Philanthropy Associate

CAMH Foundation; Toronto; On-site; CAD 75,000 - 85,000; Full time

Job summary

A leading mental health organization is seeking a Philanthropy Associate to join their team in Toronto. This role involves providing strategic fundraising support, engaging with major donors, and collaborating with senior leadership to drive fundraising initiatives. Ideal candidates will have strong communication skills and a proven track record in donor stewardship.

Qualifications

• Experience working with senior professional fundraising staff.
• Proven ability to engage with senior corporate offices.
• Exceptional persuasive writing skills.

Responsibilities

• Support senior team members in managing fundraising activities.
• Prepare comprehensive briefing notes for donor meetings.
• Update donor information on a centralized database.

Skills

Leadership

Communication

Organizational skills

Problem-solving

Attention to detail

Education

Post-secondary education

Tools

Raiser’s Edge

Microsoft Office Suite

Job description

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The Centre for Addiction and Mental Health (CAMH) is Canada’s largest mental health teaching hospital and one of the world’s leading research centres in its field. The organization conducts ground-breaking research, provides expert training to healthcare professionals and scientists, develops innovative health promotion and prevention strategies, and advocates on public policy issues at all levels of government. CAMH Foundation is charged with raising and stewarding funds in support of CAMH. Its role is to help transform the way we understand and address mental illness by raising awareness and increasing engagement across the country. Generous and dedicated supporters help CAMH advance discovery and innovation, build spaces that promote recovery, and break down the stigma of mental illness.

The Philanthropy Team is responsible for inspiring philanthropic support from individuals in the private sector, making up over 70% of CAMH Foundation’s annual revenue. As members of the team, we are committed to a positive and safe work environment where we support, listen and learn from each other and be accountable to our many key stakeholders.

THE OPPORTUNITY :

Reporting to the Chief Philanthropy Officer, the full-time, permanent Associate, Philanthropy provides administrative leadership and strategic fundraising support to the Philanthropy team. The role is responsible for supporting senior team members in managing and implementing strategies and activities that support the effective discovery, cultivation, solicitation, and stewardship of the Foundation’s most significant supporters.

KEY RESPONSIBILITIES :

• Proactively provide strategic fundraising and operations support to senior members of the Philanthropy Team, including but not limited to the executive leadership, Director(s), Principal Gifts, and senior fundraisers in the management and activation of their portfolios of donors and prospects at all stages of engagement.
• Develop in-depth knowledge of the Foundation’s most significant donors and prospective supporters, as well as senior volunteers, including Board and Cabinet Members.
• Develop and maintain a strong understanding of CAMH funding priorities and related mental health and addiction issues to inform strategies and experiences with the intent to motivate and excite donors, prospects, and volunteers.
• Proactively initiate and support activities that arise from individualized donor strategies, solicitation and stewardship plans, including prompting outreaching, drafting correspondence, invitations, reports, and other communications.
• Support CAMH and CAMHF’s President’s Offices in engaging top donors and prospects.
• Liaise with the offices of donors, hospital staff and volunteers to assist in the coordination and execution of personalized tours and meetings (virtual and in person), donor agreements, pledge payments and receipting, reporting, and recognition.
• Communicate with offices of donors, prospects and volunteers to respond to requests, provide information and / or follow-up in a timely manner, using upmost discretion, tact, and professionalism.
• Prepare comprehensive confidential briefing notes for donor meetings, and prepare meeting materials and packages.
• Prepare call reports and meeting minutes as required, and ensure circulation to applicable internal stakeholders.
• Where appropriate, support the development of giving options and compelling proposals, including liaising with Hospital and other stakeholders.
• Partner with the Finance team during proposal development and review of financial budgets.
• Review and track funds and report on use of gifts, as assigned.
• Collaborate with business partners to help implement and deliver best-in-class, meaningful stewardship, including informal and formal reporting, recognition, gift announcements and celebrations, and personalized engagement touchpoints.
• Collaborate daily with other members of the Philanthropy team and Foundation team to ensure a high level of information sharing and coordination of activity to help achieve the team’s and Foundation’s overall fundraising and strategic goals.
• Assist as appropriate with organizing cultivation, stewardship and recognition events including identification of prospect lists, preparing invitation lists, managing responses, prompting follow-up, coordinate post-event outreach, welcoming guests and assisting with event logistics.

Operations Support

• Update donor information on a centralized database (Raiser’s Edge) including donor contact information and communication preferences, call reports, activity and solicitation tracking, and action reminders.
• Prepare and distribute reports and presentation material using various software tools for word processing spreadsheets, database management including but not exclusive to : Microsoft Word, Excel, Power Point, One Note, Raiser’s Edge and RE NXT, and Qlik Sense.
• Use Raiser’s Edge and other business intelligence platforms to ensure accurate and timely record keeping, reporting and follow-up.
• Prepare complex written materials that will support donor activity including briefing notes, call reports, gift agreements and pledge forms, and general correspondence.
• Provide support to donors, staff and volunteers, including preparing basic information requests, prospect profiles, briefing notes, faxes, etc.
• Complete appropriate gift processing forms, and coordinate the circulation of final gift agreements and pledge forms to internal business partners and hospital colleagues.
• Ensure donor gifts, pledges / reminders, tax receipts, and thank-you letters are processed and issued in a timely manner.
• Produce prospect lists, gift information and action task lists from the database in a timely and efficient manner.
• Review prospect lists, make recommendations and perform quality control on lists pertaining to event invitations, recognition, and fundraising products.
• Ensure accurate and prompt follow through on gift implementation including working with the Finance team to execute grant agreements and working with Hospital partners to facilitate their activation of gifts.
• Ensure proper electronic filing of proposals, donor gift agreements, acknowledgements, stewardship letters and reports and correspondence.
• Coordinate with Philanthropy and Partnerships teams to ensure RE and volunteer prospect lists are up to date with current prospect strategies and clear next steps.
• Frequently review volunteer prospect lists and provide recommendations for priority outreach (in consultation with the Philanthropy and Partnerships team where applicable).
• Manage activity requests from senior volunteers from Philanthropy and Partnerships team members.
• Assist senior fundraisers with key volunteer and donor initiatives. Develop and maintain a strong understanding of the key CAMH campaign priorities and related mental health and addiction issues in order to motivate and excite volunteers and prospects.
• Provide support to senior volunteers and CAMH leadership in engagement of donors and prospective donors.
• Schedule internal and external meetings with volunteers and their networks of donors and potential supporters, and senior hospital leaders, including in-person and virtual salons, campus tours, and meetings with hospital clinicians and researchers.
• Organize meetings including room bookings, catering if necessary, agendas, minutes, preparation of presentations, handouts and other materials.
• Ensure that the team has financial information, background and analysis to provide to volunteers and staff to fulfill their fundraising responsibilities.
• As required, support the Philanthropy team with campaign event coordination and logistics to support donor stewardship and cultivation events.
• Post-secondary education or equivalent experience.
• Experience working with senior professional fundraising staff and volunteers. Major gifts and / or campaign experience in a hospital or university setting would be an asset. A combination of relevant education and experience may be considered.
• Evidence of leadership, initiative, and exceptional judgement.
• Excellent at building mutually beneficial internal and external relationships to achieve results.
• Exceptional communication skills with evidence of strong and persuasive writing skills complemented by superior attention to detail.
• Strong orientation toward stewardship and providing an excellent donor experience.
• Experience with engaging with senior corporate offices.
• Excellent organizational and problem-solving skills and demonstrated ability to prioritize multiple and changing demands.
• Demonstrated ability to handle multiple priorities and be self-motivated in a high pressure and demanding work environment.
• Proven ability to exercise diplomacy and good judgment.
• Commitment to timely and appropriate customer service, rooted in initiative and tact.
• Exemplary attention to detail with excellent planning, organizational and time management skills.
• Demonstrated organizational and analytical skills.
• Highly driven and strong ability to work in a fast-paced environment and energized by changing priorities.
• Proficiency in the full suite of Microsoft Office products and internet tools. Familiarity with and aptitude for Raiser’s Edge preferred.
• Occasional work on evenings and weekends required.

CAMH Foundation is an equal opportunity employer. We are committed to providing reasonable accommodations and will work with you to meet your needs. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out! Please contact us at [emailprotected] . We celebrate our inclusive work environment and welcome members of all backgrounds and perspectives to apply.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Administrative and General Business

Fundraising and Hospitals and Health Care

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