Planned Giving Officer

Save the Children Canada is a member of Save the Children International, a federation that works in more than 120 countries worldwide delivering programs focused on health and nutrition, education, child protection, child poverty, humanitarian response, and child rights governance. As the world’s leading independent organization for children, Save the Children’s vision is a world in which every child attains the right to survival, protection, development and participation.

The main purpose of this position is to oversee the day-to-day administration of Save the Children Canada’s (SCC’s) Legacy Program under the direction of the Chief Development Officer (CDO) the Planned Giving Officer. Using his/her administrative, communication and relationship management skills, the Planned Giving Officer is responsible for estate and bequest administration, coordinating planned giving marketing initiatives, supporting planned giving communications and stewardship, implementing donor recognition strategies and providing support to the Major Gifts Manager with outreach activities. Good judgment, attention to detail, and the ability to effectively and clearly communicate technical information (i.e. charitable bequests, gifts of life insurance, charitable gift annuities, gifts of RRSP/RRIF, etc.) are keys to success, allowing him/her to build strong relationships with donors, professional advisors, as well as suppliers, field workers, and colleagues.

Responsibilities include (but are not limited to):

• Track and report on planned giving acquisition initiatives, including the creation of follow-up plans for respondents, help to identify warm leads, track responses, and coordinate communication with confirmed and prospective planned giving donors.
• Respond to donor enquiries relating to planned giving through mailings, phone calls and emails as appropriate.
• Maintain and update donor records in the database including contacts with donors, mail and email correspondence, thank you calls, event attendance, and meetings.
• With support from the CDO, develop and implement stewardship plans for planned giving donors and prospects to ensure the building of long-term relationships with these key stakeholders. 
• Identify opportunities to maximize the revenue stream and enhance operational efficiencies including the use of technology, always being mindful of donor-centricity.
• Responsible for the management of estate administration: review notices and enter information in the database, review open estate files to determine status, follow up with Estate executors and solicitors.
• Work with the Finance department to oversee the timely processing of releases and other estate documentation as needed.
• Engage and liaise with professional advisors for counsel to help resolve complicated or contested estate files as necessary.
• Work in conjunction with the CDO, Major Gifts Manager, and the Finance department to ensure estate files are moving forward appropriately.
• Provide timely support for all aspects of the program to internal and external stakeholders.
• Work in conjunction with other SCC departments to ensure gift designation and recognition are met, on an as-needed basis.
• Record all transactions and update all daily incoming correspondence in the database and act as the point person for key reports relating to the Legacy Program.
• Maintain current and precise database information to ensure accurate revenue tracking, giving trends and analysis.
• Develop, monitor and provide historical data, metrics and analysis to assist in forecasting.
• Manage regular reports as required and share on an as-needed basis.
• Track expenses and coordinate payment for all planned giving activities.
• Collaborate with the Direct Marketing team to market and promote the planned giving program through SCC donor publications and external advertising.
• Coordinate activities aimed at generating planned giving leads through donor surveys, phone calls, advertisements, etc. and develop follow-up strategies.
• Plan and participate in donor and prospecting events and activities.
• Assist in the organization of regional donor visits with donors and prospects.
• Identification and qualification of planned giving donors and prospects.
• Support Major Gifts Manager in preparing planned giving materials and information packages for meetings and events.

Qualifications & Competencies (include but are not limited to):

• College diploma or university degree in a related field.
• Post-graduate certificate in a course of study such as Fund Development, Communications, Marketing, Non-profit Management, is an asset.
• 2+ years of demonstrated professional experience in the fields of fundraising, planned giving or direct marketing.
• Stay current with developing trends and areas of development for planned giving.
• Additional tasks as required & requested.
• Track expenses and coordinate payment for all planned giving activities.
• Fluent in English (oral and written).
• French communication skills (oral and written), an asset.
• Highly organized with exceptional administrative skills.
• Ability to work under pressure and meet deadlines.
• Strong interpersonal skills, with an ability to build excellent working relationships with donors, colleagues, field workers, and suppliers to attain goals.
• Detail-oriented, excellent writing skills and an ability to clearly communicate technical information.
• Possess an understanding of marketing principles, donor recognition strategies and planned giving vehicles.
• Self-motivated, confident, energetic, and creative.
• Strong computer skills with proficiency in Microsoft Office applications.
• Experience with Raiser’s Edge, an asset.
• Strong affinity with the mission and values of SCC, and familiarity with the humanitarian aid sector.
• Displays cultural, gender, religion, race, nationality, age sensitivity and fully complies with Save the Children’s Child Safeguarding Policy and Guidelines.
• Police check vulnerable sector screening.

(This position is covered under CUPE Bargaining Unit – Band 4) 

$48,738 – $53,916

 HOW TO APPLY?

If you are interested in this position, please submit your resume and cover letter. Applications will be reviewed on ongoing basis. We thank all applicants for their interest, however, only those selected for an interview will be contacted. 

 SCC is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). If you require accommodation for disability during any stage of the recruitment process, please notify Human Resources (416) 221-5501