Leadership & Legacy Giving Officer

Who We Are

For more than 130 years, The Salvation Army has served people in need in communities across Canada and Bermuda. Building on our roots as a world-wide Christian church, each year we help more than 2 million people, providing necessities such as food, clothing and shelter. In addition, we support people experiencing unemployment, addiction and family challenges. We continually adapt and innovate to meet emerging needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks of life - there is a place for everyone to belong here.

Mission Statement

The Salvation Army exists to share the love of Jesus Christ, meet human needs and be a transforming influence in the communities of our world.

Job Description:

Position Purpose summary:

The Leadership & Legacy Giving Officer is responsible for managing all aspects of the donor development cycle and stewardship of donors and prospects who have capacity to give at the major gift and planned giving level. A goal of ensuring strategic, highly personalized engagement with donors who have a passion for philanthropic impact, the incumbent will maximize revenue to support mission priorities. This position focuses on donor centered fundraising through the identification, cultivation, and solicitation of a robust portfolio of donors and prospects in support of The Salvation Army.

Accountabilities:

Relationship Management

• Research, qualify and manage a pipeline of prospects and donors, building successful relationships that lead to philanthropic support.
• Manage relationships, working with territorial and divisional teams to ensure full engagement and strategy.
• Conduct discovery meetings, prepare contact reports, build custom proposals,
• Build awareness of The Salvation Army’s relationship fundraising for leadership and legacy gifts
• Manage a strategy of meaningful donor engagements, with 60% of time facilitating in-person contacts.
• Responsible for legacy donor cycle that includes annual targets of 80% revocable planned gifts and 20% irrevocable gifts.

Strategy Implementation

• Collaborate with Salvation Army program leads to develop, implement, and improve on strategic fundraising framework and communicate program investment outcomes utilizing current market best practices and trends.
• Be current on planned giving trends, tax implications of planned gifts and legislation.
• Prepare briefing materials to support the participation of senior administration in fundraising activity.
• Write project-specific fundraising proposals, briefing notes, solicitation plans, gift agreements, stewardship materials and call reports.
• Create and present materials to advance fundraising asks such as generic cases for support and customized proposals.
• Record all donor interactions extensively in Raiser’s Edge NXT, tracking results and outcomes.
• Stay current on best practice, market trends, changing legislation, and tax implications of legacy giving and major gifts.

Critical Relationship Management:

Internal relationships:

• Member of the Development team to serve donors and supporters of The Salvation Army,
• Responsible for relationship fundraising, and as such works collaboratively with Development, Public Relations and , divisional leads

External relationships:

• Responsible for working directly with donors through in-person meetings, events, phone, and email.
• Working collaboratively with financial advisors and other industry professionals

Managerial responsibility:

• Reports directly to the Director Development
• Manage staff recruitment, orientation and learning for team members.

FINANCIAL AND MATERIALS MANAGEMENT:

• Responsible for receiving and delivering annual revenue targets in cash, in-kind, and deferred philanthropic gifts to the appropriate role for safekeeping, deposit, and management.
• May be authorized to spend, disburse and/or collect small amounts.
• Has responsibility for wise use of own resources.

Working Conditions:

• Working environment is typically in an office with a regular expectation of travel for meetings and events.
• May require working after business hours for events and in-person donor meetings.

The above responsibilities must be performed in keeping with The Salvation Army’s Mission, Vision, and Values, in a professional manner, upholding our code of conduct.

Education and Experience Qualifications:

Education

• Post-secondary diploma/degree in Marketing, Business Administration or Fundraising
• CFRE or working toward CFRE designation preferred.

Experience

• Minimum 5 years of progressive fundraising experience in major gifts, corporate fundraising securing donations and sponsorships at the leadership level with gifts of $100,000 and greater.
• Project management experience, including planning, budgeting, monitoring and analysis.

Skills & Capabilities:

• Highly collaborative with the ability to develop strong partnerships across the organization.
• Highly organized with strong attention to detail
• Strong written and verbal communication skills
• Ability to plan and lead projects to meet expected outcomes.
• Comprehensive knowledge of Microsoft Office including Word, Excel, and PowerPoint (graphic design experience is an asset)
• Ability to prioritize and manage multiple tasks and a variety of demands.
• Skill in preparing written reports and presentations.
• Ability and willingness to support, adhere to, promote, and further The Salvation Army’s mission, vision, and values.

Compensation:

The target hiring range for this position is $66,831.48 to $83,539.35 with a maximum of $100,247.22.

Placement in the salary range will be based on factors such as market conditions, internal equity, and candidate experience, skills, and qualifications relevant to the role.

The Salvation Army will provide reasonable accommodation upon request. Please email Recruitment.Accommodations@salvationarmy.caif you have a need for any accommodation and we will be pleased to discuss this with you.