Posted On: 2018-08-10
Closing On: 2018-08-31
Location: Toronto
Effective: To be confirmed
Employment Type: Full-Time
Level: Senior

Job Description

Senior Development Officer - Planned Giving

Toronto, Ontario

The Nature Conservancy of Canada (NCC) is the nation’s leading not-for-profit, private land conservation organization, working to protect our most important natural areas and the species they sustain. Since 1962 NCC and its supporters have protected 2.8 million acres (more than 1.1 million hectares) of ecologically significant land across Canada. NCC takes a collaborative, science-based approach to achieve conservation success for the sake of nature and Canadians. With a national office in Toronto and seven regional offices across the country, NCC delivers results you can walk on.

This is an exciting opportunity to join a leading, innovative and ever growing organization in the non-for-profit sector. The position will focus on the building and strengthening of long-term relationships with NCC’s individual supporters and prospects and solicitation of planned and major gifts as applicable.

The successful candidate will work closely with the Director, Planned Giving to design and implement fundraising, communication and marketing strategies to achieve the Planned Giving program annual goals and the Landmark Campaign goal of $75M in confirmed bequests gifts.

The growth of the Planned Giving program is a priority for the organization and we are seeking a charismatic, relationship-building individual who is interested in the opportunity to grow with the role.


Purpose and General Description

The Senior Development Officer is responsible for the development and execution of an integrated and long-range cultivation, solicitation and stewardship plan of current and prospective donors across Canada.

The incumbent will focus on building philanthropic relationships with individuals and facilitating the decision process of making a planned gift. The candidate should expect to spend most of her/his time on the phone and out of the office at face-to-face meetings with prospective donors and should be willing to travel.

The candidate will be a self-directed, self-motivated individual with proven, exceptional interpersonal and communication skills and the ability to work effectively with people from all walks of life and range of ages. The incumbent must have an excellent proven record of donor relationship building, cultivation and solicitation of planned gifts.

The incumbent will be part of the National Development and Marketing department and will be a member of the Planned Giving team. In this role, the Senior Officer will work with the team to identify and implement strategies and tactics to grow the number of planned giving donors across the country.


Key Responsibilities:

  • In consultation with the Director, develop and execute strategic plans for engaging planned giving donors and prospects through visits, calls, events to achieve the highest level of support from all donors across Canada, through confirmed estate gifts and current or deferred complex types of gifts;

  • Manage a portfolio of 150-200 prospects and donors with one third of each in cultivation, solicitation and stewardship at any given time;

  • Provide a timely, thoughtful and professional response to all inquiries received by phone, direct mail, emails, and surveys. Develop a follow-up plan, implement relationship management strategies and timetables for both prospects and donors;

  • Contribute to an increased revenue and generate a higher conversion of current planned giving prospects to Nature Legacy Society members;

  • Support the Director in the development of ongoing and new marketing strategies. Work in collaboration with the Marketing and Direct Response teams to research ideas, opportunities to promote planned giving and to identify new prospects.

  • Collaborate with National and Regional development staff and other NCC staff in developing funding proposals, gift agreements, and provide support on planning complex estate gifts;

  • Provide support and expertise in the management of estate files to guarantee the receipt of the due amount of funds in a timely matter;

  • Working with the other members of the team to ensure the maintenance of the Raiser’s Edge database for assigned prospects and donors including records inputting, updating, reporting and moves management actions tracking;

  • Support the execution of Planned Giving events and attend other major donors and campaign events. Cultivate and steward relationships with the attendees;

  • Support the development of new strategies for the ongoing stewardship and recognition of the members of the Nature Legacy Society and the recognition of realized estate gifts;

  • Keep current on all planned giving vehicles, pertaining to laws and new rulings and build effective relationships with professional advisors in the financial and legal sectors;

  • Contribute to the development and the execution of a strategy to engage professional advisors in the sector;

  • Effectively communicate NCC’s vision and conservation plans across Canada and the donor impact through storytelling


Required Experience and Competencies

  • University education or equivalent;

  • Minimum of five years of fundraising experience, preferably in planned giving or major gifts;

  • Proven exceptional donor relations experience and solid understanding of best practices in cultivation, closing, acknowledgement, recognition and stewardship;

  • Experience and knowledge of planned giving programs and types of current/deferred gifts of assets and related vehicles;

  • Exceptional active listening skills and excellent attention to detail;

  • Excellent communication skills, oral and written, with the ability to effectively persuade and inspire others to support NCC’s work;

  • Ability to work independently, communicate at all levels with confidence and exercise sound judgment, tact and confidentiality in relation to donors and the general public;

  • Proven ability to develop annual plans, set priorities, use planning and analytical skills, complete work with minimal supervision and meet deadlines;

  • Ability to work in a fast paced environment, prioritize and multi task;

  • Experience and knowledge of planned giving programs and vehicles or a strong interest in learning and professional development;

  • Strong interpersonal skills and team player;

  • Experience in use of Raiser’s Edge or other CRM software and general proficiency in the use of MS Office software;

  • French language an asset;

  • Valid driver’s licence.


To apply:

If you have a keen interest in nature, a passion for building relationships and promoting planned giving, please forward your cover letter, resume and salary expectations indicating “Senior Development Officer – Planned Giving” in the subject line to the Nature Conservancy of Canada via e-mail: by August 31st, 2018.

We appreciate all interest but regret that we will only be able to respond to candidates chosen for an interview.