Senior Manager, Principal & Planned Gifts
Hybrid (Office located in St.Catharines, ON).
A Day in the Life…
Reporting to the Director, Development and Stewardship, the Senior Manager, Principal and Planned Gifts is responsible for securing individual gifts with a focus on gifts of $250,000 and above. By identifying and building long term donor partnerships, the Senior Manager will successfully meet/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.
As the Senior Manager, Principal and Planned Gifts, you will:
- Build and manage a portfolio of legacy donors and prospects of 125 – 150;
- Prepare targeted marketing materials and donor specific correspondence;
- Develop and manages timelines for various fundraising activities to ensure plans and critical fundraising processes are carried out in a timely manner;
- Deliver on annual and multi-year fundraising and performance targets and goals;
- Build and cultivate relationships with alumni, key community stakeholders, and members of the community, with a focus on building partnerships and relationships in support of the university;
- Cultivate relationships with qualified prospective donors and professional advisors to increase, solicit, and close charitable gifts to the University;
- Develop and implement plans for securing major gifts and deferred gifts from donors through estate planning and other types of gifts;
- Manage and implement an action plan for increasing new funds and planned gifts through targeted mailings, events/seminars, stewardship and related activities;
- Liaise with the prospect research team to develop briefing materials to individuals attending donor meetings;
- Ensure that proper recognition and stewardship practices are implemented based on the level of donation and gift direction;
- 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;
- Participate in long term strategic planning for University Advancement and External Relations and faculties where appropriate including working on team preparing for multi-year campaign;
- Provide leadership to direct reports including managing, coaching, mentoring and motivating;
- Provide guidance to staff on building relationships to increase donations and improve University connections;
- Ensure staff compliance with all University policies including FIPPA, AODA, Health & Safety, Respectful Work and Learning Environment, etc.
What you need to Succeed…
- An undergraduate degree in a relevant discipline;
- 5 – 7 years of major gifts ($250,000+), planned giving experience (preferably in an educational institution) with a successful track record in building the principal and planned giving portfolios and a proven track record of securing gifts at all levels, with a focus on 6 – 7 figures and above;
- Comprehensive understanding of Planned Giving principles and strategies with a thorough understanding of University-level education and the philanthropic environment in Ontario, Canada, and internationally;
- Strong understanding of relational databases and reporting;
- Experience with Raiser’s Edge NXT database or a similar fundraising database;
- 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;
- Solid computer competency including word processing, spreadsheet, database, social media, and internet search engines;
- Ability to keep up to date with legislation, collective agreements, and internal policies, procedures and practices;
- Highly developed written and oral communication skills as well as face-to-face relationship building skills; and exceptional presentation skills;
- Ability to represent Brock University to government officials at every level and influence decisions/outcomes;
- Conflict resolution skills with the ability to communicate tactfully and diplomatically;
- Team player with the proven ability to build strong relationships and influence individuals at all levels of an organization, as well as external constituents;
- Excellent time management and organizational skills and ability to prioritize workload in a fast-paced environment with changing deadlines;
- Strong research, judgement, creative, analytical, and problem solving skills.
Preferred or Asset Skills:
- Reliable means of transportation to visit prospects;
- Certified Fund-Raising Executive (CFRE) certification;
- Completion of the CAGP-ACPDP’s Advanced Canadian Gift Planning course.
Salary and Benefit Information
- Target Hiring Range: $80,000-$95,000*
- Job Grade O, $76,374- $108,762*
- This position includes full comprehensive benefits, plus tuition waiver.
Please submit applications through the following link: https://brocku.wd3.myworkdayjobs.com/en-US/brocku_careers/details/Senior-Manager–Principal—Planned-Gifts_JR-1012672?timeType=c902377eac32103df9b470ef50dee99c
* The salary range indicated is representative of all positions evaluated at this level. Actual salary is determined by assessing related skills, experience, internal equity and market competitiveness, subject to available budget.
Please note that Brock University currently requires all employees to be fully vaccinated against COVID-19 if they are working on campus and/or in-person with other employees, students or members of the public. As a condition of being hired, employees in these types of roles will be required to provide proof of full vaccination, or provide proof of a bona fide medical or Human Rights Code exemption.
Brock University is actively committed to diversity and the principles of Employment Equity and invites applications from all qualified candidates. Women, Aboriginal peoples including those who identify as members of First Nations, Inuit and Métis Peoples, members of visible minorities and racialized groups, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ) persons 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 Employment Accommodation Policy https://brocku.ca/policies/wp-content/uploads/sites/94/Employment-Accommodation-Policy.pdf. Please advise: firstname.lastname@example.org to ensure your accessibility needs are accommodated through this process. Information received relating to accommodation measures will be addressed confidentially.