Coordinator, Legacy Giving
Canada has one of the highest rates of multiple sclerosis in the world, making MS Canada’s disease. The MS Society of Canada is the country’s leading MS advocate, funding leading research in MS and programs & services that help people live well with the disease.
Reporting to the Development Officer, Major Gifts, the Coordinator, Legacy Giving manages the day-to-day administration of the MSSOC’s legacy giving program. Responsible for estate and bequest administration, the Coordinator also coordinates and assists in the planning and execution of legacy giving marketing activities, communications, and stewardship. The Coordinator also provides support to Leadership Giving colleagues across the country on legacy giving.as it pertains to legacy giving.
Knowledge of estate administration is required, along with the ability to effectively, clearly, and tactfully communicate both technical and sensitive information to a wide range of people including donors, bereaved family members, professional advisors, lawyers, and colleagues.
Estate and Bequest Administration
- Receive, review, and respond to all correspondence related to estate and bequest administration
- File all estate documentation in an accurate and timely manner
- Enter all activities and interactions in the Society’s donor database (Salesforce)
- Work closely with the Finance department to oversee the efficient processing of releases, distributions, tax receipts and other estate documents; Advise the Finance department on the direction of all bequests and related revenue
- Monitor status of open estates through review and communication with estate executors and solicitors
- Liaise and build relationships with professional advisors and experts for counsel to resolve complex estate situations as required
- Coordinate with the Development Officer, Major Gifts and the National AVP, Philanthropy and Campaign to plan, budget, and project legacy giving revenue and expenses
Legacy Giving Marketing
- With the direction of the Development Officer, Major Gifts, create, plan, and execute marketing strategies to identify and cultivate legacy donors
- Work closely with the Direct Response team to integrate legacy giving materials into the direct mail program
- Collaborate with the Marketing and Communications team to market and promote the legacy giving program through MSSOC publications and external advertising
- Liaise with external consultants and vendors to prepare and implement marketing campaigns
Legacy Giving Communications and Stewardship
- Create and implement donor communication documents and strategies
- Track and report legacy giving communication activities
- Respond to donor inquiries through mailings, telephone calls, and emails as appropriate
- Record, maintain, and update donor records in database including contact with donors, mail and email correspondence, and event participation
- Assist in identifying and cultivating legacy giving prospects
- Develop and implement stewardship plans and strategies for legacy giving donors and prospects
- Support stewardship of legacy giving donors and prospects through mailings, telephone calls, emails, and in person meetings and events
Leadership Giving Program Support
- Plan and participate in donor and prospecting events and activities
- Support the Specialist, Prospect Research and Donor Database in the identification and qualification of legacy giving donors and prospects
- Support Leadership Giving colleagues in preparing legacy giving materials and information packages for donor meetings and events
- Support the Leadership Team to process Leadership and Campaign donor gifts
- Monitor developing trends in legacy giving
- Track expenses and coordinate payment for all legacy giving activities
- Additional tasks as required and requested
- College diploma or university degree with a least 2 years of demonstrated professional experience in fundraising, legacy giving, and estate administration, or the equivalent education & experience
- Knowledge of charitable estate administration including bequests, gifts of life insurance, annuities, and RRSPs/RRIFs is required
- Experience with Salesforce an asset
- Experience in a national charity an asset
- Knowledge of privacy legislation and ability to conduct business in accordance with the CFRE/AFP/CAGP code of ethics
- Strong interpersonal skills, with an ability to build excellent working relationships with donors, colleagues, advisors, and vendors to achieve goals
- Exceptional customer service focus
- Displays sound judgement, sensitivity, confidentiality, tact, and discretion
- Highly organized with exceptional administrative skills, with the ability to work under pressure to meet deadlines
- Ability to work autonomously and as a member of a team in a fast-paced, high volume, and professional environment
- Excellent written and verbal communications skills, with an emphasis on the ability to clearly and tactfully communicate sensitive and technical information.
- Excellent working knowledge of Microsoft Office, including Word, Excel, PowerPoint and Outlook
- Accuracy and attention to detail
- Flexible, results and detail oriented
- Additional hours of work, including evenings and weekends, may be required on occasion, due to the nature of the position.
Location: Toronto, ON
We are working on a world free of MS, where improving people’s quality of life is a part of our everyday life. If you too are passionate about our mission, we invite your expression of interest and resume submission to:
Development officer, Major Gifts
Multiple Sclerosis Society of Canada
Application Deadline: March 15, 2019
Applications will be reviewed during the posting period. Candidates can be contacted prior to the application deadline.
- Applicants must include a cover letter and state salary expectations within their application in order to be considered
- Applicants must be legally entitled to work in Canada to be considered for this position
The MS Society has a bold vision for the future. We have a team of dedicated professionals who share a common goal to end MS and to improve the lives of those affected by MS. We strive to be an employer of choice and provide a working environment that values diversity, team work, and professional development.
The MS Society of Canada embraces diversity and encourages all qualified applicants to apply. We are committed to accommodating applicants’ needs in accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Ontario Human Rights Code throughout the selection process. Please contact firstname.lastname@example.org should you need accommodation.
More information about the MS Society is available at www.mssociety.ca.