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About the role
- Legacy Giving Advisor cultivating and stewarding planned gifts for World Vision Canada, a nonprofit development, relief, and advocacy organization. Building donor relationships and managing legacy-giving portfolios.
Responsibilities
- Develop and implement planned giving strategies focused on identifying, cultivating, and soliciting gifts
- Identify creative ways to connect with new legacy prospects, including collaboration and coaching of other advisors
- Cultivate and maintain relationships with current and prospective donors throughout the legacy giving journey
- Provide information about planned giving options and the impact of contributions
- Share planned giving knowledge with internal and external stakeholders
- Manage a portfolio of donors and prospects using moves management strategies
- Create an Allied Professional Program with the Manager, Legacy Giving and Coordinator, Legacy, and engage professionals consistently
- Oversee administration and stewardship of life insurance policies
- Create and update planned giving communications and materials
- Provide backup support for gifts of securities
- Ensure donors’ intentions are clearly understood, documented, and stewarded
Requirements
- University degree in a relevant field such as marketing, communication, finance, or accounting, or relevant experience
- Minimum 10 years of experience in fundraising, client management, or relationship-based sales
- CFRE, CAGP, CMA, CPA, CFP, or LLB certification/designation considered an asset
- Extremely strong relationship-building and business development skills
- Demonstrated experience with multi-stakeholder relationships and complex systems
- Very high emotional and spiritual intelligence for sensitive conversations
- Appetite to continually learn and develop skills
- Understanding of the donor/client lifecycle: identification, cultivation, solicitation, and stewardship
- Proficiency with CRM software and data analysis
- Strategic thinking and proactive problem-solving
- Experience with legacy/planned giving considered a strong asset
Benefits
- Health Spending Account
- Up to 6% matched pension contributions
- Parental leave top-up
- Generous paid vacation, sick days, wellness and personal days
- Office closed extra days before long weekends (6x/year)
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