Manager, Stewardship and Planned Giving

2 months ago

Toronto, Ontario, Canada YMCA Greater Toronto Full time

Job Summary

The YMCA of Greater Toronto is seeking a highly skilled and experienced Manager, Stewardship and Planned Giving to join our Fundraising team. This is a key role that will be responsible for managing the stewardship and gift planning programs for the YMCA, providing guidance and support to the fundraising team, and ensuring that efforts are coordinated and aligned with the YMCA's brand.

Key Responsibilities

  • Develop and implement a comprehensive stewardship and planned giving strategy to attract and retain major donors and increase revenue.
  • Manage and grow a portfolio of prospects and execute follow-up for cultivation and solicitation of gifts in wills.
  • Provide expert advice and guidance on planned giving to internal stakeholders and external partners.
  • Collaborate with finance, legal, and other departments to ensure timely administration of all estate gifts, deferred, and outright gifts.
  • Work with executors, estate solicitors, lawyers, and other professional advisors to ensure the timely administration of all deferred and outright gifts.
  • Support the development of annual and multi-year stewardship plans for donors and top prospects.
  • Manage annual impact reporting of restricted endowed funds and annual gifts, and acknowledgments from senior leadership.
  • Maintain a comprehensive naming and recognition program.
  • Coordinate with donor recognition vendors to manage signage production and static recognition.
  • Assist and support the Director of Fundraising Communications with delivery of mass and customized donor engagement touchpoints and communication.
  • Oversee planned giving and stewardship budgets, approving and monitoring all program expenditures within spending limits.

Requirements

  • University degree in a related field or equivalent experience.
  • Minimum 3-5 years of related experience in direct and varied areas of planned giving, donor relations, and stewardship.
  • Track record of successfully building and maintaining donor relationships and soliciting planned gifts.
  • Excellent written, verbal, and presentation communication skills.
  • Strong attention to detail and commitment to accuracy.
  • Ability to build and maintain solid, effective trust-based working relationships with internal and external constituents and to partner effectively with a cross-functional team.
  • Experience working with volunteers and donors.
  • Well-developed project management and time management skills.
  • Proficient in Microsoft Office (Word, Access, PowerPoint, Microsoft 365, and advanced Excel), Adobe Acrobat, Raiser's Edge or equivalent database experience.
  • Excellent understanding of diversity, inclusion, and equity, including the ability to identify and address barriers in fundraising practices, work effectively with diverse stakeholders, and integrate equity into program design.

Why Work for the YMCA?

The YMCA of Greater Toronto is a charity that ignites the potential in people, helping them grow, lead, and give back to their communities. We are committed to helping our employees reach their full potential and are recognized as a great place to work. We offer meaningful jobs and the opportunity to make a difference in the lives of individuals and the health of our communities.

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