Posted On: 2018-10-30
Closing On: 2018-11-09
Location: Toronto, ON
Employment Type: Contract
Direct report to: Director, Advancement
Reporting staff: Coordinator, Gift & Estate Planning x 1
Officer, Gift & Estate Planning x1
Sunnybrook is a premier academic health sciences centre, fully affiliated with the University of Toronto, with a vision to invent the future of health care. Our mission is to care for our patients and their families when it matters most.
From our beginnings as a hospital for Canadian veterans, Sunnybrook has flourished into a fully affiliated teaching hospital of the University of Toronto, evolving to meet the needs of our growing community. Today, with 1.2 million patient visits each year, Sunnybrook has established itself across three campuses and is home to Canada's largest trauma centre.
Our five strategic areas of focus are:
• Heart and vascular
• High risk maternal and newborn
• Image guided brain therapies
The Gift and Estate Planning Manager will support the strategic direction for the Foundation’s Gift and Estate Planning program, build internal gift planning competency and capacity, and meaningfully integrate activities across all fundraising programs.
Reporting to the Director, Advancement, the Manager will develop and implement annual and long-range plans to cultivate, solicit and steward planned giving donors and prospects. The Manager will work collaboratively with colleagues across the Foundation and be a passionate ambassador for the Gift and Estate Planning Program.
• Manages a portfolio of donors and prospects, through various cultivation, solicitation and stewardship strategies to secure confirmed expectancies and planned giving revenue
• Oversee, mentor and manage the workflow and performance of the Gift & Estate Planning Coordinator, providing positive and rewarding support, ensuring professional growth and on-going learning
• Manage assigned budget, prioritize resources; operate within allocated funds, budget constraints, established guidelines and Foundation policy, notifying director of variances and adjusting strategies as required
• Define, create, review and implement processes
• Engage and work with volunteers, donors, Hospital stakeholders and senior staff to ensure successful achievement of activity and revenue goals
• Lead the business planning process for the Gift and Estate Planning Program
• Provide direction and collaborate with the appropriate Foundation teams to ensure successful activities surrounding gift administration, prospect and donor research, marketing & communications, recognition and stewardship
• Build relationships with the professional advisor community to encourage their partnership in sharing and/or developing expertise about charitable giving methods, and to deepen their support and advocacy for Sunnybrook Foundation
• Work with the Stewardship and Donor Relations team to develop meaningful recognition and stewardship programs for gift and estate planning donors
• Oversee the design and implementation of projects that integrate gift planning with overall strategies of the Foundation
• Work closely with Advancement, Direct Marketing, and Event teams to identify and implement donor migration strategies from their portfolios to the Gift and Estate Planning Program, and vice versa;
• Work closely with Information Systems team to ensure systems are fully utilized to maximize and effectively capture, track and retrieve gift and estate planning information
• Oversee the coordination and administration of estates, from the initial notification to completion including all communication with trustees, lawyers, family members, and other professionals
• Remain abreast of best practices in the field and promote a culture of philanthropy
• Assess issues, analyze and coordinate with external parties, particularly legal counsel and other beneficiaries, including participating in settlement negotiations and mediations to resolve claims against estates
• Commit to ongoing professional development, engagement and leadership within the Estate and Gift Planning sector
Skills and abilities required:
• Proven track record soliciting and closing planned gifts as well as outright current gifts
• Demonstrated knowledge of gift transactions involving complex assets and gift vehicles: life insurance, retirement funds, charitable trusts etc.
• Working knowledge of the regulations which govern charitable giving and estate administration
• Experience leading a high-performance team of entry level fundraisers; someone who energizes and enthuse staff through a collaborative and participative leadership style
• Experience in managing and being accountable for budgets and fundraising targets
• Sound judgement and strategic thinking
• Excellent communication skills both written and oral
• Personal stability, maturity, optimism and a sense of humor
• College or university degree or equivalent
• CFRE designation is an asset
• 5-7 years of related work experience
• Membership in good standing with the Canadian Association of Gift Planners
• Completion of the Canadian Association of Gift Planning course is an asset
• Advanced knowledge of Microsoft Office software suite including Outlook or similar scheduling software
• Knowledge of Raiser’s Edge
• Customer service experience in a professional environment
Sunnybrook Foundation is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). If you require accommodations for disability during any stage of the recruitment process, please indicate this in your cover letter.
The posting closes on November 9th and resumes should be submitted to foundationHR@sunnybrook.ca.