Strategic Planned Giving Leader

CNIB; Toronto; On-site; CAD 85,000 - 120,000; Full time

Job summary

CNIB is seeking a Lead, Planned Giving to support the National Planned Giving team in implementing the program, driving donor stewardship, and coordinating data management and marketing initiatives.

The role reports to the Director, Planned Giving and is a full-time, permanent position based in Canada. The incumbent will work with the Estates team and external advisors on gift planning strategies and documentation.

Qualifications

• University degree or College diploma in business, marketing and communications, fundraising management.
• 2-3 years of fundraising experience, preferably Planned Giving or direct mail.
• Proficient in MS Office suite and SharePoint; experience with fundraising databases.

Responsibilities

• Provide donor-centric administrative support to the Planned Giving team.
• Support implementation and assessment of the Planned Giving program.
• Maintain high-quality stewardship for active donors and detailed records.
• Enter donor information into SharePoint and manage correspondence in print and electronic form.
• Prepare customized gift scenarios and proposals for donors.
• Collaborate with professional advisors on tax receipting and gift planning.

Skills

Interpersonal skills

Strategic thinking

Project management

Communication

Time management

Problem solving

Analytical skills

Education

Fundraising education

Tools

MS Office

SharePoint

Salesforce

Job description

CNIB is seeking a Lead, Planned Giving to support the National Planned Giving team in implementing the program, driving donor stewardship, and coordinating data management and marketing initiatives.

The role reports to the Director, Planned Giving and is a full-time, permanent position based in Canada. The incumbent will work with the Estates team and external advisors on gift planning strategies and documentation.