Fundraising Manager, Planned Giving

3 weeks ago

Toronto, Canada TVO Ontario Educational Comms. Authority Full time

**Position Title**: Fundraising Manager, Planned Giving

**Division**: Impact

**Reports To**: Director, Philanthropy and Sponsorship

**Location**: Toronto, Yonge & Eglinton (Hybrid Work)

TVO Media Education Group (TVO.me) is a social impact organization at the intersection of digital learning, journalism, and immersive storytelling. As creators of award-winning content, we are on a journey to build a more informed, knowledgeable, and educated Ontario. We are unapologetic about our purpose — everything we do is about inspiring learning that changes lives and enriches communities. That is our why.

**A Culture of Inclusion and Belonging**

At TVO we welcome the unique contributions that you can bring. We foster an environment where everyone is heard, feels valued and has an equal opportunity to reach their full potential. We are committed to learning, and we learn better together with a diverse team of employees that are respected, valued, and encouraged to bring their authentic selves to work every day. With this goal in mind, at TVO we celebrate individual differences, knowledge, self-expression, and talent. At TVO, we recognize the importance of using anti-oppression practices, both within our organization and in our content.

**Who We Are**

As part of an ambitious new strategic vision, TVO.me is transforming itself and the digital learning and media landscapes. We know we are a better organization when we honour our commitments, when we thrive with diverse voices, when we value bold thinking, and embrace change. We understand and celebrate that we are better together.

We are proud to be named a Greater Toronto Top Employer of 2023, recognized for our work-life balance, mental health supports, company culture and flexibility. This is a testament to the impactful work we do for Ontarians everyday. It is also a reflection of how quickly we have responded to employee feedback about how, when and where they want to work.

**The opportunity**

Are you a passionate nonprofit leader looking for your next opportunity? TVO is seeking a Manager Planned Giving to join our mission-driven, social impact charity.

As our Planned Giving Manager, you will be responsible for leading the execution of our Planned Giving Program. Building on recent changes to the program, the Manager will proactively communicate and build relationships with prospects and donors leveraging the strong annual and monthly donor base to grow this important revenue stream.

**How you will make an impact**
- Develop and implement the annual Planned Giving program, in collaboration with the Director Philanthropy and Sponsorship to achieve approved budget.
- Manage a portfolio of 80-100 planned giving prospects and donors in a manner that ensures consistent growth and maintains a high standard of relationship management.
- Employ tactics such as cold calling and donor visits to build the prospect pipeline cultivating, soliciting, and stewarding donors in a manner that increases revenue according to pre-defined targets.
- Work collaboratively with the Marketing and Communications team to lead and coordinate planned giving mailings and communications through digital and traditional means.
- Act as an internal resource on gift and estate planning for other staff and volunteers and work cross functionally to identify and develop new Planned Giving prospects.
- Manage the estate portfolio including tracking, scheduling, and reporting on the status of estates under administration.
- Manage relationships with financial planning professionals including estate trustees, lawyers, and family members to ensure the smooth and timely execution of estate plans.
- Consult with advisors with respect to Gift & Estate Planning issues on behalf of the TVO.
- Proactively engage with experts in the insurance and investment sectors to identify new opportunities for TVO and to bring planned giving options forward to prospects.
- Support and execute annual campaigns to acquire current planned gifts.
- Support the strategy related to the stewardship and continued cultivation of existing planned giving donors.
- Ensure data integrity of Raisers Edge by entering actions accurately and in a timely manner to support the measurement of key performance indicators.

**What you will bring to TVO**
- Progressive non-profit experience, with a proven track record soliciting and closing planned gifts, ideally within an education, or other complex setting.
- Strong relationship building skills with experience working with diverse groups including donors, senior volunteers, financial planning professionals and staff.
- Thorough understanding of major and planned giving fundraising with direct experience interacting and cultivating major and planned giving donors, volunteers, and industry representatives.
- Knowledgeable on planned giving trends, tax implications of planned gifts and legislation.
- Excellent communications skills including superior verbal, written and presentation ski

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