Posted On: 2017-03-15
Closing On: 2017-04-07
Location: London, ON
Employment Type: Full-Time
London Health Sciences Foundation (LHSF) is a charity with the goal to link our community and health care experts together in pursuit of medical excellence at London Health Sciences Centre (LHSC).
Our Mission: To inspire investment in excellence at London Health Sciences Centre
Our Vision: To meet the needs of London Health Sciences Centre by revolutionizing the response of our communities to health care philanthropy
Our Values: Trust Respect Focus Collaboration Accountability
London Health Sciences Foundation (LHSF) is looking for a Planned Giving Officer who will play an important role in contributing to the growth and ongoing success of London Health Sciences Foundation's strategy to achieve its mission and strategic goals.
Reporting to the Manager, Planned and Memorial Giving, the Planned Giving Officer will focus mainly on the solicitation of planned gifts from individuals, memorial gifts through funeral homes, and major gifts where they relate to planned giving strategies. The key focus of the role is identification, cultivation, solicitation and stewardship of planned giving donors and prospects as well as building relationships with ambassadors in the community including professional advisors, volunteers and funeral home staff. There will also be shared responsibility with the Manager of Planned Giving in maintaining and adjudicating the active estates under administration within the Foundation.
The successful candidate will be a skilled and engaging relationship-builder, intuitive and driven, who enjoys closing gifts and feels comfortable dealing with professional advisors in a confident and professional manner. This individual will exude confidence, credibility and professionalism with prospects, donors, volunteers, staff and advisors, especially when working on complex gifting strategies. The incumbent will have proven experience in the art and science of planned gift fundraising, possessing a clear understanding of the various planned giving vehicles available and how to determine the best fit for prospects and donors based on their tax and philanthropic motivations. The successful candidate will be enthusiastic and passionate, inspiring others to make LHSC/LHSF the charity of choice for this region. The Foundation is looking for someone who is dedicated to building upon a strong existing planned giving program to secure a solid growth trajectory for the future. The successful candidate will be business-minded and detail-oriented, with a genuine yet determined temperament, a virtue required to follow through on donor discussions, promises and outstanding solicitations.
The Planned Giving Officer will be responsible for managing a portfolio of prospects and donors, accounting for approximately 70 percent of the role. The duties include identification, assessment, cultivation, solicitation and personalized stewardship of planned giving donors, executed with tact, sensitivity, professionalism and confidence. The Officer will execute and/or oversee various cultivation/stewardship events/activities and administration of the active estate and insurance portfolios. The Planned Giving Officer will support the program's marketing/communications and donor relations/stewardship activities in collaboration with appropriate staff.
The Planned Giving Officer will act as an internal resource, most specifically for the Development Team as well as professional advisors, to design customized and complex planned gifts for donors and prospects utilizing tax, estate and financial planning concepts to maximize benefit and achieve the philanthropic goals of all stakeholders. The Office will ensure data integrity of donor database and maintain timely and accurate activity reports. Liaise with Donor Relations and Stewardship staff to ensure that donors are provided with appropriate recognition and stewardship as well as the Planned Giving staff to ensure that gift fundraising is coordinated with their initiatives. The Officer will partner with Marketing and Communications staff to develop proposals and stewardship reports.
- Successful completion of post-secondary diploma or degree in a related field, or equivalent related work experience
- Certified Fund Raising Executive (CFRE) preferred
- Minimum three (3) years recent related experience with proven ability in cultivating and soliciting planned gifts
- Current member in good standing or willingness to join the Canadian Association of Gift Planners (CAGP)
- Trust and Estate Practitioner (TEP) designation or other Estate and Trust designation preferred
- Computer experience and proficiency with Email, Internet Explorer, Microsoft Word, PowerPoint and Excel. Working knowledge of Raiser’s Edge or other donor database management systems preferred
- Working knowledge of tax legislation relating to planned gifts
- Understanding of various planned giving vehicles and how they can be applied most effectively by prospects and donors
- Expertise and experience in estate and trust administration
- High energy and enthusiasm, with a drive to close expectancies and attain financial and program goals within prescribed timelines
- Comfort, empathy and tact in dealing with delicate and confidential situations and with external parties including bereaved families, Estate Executors, Lawyers and other Allied Professionals
- Excellent planning and organizational skills
- Proven ability to exercise good judgment, diplomacy and confidentiality
- Knowledge of basic theory and principles of fund development
- Excellent interpersonal and communication skills, both written and verbal, and the ability to interact effectively with all levels of the organization
- Comfortable soliciting both planned and current gifts, possessing the ability to recognize opportunities that could magnify donor commitment when appropriate
- Self-motivated, resourceful and able to work independently to meet goals
- Excellent people/relationship management skills
- Previous experience in volunteer management
- Basic understanding of healthcare delivery system in Ontario
- Able to work harmoniously with a staff team
- Willingness to maintain memberships/attend training opportunities through appropriate professional organizations to ensure expertise remains current
- Willingness to travel and attend social/business functions as required
- Ability to act as an Ambassador throughout the Community, positively representing the Hospital and the Foundation
- Work as a team player promoting a positive and professional work environment and conduct role with integrity and respect
- Abide by the policies and procedures of LHSF and LHSC
- Operate within culture and core values of the organization
- Responsible for managing a portfolio of prospects and donors, accounting for approximately 70 percent of the role. Duties include identification, assessment, cultivation, solicitation and personalized stewardship of planned giving donors, executed with tact, sensitivity, professionalism and confidence
- The remaining duties of the role include execution and/or oversight of various cultivation/stewardship events/activities and administration of the active estate and insurance portfolios
- Support the program’s marketing/communications and donor relations/stewardship activities in collaboration with appropriate staff
- Act as an internal resource, most specifically for the Development Team as well as professional advisors, to design customized and complex planned gifts for donors and prospects utilizing tax, estate and financial planning concepts to maximize benefit and achieve the philanthropic goals of all stakeholders
- Ensure data integrity of donor database & maintain timely and accurate activity reports
To apply for this position please submit a resume and cover letter detailing your experience to Nancy Foran, Executive Assistant, firstname.lastname@example.org