Associate Director, LIHTC Investor Relations
Aegon Asset Management
Director, Planned Giving
Heart & Stroke
full-time
Posted on:
Location Type: Hybrid
Location: 🇨🇦 Canada
Visit company websiteJob Level
Lead
About the role
- Lead the development and implementation of a Legacy Giving strategy for the organization
- Manage a team of Legacy Advisors and collaborate with regional Development teams
- Develop and execute Legacy marketing and communication plans
- Collaborate on complex estate gifts and charitable contributions
- Implement execution of Legacy marketing and communication strategies
- Develop stewardship strategies for Legacy expectants
Requirements
- 10 years of gift planning experience and developing strategic plans
- 3-5 years of people management experience
- Demonstrated strategic thinking and planning
- Ability to develop long-term, trust-based relationships with potential donors
- Ability to translate technical, legal and tax-related language into plain English
- Strong collaborator, with superior interpersonal and relationship-building skills
- Self-motivated, with superior ability to produce high-quality work under tight deadlines
- Sound judgment and ethical decision-making skills
- Excellent attention to detail and analytical skills
- Proficiency in Microsoft Office applications and fundraising databases
- Bilingual (French/English) an asset
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
- 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
gift planningstrategic planninglegacy marketingcommunication strategiesstewardship strategiesestate giftscharitable contributionsanalytical skills
Soft skills
strategic thinkingrelationship-buildingcollaborationinterpersonal skillsself-motivationattention to detailethical decision-makingability to work under tight deadlines
