Senior Officer, Legacy Giving

Company DescriptionABOUT USThe David Suzuki Foundation is a Canadian environmental non-profit organization, founded in 1990. We operate in English and French, with offices in Vancouver, Toronto and Montreal. We are a Canadian settler organization working to advance climate solutions, help nature thrive and build sustainable communities, respecting the rights, title and sovereignty of Indigenous nations. We believe Indigenous leadership is key to our collective future. We aim to work with a broad spectrum of people and organizations throughout Canada, including Indigenous communities, all levels of government and people who care about environmental justice, to find solutions to create a sustainable Canada. We use scientific research, traditional ecological knowledge, innovative policy and legal solutions, communications and public engagement to pursue our mission to protect nature’s diversity and the wellbeing of all life, now and for the future. We envision a world where we all act every day on the understanding that we are interdependent with nature and with each other. To address the intersection of the climate and biodiversity crises with social justice and equity, the David Suzuki Foundation is committed to promoting equity, diversity and inclusion. As an organization, we are on a transformative journey to embed these values, decolonize our practices and become an anti-racist organization. Join us in creating a socially and environmentally just world, where diverse identities, lived experiences and world views are valued as essential to our collective future. À PROPOS DE NOUSFondée en 1990, la Fondation David Suzuki est un organisme environnemental canadien à but non lucratif. Nous travaillons en anglais et en français et nous avons des bureaux à Vancouver, à Toronto et à Montréal. Nous sommes un organisme canadien allochtone qui œuvre au déploiement de solutions climatiques, d’une nature florissante et de collectivités durables, en respectant les droits, le titre et la souveraineté des nations autochtones. Selon nous, le leadership autochtone est vital pour notre avenir collectif. Or, afin de trouver des avenues vers un Canada durable, nous visons à travailler avec un vaste éventail d’acteurs et actrices au pays, dont les communautés autochtones ainsi que tous les paliers de gouvernement et les personnes qui se soucient de la justice environnementale. Pour poursuivre notre mission, celle de préserver la diversité de la nature et le bien-être de toutes les formes de vie, maintenant et pour l’avenir, nous faisons appel à diverses ressources et approches : recherche scientifique, savoirs écologiques traditionnels, solutions politiques et juridiques innovantes en matière d’environnement, communications et engagement du public. Nous imaginons un monde où, chaque jour, nous agissons en comprenant notre interdépendance avec la nature ainsi que les un.e.s avec les autres. Face aux croisements des crises du climat et de la biodiversité avec la justice sociale et l’équité, la Fondation David Suzuki est résolue à promouvoir l’équité, la diversité et l’inclusion en s’engageant dans un parcours transformateur pour intégrer ces valeurs, décoloniser ses pratiques et devenir un organisme antiraciste. Joignez-vous à nous pour créer un monde juste socialement et écologiquement, où la pluralité des identités, des expériences vécues et des visions du monde est perçue comme cruciale pour notre avenir collectif. Job DescriptionTitle: Senior Officer, Legacy GivingTerms: Full-time permanent (34 hours/ 4-day week)Location: Based at any one of our three offices in Vancouver (məθkʷəy̓əm, Sḵwx̱wú7mesh, and səlilwətaɬ territories), Montreal (Kanien’kehà:ka territory), or Toronto (Tkaronto, the traditional territory of many nations including the Mississaugas of the Credit, the Anishinaabe, the Chippewa, the Haudenosaunee, and the Wendat peoples). Hybrid working options available.Department: DevelopmentReports to: Director, DevelopmentType: Unionized RoleAnnual Salary: $70,000 - $80,000Desired start: Early to mid-JanuaryTHE ROLEThe Senior Officer, Legacy Giving plays an integral role in the success of DSF’s fundraising. The role leads the planned giving program, building and managing a portfolio of prospective and confirmed legacy donors through strategic marketing and personalized stewardship. The Senior Officer, Legacy Giving is responsible for the administration of estate gifts and works closely with the Finance team and other members of the Development team.KEY RESPONSIBILITIESBuild and manage relationships with existing and prospective planned giving donors, including developing and implementing marketing, cultivation and stewardship strategies to grow the program and strengthen donor commitment.Coordinate legacy-related communications and events with Development colleagues through a variety of channels including mail, email, telemarketing and donor events.Lead the administration of all planned gifts, working closely with the Director, Development, Finance team and legal counsel to ensure timely and ethical execution of bequests and other planned gifts.Support donor relations staff by providing estate information needed to ensure timely administration of planned gifts.Maintain comprehensive donor and estate records in Raiser’s Edge.In collaboration with the Director, Development, develop annual plans, expense budgets and revenue projections for the planned giving program. Share regular updates on open estates and any changes to projections.Monitor and evaluate marketing campaigns and adjust strategy as needed.Stay current on trends, regulatory changes and best practices in planned giving.Ensure compliance with CRA regulations and adhere to CAGP and AFP codes of ethics.QualificationsQUALIFICATIONSWe understand that experience can look different for everyone. Please share yours as it relates to:Minimum three to five years professional fundraising experience in a non-profit setting.Strong understanding of planned giving channels (e.g., bequests, life insurance, etc.), estate planning and CRA charitable tax receipting rules.Knowledge of estate administration processes and experience working with executors and legal counsel.Experience marketing planned giving options, stewarding donors and securing new legacy gifts.Solid understanding of ethical codes of conduct for professional fundraisers. Active membership or involvement in CAGP an asset.Proficient in Raiser’s Edge or equivalent database and standard Microsoft Office products (Word, Outlook, Excel, etc.). Experience with Microsoft Teams or other digital collaboration tools an asset.Spoken and written English required. French language skills an asset.WHAT YOU BRING TO THE ROLEA passion for legacy giving and building meaningful, long-term donor relationships, with a strong commitment to ethical and accurate estate administration.Exceptional interpersonal and communications skills with proven ability to clearly communicate complex concepts and organizational values that inspire giving.Professionalism with proven ability to exercise sound judgment, solid ethics and discretion.Analytical and financial literacy skills, including basic forecasting and reporting.Alignment with our mission, vision, values and strategic priorities and a commitment to working collaboratively toward an equitable, anti-racist culture.