Planned Giving Manager

World Renew; Burlington; Hybrid; CAD 82,000 - 92,000; Full time

Job summary

World Renew is seeking a Planned Giving Manager in Burlington, ON. This hybrid, full-time role builds relationships with Joseph Stewards, grows the legacy giving program, and manages a donor pipeline through targeted outreach and events.

Responsibilities include identifying and soliciting gifts, coordinating with estate planning partners, and maintaining accurate donor data in the CRM to support World Renew’s ministry.

Qualifications

• Experience in donor relationship building and securing legacy gifts.
• Strong written and verbal communication skills.
• Proficiency with Salesforce or other CRM platforms.

Responsibilities

• Develop and nurture relationships with Joseph Stewards and donors.
• Identify, qualify, cultivate, and solicit planned gifts.
• Coordinate with estate planning partners to facilitate gifts.
• Maintain donor records and reporting in the CRM.

Skills

Donor relationship building

Fundraising/legacy gifts

Salesforce/CRM proficiency

Interpersonal communication

Education

Bachelor’s degree in related field

Job description

Job Title: Planned Giving Manager

Department: Constituency Relations

Reports To: Donor Relations Director

Status: Full-Time, Exempt

Location: Burlington ON, Hybrid (2 days in-office). Applicants outside our standard commuting area may be considered for remote work based on qualifications, role fit, and organizational needs.

Salary Level: J $82,206 - $92,481 CAD

PURPOSE:

The Planned Giving Manager role develops and nurtures relationships with legacy giving society members, known to World Renew as Joseph Stewards, to strengthen engagement and increase planned giving support. The role will also build and manage a pipeline of prospects by identifying, qualifying, cultivating, and soliciting donors.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Donor Cultivation & Relationship Management

• Implement targeted cultivation strategies to maintain and increase legacy and planned gifts, ensuring personalized engagement for all donor levels.
• Manage and maintain relationships with an assigned portfolio of donors, ensuring consistent communication and engagement through a donor stewardship strategy.
• Foster connections with legacy giving society members in the United States through personalized outreach and engagement activities.
• Segment donors based on interests and communication preferences; provide tailored reports, newsletters, and ministry updates.

Legacy & Planned Giving Development

• Research, identify, and qualify donors for legacy and planned gift opportunities.
• Promote the Joseph Stewards program through targeted campaigns, newsletters, donor stories, events, and webinars to celebrate Joseph Stewards and encourage new commitments.
• Develop educational content (brochures, web pages, FAQs) that explains the benefits of legacy giving in simple, inspiring language.

Estate & Professional Partner Coordination

• Collaborate with estate planning professionals like Barnabas (US) and Christian Stewardship Services (CAN) to promote and facilitate planned giving opportunities and support legal and financial aspects of planned gifts.
• Work with family members, attorneys, and other stakeholders to ensure smooth processing of estate gifts.

Strategic Planning, Reporting & Administration

• Establish financial goals and strategic plans in consultation with the team and supervisor.
• Accurately record relevant donor information in the CRM system.

Additional Responsibilities

• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

No supervisory responsibility

Knowledge, Skills, and Abilities

• An actively practicing Christian with participation in a local Christian community and a strong commitment to Christ and recognition of fund development as a Kingdom vocation contributing to World Renew’s ministry.
• Demonstrated commitment to diversity, equity, inclusion, and belonging within teams.
• Ability to articulate a biblical worldview and explain how World Renew embodies this in its mission.
• Knowledge of the Reformed faith and tradition is recommended; working knowledge of the Christian Reformed Church is an asset.
• Demonstrated commitment to contribute to and promote a work environment that values diversity, inclusion and equity.
• Committed to working towards gender equality, equity and justice in all aspects of our programming, plans, policies and organizational structure.
• Self-directed with strong ability to prioritize in a multi-task environment.
• Proven experience in donor relationship building and securing legacy/planned gifts.
• Well-developed interpersonal skills, ability to express ideas clearly verbally and in writing, as well as listening with sensitivity.
• Proficiency in Salesforce or other Customer Relationship Management programs.
• Flexible and adaptable team player.
• Ability to maintain confidentiality of donor information.

EDUCATION & EXPERIENCE

• Bachelor’s degree is required in sales, marketing, communications or another related field.
• A minimum of 3 years of work experience in fundraising and/or gift planning is preferred.

LANGUAGE SKILLS

Fluency in English with excellent written and verbal communication skills.

PHYSICAL DEMANDS & WORK ENVIRONMENT

The physical demands and work environment described here are representative of those required to perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

• Significant computer-based work and virtual communication.
• Travel for at least 20% of the time to engage with donors.
• Occasional meetings in the United States and Canada, as required. Occasional travel outside North America may be required.

Work Environment

The work environment characteristics described here are representative of those encountered while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The incumbent will operate within a dynamic environment requiring flexibility, collaboration across teams, and the ability to respond to shifting priorities and deadlines.

World Renew requires permanent work authorization at time of hire. With World Renew's commitment to Core Humanitarian Standard and Safeguarding responsibilities, as part of the recruitment process, a successful candidate can expect to go through a thorough background check.

World Renew is an equal opportunity employer. It does not unlawfully discriminate in employment opportunities or practices on the basis of race, color, sex, national origin, age, people with disabilities, veteran status, height, weight, marital status, pregnancy, genetic information, or any other category or characteristic protected by law.

World Renew is committed to providing reasonable accommodations for qualified individuals with disabilities throughout the recruitment and selection process. If you require accommodation at any stage of the application, assessment, or interview process, please notify Human Resources, and we will work with you to meet your accessibility needs in a timely and respectful manner. Information regarding workplace accommodations, accessible formats, communication supports, and accessibility-related policies is available upon request.