Philanthropy Officer - Planned and Major Gifts

YMCA of Southern Interior BC; Kelowna; On-site; CAD 80,000 - 93,000; Full time

Job summary

Join a dedicated team at an established charitable organization as a Philanthropy Officer focused on Planned and Major Gifts. This role is pivotal in building relationships with donors, driving revenue through strategic initiatives, and expanding the planned giving program. You'll engage with community partners, conduct research, and mentor team members. Enjoy a fulfilling career where your efforts directly contribute to impactful programs and services. With competitive compensation and comprehensive benefits, this position offers a chance to make a real difference in the community while growing professionally.

Benefits

Competitive vacation and paid wellness days

Extended health and dental benefits

Free YMCA gym membership

Employee Assistance Program

Training and professional development opportunities

Qualifications

• 5+ years in fund development with knowledge of Planned Giving.
• Strong relationship building and fundraising skills required.

Responsibilities

• Cultivate relationships with donors for planned and major gifts.
• Manage a portfolio of planned giving prospects and secure gifts.

Skills

Fund Development

Planned Giving Knowledge

Relationship Building

Communication Skills

Strategic Planning

Organizational Skills

Education

Degree/Diploma in Related Field

CAGP Gift Planning Fundamentals Course

Tools

Raiser’s Edge

Job description

Philanthropy Officer - Planned and Major Gifts

Job Category: Association Services

Requisition Number: PHILA001283

Apply now

• Posted : May 6, 2025
• Full-Time
• On-site
• Rate : $38.61 CAD per hour

Locations

Showing 1 location

Association Services
375 Hartman Rd
Kelowna, BC V1X2M9, CAN

Association Services
375 Hartman Rd
Kelowna, BC V1X2M9, CAN

The Philanthropy Officer of Planned and Major Gifts is responsible for cultivating relationships with new and potential donors to expand the YWCA’s planned giving program, while also driving revenue through current major gifts to support YWCA programs and services.

In collaboration with the VP of Marketing and Philanthropy, key priorities will include developing and managing the Planned Giving program, identifying and working with planned giving prospects to increase the number of confirmed legacy donors, executing planned giving initiatives and events, and stewarding current Legacy donors. The Philanthropy Officer of Planned and Major Gifts will expand the planned giving program by cultivating and maintaining meaningful relationships with prospective and existing donors. This role involves conducting research, utilizing the donor database to identify new prospects and opportunities, and serving as a mentor and resource for the Philanthropy team. This role plays a key role in growing the pipeline of future supporters through thoughtful engagement, stewardship, and solicitation efforts. Additionally, this position serves as an essential connection between the YMCA and its partners in the community.

The position will work closely with the team to ensure that the financial goals of the Philanthropy Department are met and will represent the YWCA in public and one-on-one situations.

If the following sounds like meaningful work, this might be the job for you!

• Identify, research, and build relationships with prospects which will result in face-to-face meetings and the solicitation of planned and major gifts
• Identify, manage and develop a portfolio of planned giving prospects; secure planned gifts; steward planned and major gift donors; work with VP of Marketing & Philanthropy on planned giving strategy and events
• Maintain knowledge of various planned giving vehicles, current trends in planned giving and philanthropy, and an understanding of basic estate and financial planning strategies for individuals.
• Build effective relationships with professional advisors in the financial and legal sectors.
• Arrange and conduct face to face meetings with potential donors while maintaining a high level of professionalism, adhering to ethical standards, and treating relationships with sensitivity, and respect.
• Provide excellent donor stewardship, reporting and recognition to facilitate renewal and/or upgrade of future donations.
• Write compelling funding proposals and other donor communication materials including letters of intent, proposals, and reports.
• Participate in, lead and support the planning and execution of donor events.
• Complete solicitations on a timely basis to ensure planned giving targets are met
• Ensure accurate donor records by updating donor interactions, giving intentions, communication preferences and recognition in Raiser’s Edge.

We’d love to hear from people with:

• 5 years experience in fund development with a strong knowledge of the Planned Giving environment and an understanding of legislative tax guidelines.
• A degree/diploma in a related field, or an equivalent combination of education, training and experience.
• Knowledge of prospect researching with a proven track record in closing annual, major and planned gift asks.
• Strong relationship building, strategy development and fundraising skills.
• Excellent oral and written communication skills with the ability to write a variety of documents, such as donor communications, proposals and reports.
• Strong organizational and critical thinking skills.
• Strategic, proactive, and ethical work style.
• Ability to work both independently and collaboratively with a team.
• Completion of CAGP Gift Planning Fundamentals course and active membership and/or involvement in CAGP an asset
• Commitment to Mission, Vision, and Values: Demonstrates and promotes a personal understanding of and appreciation for the mission, vision, and values of the YMCA of Southern Interior BC.
• Service Orientated: Deliberately identifies and creates opportunities to enhance each and every individual's YMCA experience. Creates action plans to resolve any service gap areas.
• Relationship Building and Collaboration: Builds positive interactions, listens attentively and communicates effectively to create an open communication environment. Share information, best practices, and resources with colleagues.

Compensation:

$80,308 - $92,144 annual salary plus the YMCA of Southern Interior BC offers a competitive compensation package and benefits program including:

• Competitive vacation and paid wellness days for you and your family
• Eligibility for extended health and dental
• Free YMCA gym membership to Y facilities for you and your family
• Extensive Employee Assistance Program
• Training and professional development opportunities
  
  

The YMCA’s Commitment to Trust, Safety, and Equality:

As part of a trusted charitable organization, you can expect to receive excellent services and safety training throughout your YMCA career. As the first step in your journey, you will be required to:

• Provide 3 references of a professional nature (Ex. employer, supervisor, colleague, teacher, coach, etc.)
• Provide a satisfactory Criminal Record Check/Vulnerable Sector Search issued no later than six (6) months preceding your start date. The YMCA will provide applicable instructions and paperwork.

The YMCA of Southern Interior BC is an equity employer and encourages applications from all individuals who may contribute to the diversity of our workplace. This includes persons with diverse abilities, persons of colour and ethnicity, Indigenous persons (First Nations, Metis, and Inuit), and people of all sexual orientations and genders.

Application Process:

This is an exciting time for the YWCA. Join us and be part of a passionate, dedicated and impactful team!

Candidates are invited to send cover letters and resumes by May 31, 2025, directed to:
Tammie Watson – VP, Marketing & Philanthropy