Providence Healthcare Foundation is seeking an accomplished fundraising professional to join our Foundation as the inaugural Director, Major & Planned Gifts. Reporting to the Foundation’s President and CEO, the Director, Major & Planned Gifts will supervise the Major Gifts Assistant and Leadership Giving Manager, and work closely with a highly collaborative and effective Foundation team to elevate revenues and donor engagement. The ideal candidate will build a dynamic major and planned gifts program to support the swift and growing demand for restorative healthcare services for an aging population.
As a pivotal member of the Hospital’s Leadership Forum and Senior Management Operations Group, the new incumbent will ensure fundraising alignment with operational goals of Providence Healthcare. This is an exciting time to join Providence, as the Director, Major & Planned Gifts will have the opportunity to play a key role in developing and implementing the Foundation’s next aspirational campaign from the ground up, with the ability to influence the planning and fundraising model of the future.
About Providence Healthcare
Providence Healthcare dates back to 1857 when the Sisters of Joseph of Toronto founded the original House of Providence in downtown Toronto as a refuge for the elderly and the homeless. Today, Providence Healthcare is located in east Toronto near the Warden Subway station, and is a leader in providing rehabilitation, palliative and long-term care and community programs. We offer both inpatient and outpatient programs, with a special focus on rehabilitation for stroke and neurological conditions, hip fractures, lower limb amputations, and geriatric conditions associated with aging. The people who come to us have faced despair and need our help to find hope again. We work with them to set personal goals and then we help them to achieve them. It’s all about celebrating the strength of the human spirit.
Our Ambulatory Services and Clinics promote ongoing recovery, healthy living, and sustained well-being to people in the GTA and beyond. Our Hospital also offers palliative care, helping people approaching the end of life by providing state-of-the-art care in a supportive environment. Our long-term care facility, the Cardinal Ambrozic Houses of Providence, is home to 288 residents. With a focus on quality of life and best practices, the Houses provide the highest standards of comfort, care and safety. Our Adult Day Program serves those with moderate to severe dementia. In addition we provide families and the general community with individual and group support as well as education resources through our Scotiabank Learning Centre.
Our Shared Purpose
On August 1, 2017, Providence Healthcare joined St. Joseph’s Health Centre and St. Michael’s Hospital to operate under one corporate entity. Together, our three organizations form a Network to serve patients, residents and clients across the spectrum, spanning primary care, secondary community care, and tertiary and quaternary care services to post-acute through rehabilitation, palliative care and long-term care, while investing in world-class research and education. For more information, visit www.oursharedpurpose.com
- Dr. Tim Rutledge is the new President and CEO of our health Network.
- Tom Woods is the Chair of the Network Board of Directors.
- Our legacy of care spans 160 years.
- Providence Hospital has 245 beds, and admitted 3,489 inpatients in 2016/17.
- More than 5,000 people are served annually through our Hospital’s inpatient and outpatient programs with more than 32,000 client visits to our Outpatient Clinics and Ambulatory Services.
- Providence is home to 288 residents (360 individuals annually) in long-term care.
- Providence is one of East Toronto’s largest employers, with over 1,200 employees, physicians and volunteers.
- The facility is over 600,000 square feet, on 21 acres.
Providence Healthcare, a Catholic healthcare organization, is inspired by the legacy of the Sisters of St. Joseph of Toronto to be a welcoming community of compassion, hope and healing. We provide rehabilitation, palliative care, long-term care, and community programs.
We will extend our community of expert care beyond our walls. We will give the people we care for the knowledge and confidence to stay healthy and safe at home, for as long as possible.
- Sanctity of Life: Every life is a sacred gift that has meaning and value.
- Human Dignity: Everyone has intrinsic value and is worthy of respect.
- Compassionate Service: The needs of every person should be attended to with thoughtfulness, understanding and sensitivity.
- Community: People of diverse backgrounds gather together with a shared purpose and support each other in hope and celebration.
- Social Justice: Each person is treated in a fair and equitable manner, according to one's needs.
- Social Responsibility: Accountability is demonstrated by the prudent use of the resources given to us in trust.
About Providence Healthcare Foundation
Since 1987, Providence Healthcare Foundation has been working with generous donors and the community-at-large to raise essential funds for Providence Healthcare. Our Foundation employs thirteen enthusiastic, professional staff raising $5 million annually. We offer a professionally challenging environment where creativity, initiative, personal commitment and the spirit of teamwork are valued and expressed daily. Work is performed within a fast-paced environment with an intense, yet motivating workload.
The Foundation team collectively drives fundraising and donor relations activities to support various priority areas as defined by the Network, including the purchase of equipment, renovations, new facilities, programs and education priorities. The ‘Silver Tsunami’ is an inescapable reality – the number of Canadians over the age of 65 is expected to double over the next 20 years. Providence Healthcare anticipates a vast increase in demand which can only be met by enhanced, strategic investment by the public and private sectors into the specialized care and services that only Providence can provide.
We are well known in the community for our signature events. Now in its 25th year, the Silver Ball will once again delight more than 800 guests (raising $1.25 million net); the 17th annual Cuisine & Cuvée hosted more than 1,000 guests (raising $250,000 net), and the Ken and Nancy Shaw Providence Golf Classic celebrated its 25th anniversary (raising $250,000 (net). Annual fundraising programs such as ‘Women in Philanthropy for Providence’ and ‘Men Advancing Philanthropy for Providence’; bi-annual direct mail appeals; third-party events; tribute program; family fundraising and staff campaigns all contribute to the Foundations’ success.
Providence Healthcare Foundation became one of the few Canadian charities to achieve prestigious accreditation from Imagine Canada’s Standards Program on October 31, 2017. With over 85,000 charities in Canada, fewer than 3% have been recognized with this gold standard for operational excellence.
Hope Starts Here Capital Campaign
The Foundation is in the home stretch of a $16 million capital campaign, Hope Starts Here which launched in 2014 to Transform the Future of Care at Providence To date, we have raised $13.3 million. The three campaign priorities include:
Transformation by Design
A new model of patient flow and care is transforming physical spaces in the Hospital to support Providence’s philosophy of “rehab, everywhere, always, one patient at a time”. This approach is improving patient outcomes and prepares patients to return home safely and sooner, while creating capacity within Providence and the healthcare system. Thanks to donor support, six new in-patient units opened in June 2014.
Palliative Care Redefined
An extensive remodelling of two Hospital floors was completed in October 2016 to create the new Palliative Care Centre -- a home-like, integrated environment which includes a living room, children’s play area, laundry facilities, kitchenettes, overnight suites and a business centre with office amenities. The new centre has revolutionized how palliative care is provided; allowing patients and their families to celebrate a life well lived in a supported, tranquil environment.
The growing acuity of the people we serve has positioned Providence Healthcare as a leader in rehabilitation and palliative care. A significant investment is needed to advance the way Providence staff learn and transfer knowledge in order maintain our gold standard of care. A new Knowledge Centre will help us meet this goal; it will be comprised of a library, computer labs, learning and development spaces that will encourage learning and innovation amongst our 1,200 staff, 350 volunteers and 200 students.
News, Media and Publications:
Board of Directors, Honorary Board Council and Foundation Team:
Audited Financial Statements:
The Ideal Candidate
Poised, professional and confident, the Director, Major & Planned Gifts will be an early sprinter with a proven track record of securing major gifts and previous experience working on or leading capital campaigns.
The ideal candidate will possess exceptional organizational skills, paying high attention to detail while juggling multiple initiatives. Disciplined and accountable, the successful candidate will stay results-focused, and will appreciate that sound strategy and rigorous process leads to success in actively closing gifts.
The successful incumbent will thrive in a fast-paced, team environment, being highly collaborative and partnership oriented. Practiced at recruiting and managing campaign cabinet members, the Director, Major & Planned Gifts will have the unique ability to motivate volunteers and prospective donors to invest time, talent and treasure.
A talented communicator, the ideal candidate will channel an in-depth knowledge and belief in our mission by ardently articulating and demonstrating the need to donors and prospective donors in face to face meetings, presentations and written materials.
The Director, Major & Planned Gits will build a robust call culture, employing metrics and moves management techniques to track and secure six and seven figure gifts from high net worth individuals, foundations and corporations. An innovative and strategic thinker, the successful candidate will create opportunities and chart new territory in the area of planned giving, inspiring donors, volunteers and staff to leave a legacy to Providence Healthcare Foundation.
Passionate about our role in advancing healthcare for an aging population, the successful candidate will embrace our values and become an integral member of our welcoming community of compassion, hope and healing.
Major Gift & Campaign Fundraising (75%)
- Develops, creates and manages the annual development plan and budget for Major Gifts and Campaign(s) and manages portfolios.
- Takes the lead on Campaign feasibility studies, collateral materials, naming opportunities, proposals and donor cultivation initiatives.
- Works with the President and CEO and Hospital leadership to development a campaign case for support.
- Leads and plans major giving initiatives, including recruiting ambassadors and campaign cabinet members, motivating volunteers, soliciting major gifts, monitoring donation commitments and reporting to the Board and/or Committees.
- Develops, researches and strategizes approach plan for each qualified major/campaign gift prospect ($100,000 to $1 million+), identifying the most appropriate Executive Volunteer to make the ‘ask’ (leading solicitations when appropriate).
- Applies a moves management model and tracks prospect and donor activity in Raiser’s Edge. Generates reports to monitor activity and next steps.
- Researches and prioritizes the maximum giving potential/opportunity for each donor (including annual gifts, sponsorship opportunities, major and planned gifts).
- Reviews monthly gift reports and mines database to identify and maintain a list of the top 25-50 major gift prospects, with a personal solicitation success ratio goal of 1:3 confirmed major gifts annually.
- Plans and executes major donor/prospect cultivation events, i.e., Share the Vision dinners, Executive Roundtables, tours, etc.
- Creates/develops and/or oversees the development of customized major gift proposals and solicitation materials for all prospects, including those identified by the Executive Volunteers.
- Acts as lead staff liaison with a campaign/major gift Committee(s), managing and monitoring their individual prospects and offering advice, counsel, motivation and support for their fundraising efforts.
- Sets and manages annual Committee Meeting schedule and goals, working closely with the President & CEO and Committee Chair(s) to create meeting agendas, facilitate meetings and orchestrate activities on behalf of the committee.
- Ensures all major gift donor tax receipts are issued appropriately and timely, following CRA guidelines based on gift method.
- Develops all appropriate policies and procedures for major gift/Campaign fundraising.
- Sets and manages annual metrics and indicators for the major gift/Campaign portfolios.
- Works closely with the annual fund team to identify existing annual donors with potential to be upgraded to major gift or planned gift levels, or vice versa major gifts donors who could support annual events/programs, and actively cultivate these identified donors to increased giving levels.
Planned Giving (15%)
- Develops and maintains an annual Business Plan for the Planned Giving portfolio, with expense and revenue budgets.
- Acts as the main staff contact for the Planned Giving Advisory Group; drafts and edits correspondence, agendas and analytical reports.
- Identifies, researches and qualifies gift planning prospects with the Planned Giving Committee and conducts prospect co-ordination for donor solicitation;
- Develops customized giving options for prospective donors, financial and estate planners.
- Manages specific development related tasks in reference to planned gifts – assists donors, Lawyers,
- Accountants, Trust Officers, Financial Planners and insurance agents by providing general planned giving information.
- Analyzes legal documentation for direct response or escalation to the President.
- Assists donors and their advisors in developing appropriate wording for their wills for bequests to Providence Healthcare, when appropriate.
- Generates donor/prospect solicitation materials and correspondence.
- Reviews submissions for compliance with CCRA criteria.
- Organizes seminars for prospective donors, financial, estate planners and the public.
- Provides Lawyers, Accountants, Trust Officers, Life Underwriters, Financial Planners and other professionals with information, as requested.
- Maintains/monitors files and records of planned gifts, particularly all known deferred gifts (expectancies).
- Researches and identifies relevant grant opportunities from charitable Foundations for Providence Healthcare.
- Works in conjunction with appropriate Providence Healthcare staff to write and/or facilitate writing of all grant submissions.
- Acts as the staff lead on follow-up and stewardship, building face-to-face relationships, as appropriate with granting bodies and staff involved in grant requests.
General Duties (5%)
- Acts as a member of Providence Healthcare’s Leadership Forum group and participates in Providence Healthcare’s Leadership Development training.
- Acts as the Chief Legal, Regulatory & Privacy Officer for the Foundation, involving:
- Overseeing all ongoing activities related to the development, implementation and maintenance of Providence Healthcare Foundation’s privacy policies;
- Handling all privacy issues;
- Acting as the main staff point of contact for any Foundation legal and regulatory issues, and/or donor privacy issues or complaints;
- Liaising with Providence Healthcare’s Quality Improvement Manager and/or Director, Process Improvement, if/when needed, as privacy and/or legal issues arise; reviewing and assessing contracts ($10,000 and above).
Qualifications and Experience
- Proven track record soliciting, closing and stewarding gifts and sponsorships of $100,000+ from individuals, foundations and corporations.
- Moves Management expertise and experience managing a personal portfolio. Knowledge and understanding of major and planned giving vehicles.
- Excellent knowledge and understanding of major gift and donor recognition strategies.
- Demonstrated success leading, coaching and motivating Hospital/program/academic staff and volunteer fundraising committees.
- Experience building personalized donor recognition and stewardship strategies.
- Experience creating and monitoring annual business plans and budgets.
- Demonstrated organizational skills and ability to manage projects within established timelines. Superb attention to detail and ability to meet deadlines.
- Superior verbal and written communication skills and experience developing donor communications materials.
- Ability to handle personal information with utmost sensitivity, confidentiality, tact and diplomacy.
- Strong team player who is also able to work independently and exercise sound judgment, confidentiality, tact and diplomacy with all stakeholders.
- Exhibits patience, maturity, flexibility, and respect with colleagues, volunteers, and donors.
- Understands the working schedule of non-profits and flexibility of hours required.
- Exemplifies the highest degree of ethical standards and professional conduct and operates with integrity.
- Possesses a working knowledge of Microsoft Word, Excel and PowerPoint and Raiser’s Edge or other similar CRM database.
- A CFRE designation is considered an asset but is not required; we encourage our staff to achieve and maintain the CFRE designation.
For more Information
KCI (Ketchum Canada Inc.) has been retained to conduct this search on behalf of Providence Healthcare Foundation. Interested candidates are invited to send a resume and letter of interest to Anita Nielsen, Senior Search Consultant via email address at PHF@kciphilanthropy.com by August 13, 2018.
Submissions will be reviewed on an ongoing basis, and therefore early submission is encouraged.
All inquiries, applications, and nominations will be held in strict confidence.