Senior Advisor, Legacy Giving

5 days ago

Old Toronto, Canada Heart and Stroke Foundation of Canada Full time

Who we are

At Heart & Stroke our mission is to promote health, save lives and enhance recovery. We are committed to a culture that exemplifies our core values: champion health, practice humility, embrace change, drive impact, learn and grow and be heartfelt as we work together to beat heart disease and stroke.

We believe in equity, diversity and inclusion ― it’s embedded in our values and core mission work to support all people in Canada to lead healthier lives. We are committed to applying this principle to cultivate a welcoming environment that embraces diversity among our employees. Candidates from diverse backgrounds, including but not limited to, Indigenous peoples, racialized communities, 2SLGBTQIA+ communities, women, and people living disabilities are encouraged to apply.

To learn more about our mission, values, commitment to EDI, and the difference Heart & Stroke makes in the lives of people in Canada at every age, please visit our website.

The opportunity

The Senior Advisor, Legacy Giving will actively steward English and French speaking legacy donors, as well as qualify, cultivate, and convert English and French speaking legacy prospects. They will manage a large portfolio of over 1,000 legacy gift donors, with a focus on those in Quebec, Ontario, and Atlantic Canada.

In addition, the Senior Advisor, Legacy Giving will build relationships with allied professionals including notaries, lawyers, and financial advisors/planners.

The Senior Advisor, Legacy Giving will collaborate with internal teams, for example Estate Administration, as appropriate to ensure exceptional constituent experience. They will actively work with Development colleagues in the region and support their legacy gift conversations with major gift prospects and donors.

(Please note we offer hybrid working options. For this role, candidates located in ON or QC, must be able to travel to either the Toronto or Montreal office when requested.)

How you will make an impact every day

Qualification, Cultivation, Conversion, Solicitation and Stewardship

  • Through building personalized relationships, qualify, cultivate and convert legacy giving prospects

  • Encourage current major gift support through identification, qualification and solicitation of outright major gifts from legacy prospects and donors

  • Collaborate with Development colleagues in provinces and regions to maximize the potential of current donors as legacy giving prospects through collaboration on cultivation and solicitation strategies

  • Implements well-organized, personal stewardship plan that offers continued engagement with Heart & Stroke donors (legacy expectants), stewards existing gift and solicits other giving as appropriate.

  • Build relationships with professional advisors to build awareness of legacy giving at Heart & Stroke as possible consideration for their clients

Internal Collaboration

  • Work with and support Development colleagues on legacy gift conversations including gift in Will, gift of life insurance and gift of registered saving plans

  • Respond to French and English-speaking requests to Donor Services re legacy giving

  • Work with Estate Administration team members to support exceptional estate gift stewardship (French and English speaking)

Administration and Metrics Analytics

  • Effectively manage donor moves and adhere to internal protocols and processes: enter prospect and donor/partner information into the database, and handle all confidential donor information in a sensitive and ethical manner

  • Develop relationship management plans and anticipate and document future interactions and touch points to build relationship

  • Comply with all policies and practices at H&S, including compliance with AFP and CAGP Code of Professional Conduct

  • Actively pursue up-to-date information on legacy giving techniques and relevant legislative changes as it pertains to the provinces of ON, QC and the Maritimes

Who we need

Education

  • Post-secondary education in a related field (Business, Marketing & Communications would be particularly valuable)

  • CFRE designation preferred but not essential

Experience

  • Minimum of 7 years relevant fundraising experience including 5 years in major and/or legacy giving with a proven record in successfully closing major gifts ($25,000+) and/or legacy gifts.

  • Experience working in a large, complex organization.

Skills

  • Bilingual (able to communicate in both languages) – regionally based

  • Exceptional interpersonal skills

  • Excellent written and oral communication skills and effective presentation skills in both French & English

  • Patient and sensitive in addressing individualized needs of prospective donors

  • Self-motivated

  • Excellent analytical skills

  • Knowledge and experience working with fundraising databases

  • Exceptional time-management and organizational skills

  • Ability to work independently within a professional team environment

  • Well known for being a positive team player with a collaborative work style

  • Ability to travel

  • Valid driver’s license and access to a vehicle

What we offer

At Heart & Stroke, we make it a priority to foster a culture of caring by implementing practices and programs that foster respect, compassion, trust and attentiveness to our own and others’ health and well-being.

In addition to a competitive salary, we believe that time off is integral to the personal health and wellness of our employees. We offer a generous paid time-off package including vacation days, personal days, wellness days, and paid company-wide closure between December 25 and January 1. We also provide competitive health, medical, dental and vision benefits, life insurance, disability benefits, an employee assistance program (EAP) and a defined contribution pension plan with employer matching. Our employees also enjoy a flexible hybrid working model and reimbursement for mobile phones and home office setup, as well as opportunities for professional development.

Apply now

If you want to join the fight to beat heart disease and stroke, please apply by sending your resume by June 21, 2023. Applicants must be currently residing in Canada and legally entitled to work in Canada.

Only those candidates that qualify will be selected for an interview. At this time, all interviews are being conducted via phone and/or video call ― we look forward to “virtually” meeting you

Accommodation

We are committed to fostering an inclusive, barrier-free and accessible environment. If you have been contacted for an interview and require accommodation to participate in the recruitment and selection process, please let us know and we will do our best to address your needs.

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