Director, Planned Giving & Major Gifts

POSITION SUMMARY: 

Reporting to the President & Chief Executive Officer (CEO), the Director, Planned Giving & Major Gifts is responsible for developing, cultivating & managing the Planned Giving program in addition to providing leadership in major and mid-level giving. The role is integral to driving net revenue growth in all aspects of fundraising at Soldiers’ Foundation: Planned Giving, Major Gifts. The Director will grow the Planned Giving program by building and maintaining strong relationships with identified prospects and donors while leveraging the database to identify new prospects. This role works closely with the entire Foundation team to develop the donor pipeline through identification, cultivation, solicitation and stewardship practices.

PRIMARY RESPONSIBILITIES:

Legacy & Planned Giving

• Works closely with the CEO to execute a proactive Planned Giving strategy while managing major and mid-level giving.
• Provides oversight of donor stewardship for legacy and planned giving donors
• Builds relationships and deepens engagement with planned giving donors and prospects through the Donor Motivation Program across the region.
• Implements and actively manages a planned and legacy engagement pipeline to evaluate program performance.
• Manages all Planned Giving inquiries through timely response to requests received email, mail, online or direct mail.
• Acts as a key support in the donor journey across the Foundation including events and major gifts.
• Leads the execution and follow-up of Planned Giving stewardship and strategic engagement events for planned donors, prospects, financial advisors and other gift planning professionals.
• Keeps current on all Planned Giving vehicles, pertaining to laws and new rulings and builds effective relationships with professional advisors in the financial and legal sectors.
• Effectively communicates the importance of legacy giving to stakeholders through effective storytelling of donor impact.
• Co-Leads, with Director, Principal Gifts & Campaign, the strategic oversight of Donor Wall management including regular policy updates.

Major, Mid-level Giving & Stewardship

•  Manages a targeted portfolio of major gift donors ($10K+) and prospects.
• Liaises with Director, Principal Gifts & Campaign on donors with principal giving capacity ($500K+).
• Identifies and strategically engages planned giving prospects to confirm legacy intentions.
• Develops and executes Mid-Level Giving strategy designed to advance donors along the pipeline.
• Works closely with hospital leadership to understand its planning development strategy and how philanthropy will support future needs.
• Supports the development of prospect research to identify and qualify new prospects.
• Leads execution of Foundation stewardship activities working closely with Marketing & Communications.

 Administration and Human Resource Management

•  Motivates, supervises and manages the work of Sr. Philanthropy Officer and Philanthropy Coordinator.
• In consultation with the President & CEO and the Director, Principal Gifts & Campaign, reviews and refreshes the Foundation’s stewardship and naming policies.
• Manages an annual operating budget and pipeline engagement table.
• Provides support to the President & CEO in areas of management, strategic oversight and development of annual operating plans.
• Consistently and convincingly demonstrates to colleagues, volunteers and the public-at-large, the role and importance of philanthropy and the Foundation’s vision.
• Performs other duties as may be assigned by the direct supervisor.

QUALIFICATIONS:

Education:

• Recognized degree/diploma in communications/marketing/fundraising experience
• Equivalent education/experience will be considered

Experience:

• 7+ years’ experience working in Planned Giving and/or Major Gifts
• Proven exceptional donor relations experience and solid understanding of best practices in cultivation, closing gifts, gift acknowledgement recognition & stewardship
• Experience in a Capital Campaign is an asset
• Membership and experience with CAGP is an asset
• Related experience in communications/marketing/fundraising
• Related experience in health care environment preferred

Competencies:

• Demonstrated leadership skills
• Demonstrated strong communication skills in English both written and verbal.
• Demonstrated strong customer service skills.
• Demonstrated knowledge of fundraising/marketing/communications
• Demonstrated attention to detail.
• Demonstrated ability to solve problems independently.
• Demonstrated ability to organize, prioritize and multitask efficiently.

Other:

• Demonstrates commitment to continued professional and personal growth and development through Continuing Education Programs and Self-Directed Learning Opportunities.

To apply, please send your Cover letter and Resume to Sharon Youell at ShYouell@osmh.on.ca