Philanthropy /development Officer

**About us**

**We are**
- A dynamic fundraising organization committed to raising funds and awareness to enhance respiratory health and wellness in our community.
- A passionate team of staff and volunteers that have worked together to raise more than $100 million in the 75 year history of the Foundation.
- An organization that was started by WWII Veterans and is now preparing for our next stage of growth.

**PHILANTHROPY /DEVELOPMENT OFFICER**

**Summary of Role**:

- Responsible for increasing revenue from legacy gifts by developing, implementing, and evaluating strategies to acquire new donors and manage relationships with existing donors
- Manages and grows both the donor program and the monthly donor program
- Utilizes relationship management, administration, marketing, and problem solving skills to enhance the various programs
- Must have good judgment, attention to detail, and the ability to communicate professionally to build strong relationships with donors, professional advisors, and colleagues
- Ensures a very high standard of customer service

**Reports to**:

- Chief Executive Officer

**RESPONSIBILITIES**:
**Grow and Manage a Portfolio of Planned Giving Donors**
- Establish relationships with individuals who have included TB Vets Charitable Foundation in their estate plans
- Maintain relationships with donors, new and existing, through telephone conversations and personal visits and other communication
- Analyze donor information to determine priority donors, and create stewardship plans for different segments of planned giving donors
- Monitor and evaluate the effectiveness of donor engagement/cultivation, recognition and stewardship strategies and bring forward new engagement opportunities, as appropriate
- Working with the CEO the Digital Media /Marketing Officer, and Database Coordinator to identify generous donors and prospects
- Respond to indications of interest in planned giving from donors in a timely manner, provide technical information and follow up to acquire formal confirmation of the gift
- In consultation with other staff, develop and implement tailored solicitation strategies and proposals for prospects/donors, including detailed gift proposals
- Ensure that all relevant information related to donor interactions is regularly entered into the database (Raiser’s Edge)

**Develop and Manage Relationships with Professional Advisors**
- Organize and help conduct planned giving seminars in partnership with the Foundation’s professional advisor (PA) partners, (lawyers, Accountants and Financial planners)
- Work to increase the understanding among Professional Advisors (PAs) of the positive impact a conversation about philanthropy can have to their client relationships by:
Ø Organizing an annual Professional Advisors Breakfast

Ø Increasing the size of the PA Task Force

Ø Seek opportunities to make presentations about the benefits of

charitable giving to PA professional groups

Ø Maintain knowledge of federal and provincial estate, trust, and tax laws that impact planned giving

**Grow and Manage the Donor Program**
- Assume responsibility for the overall success of a designated portfolio of generous donors and meet or exceed program targets
- Work with Digital Media / Marketing Officer and
Database Officer to identify generous donors and prospects
- Meet personally with generous donors to solicit increased levels of support
- Work with team members to fulfill generous donor benefits

**Grow and Manage the Monthly Donor Program**
- Assume responsibility for the stewardship and help growth of the Monthly Donor program

**Manage the Grant Request Program**
- Manage and organize the grant requests
- Ensure media plan has been implemented

**Develop a Sponsorship program**
- TB Vets is in need of a Sponsor for our Get Up and Breathe exercise program

**EDUCATION AND EXPERIENCE**:

- Diploma or degree or designation in fundraising, not-for-profit management, marketing and communications, or an equivalent combination of education and experience
- 2- 5+ years direct and progressive fundraising experience with at least 2+ years’ experience working on major gifts, planned giving, sponsorship, and/or corporate giving
- Must have demonstrated planned giving fundraising experience

**KNOWLEDGE, SKILLS AND ABILITIES**:

- Sound knowledge of fundraising principles
- Exceptional interpersonal skills including good judgement, diplomacy, sensitivity, and tact
- Ability to collaborate and work effectively as part of a team
- Demonstrated initiative and follow through
- Comfortable making cold calls
- Comfortable speaking in public
- Ability to work evenings and weekends as required
- Must have regular access to a vehicle and have a valid driver’s license
- Proven success in building and maintaining donor and volunteer relationships
- Proven ability to work successfully with volunteers
- Demonstrated ability to engage a wide variety of stakeholders
- Strong ability to analyze, plan, initi