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DC
Planned Giving Manager – Interim
Posted 2 months ago
About the role
- PG Manager overseeing all aspects of donor engagement and planned giving strategies. Leading a team to maximize growth opportunities while aligned with MSF Canada’s medical humanitarian mission.
Responsibilities
- Oversee all aspects of the PG unit, including marketing, donor engagement, estate administration, and mass marketing integration.
- Cultivate relationships with loyal supporters, aligning their philanthropic goals with MSF’s mission of providing medical humanitarian aid worldwide.
- Management of team and projects: oversee and lead the PG Officer, PG Estates Officer, and PG Coordinator.
- Maximize growth opportunities: provide strong people skills and industry knowledge.
- Lead stewardship, engagement and acquisition strategies for PG unit, developing and researching best practices to recruit and engage new and existing bequests.
- Increase the income from donors (major, corporate, and planned giving) to fulfill the objectives outlined in the Strategic Plan.
- Lead MSF Canada Organizational Performance Management (OPM) cycle for PG Unit: including budgeting, Annual Plan (AP), and quarterly reports for the PG unit.
- Ensure responsible use of resources, including accountability for budget, contracts, and suppliers, recommending new strategies, or drafting proposals in anticipation of future needs.
- Work with lawyers to ensure cash-flow, mitigating delays with estate distributions and contested estates; understanding of estate law; expert ability to advise Estate Trustees and hold estate solicitors accountable.
- Collaborate with the Fundraising Systems Unit to improve the teams' capacity to build a data-driven FR strategy and program.
Requirements
- Background in Nonprofit Management, Business Administration, Marketing, Communications, Finance, or Law
- Demonstrated fundraising experience, with a strong focus on managing a Planned Giving portfolio in diverse settings such as charities, NGOs, or the financial sector.
- Proven ability to lead donor acquisition and marketing campaigns for legacy giving, including overseeing multi-channel strategies and audience segmentation.
- Experience managing relationships with 3rd party vendors and external legal counsel, ensuring compliance and effectiveness in planned giving operations.
- Proven track record of meeting clear performance metrics and fundraising goals in planned giving and legacy fundraising.
- Demonstrated success in leading and developing diverse teams, including direct reports, while fostering a positive work environment, providing constructive feedback, and implementing professional development initiatives.
- Skilled in strategic donor engagement, stewarding high-net-worth individuals and collaborating with financial advisors, wealth managers, and estate lawyers.
- Experience managing CRM systems and donor databases to track prospect engagement, performance, and reporting.
- Ability to navigate complex financial instruments and tax laws related to charitable giving while working with donors and legal professionals.
- Proficiency in English
- Proficiency in French is preferred
- A Certified Fund-Raising Executive (CFRE) designation or coursework in planned giving, estate law, tax law, or financial planning is an asset
Benefits
- Comprehensive group insurance (health, dental, life, AD&D, prescriptions, etc.)
- 5% RRSP contribution (no matching required)
- 4 weeks’ vacation annually
- Health Spending Accounts
- Flexible work hours
- Annual Professional Development budget
- Employee & Family Assistance Program (EFAP)
- Access to internal Psychosocial Care Unit Services
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