Manager, Planned Giving Jobs

Full Time, Permanent

Toronto, ON

CNIB invites you to build a career as unique as you! We are currently searching for a Manager, Planner Giving! Reporting to the Director, Planned Giving, the Manager, Planned Giving will be directly responsible for the engagement, cultivation, and solicitation of planned giving donors across Canada. The incumbent is part of the CNIB Planned Giving team and will work with internal and external constituents to secure transformational planned gifts as outlined in the CNIB planned giving program.

Your impact at CNIB

• Keeps informed about tax aspects of charitable gifts, new legislation and revenue rulings affecting such gifts and makes this information available to the philanthropy team and donors.
• Manage a strategy of meaningful donor engagements, with 70% of time facilitating donor meetings.
• Participates in budget development, monitor portfolio metrics, and achieves annual targets for confirmed expectancies.
• Maintain accurate records in Salesforce, including meeting notes, proposals and reports to ensure successful administration of the gift when it is received in the future.
• Create strategic and compelling materials for customized proposals, agreements and gift scenarios involving cash, securities, annuities, and other planned gift vehicles to meet the donor’s personal, estate and financial planning goals.
• Build, plan, manage, implement, and assess the planned giving program across Canada.
• Manages and maintains a portfolio of professional advisors to assist donor expectations regarding estate planning.
• In collaboration with Direct Marketing team, planning and execution of key strategic initiatives including lead generation, collateral development, and stewardship for confirmed expectancies.
• Research, identify, cultivate, solicit, and close planned gifts from individuals from a robust prospect and donor portfolio.
• Collaborates and develops strategies with Major Gift team to secure blended gifts.

Requirements

Who you are:

• Complete respect for confidentiality.
• Excellent written and oral communication skills.
• Ability to think and act quickly and effectively under pressure, exercising tact, diplomacy, discretion, and good judgement.
• Strong organization, planning and attention to detail.
• Exceptional critical thinking, decision making, prioritizing, multitasking and problem-solving skills.
• Superior interpersonal communication skills, including effective relationship building.
• High levels of emotional intelligence and empathy during delicate conversations and ability to navigate emotional conversations with sensitivity.

We want to hear from you if you have:

• Experience in legacy gift planning, law, financial planning or accounting, and clear knowledge and understanding of the Canadian tax system, estate planning and various planned giving vehicles.
• Personal or professional experience relating to blindness and sight loss is considered an asset
• Minimum five years of philanthropic experience with a proven track record in securing legacy gifts or equivalent
• Completion of an undergraduate degree
• Proficient in Microsoft 365 and Salesforce.
• Familiarity with CAGP (Canadian Association of Gift Planners) and the resources, training, and guideline they provide. CAGP Gift Planning Fundamentals Course or CAGP Original Canadian Gift Planning Course is an asset.

Work Environment

• Professional, fast-paced, high-energy, results-oriented, challenging, dynamic, growing, and evolving environment.
• Willingness to work flexible hours when required.
• Occasional travel may be required.

Benefits

Apply now!

CNIB is committed to creating and fostering an inclusive culture and welcomes applications from diverse candidates, including but not limited to the Black, Indigenous, and People of Colour (BIPOC) community, persons with disabilities, people who are blind or partially sighted, and those who identify as women, gender diverse, and/or 2SLGBTQ+. We strongly encourage applications from applicants with sight loss. Direct lived experience would be a definite asset. If at any stage you require accommodation, please let us know and we will work with you to support your accessibility needs. We're excited to review your application!

Please note: while we invite applications from all interested and qualified applicants, we are unable to follow-up with every applicant.

Closing date: August 16, 2023

About Us

Life is a beautiful, wonderful, complex thing. Life with sight loss should be no different. At CNIB, we're on a mission to change what it means to be blind, and we're not slowing down. We think big, take risks, embrace change, and ask questions. We're inviting you to be part of the conversation.

Our diversity is our strength – we take pride in our inclusive workplace and are committed to recruiting and selecting in a fair, transparent, and accessible way. CNIB welcomes applications from those who have demonstrated a commitment to upholding the values of inclusion, diversity, equity and accessibility (IDEA) to join us in expanding our capacity for inclusion in the broadest sense. To this end, we strongly encourage applications from members of groups that have been historically disadvantaged and marginalized, including but not limited to Indigenous peoples, racialized persons, persons with disabilities, people who are blind or partially sighted, and those who identify as women and/or 2SLGBTQ+. We enthusiastically invite applications from applicants with sight loss. Direct lived experience is a definite asset. CNIB is committed to accommodating applicants with disabilities and will work with applicants requesting accommodations at any stage of the hiring process.

Our team's health and wellness are a priority, which is why we offer comprehensive benefits, competitive compensation, and flexible work schedules developed to help you stay healthy.

At CNIB, we are relentlessly passionate about what we do. We are in our second century of smashing societal barriers and stigmas through innovative programs and powerful advocacy. We are a collaborative, empowered team that drives achievement and equality. If that sounds like your cup of tea, let's talk.