Heart & Stroke

Vice President – Planned Giving

Heart & Stroke

full-time

Posted on:

Location Type: Hybrid

Location: 🇨🇦 Canada

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Job Level

Lead

About the role

  • Develop and lead the implementation of the national Legacy strategy with a portfolio in excess of $30 million annually.
  • Manage a team of Legacy Advisors and work collaboratively with regional Development teams, Estate Administration team, marketing/communications, Direct Marketing, and data analytics.
  • Develop an external network of professionals to support the growth of legacy giving.
  • Design, implement and manage a comprehensive strategy for identifying planned giving prospects and securing commitments.
  • Collaborate with internal and external stakeholders to increase opportunities for planned giving support.
  • Maintain knowledge of planned giving vehicles and ensure compliance with the Canada Revenue Agency regulations.
  • Manage administrative duties and track enquiries and relationships with planned giving donors.

Requirements

  • Minimum of ten years’ experience in a senior leadership role in Planned Giving.
  • 3-5 years’ experience leading a high-performance team.
  • Demonstrated strategic thinking and planning.
  • Ability to coach the team and develop long-term, trust-based relationships with potential donors.
  • Ability to translate complex technical, legal and tax-related language into plain English.
  • Strong collaborator with superior interpersonal and relationship-building skills.
  • Self-motivated with the ability to produce high-quality work under tight deadlines.
  • Excellent attention to detail and analytical skills, including database segmentation and ROI analysis.
  • Proficiency in Microsoft Office applications and fundraising databases.
  • Bilingual (French/English) an asset, as is a CFRE and CAGP designation.
Benefits
  • Generous paid time-off package including vacation days, personal days, wellness days, and paid company-wide closure between December 25 and January 1.
  • Competitive health, medical, dental and vision benefits.
  • Life insurance and disability benefits.
  • Employee assistance program (EAP).
  • Defined contribution pension plan with employer matching.
  • Flexible hybrid working model.
  • Reimbursement for mobile phones and home office setup.
  • Opportunities for professional development.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
planned givingstrategic planningdatabase segmentationROI analysis
Soft skills
leadershipcoachingrelationship-buildingcollaborationattention to detailanalytical skillsself-motivatedstrategic thinking
Certifications
CFRECAGP