Gift Planning Administrator
2 weeks ago
About the Opportunity:
This role is an integral part of our team, responsible for managing the administration of realized planned gifts made to BC Cancer Foundation. You will work closely with estate-related stakeholders, including Gift Planning Advisors (GPAs) and donor families in the planning phases of making future gifts.
Key Responsibilities:
- Manage the associated processes for gifts made through estates, trusts, registered accounts, annuities, and life insurance policies, including budgeting and regular reporting.
- Develop and steward relationships between legacy giving/estate-related stakeholders and the BC Cancer Foundation to increase future planned giving opportunities.
- Proactively engage with the GPA community to build awareness and support enquiries from donors and advisors regarding technical assistance around gift planning.
The Qualifications:
- A degree or diploma from a recognized post-secondary institution, combined with 5-7 years of experience as a trust officer/administrator or estate administrator for a charity, or an equivalent combination of education and experience.
- Demonstrated knowledge and understanding of the Canadian tax system, estate planning, and various gifting vehicles.
Core Knowledge & Skills:
- In-depth knowledge of gift administration, including tax implications and various gifting vehicles.
- Able to develop and maintain professional relationships that drive outcomes.
- Familiarity with financial management, including budgeting, reporting, and monitoring.
- Demonstrated ability to work independently and take initiative.
- Strong project management skills and ability to work on multiple complex projects with tight deadlines.
- Proficient in fundraising software programs and Microsoft Office suite.
Compensation: $65,000-$87,500 per year
What We Offer:
- A comprehensive benefit package, including health, dental, vision, and paramedical services.
- Participation in the Municipal Pension Plan.
- A positive and inclusive work environment.
BC Cancer Foundation Values Diversity & Inclusion:
We are committed to fostering a culture of diversity and inclusion. All qualified applicants will receive consideration for employment, regardless of age, ethnicity, gender identity, language, national origin, family status, physical or mental ability, political affiliation, race, religion, sexual orientation, or socio-economic status.
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