DIRECTOR, LEGACY GIVING

Toronto / Toronto

Due to COVID-19 Guidelines, this role involves remote / work from home with a requirement for a minimum of two (2) days per week working in the office and may be subject to change as the organization works through its hybrid workforce plan, and/or changing needs of the Foundation. We care about our team and community, and are closely monitoring the evolving situation. CAMH Foundation will continue to make the health and safety of our team a top priority.

ABOUT CAMH FOUNDATION

Hi! I’m Anne-Marie Newton. I’ve spent the last year with CAMH Foundation watching the organization and the cause grow significantly. I am driven by working for a meaningful cause, with an exceptional team, and doing the job I love.

I believe the key to an excellent Director, Legacy Giving is not just the technical skills but the knowledge of the organization’s business, asking the right questions, listening to the answers and believing in the organization’s mission.

I invite you to join me for a conversation about your interest in CAMH, have the chance to meet members of our incredible team, and tell me more about how your career aspirations align with our bold journey to create a world where mental health is health.

The Centre for Addiction and Mental Health (CAMH) is Canada’s largest mental health teaching hospital and one of the world’s leading research centres in its field. With a dedicated staff of more than 3,000 physicians, clinicians, researchers, educators and support staff, CAMH offers outstanding clinical care to more than 34,000 patients each year. The organization conducts ground-breaking research, provides expert training to health care professionals and scientists, develops innovative health promotion and prevention strategies, and advocates on public policy issues at all levels of government.

CAMH Foundation is charged with raising and stewarding funds in support of CAMH. Its role is to help transform the way we understand and address mental illness by raising awareness and increasing engagement across the country. Generous and dedicated supporters help CAMH advance discovery and innovation, build spaces that promote recovery, and break down the stigma of mental illness.

The Philanthropy Team is responsible for inspiring philanthropic support from individuals in the private sector, making up over 70% of CAMH Foundation’s annual revenue. As members of the team, we are committed to a positive and safe work environment where we support, listen and learn from each other and be accountable to our many key stakeholders.

THE OPPORTUNITY:

Reporting to the Chief Philanthropy Officer, the Director, Legacy Giving is a senior member of the Philanthropy team. As a champion of the team’s vision – inspiring philanthropy to solve the greatest mental health challenges of our time – the Director is accountable for the evolution and growth of CAMH’s gift and estate planning portfolio. The Director is responsible for identifying and cultivating Legacy prospect leads, confirming new Legacy gifts, integrating Legacy Giving strategy with relevant fundraising segments across CAMH Foundation, and for the success of annual Legacy revenue goals.

The Director is responsible for managing one Associate, Legacy Giving, providing support and coaching to ensure that all aspects of Legacy donor cultivation, solicitation and stewardship are well managed, while also ensuring that CAMH Foundation’s estate administration processes facilitate realized bequest revenue.

Working closely with CAMH’s Senior Leadership Team (including colleagues from Philanthropy, Leadership Giving, Direct & Digital Fundraising and Corporate and Community Partnerships), this role will play a key part in designing and leading clear communication and lead generation strategies across CAMH Foundation’s revenue channels. Additionally, the Director, Legacy Giving will work with senior volunteers and leaders in the wealth management field to build relationships and implement planned giving best practices for CAMH.

KEY RESPONSIBILITIES:

Fundraising Activities

• Accountable for setting aspirational annual Legacy confirmation and revenue goals that support CAMH Foundation’s strategic plan and align with charitable sector trends and best practices
• Provide leadership for the day-to-day operations of Legacy Giving portfolio, including the development of integrated donor cultivation strategies and engagement opportunities with Legacy prospects in all appropriate CAMH Foundation donor segments
• Develop and implement strategies that engage, cultivate, solicit and steward a portfolio of foundations and individual prospective donors.
• Lead strategy and execution of annual calling campaigns to qualify leads and secure new Legacy confirmations, coordinating with Director, Digital and Direct Fundraising and external vendors
• Partner with the Chief Financial Officer to manage estate administration process and associated stewardship deliverables for realized bequests.
• Develop engagement strategies with industry partners including financial advisors and giving institutions, to broaden CAMH’s Legacy donor base.
• Serve as CAMHF’s internal subject matter expert (SME) on strategic philanthropy and giving vehicles, including disseminating knowledge of best practices and emerging sector trends (eg. planned gifts, donor advised funds, gifts of securities, insurance gifts, flow-through shares).
• Engage with Legacy Giving professionals across the sector to share and implement best practices, capitalize on giving trends, ensure proactive approach for changes in tax code and serve as an advocate for CAMH in the charitable giving professional field.
• Ensure compelling and strategic fundraising materials, including marketing materials, gift agreements, sample will language, and stewardship reports, are prepared as required.
• Liaise with allied CAMH Foundation teams including Brand and Donor Engagement, Legacy Giving, Corporate and Community Partnerships, Signature Events, and Personalized Stewardship to ensure that Legacy Giving fundraising is coordinated with their initiatives.
• Liaise with Impact Communications team to marketing materials and stewardship reports.
• Liaise with Research & Prospect Management team to identify/qualify Legacy prospects.
• Working with Operations staff, document and share activity reports as required.
• Ensure accurate, professional and current Raiser’s Edge and hard-copy records, actions, and reports are maintained for donors and prospective donors under management.
• Cultivate strong professional relationships with CAMH hospital staff.

Stewardship Activities

• Contribute to the development of strategies for effective stewardship of Legacy Giving and work closely with the Personalized Stewardship team and others to execute these strategies, including the development of a Legacy Giving circle.
• Collaborate with Foundation partners to establish and deliver appropriate Legacy donor stewardship plans, ensuring gifts are handled and recognized according to Foundation policies and practices.
• Ensure appropriate development of high-quality marketing materials, proposals, letters, reports and acknowledgements for cultivation and stewardship of donors.
• Work with Gift Processing team to ensure that acknowledgements, tax receipts, invitations, and other correspondence are sent in a timely manner.

Planning & Communication

• Assist in the preparation of an annual Operating Plan, with measurable goals and strategies (including precise and practical deadlines), to maximize Legacy gifts to the organization.
• Contribute to the development and execution of strategies to support the Foundation’s fundraising, campaign and annual goals.
• Working with Operations staff, report on fundraising activities including Legacy team fundraising activity (revenue, donor calls, calling campaign data, engagement interactions), to ensure appropriate actions are recorded in the Foundation’s Raiser’s Edge database.

Leadership Responsibilities

• Actively manage an Associate, Legacy Giving to drive revenue and donor activity to support identified priorities for CAMH; work with direct reports to achieve annual professional development plans.
• Set, communicate, and measure progress and contribute to the achievement of Legacy Giving goals and Philanthropy team strategy and revenue goals.
• Clearly communicate expectations and performance metrics with Associate, Legacy Giving and hold regular check-ins to support progress towards annual goals.
• Lead team-wide Legacy Giving strategies.
• Contribute to the agenda and content for Philanthropy team meetings, in partnership with fellow members of the Philanthropy Senior Management Team.
• Serve as an active, engaged participant on the CAMH Foundation Senior Leadership Team, contributing to the achievement of Foundation-wide goals.
• Commit to ongoing, active learning in fundraising, leadership and Equity, Diversity and Inclusion best practices.

Other

• Serve as a resource to the Philanthropy team on effective Legacy Giving fundraising practice.
• Work as a team player promoting a positive and professional work environment and conduct role with integrity and respect.
• Act as an ambassador throughout the community, positively representing the Hospital and the Foundation.
• Abide by the policies and procedures of CAMH and CAMHF.
• Abide by the Occupational Health and Safety Act, and work in a manner that is safe, reporting incidents immediately to direct supervisor.
• Perform other duties as assigned in order to meet the overall goals and objectives of the Foundation.
• Operate within the culture and core values of the organization, leading by example through behaviours that exhibit Courage, Respect and Excellence

WHAT YOU’LL BRING TO THE TEAM

• A post-secondary education and a minimum of ten years of fundraising experience preferably in a large, complex not- for-profit organization such as a hospital or university.
• Experience in a large, complex, multidisciplinary academic and/or Fundraising environment preferred.
• Ability to engage new communities or affinity groups with culturally competent strategies.
• Commitment to ongoing professional development; a CFRE designation is encouraged.
• Demonstrated experience in gift and estate planning, estate administration, stewardship, communications and marketing.
• Extremely effective interpersonal skills with a professional presence and manner, and capable of exercising independent judgment, initiative and flexibility.
• Demonstrated ability to think strategically, work proactively and cross-functionally, and manage competing priorities in a complex environment.
• Excellent organization, planning and time management skills with exacting attention to detail.
• Superb critical and analytical thinking, decision-making and problem-solving skills.
• Demonstrated excellent communication skills (verbal and written) including the ability to understand and effectively convey key aspects of complex subjects.
• Strong computer skills, including experience with Microsoft Office software applications and demonstrated knowledge of Raiser’s Edge or equivalent.
• A flexible team player able to collaborate with and inspire junior colleagues, peers and senior volunteers and leaders.
• Willingness and ability to work flexible hours, including some evenings and weekends.
• Extensive knowledge of Canada’s philanthropic laws and charitable giving instruments, tax laws and related tools to enable Legacy Giving.

Don’t sweat it if you don’t have everything listed above. We believe in growth and curiosity. If you have some of these qualities and believe this is the position that will make you excited to come into work every day, then we want to hear from you!

Salary Range: $ 129,429.80 to $ 160,195.90 annually

CAMH Foundation is an equal opportunity employer. We are committed to providing reasonable accommodations and will work with you to meet your needs. If you are a person with a disability and require assistance during the application process, please don’t hesitate to reach out! Please contact us at HR.Foundation@camh.ca. We celebrate our inclusive work environment and welcome members of all backgrounds and perspectives to apply.

Our north star is creating hope and improving outcomes for people facing mental illness. We work in respectful partnerships with each other and our hospital partners to inspire philanthropy and raise awareness in support of mental health.

To apply: CAMH – Career Opportunities (recruitingsite.com)

CAMH is a Tobacco-Free Organization.

CAMH is fully affiliated with the University of Toronto and is a teaching hospital and research institute. As a CAMH employee, you will be expected to actively support CAMH’s teaching and research activities, in addition to supporting the clinical work of the hospital.

At CAMH, we strive to be an equitable and inclusive employer. Our commitment to equity is grounded in an institution-wide commitment to achieving a working, teaching, and learning environment that is free of discrimination and harassment.

CAMH actively seeks candidates from First Nations, Métis and Inuit, racialized and LGBTQ2S+ communities, women, and people with disabilities (including people who have experienced mental health and substance use challenges).

We encourage people from all backgrounds to apply to our positions.
We thank all applicants for their interest.