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Senior Advisor, Legacy Giving

3 months ago

Quebec, Canada Heart and Stroke Foundation of Canada Full time
Qui sommes-nous?
À Cœur+AVC, notre mission consiste à promouvoir la santé, à préserver la vie et à favoriser le rétablissement. Nous préconisons une culture qui représente nos valeurs fondamentales alors que nous combattons ensemble les maladies du cœur et l’AVC, c’est-à-dire: favoriser la santé, faire preuve d’humilité, accueillir le changement, maximiser notre impact, apprendre et évoluer, et être chaleureux.
Nous croyons à l’importance de l’équité, de la diversité et de l’inclusion; partie intégrante de nos valeurs et de notre mission principale, qui consiste à aider les gens de partout au pays à améliorer leur santé. Nous nous engageons à appliquer ce principe afin de créer un environnement accueillant qui favorise la diversité parmi nos employées et employés. Les candidates et candidats de divers horizons, qui appartiennent notamment aux peuples autochtones, aux groupes racisés et aux communautés2SLGBTQIA+, de même que les femmes et les personnes handicapées, sont encouragés à postuler.
Pour en apprendre davantage sur notre mission, nos valeurs, notre engagement envers l’équité, la diversité et l’inclusion (EDI) et l’impact de Cœur+AVC dans la vie des personnes de tous âges au pays, visitez notre siteWeb.

De qui avons-nous besoin?

La conseillère principale ou le conseiller principal, Dons planifiés, s’occupe activement des donatrices et donateurs testamentaires francophones et anglophones. De plus, cette personne évalue et convertit les alliés francophones et anglophones, et établit des relations avec ceux-ci. Elle gère un portefeuille de plus de 1000donatrices et donateurs testamentaires, en se concentrant sur ceux habitant au Québec, en Ontario et dans les provinces de l’Atlantique.

En outre, la ou le titulaire du poste tisse des liens avec des professionnels de domaines connexes, comme le notariat, le droit et la planification financière.

Au besoin, cette personne collabore avec des équipes internes comme celle de la gestion du patrimoine afin de garantir une expérience exceptionnelle aux alliés. Elle collabore activement avec ses collègues de l’équipe du développement de sa région et appuie leurs conversations relatives aux dons planifiés avec les alliés et les donatrices et donateurs potentiels de dons majeurs.

(Veuillez noter que nous avons adopté un modèle de travail hybride. Dans le cadre de ses fonctions, la ou le titulaire de ce poste qui habite en Ontario ou au Québec doit pouvoir se rendre au bureau de Toronto ou à celui de Montréal sur demande.)

Fonctions qui feront que votre engagement aura un impact positif chaque jour

Évaluation, établissement de relations, conversion, sollicitation et fidélisation
  • Évaluer les alliés et les convertir en donatrices et donateurs testamentaires en établissant des relations personnalisées avec eux.
  • Favoriser les dons majeurs en repérant et en évaluant les alliés et les donatrices et donateurs testamentaires, et en sollicitant des dons majeurs immédiats auprès d’eux.
  • Collaborer avec ses collègues de l’équipe du développement de ses provinces et régions pour maximiser le potentiel des donatrices et donateurs actuels afin qu’ils effectuent un don planifié grâce à des stratégies d’établissement de relations et de sollicitation.
  • Mettre en œuvre un plan de fidélisation personnalisé et bien organisé qui assure un engagement continu auprès des donatrices et donateurs de Cœur+AVC (donateurs testamentaires potentiels), garantit la continuité des dons existants et permet d’en solliciter d’autres, le cas échéant.
  • Établir des relations avec des conseillères et conseillers professionnels afin qu’ils fassent la promotion des dons planifiés à Cœur+AVC auprès de leur clientèle.

Collaboration interne
  • Collaborer avec ses collègues de l’équipe du développement et appuyer leurs conversations relatives aux dons planifiés, y compris les dons testamentaires, les dons d’assurancevie et les dons de régimes d’épargne enregistrés.
  • Répondre aux demandes (en français et en anglais) relatives aux dons planifiés adressées à l’équipe des services aux donateurs.
  • Collaborer avec les membres de l’équipe de la gestion du patrimoine pour assurer un soutien exceptionnel aux donatrices et donateurs testamentaires (en français et en anglais).

Administration et analyse des paramètres
  • Gérer efficacement les déplacements de donatrices et donateurs et respecter les protocoles et processus internes: entrer les renseignements de l’allié, du donateur ou du partenaire dans la base de données et traiter toutes les informations confidentielles de manière sérieuse et éthique.
  • Élaborer des plans de gestion des relations, et anticiper et consigner les interactions ainsi que les points de contact afin de renforcer les relations.
  • Se conformer à toutes les politiques et pratiques de Cœur+AVC, y compris le code de conduite professionnelle de l’Association des professionnels en philanthropie (AFP) et de l’Association canadienne des professionnels en dons planifiés (ACPDP).
  • Obtenir les renseignements les plus récents sur les techniques de dons planifiés et sur les modifications législatives pertinentes se rapportant au Québec, à l’Ontario et aux provinces de l’Atlantique.


Type de personne recherchée
Formation
  • Avoir une formation postsecondaire dans un domaine connexe (en affaires, en marketing ou en communications, un atout important).
  • Détenir le titre de CFRE (Certified Fund Raising Executive) (un atout, mais pas une obligation).

Expérience
  • Posséder au moins sept ans d’expérience pertinente en collecte de fonds, y compris cinq ans en collecte de dons majeurs ou planifiés, et avoir démontré son habileté à récolter des dons majeurs (plus de 25000$) ou planifiés.
  • Avoir de l’expérience de travail au sein d’une organisation d’envergure et complexe.

Aptitudes
  • Être bilingue (capable de communiquer en anglais et en français), selon la région.
  • Avoir d’excellentes habiletés en matière de relations interpersonnelles.
  • Posséder d’excellentes compétences en communication orale et écrite et en présentation, autant en anglais qu’en français.
  • Faire preuve de patience et de sensibilité en répondant aux besoins individuels des donatrices et donateurs potentiels.
  • Faire preuve de motivation.
  • Avoir de solides compétences analytiques.
  • Posséder des connaissances et de l’expérience en lien avec les bases de données de collecte de fonds.
  • Bien gérer son temps et avoir le sens de l’organisation.
  • Pouvoir travailler de façon autonome au sein d’une équipe professionnelle.
  • Démontrer un bon esprit d’équipe axé sur la collaboration.
  • Être en mesure de se déplacer.
  • Être titulaire d’un permis de conduire valide et avoir accès à un véhicule.

Ce que nous offrons
À Cœur+AVC, une de nos priorités est de favoriser une culture de bienveillance en mettant en œuvre des pratiques et des programmes qui promeuvent le respect, la compassion, la confiance et le souci de la santé et du bien-être individuels et collectifs.
En plus d’offrir un salaire concurrentiel, nous considérons que les congés sont essentiels à la santé et au bien-être personnels des employées et employés. Nous offrons de généreux congés payés comprenant des jours de vacances, des congés personnels, des jours de congé bien-être et des congés payés entre Noël et le jour de l’An pour l’ensemble du personnel. De plus, nous offrons un régime d’avantages sociaux avantageux, comprenant les soins de santé, les soins médicaux, les soins dentaires et les soins de la vue, en plus d’une assurancevie, de prestations d’invalidité, d’un programme d’aide aux employés (PAE) et d’un régime de retraite à cotisations déterminées auquel l’employeur cotise à parité avec l’employée ou l’employé. Les membres du personnel de Cœur+AVC bénéficient également de modalités de travail hybrides et flexibles, du remboursement des coûts associés à l’utilisation d’un téléphone cellulaire et à l’aménagement d’un bureau à domicile, ainsi que d’occasions de perfectionnement professionnel.
Postulez dès maintenant
Si vous voulez vous joindre à la lutte contre les maladies du cœur et l’AVC, veuillez nous faire parvenir votre curriculum vitæ d’ici le 21juin2024.Les candidates et candidats doivent résider actuellement au Canada et être légalement autorisés à travailler au pays.
Nous communiquerons uniquement avec les candidates et candidats qui se qualifient pour les inviter à une entrevue. À l’heure actuelle, toutes les entrevues sont réalisées par téléphone ou vidéoconférence. Nous avons hâte de vous rencontrer «virtuellement»
Accommodement
Nous nous engageons à assurer un milieu de travail inclusif, accessible et sans obstacle. Si nous vous invitons à passer une entrevue et que vous avez besoin de certaines mesures d’adaptation pour pouvoir participer au processus de recrutement et de sélection, veuillez nous en aviser, et nous ferons notre possible pour répondre à vos besoins.

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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, 2024. 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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