Senior Officer, Legacy Giving

Title: Senior Officer, Legacy Giving

Terms: Full-time permanent (34 hours/ 4-day week)

Location: Based at any one of our three offices in Vancouver (məθkʷəy̓əm, Sḵwx̱wú7mesh, and səlilwətaɬ territories), Montreal (Kanien’kehà:ka territory), or Toronto (Tkaronto, the traditional territory of many nations including the Mississaugas of the Credit, the Anishinaabe, the Chippewa, the Haudenosaunee, and the Wendat peoples). Hybrid working options available.

Department: Development

Reports to: Director, Development

Type: Unionized Role

Annual Salary: $70,000 - $80,000

Desired start: Early to mid-January

THE ROLE

The Senior Officer, Legacy Giving plays an integral role in the success of DSF’s fundraising. The role leads the planned giving program, building and managing a portfolio of prospective and confirmed legacy donors through strategic marketing and personalized stewardship. The Senior Officer, Legacy Giving is responsible for the administration of estate gifts and works closely with the Finance team and other members of the Development team.

KEY RESPONSIBILITIES

• Build and manage relationships with existing and prospective planned giving donors, including developing and implementing marketing, cultivation and stewardship strategies to grow the program and strengthen donor commitment.
• Coordinate legacy-related communications and events with Development colleagues through a variety of channels including mail, email, telemarketing and donor events.
• Lead the administration of all planned gifts, working closely with the Director, Development, Finance team and legal counsel to ensure timely and ethical execution of bequests and other planned gifts.
• Support donor relations staff by providing estate information needed to ensure timely administration of planned gifts.
• Maintain comprehensive donor and estate records in Raiser’s Edge.
• In collaboration with the Director, Development, develop annual plans, expense budgets and revenue projections for the planned giving program. Share regular updates on open estates and any changes to projections.
• Monitor and evaluate marketing campaigns and adjust strategy as needed.
• Stay current on trends, regulatory changes and best practices in planned giving.
• Ensure compliance with CRA regulations and adhere to CAGP and AFP codes of ethics.

QUALIFICATIONS

We understand that experience can look different for everyone. Please share yours as it relates to:

• Minimum three to five years professional fundraising experience in a non-profit setting.
• Strong understanding of planned giving channels (e.g., bequests, life insurance, etc.), estate planning and CRA charitable tax receipting rules.
• Knowledge of estate administration processes and experience working with executors and legal counsel.
• Experience marketing planned giving options, stewarding donors and securing new legacy gifts.
• Solid understanding of ethical codes of conduct for professional fundraisers. Active membership or involvement in CAGP an asset.
• Proficient in Raiser’s Edge or equivalent database and standard Microsoft Office products (Word, Outlook, Excel, etc.). Experience with Microsoft Teams or other digital collaboration tools an asset.
• Spoken and written English required. French language skills an asset.

WHAT YOU BRING TO THE ROLE

• A passion for legacy giving and building meaningful, long-term donor relationships, with a strong commitment to ethical and accurate estate administration.
• Exceptional interpersonal and communications skills with proven ability to clearly communicate complex concepts and organizational values that inspire giving.
• Professionalism with proven ability to exercise sound judgment, solid ethics and discretion.
• Analytical and financial literacy skills, including basic forecasting and reporting.
• Alignment with our mission, vision, values and strategic priorities and a commitment to working collaboratively toward an equitable, anti-racist culture.