Job Listings

Baycrest Foundation

Major Gifts/ Planned Giving Officer

Posted date: Apr 17, 2008
Closing date: May 15, 2008

Baycrest will transform the way people age and advance care and quality of life to a new level, through the power of research and education, and with a focus on brain functioning and mental health. Join this innovative and dynamic team.

The Position Mandate:

We are seeking a dynamic, motivated individual with a demonstrated track record in fundraising at the Major Gifts Level and 3-4 years experience in Planned Giving:

• To handle all aspects of the Planned Giving program to achieve the financial goals established by the Foundation Board;
• To increase the culture of Planned Giving at Baycrest
• To develop and implement a comprehensive stewardship plan for planned giving donors at all levels;
• To develop and implement initiatives to identify, cultivate and solicit gifts of $10,000++;
• To be a part of the Development Team, working collaboratively with support staff, other D.O.’s as well as members of the Baycrest staff.

Responsibilities:

• To efficiently manage the Planned Giving program including all documentation and estate matters, insurance policies and annuities;
• To identify and meet with prospective planned gift donors, their families and advisors and develop customized solicitation plans;
• To identify, solicit and close major gifts at $10,000+ level;
• To maintain close relationships with about 100 + donors by addressing any questions/concerns, and communicating with them on a regular basis;
• To develop and implement innovative initiatives for increasing fundraising and planned giving potential while staying informed of tax aspects of all types of charitable giving and relevant CRA rulings;
• To participate in the development and adherence of annual plans and budgets;
• To write and maintain all correspondence to donors and prospects, in accordance with Foundation procedures.

Competencies:

• Excellent understanding of complex planned giving vehicles such as bequests, CRT’s, annuities, gifts of insurance etc.;
• Ability to work independently and as a member of a team in a fast-paced, professional environment;
• Passion for Baycrest’s vision and values and pride in our achievements;
• Comfortable and knowledgeable dealing with tax, legal, and financial terms and issues;
• Takes genuine pleasure in people and shows interest in their lives and charitable aspirations;
• Ability to make “cold calls” on donors and prospective donors;
• Ability to inspire confidence and trust with donors and prospective donors, as well as commitment to the mission of Baycrest;
• Excellent written and oral communication skills; ability to speak in public;
• Excellent time management skills;
• Mature judgment and sensitivity in working with middle to high-net worth donors, their families, and advisors.

Please reply by email to fweinberger@baycrest.org before May 15, 2008

For additional information on Baycrest please visit www.baycrest.org