Director Gift

2 weeks ago

Toronto, Canada Unity Health Toronto Full time

**DEPARTMENT SUMMARY**

St. Michael's Hospital Foundation (SMHF) is the exclusive fundraising organization to generate and manage philanthropic funds for St. Michael’s Hospital and Providence Healthcare, within Unity Health Toronto. Through multiple lines of fundraising income generation and stewardship activity, SMHF, in conjunction with Unity Health, will define and promote the St. Michael’s and Providence brands to maximize philanthropic revenue to fuel their healthcare, research, teaching and health equity missions. We will inspire our communities, local, provincial, national and international, to invest in our organizations’ priorities to drive and implement innovation that will equitably support all members of our society to manage and overcome disease and health crises and live healthier lives to create a more inclusive and thriving society. Join us

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The Primary role of the Director, Gift & Estate Planning (GEP) is to manage the Gift and Estate Planning function and program of St. Michael’s Foundation. The incumbent is responsible for achieving budget targets for the program and is accountable for yearly fundraising goals for outright cash gifts and bequest intentions/expectancies (currently at ~$7 million and ~$3.5 million, respectively). The Director, GEP oversees a portfolio of estates under administration and is responsible for ensuring timely distribution of these funds as well as for planning and implementing cultivation and solicitation activities to identify new bequest/expectancy intentions and providing stewardship to strengthen relationships with existing planned giving donors and prospects. The Director, GEP also works with the major and principal gifts team and a body of volunteer professional advisors to monitor, educate and implement gift planning strategies and techniques for in-life and estate giving to maximize value to donors and the Foundation.

The Director, GEP works closely with hospital leadership, physicians, senior volunteers, board members, other Foundation staff, and professional advisors such as lawyers, financial advisors and Trust officers to execute the functions of their role. Significant volunteer and professional coordinator, support and leadership is required of the incumbent.

**RESPONSIBILITIES & ACTIVITIES**

**Fundraising Activities**:

- Work at the strategic level with the VP, Principal, Major & Planned Gifts and the AVP, Transformational and Principal Gifts to 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, and provide ongoing relationship management.
- 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 to benefit St. Michael’s and Providence.
- Be an integrated member of the Major and Principal Gifts team, contributing to current year revenue from personally managed donor relationships.
- Develop donor events and communications to advance the cultivation of prospective donors across various demographics.
- Build internal gift planning competency and capacity across the Foundation and assist in the development of new strategies.
- Collaborate with the Director, BIIT (Business Intelligence and Information Technology) to monitor the business and develop predictive algorithms that guide solicitation and stewardship activities.
- Collaborate with the Vice-President, Marketing & Brand Strategy and the Director, Marketing & Communications, on all materials development to support the gift planning program.
- Collaborate with the Director, Stewardship & Donor Relations, to devise and implement a stewardship strategy for donors who have committed a planned gift.
- Provide principal staff support to the Professional Advisors Council, engaging a diverse group of professional advisors, including lawyers, accountants, insurance advisors and financial planners and other professional advisors, in providing advice and guidance to the gift planning function.
- Develop a deep understanding of the educational, research, clinical and financial needs and goals of SMT and promote specific areas of interest to major and planned giving donors and prospects.
- Maintain and update donor records to ensure data integrity.

**Expectancy Solicitation Activities**:

- Maintain and update donor records to ensure data integrity.
- Lead the development and execution of new planned giving intention solicitation strategies. This function may touch on and integrate with all areas of the Foundation’s activity, necessitating the Direct

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