Lead, Planned Giving

Résumé du poste

The Lead, Planned Giving supports the National Planned Giving team through program implementation, marketing initiatives, and donor stewardship. They are responsible for maintaining accurate donor records, preparing gift proposals, and collaborating with professional advisors to meet donor objectives.

Détails du poste

Position Title: Lead, Planned Giving Full Time, Permanent Reports To: Director, Planned Giving I. Scope and Summary of Primary Responsibilities The Lead, Planned Giving will work closely with the Director, Planned Giving to support the National Planned Giving team day-to-day activities with a focus on implementation of Planned Giving program, marketing initiatives, administrative support, data management and donor stewardship. II. ESSENTIAL FUNCTIONS * Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization. * Assists in the implementation and assessment of the Planned Giving program. * Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities. * Ensure the internal CNIB team have clear information regarding program/project specific donations and collaborate to meet donor obligations. * Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times. * Ensures all inbound and outbound Planned Giving and estate correspondence is addressed in a timely manner, both print and electronic * Manage special projects/events as required. * Ensure consistency, quality, accuracy and timeliness of all communications consistent with CNIB's brand. * Maintain a working knowledge of significant developments and trends in Planned Giving, estates and philanthropy. * Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle in order to meet the donors personal, estate and financial planning goals. * Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting. III. Qualifications Knowledge and Skill Requirements * Superior interpersonal skills * Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment. * Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills. * Excellent written and oral communication skills; demonstrated success in proposal and stewardship development * Strong strategic critical thinking skills, with the ability to collect, analyze, interpret and evaluate information, and make recommendations. * Proven time management, planning, coordinating and organization skills; proactive in initiating multiple projects on an ongoing basis. * Excellent project management skills * Strategic mindset and creative approaches to deepening relationships and driving results. * Familiar with comprehensive Planned Giving functions and regulations, thorough understanding of Planned Giving, Planned Giving vehicles and tax implications. Experience and Education * University degree or College diploma in business, marketing and communications, fundraising management * Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position. * Proficient in MS Office suite software applications including Teams and SharePoint * Proficient in using a fundraising database (Sales Force/equivalent) * Adhere to applicable privacy laws as well as CAGP, AFP and CNIB standards of discretion and confidentiality. * Familiarity with the issues surrounding vision loss is an asset and a desire to be a passionate advocate for CNIB and those we serve. * Able to handle and maintain the confidentiality of sensitive information. Work Environment * Willingness to work flexible hours when required. * Occasional travel may be required. CNIB is committed to accommodating applicants with disabilities and will work with applicants requesting accommodations at any stage of the hiring process.

Ce que vous ferez

The Lead, Planned Giving supports the National Planned Giving team through program implementation, marketing initiatives, and donor stewardship. They are responsible for maintaining accurate donor records, preparing gift proposals, and collaborating with professional advisors to meet donor objectives.

Exigences

Candidates must have a university degree or college diploma and 2-3 years of experience in fundraising, preferably in Planned Giving. Proficiency in MS Office, SharePoint, and fundraising databases like Salesforce is required, along with strong communication and analytical skills.

Compétences indiquées

• Résolution de problèmes · Souhaitée
• Administrative Support · Souhaitée
• interpersonal skills · Souhaitée
• SharePoint · Souhaitée
• MS-Office · Souhaitée
• Communication Skills · Souhaitée
• Gestion de projet · Souhaitée
• Salesforce · Souhaitée
• data management · Souhaitée
• Fundraising · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Planned Giving
• Fundraising
• Donor Stewardship
• Administrative Support
• Data Management
• Proposal Development
• Project Management
• Strategic Thinking
• Problem Solving
• Communication Skills
• Interpersonal Skills
• SharePoint
• Salesforce
• MS Office
• Tax Implications
• Philanthropy
• Professionalism
• Organizational Skills
• Advocacy
• Planning
• Advertising Mail
• Data Analysis
• Annuities
• Business Marketing
• Management
• Communication
• Confidentiality
• Critical Thinking
• Sales
• Financial Planning
• Marketing
• Interpersonal Communications
• Microsoft Office
• Microsoft SharePoint
• Time Management
• Verbal Communication Skills
• Coordinating

Domaines d’emploi

• Social Services
• Marketing
• Administrative
• Finance & Accounting
• Management & Leadership
• Director of Planned Giving
• Alumni Relations Manager
• Advertising and Public Relations Managers
• Education Administrators, Postsecondary