Posted On: 2018-04-27
Closing On: 2018-05-18
Location: Mississauga, ON
Effective: June 1,2018
Website: trilliumgiving.ca
Employment Type: Full-Time

Job Description

 

Position Title:               Development Officer, Planned Giving

Reports To:                   Director, Campaign

Work Location:            Primarily based out of Trillium Health Partners Foundation’s office at 89 Queensway W., with some work executed across all three sites of Trillium Health Partners: Credit Valley                                                                                        Hospital, Mississauga Hospital, and Queensway Health Centre

 

Trillium Health Partners is the largest community-based academic health network in Ontario serving over 1.5 million residents of the communities of Mississauga, Peel Region, and west Toronto.  The hospital encompasses three main sites – the Credit Valley Hospital, Mississauga Hospital, and Queensway Health Centre – offering a full range of acute care hospital services, as well as being the designated regional care centre for several programs including paediatrics, cardiac, renal, and cancer care.  

Working with donors, Trillium Health Partners Foundation (THPF) raises the critical funds needed to address the highest priority needs of Trillium Health Partners, specifically in the areas of building and revitalizing patient spaces; equipment and technology; and research, education, and innovation.

Our Foundation was formed in 2013 through the voluntary amalgamation of two exceptional foundations: the Credit Valley Hospital Foundation and Trillium Health Centre Foundation. Raising more than $38 million a year, Trillium Health Partners Foundation is now strategically poised to drive further success as one of the highest performing hospital foundations in the country, in the service of enabling our hospital group to continue to redefine health care as a provincial and national leader.

Together, our team works toward inspiring our community to invest in a new kind of health care for a healthier community, while embodying the values of our team-created ‘ICARE’ philosophy: Inspiration, Courage, Accountability, Respect, and Excellence.

 

The Position – Overview

 

The Development Officer, Planned Giving role is a full-time position within the Philanthropy business unit of the organization. Reporting to the Director, Campaign, the Development Officer will focus on the identification, cultivation, solicitation and stewardship of individual prospects with the capacity and interest in planned giving, while also seeking our current giving opportunities with his/her donors.

With a high level of enthusiasm, the incumbent is eager to contribute to an inspiring organization that makes significant impact within our community.  The incumbent will be self-motivated and driven to succeed with an “even better if” attitude.  Inspired to contribute, and ready to work hard and learn quickly in a fast-paced environment, the individual must be passionately inspired by our mission to inspire investment in a new kind of healthcare.  The candidate will also possess a strong service orientation, and is equipped to deliver an unparalleled team experience within our Foundation and to our partners within the hospital.

The Development Officer will work closely with the Philanthropy team and will interact with many Foundation donors to deliver on a broad range of duties including:

 

Planned Giving:

 

  • Personally develop and manage a portfolio of potential planned and current giving donors in various stages of prospecting, cultivation, solicitation & stewardship.
  • Proactively identify qualified prospects for planned gifts.
  • Design and implement appropriate planned giving solicitation strategies.
  • Prepare related briefing notes and call reports, individualized solicitation proposals, presentations and other correspondence.
  • Actively promote a culture of philanthropy within the hospital of giving and grateful patient referral. 
  • Maintain accurate records; capture all relevant donor related activities in Raiser’s Edge in accordance with management policies and procedures.

 

Leadership:

 

  • Act as a champion and role model in support of the Foundation’s mission.
  • Reinforce a professional and customer service oriented culture that supports community engagement and provides the team with a work environment that is challenging and rewarding.
  • Serve as one of our team’s practice leaders in the field of planned giving, by embodying best practices and monitoring external trends to ensure that the Foundation benefits from current knowledge, resources, and tools and functionality in support of the mission.
  • Work collaboratively with other Foundation departments and model behaviour that encourages a mutually supportive team environment.
  • Lead by example to build excitement and accountability with teams members to emulate similar behaviour.

 

Stewardship:

 

  • Maintain donor engagement through diligent stewardship of planned giving donors.
  • Strategically involve members of the Foundation Executive Team, Chiefs, physicians, and the Board of Directors in relationship development and stewardship activities.

 

KEY CRITERIA

 

The ideal candidate for this role will display the following qualifications and skills:

  • 1-3 years of experience in a fundraising environment with experience in both current and planned giving.
  • Technical expertise and knowledge of planned giving vehicles, tax law and estate planning.
  • Demonstrated ability to achieve ambitious fundraising goals.
  • Professional polish, outgoing personality, and ability to build relationships easily.
  • Possesses the highest standards of personal and professional integrity.
  • Strong organizational and administrative skills.
  • Eager to take on tasks and challenges and problem solve to resolution (Get it done mentality).
  • Excellent written and oral communication skills.
  • Ability to work independently and efficiently in a busy environment managing multiple varied projects.
  • Flexible and adaptable team player with excellent interpersonal skills.
  • Experience working collaboratively with internal and external stakeholders.

 

TECHNICAL SKILLS

  • Strong proficiency in Microsoft Office – PowerPoint, Excel, and Word.
  • Donor/Client database experience – Raiser’s Edge.

 

EXPERIENCE AND EDUCATION

  • University or college degree in a related discipline.
  • Certified Fund Raising Executive (CFRE) designation, or willingness to work toward is considered an asset.

 

Work Environment

  • Willingness to work flexible hours. Some after-hours work will be required.
  • Work may take place across the multiple sites of Trillium Health Partners and Trillium Health Partners Foundation. 
  • Valid driver’s license and access to a reliable vehicle is an asset.

 

APPLICATION PROCEDURE

  • Please submit your cover letter and résumé to: lindsay.murray@thp.ca   
  • For further information on Trillium Health Partners Foundation we invite you to visit our website at www.trilliumgiving.ca
  • We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.