Data Support Associate

1 month ago

Vancouver BC, Canada St. Paul's Foundation Full time

Paul’s Foundation is seeking an energetic, collaborative Planned Giving Associate to join our busy Planned Giving team. You will lead an integral part of the Foundation at an exciting time in our history: we’re on the cusp of building an incredible new hospital, research complex, and health campus.
Paul’s Foundation and can act as subject matter expert for gift and estate matters across the Foundation.


Review and comment upon estate accounts, review and revise releases and other required legal documents and facilitate stewardship and recognition of estates.
Ensure data integrity of estate information in the donor database and make timely updates to estate trackers, ensuring all deadlines are met.
Conduct analytics on estate portfolio, including generating reports for senior management.
Identify issues, analyze and coordinate with external parties, particularly legal counsel, other beneficiaries and other charitable organizations to facilitate gifts from donors‘ estates.
Work to prepare for estate litigation, including preparing memos, recommendations for strategy and settlement offers, participation in settlement negotiations and mediations to resolve claims against estates.
Lead the strategy for the development and integration of marketing plans, donor communications, and creation of net new materials for the EG program.
Paul’s Foundation, encourage their partnership in sharing and/or developing expertise about charitable giving vehicles, and encourage their support and advocacy for St. Paul’s Foundation.
Act as internal resource on gift & estate planning for all Foundation teams.
Keep current on tax aspects of estates, trusts and other charitable gifts and keep informed about new legislation and revenue rulings affecting such gifts.

Completion of post-secondary education in a relevant field; Bachelor of Law degree or STEP Canada designation preferred; Intermediate proficiency with MS Office applications, specifically Word and Excel.
~ Experience with Raiser’s Edge NXT or a similar database is a significant asset.
~ Paul’s Foundation.


Diversity, equity, and inclusion are essential to creating a great workplace. Paul’s Foundation, we are fully committed to building a strong and representative team. To that end, we especially encourage applications from members of all communities who are disadvantaged on any grounds under the BC Human Rights Code, including people of colour, people of all genders and sexualities, people with disabilities, and Indigenous Peoples, who, as a result of colonization, are under-represented in positions of economic, social, and political influence and leadership.

Paul’s Foundation. Paul’s Foundation:
Paul’s Foundation raises funds to support patients, residents, caregivers, and families at St. Paul’s Hospital and at Providence Health Care’s 17 sites across BC. Our generous donors are an essential part of Providence’s mission to deliver compassionate care, innovative research, and world-class medical training and education.
Paul’s Hospital on the Jim Pattison Medical Campus – we are ready to further push the boundaries of innovation, research, and patient-centred care for the people of British Columbia and beyond. Truly, our mission and the support of our community have never been more important.

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