Philanthropy Manager, Legacy

BC Children's Hospital Foundation; Vancouver; Hybrid; CAD 89,000 - 99,000; Full time

Job summary

A healthcare fundraising organization in Vancouver seeks a Philanthropy Manager to inspire legacy gifts. This role involves managing a portfolio of donors, collaborating with advisors, and developing tailored stewardship strategies. Candidates should have a background in fundraising, exceptional communication skills, and a minimum of five years of experience. The position offers a hybrid work environment, generous benefits, and a salary range of $89,300 to $99,000.

Benefits

Generous vacation

Top-notch health and dental benefits

Defined benefit pension plan

Hybrid work environment

Commitment to professional development

Qualifications

• Minimum five years of direct fundraising experience with four years in gift and estate planning.
• Fluent understanding of estate and tax laws relevant for legacy donors.
• Ability to facilitate transitions of legacy donors to confirmed planned gifts.

Responsibilities

• Manage a portfolio of legacy donors and prospects.
• Develop tailored stewardship strategies for Legacy Circle members.
• Expand relationships with professional advisors.

Skills

Exceptional communication and collaboration skills

Relationship building with donors and professional advisors

Knowledge of gift planning

Database proficiency

Flexibility in schedule for donor visits

Education

Post-secondary diploma or degree in relevant field

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Raiser’s Edge NXT

Job description

What you’ll do

Reporting to the Associate Director, Legacy, and working in close consultation with the Director, Gift & Estate Planning, the Philanthropy Manager, plays a key role in inspiring and supporting legacy gifts that reflect a donor’s life story, values, and vision for the future. As the Philanthropy Manager, you will lead personalized conversations with prospective donors to explore meaningful legacy options, provide them with the tools and information they need to make confident and timely decisions, and steward those relationships with care and intention. You will proactively engage with professional advisors, and existing Legacy Circle donors. This role combines one-to-one donor engagement with program-building initiatives designed to grow and strengthen our legacy giving program.

What you’ll do

More specifically, you will be responsible for :

• Managing a portfolio of legacy donors and prospects, conducting proactive cultivation and solicitation through in-person visits, phone calls, and emails—primarily across British Columbia—to secure and confirm deferred gifts.
• Developing and delivering tailored stewardship strategies for current Legacy Circle members, including personalized plans for individual donors and small segments.
• Actively assisting in expanding and deepening relationships with professional advisors, growing our network and leading local and regional engagement efforts to increase visibility and support for the legacy program as well as increasing direct collaboration with influential advisors
• Contributing to the ongoing maintenance and evolution of our legacy giving resources in collaboration with the Associate Director, Legacy, proactively identifying enhancements which ensure the toolbox remains accurate, fresh, compelling, and accessible across digital and print platforms.
• Collaborating across Foundation teams to embed legacy giving into broader fundraising and donor engagement strategies, including contributing to donor visit planning and proactively planning and partnering for staff legacy education opportunities.

What you bring

We understand that no single candidate will perfectly meet all the qualifications outlined for this job posting. The following highlights the qualifications we consider important.

As a Philanthropy Manager, you demonstrate exceptional communication and collaboration skills and have experience in building relationships with donors, professional advisors and volunteers. You have a track record for successfully facilitating steps to support prospective legacy donors’ transition to Legacy Circle members and confirm planned gifts. You demonstrate midlevel knowledge of gift planning, such as Wills and bequests, and fluency to identify other options such as registered assets and insurance as legacy gift options for the donor’s consideration, and understanding of basic estate and tax laws that are relevant for a donor’s legacy journey (extensive knowledge is not required, however this is not an entry level position), with a recognizable ease in conversation with donors.

In addition, you bring :

• A post-secondary diploma or degree in a relevant field (e.g., marketing, communications, business, political science, humanities).
• Five + years of direct fundraising experience, with a minimum of four years in a gift and estate planning fundraising role, or the equivalent experience in a professional advisor capacity.
• Proficiency using Microsoft Office applications (Word, Excel, Outlook and PowerPoint) applied to the preparation of proposals, reports and presentations.
• Strong knowledge and experience using databases; Raiser’s Edge NXT is an asset.
• CFRE designation, and current or past CAGP membership are assets.
• A class 5 driver’s license and / or access to reliable transportation.
• A flexible schedule that allows for donor visits and tours, onsite meetings, and occasional after-hours events and meetings.
• An affinity for our values – Think Big, Lead with Heart and Step Up

What you can expect

Ensuring that kids receive the best health care imaginable is no small task, therefore taking care of our team is a top priority. To help you power the possible and to support you in your health, well-being, and career growth, in additional to competitive compensation, we offer perks like a hybrid work environment (minimum of two days per week in office) andnine-day fortnight schedule, generous vacation, topnotch health and dental benefits, a defined benefit pension plan, and a commitment to professional development.

The hiring range for this position is between $89,300 and $99,000. At BCCHF, we are committed to ensuring that compensation is fair and equitable. Your placement in the salary range will be determined by your experience, relevant skills, and qualifications as they relate to this role.

Please note that all team members of BCCHF are required to complete vulnerable sector criminal record check as a condition of employment.

Join us

We exist to power the possible. And that permeates every action we take. As a team, we push ourselves to : think big in how we boldly envisioning the future; step up in how we are accountable to ourselves, each other and our shared cause; and lead with heart in how we listen and engage with others.

BCCHF invites and encourages all qualified individuals to apply. As an organization committed to fostering an inclusive workplace that reflects the diversity of the communities we serve and support. We welcome individuals whose lived experiences may further contribute to the rich diversification of skills, knowledge, and backgrounds at the Foundation.