Legacy Giving Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Design and execute planned giving strategies aimed at identifying, nurturing, and soliciting contributions.

• Discover innovative approaches to engage potential legacy donors, including collaboration and mentorship of fellow advisors.

• Build and sustain relationships with both current and prospective donors throughout their legacy giving journey.

• Offer insights regarding planned giving options and the significance of contributions.

• Share expertise in planned giving with both internal and external stakeholders.

• Manage a portfolio of donors and prospects utilizing moves management strategies.

• Develop an Allied Professional Program alongside the Manager, Legacy Giving, and the Coordinator, Legacy, ensuring consistent engagement with professionals.

• Supervise the administration and stewardship of life insurance policies.

• Create and revise planned giving communications and materials.

• Provide support for donations of securities as needed.

• Ensure that the intentions of donors are thoroughly understood, documented, and properly stewarded.

⛳️ Requirements

• A university degree in a relevant discipline such as marketing, communications, finance, or accounting, or equivalent experience.

• At least 10 years of experience in fundraising, client management, or relationship-driven sales.

• CFRE, CAGP, CMA, CPA, CFP, or LLB certification/designation will be considered an asset.

• Exceptional skills in relationship-building and business development.

• Proven experience in managing multi-stakeholder relationships and navigating complex systems.

• High levels of emotional and spiritual intelligence for handling sensitive discussions.

• A strong desire to continuously learn and enhance skills.

• Knowledge of the donor/client lifecycle: identification, cultivation, solicitation, and stewardship.

• Proficiency in CRM software and data analysis.

• Ability to think strategically and solve problems proactively.

• Experience with legacy/planned giving is considered a significant advantage.

🏝️ Benefits

• Health Spending Account

• Up to 6% matched pension contributions

• Parental leave top-up

• Generous paid vacation, sick days, wellness, and personal days

• Office closure on additional days before long weekends (6 times a year)