 7.5 hour workday / 37.5 hour work week and a hybrid work environment.
2. Evening and weekend work required at times for special events and presentations.
3. Valid Class 5 Driver’s licence and access to a vehicle required to travel to occasional meetings, events and presentations.