Planned Giving Manager

Job Title: Planned Giving Manager

Department: Constituency Relations

Reports To: Donor Relations Director

Status: Full-Time, Exempt

Location: Burlington ON, with options for hybrid work

Salary Level: J

Last Updated: February 2026

PURPOSE:

The Planned Giving Manager role develops and nurtures relationships with legacy giving society members, known to World Renew as Joseph Stewards, to strengthen engagement and increase planned giving support. The role will also build and manage a pipeline of prospects by identifying, qualifying, cultivating, and soliciting donors.

World Renew does not discriminate based on disability, culture, ethnicity, or gender, and welcome and encourage people from diverse backgrounds to apply.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Donor Cultivation & Relationship Management

• Implement targeted cultivation strategies to maintain and increase legacy and planned gifts, ensuring personalized engagement for all donor levels.
• Manage and maintain relationships with an assigned portfolio of donors, ensuring consistent communication and engagement through a donor stewardship strategy.
• Foster connections with legacy giving society members in the United States through personalized outreach and engagement activities.
• Segment donors based on interests and communication preferences; provide tailored reports, newsletters, and ministry updates.

Legacy & Planned Giving Development

• Research, identify, and qualify donors for legacy and planned gift opportunities.
• Promote the Joseph Stewards program through targeted campaigns, newsletters, donor stories, events, and webinars to celebrate Joseph Stewards and encourage new commitments.
• Develop educational content (brochures, web pages, FAQs) that explains the benefits of legacy giving in simple, inspiring language.

Estate & Professional Partner Coordination

• Collaborate with estate planning professionals like Barnabas (US) and Christian Stewardship Services (CAN) to promote and facilitate planned giving opportunities and support legal and financial aspects of planned gifts.
• Work with family members, attorneys, and other stakeholders to ensure smooth processing of estate gifts.

Strategic Planning, Reporting & Administration

• Establish financial goals and strategic plans in consultation with the team and supervisor.
• Accurately record relevant donor information in the CRM system.

Additional Responsibilities

• Perform other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

No supervisory responsibility

Knowledge, Skills, and Abilities

1. An actively practicing Christian with participation in a local Christian community and a strong commitment to Christ and recognition of fund development as a Kingdom vocation contributing to World Renew’s ministry.
2. Demonstrated commitment to diversity, equity, inclusion, and belonging within teams.
3. Ability to articulate a biblical worldview and explain how World Renew embodies this in its mission.
4. Knowledge of the Reformed faith and tradition is recommended; working knowledge of the Christian Reformed Church is an asset.
5. Demonstrated commitment to contribute to and promote a work environment that values diversity, inclusion and equity.
6. Committed to working towards gender equality, equity and justice in all aspects of our programming, plans, policies and organizational structure.
7. Self-directed with strong ability to prioritize in a multi-task environment.
8. Proven experience in donor relationship building and securing legacy/planned gifts.
9. Well-developed interpersonal skills, ability to express ideas clearly verbally and in writing, as well as listening with sensitivity.
10. Proficiency in Salesforce or other Customer Relationship Management programs.
11. Flexible and adaptable team player.
12. Ability to maintain confidentiality of donor information.

EDUCATION & EXPERIENCE:

1. Bachelor’s degree is required in sales, marketing, communications or another related field.
2. A minimum of 3 years of work experience in fundraising and/or gift planning.

LANGUAGE SKILLS

Fluency in English with excellent written and verbal communication skills.

Physical Demands & Work Environment

The physical demands and work environment described here are representative of those required to perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.

• Significant computer-based work and virtual communication.
• Travel for at least 20% of the time to engage with donors.
• Occasional meetings in the United States and Canada, as required. Occasional travel outside North America may be required.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

World Renew requires permanent work authorization at time of hire. With World Renew's commitment to Core Humanitarian Standard and Safeguarding responsibilities, as part of the recruitment process, a successful candidate can expect to go through a thorough background check. Please note that the tentative application deadline for this position will be EOD April 10, 2026 for External Applicants and Internal Applicants, closing date depending on application volume. We encourage all interested candidates to apply before this deadline as we move candidates through our hiring process on a continuous basis