Lead, Planned Giving

CNIB; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

CNIB is seeking a Lead, Planned Giving to support the National Planned Giving team in implementing the program, driving donor stewardship, and coordinating data management and marketing initiatives.

The role reports to the Director, Planned Giving and is a full-time, permanent position based in Canada. The incumbent will work with the Estates team and external advisors on gift planning strategies and documentation.

Qualifications

• University degree or College diploma in business, marketing and communications, fundraising management.
• 2-3 years of fundraising experience, preferably Planned Giving or direct mail.
• Proficient in MS Office suite and SharePoint; experience with fundraising databases.

Responsibilities

• Provide donor-centric administrative support to the Planned Giving team.
• Support implementation and assessment of the Planned Giving program.
• Maintain high-quality stewardship for active donors and detailed records.
• Enter donor information into SharePoint and manage correspondence in print and electronic form.
• Prepare customized gift scenarios and proposals for donors.
• Collaborate with professional advisors on tax receipting and gift planning.

Skills

Interpersonal skills

Strategic thinking

Project management

Communication

Time management

Problem solving

Analytical skills

Education

Fundraising education

Tools

MS Office

SharePoint

Salesforce

Job description

I. Scope and Summary of Primary Responsibilities

The Lead, Planned Giving will work closely with the Director, Planned Giving to support the National Planned Giving team day-to-day activities with a focus on implementation of Planned Giving program, marketing initiatives, administrative support, data management and donor stewardship.

I. Scope and Summary of Primary Responsibilities

The Lead, Planned Giving will work closely with the Director, Planned Giving to support the National Planned Giving team day-to-day activities with a focus on implementation of Planned Giving program, marketing initiatives, administrative support, data management and donor stewardship.

Position Title: Lead, Planned Giving

Full Time, Permanent

Reports To: Director, Planned Giving

II. Essential Functions

• Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.
• Assists in the implementation and assessment of the Planned Giving program.
• Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities.
• Ensure the internal CNIB team have clear information regarding program/project specific donations and collaborate to meet donor obligations.
• Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times.
• Ensures all inbound and outbound Planned Giving and estate correspondence is addressed in a timely manner, both print and electronic
• Manage special projects/events as required.
• Ensure consistency, quality, accuracy and timeliness of all communications consistent with CNIB's brand.
• Maintain a working knowledge of significant developments and trends in Planned Giving, estates and philanthropy.
• Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle in order to meet the donors personal, estate and financial planning goals.
• Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting.

III. Qualifications

Knowledge and Skill Requirements

• Superior interpersonal skills
• Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment.
• Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills.
• Excellent written and oral communication skills; demonstrated success in proposal and stewardship development
• Strong strategic critical thinking skills, with the ability to collect, analyze, interpret and evaluate information, and make recommendations.
• Proven time management, planning, coordinating and organization skills; proactive in initiating multiple projects on an ongoing basis.
• Excellent project management skills
• Strategic mindset and creative approaches to deepening relationships and driving results.
• Familiar with comprehensive Planned Giving functions and regulations, thorough understanding of Planned Giving, Planned Giving vehicles and tax implications.

Experience and Education

• University degree or College diploma in business, marketing and communications, fundraising management
• Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position.
• Proficient in MS Office suite software applications including Teams and SharePoint
• Proficient in using a fundraising database (Sales Force/equivalent)
• Adhere to applicable privacy laws as well as CAGP, AFP and CNIB standards of discretion and confidentiality.
• Familiarity with the issues surrounding vision loss is an asset and a desire to be a passionate advocate for CNIB and those we serve.
• Able to handle and maintain the confidentiality of sensitive information.

Work Environment

• Willingness to work flexible hours when required.
• Occasional travel may be required.

CNIB is committed to accommodating applicants with disabilities and will work with applicants requesting accommodations at any stage of the hiring process.