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Associate Director, Data and Legacy Planning
2 months ago
Job Summary:
The Associate Director, Data and Legacy Planning will lead the development and implementation of data-driven strategies to enhance the legacy giving program at BC Children's Hospital Foundation. This role will oversee the management of data systems, analyze data to inform legacy strategies, and collaborate with the team to build a strong advisor network.
Key Responsibilities:
- Develop and implement data-driven strategies to enhance legacy giving
- Manage and analyze data to inform legacy strategies
- Collaborate with the team to build a strong advisor network
- Oversee the management of data systems
- Develop and implement processes to ensure data integrity
- Collaborate with the Director and Manager to formulate internal education options
- Contribute to the team's efforts to build a strong advisor network
- Proactively monitor and suggest tactical improvements for data integrity
Requirements:
- University degree in business, marketing, communications or a related field
- Complemented by education from CAGP or recognized designations such as TEP/STEP, or CFP in fields like law or financial planning
- 7+ years of progressively complex fundraising experience, with a focus on gift planning
- Experience in selecting and measuring mass records in a complicated, multi-user database system
- Experience managing, coaching, and mentoring people to ensure that they reach their full potential and excel in their roles
- Advanced understanding of intermediate gift planning options, and sound familiarity or practical experience with advanced gift planning tools
- Ability to navigate gift planning conversations with professional ease and warmth to ensure donor comfort and confidence to explore facets of gift planning
- Proficient in analyzing data indicators both collectively and individually, and translating insights into actionable solutions within a collaborative problem-solving framework
- Strong knowledge and experience using databases; Raiser's Edge NXT is an asset
- A class 5 driver's license and access to reliable transportation
- A flexible schedule that allows for after-hours events and meetings
