Strategic Leader, Planned Giving and Estates

3 weeks ago

Toronto, Ontario, Canada University Health Network Full time

About the Role:

As a key member of the University Health Network team, the Associate Vice President, Estates and Gift Planning will play a critical role in driving the organization's fundraising efforts and securing major gifts. Reporting to the Vice President, Major & Transformational Gifts, this senior leader will be responsible for developing and implementing a comprehensive estate and gift planning strategy to identify, cultivate, and solicit new planned giving prospects.

Key Responsibilities:

  • Develop and execute a strategic plan to grow the estate and gift planning program, with a focus on securing major gifts and increasing revenue.
  • Lead a team of professionals in the Estates and Gift Planning function, providing guidance and support to ensure the successful execution of fundraising initiatives.
  • Build and maintain relationships with key stakeholders, including donors, their families, and professional advisors, to identify and pursue new gift opportunities.
  • Collaborate with the Marketing team to develop and implement marketing strategies to promote the Estates and Gift Planning program.
  • Work closely with the Stewardship and Donor Experience team to develop and implement a stewardship strategy for donors who have committed a planned gift.
  • Provide expertise and advice to senior fundraising staff on complex gift planning strategies and vehicles.
  • Stay up-to-date on applicable laws and regulations related to gift planning and advise the organization on issues related to those regulations.
  • Ensure all required estate administration oversight is applied to the highest ethical and legal standards.

Requirements:

  • A minimum of 10 years of experience in progressive leadership roles in fundraising and/or Estates & Gift Planning.
  • Experience working in complex healthcare and/or academic environments is preferred.
  • Experience leading a team in the Estates & Gift Planning function is preferred.
  • A bachelor's degree or higher, or an equivalent combination of education and professional experience.
  • Comprehensive knowledge of tax and other legislation related to estates and gift planning.
  • Proficiency in gift planning strategies and vehicles.
  • Strong understanding of the Canadian philanthropic landscape.
  • Excellent relationship management skills, including agility in navigating complex dynamics with donors, their families, and professional advisors.
  • Effective collaboration and negotiation skills when working with lawyers, estate trustees, and professional advisors.
  • Experience conceiving, developing, and implementing successful strategies for marketing estate and gift planning opportunities to various audiences.
  • Ability to work collaboratively with senior leaders, clinicians, researchers, and other colleagues.
  • Strong alignment with the values of Collaboration, Accountability, Respect, and Excellence.
  • Demonstrated commitment to the principles of Inclusion, Diversity, Equity, Accessibility, and Anti-Racism.

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