Posted On: 2020-09-14
Closing On: 2020-10-09
Location: St.Catharines, ON
Effective: ASAP
Employment Type: Full-Time
Level: Intermediate

Job Description

A Day in the Life…

Reporting to the Director, Development and Stewardship the Major Gifts Officer, Planned Giving will develop and implement plans for securing major gifts and deferred gifts from donors through estate planning and other types of gifts. The incumbent will successfully meet and exceed their annual and multi-year fundraising goals, while serving as a key member of the integrated University Advancement and External Relations team and working to deliver exceptional results for the University.

This Major Gifts Officer’s will be responsible for the Planned Giving portfolio. Key accountabilities will include:

  • Development and achievement of annual performance, fundraising, and professional development goals.
  • Actively build and manage a portfolio of legacy donors and prospects.
  • Ability to cultivate relationships with qualified prospective donors and professional advisors to increase, solicit, and close charitable gifts to the University. Also, effectively interact and maintain relationships with existing donors, community leaders, and representatives from non-profit organizations.
  • Maintain relationships with existing donors.
  • Knowledge of estate planning, including wills, trusts and estate and gift tax laws, deferred giving vehicles and tax laws related to charitable giving.
  • Knowledge of legal recordkeeping requirements for fundraising and documenting donations.
  • Develop and implement plans for securing major gifts and deferred gifts from donors through estate planning and other types of gifts.
  • Manage planned gift administration and associated activities and develops “Best Practices.”
  • Manage and implement an action plan for increasing new funds and planned gifts through targeted mailings, seminars, stewardship and related activities.
  • Meet with donors and financial planners and answering inquiries.
  • Assist development staff to develop planned giving as a critical component of a strategic fundraising plan.
  • Liaise with the prospect research team to develop briefing materials to individuals attending donor meetings;
  • In collaboration with Director of Development, identify opportunities for the President and Vice-Chancellor, the Associate Vice-President Advancement and External Relations, the Provost, Deans and other University representatives to participate in development activities.
  • Ensure that proper recognition and stewardship practices are implemented based on the level of donation and gift direction.
  • Document information related to prospects and donors in Raiser’s Edge database.

What you need to succeed…

  • An undergraduate degree in a relevant discipline.
  • Minimum 3 - 5 years of major gift, planned giving experience (preferably in an educational institution) with a successful track record in building the Planned Giving portfolio.
  • Knowledge, experience, and skill in Planned Giving/Development.
  • Comprehensive understanding of Planned Giving principles and strategies.
  • Thorough understanding of University-level education and the philanthropic environment in Ontario, Canada, and internationally.
  • Highly developed written and oral communication skills as well as face-to-face relationship building skills.
  • Experience with Raiser’s Edge NXT database or a similar fundraising database.
  • The ability to work effectively in an environment with sensitive and confidential information and situations.
  • Strong research, judgement, creative, analytical, and problem solving skills.
  • Valid Ontario driver’s license.


Preferred Asset/Skills:

  • Certified Fund Raising Executive (CFRE) certification.
  • Completion of the CAGP-ACPDP’s Advanced Canadian Gift Planning course.


Salary and Benefit Information

  • Job Level M, Min  $60,767 - Max $75,000.
  • This position has full comprehensive benefits coverage including tuition waiver.



Due to the impact of COVID-19, successful candidates will be offered to work remotely at this time. The successful incumbents will have the option to maintain a working remotely arrangement at the discretion of the Director, Development and Stewardship once we return to campus.


Brock University is actively committed to diversity and the principles of Employment Equity and invites applications from all qualified candidates. Women, Indigenous peoples, members of visible minorities, and people with disabilities are encouraged to apply. We will accommodate the needs of the applicants and the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA) throughout all stages of the selection process, as outlined in the Employee Accommodation Policy Please advise:  to ensure your accessibility needs are accommodated through this process. Information received relating to accommodation measures will be addressed confidentially.


It is Brock University’s policy to give consideration to qualified internal applicants.


We appreciate all applications received; however, only candidates selected for an interview will be contacted.  

As a result of Brock University’s current remote operational model, interviews at this time will be conducted virtually.


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