Director of Gift and Estate Planning
1 day ago
St. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our communities to invest in our organizations' priorities, driving innovation and supporting all members of society to manage and overcome disease and health crises.
POSITION SUMMARY
The Director, Gift & Estate Planning, is responsible for managing the Gift and Estate Planning function and program. This role oversees a portfolio of estates under administration, ensuring timely distribution of funds and planning cultivation and solicitation activities to identify new bequest/expectancy intentions. The Director works closely with hospital leadership, physicians, senior volunteers, board members, and professional advisors to execute their functions.
Fundraising Activities:
The Director will work at the strategic level with the VP, Principal, Major & Planned Gifts to develop a comprehensive gift and estate planning strategy. They will 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.
Expectancy Solicitation Activities:
The Director will lead the development and execution of new planned giving intention solicitation strategies, working with the Professional Advisors Council to understand external market, tax, and accounting forces that will impact solicitation programs.
Current Gift and Estate Realization/Administration Activities:
The Director will oversee current realizations, ensuring that appropriate follow-up is made to secure the gift and/or provide stewardship activities to trustees and/or the deceased's families. They will supervise one FTE staff member who will manage the daily work of all estate realizations.
Leadership Activities:
The Director will prepare and oversee an annual financial budget plan for the gift and estate planning program, including projected cash revenues and expenses. They will manage the budget of the GEP function and work with the Major and Principal Gifts team to monitor, educate, and implement gift planning strategies and techniques.
KNOWLEDGE & SKILLS
A university degree or a combination of comparable skills and experience is required. The Director must have a minimum of 10 years of experience working in fundraising, with at least 7 of those years in planned giving. They must have a working knowledge of tax and other legislation relating to gift planning and proficiency in gift planning and gift planning vehicles.
-
Director Gift
21 hours ago
Toronto, Ontario, Canada St Michael's hospital Full timeDirector Gift & Estate Planning Major Gifts Planning St. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. The Director, Gift & Estate Planning, will manage the Gift and Estate Planning function and program, achieving budget targets and yearly fundraising...
-
Toronto, Ontario, Canada University Health Network Full timeAbout 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...
-
Toronto, Ontario, Canada University Health Network Full timeAbout 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...
-
Toronto, Ontario, Canada University Health Network Full timeAbout the RoleWe are seeking an experienced and ambitious professional to lead and grow our Estates & Gift Planning program at University Health Network. As Associate Vice President, Estates & Gift Planning, you will provide leadership to a talented team of professionals and serve as a designated lead, internal champion, and resource for estates and other...
-
Toronto, Ontario, Canada University Health Network Full timeAbout the RoleWe are seeking an experienced and ambitious professional to lead and grow our Estates & Gift Planning program at University Health Network. As Associate Vice President, Estates & Gift Planning, you will provide leadership to a talented team of professionals and serve as a designated lead, internal champion, and resource for estates and other...
-
Toronto, Ontario, Canada University Health Network Full timeAbout 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 strategic goals and objectives. Reporting to the Vice President, Major & Transformational Gifts, this senior leader will be responsible for leading and growing the Estates & Gift...
-
Toronto, Ontario, Canada University Health Network Full timeAbout 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 strategic goals and objectives. Reporting to the Vice President, Major & Transformational Gifts, this senior leader will be responsible for leading and growing the Estates & Gift...
-
Toronto, Ontario, Canada University Health Network Full timeAbout the RoleThe University Health Network is seeking a highly experienced and skilled professional to lead our Estate and Gift Planning program as Associate Vice President. This is a unique opportunity to join a world-renowned cancer research center and make a significant impact on the lives of millions of people affected by cancer.Key...
-
Director of Major Gifts
2 days ago
Toronto, Ontario, Canada Children's Aid Foundation of Canada Full timeAbout the OpportunityChildren's Aid Foundation of Canada is seeking a seasoned professional to lead our Major Gifts program as Associate Director, Major Gifts. This is an exciting opportunity to join a dynamic team and contribute to the organization's mission to improve the lives of children and youth in the child welfare system.Key ResponsibilitiesDevelop...
-
Director of Major Gifts
2 days ago
Toronto, Ontario, Canada Children's Aid Foundation of Canada Full timeAbout the OpportunityChildren's Aid Foundation of Canada is seeking a seasoned professional to lead our Major Gifts program as Associate Director, Major Gifts. This is an exciting opportunity to join a dynamic team and contribute to the organization's mission to improve the lives of children and youth in the child welfare system.Key ResponsibilitiesDevelop...
-
Strategic Leader, Planned Giving and Estates
2 weeks ago
Toronto, Ontario, Canada University Health Network Full timeAbout 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...
-
Strategic Leader, Planned Giving and Estates
3 weeks ago
Toronto, Ontario, Canada University Health Network Full timeAbout 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...
-
Director, Major Gifts and Strategic Partnerships
2 weeks ago
Toronto, Ontario, Canada Children's Aid Foundation of Canada Full timeAbout the OpportunityChildren's Aid Foundation of Canada is seeking a seasoned professional to join our team as an Associate Director, Major Gifts. This is an exciting opportunity to lead and deliver on strategies for individual and private foundation major giving, building on our momentum and driving growth in our major gifts program.Key...
-
Director, Major Gifts and Strategic Partnerships
3 weeks ago
Toronto, Ontario, Canada Children's Aid Foundation of Canada Full timeAbout the OpportunityChildren's Aid Foundation of Canada is seeking a seasoned professional to join our team as an Associate Director, Major Gifts. This is an exciting opportunity to lead and deliver on strategies for individual and private foundation major giving, building on our momentum and driving growth in our major gifts program.Key...
-
Director, Major Gifts and Strategic Partnerships
2 weeks ago
Toronto, Ontario, Canada Children's Aid Foundation of Canada Full timeAbout the OpportunityChildren's Aid Foundation of Canada is seeking a seasoned professional to join our team as an Associate Director, Major Gifts. This is an exciting opportunity to lead and deliver on strategies for individual and private foundation major giving, building on our momentum and driving growth in our major gifts program.Key...
-
Director, Major Gifts and Strategic Partnerships
3 weeks ago
Toronto, Ontario, Canada Children's Aid Foundation of Canada Full timeAbout the OpportunityChildren's Aid Foundation of Canada is seeking a seasoned professional to join our team as an Associate Director, Major Gifts. This is an exciting opportunity to lead and deliver on strategies for individual and private foundation major giving, building on our momentum and driving growth in our major gifts program.Key...
-
Senior Manager, Major Gifts and Planned Giving
2 weeks ago
Toronto, Ontario, Canada Rogers Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager, Major Gifts and Planned Giving to join our team at Rogers. This is a full-time position that will be based in Toronto, ON.Key ResponsibilitiesMajor Gifts: Develop and lead a portfolio of Major Gift donors ($25,000 to $750,000+) through all stages of the donor cyclePlanned Giving:...
-
Senior Manager, Major Gifts and Planned Giving
2 weeks ago
Toronto, Ontario, Canada Rogers Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager, Major Gifts and Planned Giving to join our team at Rogers. This is a full-time position that will be based in Toronto, ON.Key ResponsibilitiesMajor Gifts: Develop and lead a portfolio of Major Gift donors ($25,000 to $750,000+) through all stages of the donor cyclePlanned Giving:...
-
Senior Manager, Major Gifts and Planned Giving
2 weeks ago
Toronto, Ontario, Canada Rogers Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager, Major Gifts and Planned Giving to join our team at Rogers. This is a full-time position that will be based in Toronto, ON.Key ResponsibilitiesMajor Gifts: Develop and lead a portfolio of Major Gift donors ($25,000 to $750,000+) through all stages of the donor cyclePlanned Giving:...
-
Real Estate Financing Associate Director
2 days ago
Toronto, Ontario, Canada Fiera Real Estate Investments Limited Full timeAbout the RoleFiera Real Estate Investments Limited is seeking a highly skilled and motivated Associate Director to join our Real Estate Financing team. As a key member of our team, you will play a critical role in supporting the origination, due diligence, and portfolio management of our real estate investments.Key ResponsibilitiesAssist in the origination...
