Planned Giving Officer Jobs

Position Title: Planned Giving Officer

Reports to Position Title: Director of Development

Position Summary

The Planned Giving Officer is responsible for increasing revenue from planned giving by developing, implementing and evaluating strategies to acquire new donors and manage relationships with existing donors.

Reporting to the Director of Development, the Planned Giving Officer uses relationship management, administration, marketing, and problem- solving skills to enhance the planned giving program.

Key Accountabilities

In this role, some of your key responsibilities will include:

Develop and manage a portfolio of planned giving donors

• Analyze donor information to determine and prioritize donors, and create stewardship plans for different segments of planned giving donors.
• Monitor and evaluate donor engagement/cultivation, recognition and stewardship strategies and bring forward new engagement opportunities
• Develop relationships through personal visits and other communication
• Manage relationships with individuals who have included Operation Eyesight in their estate plans

Increase the number of planned giving donors

• Respond to indications of interest in planned giving from donors in a timely manner, provide technical information and follow up to acquire formal confirmation of the gift
• Working with the Director of Development, Stewardship & Events Officer, and Marketing/Communications team, develop and implement planned giving marketing and acquisition strategies
• Develop and manage relationships with allied planned giving professionals
• In consultation with other Fund Development staff, develop and implement tailored solicitation strategies and proposals for prospects/donors, including detailed gift proposals using bequests, life insurance, annuities, charitable remainder trusts and similar instruments

Increase efficiency in estate administration

• Engage, train and support fund development staff as required
• Identify opportunities for improving efficiency in administration
• Develop and maintain an administration system using Salesforce to facilitate the moves management strategy and keep records of donor interactions and relationship history

Plans and manages budgets

• Conduct analysis and report on quarterly targets
• With the Director of Development, develop budgets (revenue and expenses) and reforecast for the planned giving program as required
• Participate in annual departmental planning
• Contribute to ongoing development of the Planned Gifts program and Philanthropy through analysis and creative problem solving
• Identify trends in donor portfolio and trends in giving and respond appropriately

Other

• This position may require additional responsibilities and duties as assigned by the Director of Development
• In consultation with the Director of Development, engage and liaise with professional advisors for support in resolving complex or contested estate files as necessary
• Maintain knowledge of the federal and provincial estate, trust and tax laws that impact planned giving

Job-Related Skills

• Self-motivated, detail-oriented and highly organized
• Exceptional interpersonal skills and proven ability in developing and maintaining strong relationships with individuals, corporate partners, volunteers and colleagues
• Strong data systems and analytical skill to drive fundraising results
• Customer and solutions focused; thrives in a flexible environment, requiring some evenings and weekends
• Proficient in Salesforce
• Thrives in an international and multi-cultural environment and implements practices supportive of diversity
• Positive and results-driven, team oriented professional
• Innovative and inquisitive approaches to acquire, sustain, grow and steward donors
• Excellent written and verbal communications skills

Operation Eyesight’s values

• Innovation
• Compassion
• Excellence
• Citizenship
• Equity

Education/Training/Experience

• Experience working with databases, analytics and reports for donor segmentation and stewardship
• Committed to ethical fundraising practices and knowledge of CRA fundraising guidelines
• Valid Driver’s License
• Solid knowledge of Microsoft Office
• Experience with WillPower and Wilfora an asset
• A university degree in a relevant area and/or a minimum of 3 to 5 years of direct experience with fundraising
• Ability to travel within Canada and US
• Demonstrated success managing and growing planned giving
• Salesforce experience considered an asset
• Access to a vehicle
• CFRE designation considered an asset
• Excellent listening, collaboration, and fund development skills
• Membership in AFP/CAGP considered an asset