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Director Gift

2 months ago


Toronto, Ontario, Canada St Michael's hospital Full time
Director Gift & Estate Planning Major Gifts Planning

St. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. The Director, Gift & Estate Planning, will manage the Gift and Estate Planning function and program, achieving budget targets and yearly fundraising goals.

Key Responsibilities:
  • Manage a portfolio of estates under administration and ensure timely distribution of funds.
  • Develop and implement cultivation and solicitation activities to identify new bequest/expectancy intentions.
  • Provide stewardship to strengthen relationships with existing planned giving donors and prospects.
  • Work with the major and principal gifts team to monitor, educate, and implement gift planning strategies and techniques.
  • Collaborate with hospital leadership, physicians, senior volunteers, board members, and professional advisors to execute the functions of the role.
Fundraising Activities:
  • Develop a comprehensive gift and estate planning strategy for both realizations and new expectancies.
  • Actively manage a portfolio of current and prospective donors with gift interests ranging from bequests and insurance to trusts, annuities, and complex deferred giving structures.
  • Partner with internal teams and external stakeholders to manage the development and integration of multichannel marketing plans, donor communications, and creation of materials.
  • Collaborate with all staff working on significant major and planned gifts to structure proposals and gifts in the most appropriate, ethical, and financially advantageous manner for the donor.
Expectancy Solicitation Activities:
  • Maintain and update donor records to ensure data integrity.
  • Lead the development and execution of new planned giving intention solicitation strategies.
  • Develop plans to double within the next three years the value and number of planned giving expectancies confirmed annually, and then double again by the end of a decade.
Current Gift and Estate Realization/Administration Activities:
  • Oversee current realizations and ensure that appropriate follow-up is made to secure the gift and/or appropriate stewardship activities are provided to trustees and/or the deceased's families.
  • Supervise one FTE staff member who will manage the daily work of all estate realizations.
  • Ensure all required estate administration oversight is applied to the highest ethical and legal standards.
Leadership Activities:
  • Prepare and oversee an annual financial budget plan for the gift and estate planning program.
  • Prepare and execute an annual plan of measurable goals, strategies, tactics, and metrics to maximize gift planning to the organization.
  • Manage the budget of the GEP function.
  • Manage Gift and Estate Planning team members, including recruitment and retention, performance management, professional development, and establishing and achieving fundraising goals.
Requirements:
  • University degree or a combination of comparable skills and experience.
  • Minimum of 10 years of experience working in fundraising, with at least 7 of those years in planned giving.
  • Working knowledge of tax and other legislation relating to gift planning.
  • Proficiency in gift planning and gift planning vehicles.
  • Excellent communication skills (verbal and written).
  • Experience in creating and presenting compelling proposals to donors.
  • Excellent interpersonal skills.
  • Ability to work with lawyers, estate trustees, and professional advisors effectively and collaboratively.
  • Ability to work with senior leaders, physicians, and other foundations effectively and collaboratively.