Philanthropy Officer, Planned Giving

YMCA of Southern Interior BC; Kelowna; On-site; CAD 74,000 - 93,000; Full time

Job summary

A community-focused charitable organization in Kelowna is seeking a Philanthropy Officer for Planned Giving. The role involves growing the planned giving program, securing major gifts, and fostering relationships with donors. Candidates should have at least 5 years of fund development experience and a strong understanding of planned giving. Competitive salary range of $74,963 - $92,144 along with various benefits including a pension plan and free membership.

Benefits

Competitive vacation and paid wellness days

Eligibility for extended health and dental

Free YMCA gym membership

Generous employer matched pension plan

Qualifications

• 5 years experience in fund development with a strong knowledge of the Planned Giving environment.
• Understanding of legislative tax guidelines is an asset.
• Proven track record in closing annual, major and planned gift asks.

Responsibilities

• Grow the YMCA’s planned giving program and secure major gifts.
• Cultivate relationships with prospective and current donors.
• Manage a portfolio of planned giving prospects.

Skills

Fund development experience

Relationship building

Communication skills

Organizational skills

Strategic thinking

Education

Degree/diploma in a related field

Job description

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Join to apply for the Philanthropy Officer, Planned Giving role at YMCA of Southern Interior BC

The Philanthropy Officer, Planned Giving is responsible for growing the YMCA’s planned giving program and securing major gifts to support its programs.Reporting to the VP of Marketing and Philanthropy, this role develops and manages planned giving strategies, cultivates relationships with prospective and current donors, and stewards Legacy donors. Key duties include donor research, event execution, database management, and mentoring team members. The Philanthropy Officer of Planned Giving also serves as a vital link between the YMCA and its community partners.

Annual salary range $74,963- $92,144 plus competitive compensation package, pension, benefits and free membership.

The Philanthropy Officer, Planned Giving is responsible for growing the YMCA’s planned giving program and securing major gifts to support its programs.Reporting to the VP of Marketing and Philanthropy, this role develops and manages planned giving strategies, cultivates relationships with prospective and current donors, and stewards Legacy donors. Key duties include donor research, event execution, database management, and mentoring team members. The Philanthropy Officer of Planned Giving also serves as a vital link between the YMCA and its community partners.

Annual salary range $74,963- $92,144 plus competitive compensation package, pension, benefits and free membership.

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 while maintaining a high level of professionalism, adhering to ethical standards, and treating relationships with sensitivity, and respect.
• Provide excellent donor stewardship, and recognition to facilitate renewal and / or upgrade of future donations
• Completing solicitations on a timely basis to ensure planned giving targets are met
• 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 and maintain effective relationships with professional advisors in the financial and legal sectors.
• 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.
• 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

An understanding of legislative tax guidelines an asset

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 through excellent oral and written communication skills with the ability to write a variety of documents, such as donor communications, proposals and reports

Superior relationship building, strategy development and fundraising skills.

Strong organizational and critical thinking skills with ability to be strategic, proactive

Ability to work both independently as well as collaboratively with a team.

Completion of CAGP Gift Planning Fundamentals course and active membership and / or involvement in CAGP an asset

Required Competencies :

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 :

Annual salary range of $74,963 - $92,144 depending on experience

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

Generous employer matched pension plan

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 YMCA. Join us and be part of a passionate, dedicated and impactful team!

Candidates are invited to send cover letters and resumes directed to :

Tammie Watson – VP, Marketing & Philanthropy

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