Generosity Advisor

The Winnipeg Foundation is **For Good. Forever.**We help people give back to our shared community by connecting generous donors with causes they care about **For Good.**We are an endowment-based public foundation, so gifts are pooled and invested, and the annual earnings are distributed back to the community **Forever.**Formed in 1921, we are proud to be the first community foundation in Canada. Our vision is ‘a Winnipeg where community life flourishes for all.’

The Foundation is committed to work/life balance and diversity both within the organization and in its work with the community.

We are currently recruiting for the role of

**Generosity Advisor (Permanent - Full-time)**

**Our Values**
- Trust
- Generosity
- Equity
- Transformation
- Responsiveness

**Our Core Competency**
- Active Listening
- Managing Healthy Conflict
- Adaptability
- Critical Thinking and Decision Making
- Relationship Building

**The Role**:
This position is centred on crafting personalized generosity experiences for donors, enabling them to realize their philanthropic aspirations. This role entails developing and overseeing generosity and stewardship plans to ensure donors feel valued and well-informed about the Winnipeg Foundation's programs. Operating under a non-solicitation model, the Foundation emphasizes the importance of strong relationship-building and management skills customized to donors’ unique requirements and preferences. Key responsibilities include understanding donor needs, handling administrative tasks, facilitating communication, and acknowledging contributions. Generosity Advisors will focus on specific fund types, priorities or programs, staying up-to-date on current knowledge and sharing best practices with their colleagues.

**Core Areas of Responsibility**:

- Donor Engagement_
- Research possibilities and best outcomes for generosity plans within shifting internal and external regulatory, charitable and social environments.
- Develop relationships with current and future donors to explore their generosity goals.
- Provide ongoing communications to a portfolio of donors, including fund updates, thank-you letters, available-to-spend reports, tax receipt letters and impact reports.
- Conduct presentations on Winnipeg Foundation programs for current and future donors, advisors, and other stakeholders.
- Educate and advise donors on the different giving options, gift vehicles, and fund options, including planned giving options.
- Ensure accuracy by collaborating with current and future donors to develop and recommend generosity plans through The Winnipeg Foundation or other charitable organizations.
- Other duties as assigned
- Fund Management_
- Use problem-solving and interpersonal skills to engage with and advise donors and their families on generosity plans, often during times of great change (end of life, sale of business, retirement, etc.). Support fundholders and donors in making gifts to their funds.
- Support the development of content for donor agreements, including completing all required documentation.
- Ensure thorough documentation of donor relationships within a database.
- Support fundholders in making grants from their funds, including researching possible areas of support aligned with donors’ generosity interests and, whenever possible, connected to community needs as identified by data and research.
- Practice Leadership_
- Ensure other team members are aware of practices and policies within assigned donor segments, fund types, funding priorities, or programs.
- Ensure consistency of donor experience within assigned donor segments, fund type, funding priority or program.
- On an ongoing basis, provide training and coaching for colleagues related to assigned donor segment, fund type, funding priority or program.

**About You: If your background looks different from below, in your cover letter, tell us why you would be a good fit**
- Education and Experience_
- Diploma in non-profit management, business administration, philanthropy, marketing, communications, public relations, or other relevant education.
- 3-5 years experience working in a philanthropic or donor engagement environment
- CFRE designation is an asset.
- Skills and Abilities_
- A sincere commitment to a donor-centric approach, ensuring that donors' needs and goals are the primary focus
- Familiarity with different gift types, including major and planned giving vehicles, is an asset.
- A deep passion for philanthropy, the non-profit sector, donor stewardship, and making a positive impact within the community
- A strong work ethic and a high level of initiative and reliability. Practice great discretion with sensitive and confidential information.
- Exceptional interpersonal, presentational and communication skills, with the ability to convey complex concepts clearly and effectively
- Excellent time management and adaptability skills, as well as the ability to work independently and collaboratively, are essential to this role.