Generosity Advisor
1 week ago
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 Value
- Trust
- Generosity
- Transformation
- Equity
- Responsiveness
Our Core Competencies
- Adaptability
- Relationship Building
- Managing Healthy Conflict
- Critical Thinking and Decision Making
The Role:
This position is centered on crafting personalized generosity experiences that enable donors to realize their philanthropic aspirations. This work 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. This position will be responsible for managing an assigned portfolio of donors. Key responsibilities include understanding donor needs, handling administrative tasks, facilitating communication, and acknowledging contributions. Generosity Advisors are assigned an area of subject matter expertise, which may consist of specific fund types, priorities or programs, with the expectation that they will maintain current knowledge and share 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 various giving options, including gift vehicles, fund options, and planned giving.
- Ensuring a high level of accuracy, collaborate 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 The Winnipeg Foundation.
- Support the development of content for donor agreements, including completing all required documentation.
- Ensure thorough documentation of donor relationships within the database.
- Support fundholders in making grants from their funds, including researching possible areas of support that are 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 the assigned area of expertise (donor segment, fund type, funding priority or program).
- Ensure consistency of donor experience within assigned areas of expertise (donor segment, fund type, funding priority or program).
- On an ongoing basis, provide training and coaching for colleagues related to the assigned area of expertise (donor segment, fund type, funding priority or program).
About You: If your background differs from the one described below, please explain in your cover letter 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 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 are essential to this role, with the ability to work independently and collaboratively
- Demonstrate a well-developed sense of empathy, patience, humility and inclusive approaches to engagement within and across communities
- Excellent verbal and written skills
- Demonstrated experience writing for a donor/customer audience
- Proficient with Microsoft Office 365 (Word, Excel, PowerPoint, Teams, and Outlook) and virtual meeting software
What We Offer:
- Starting salary in the range of
$58,100 to $69,700 - A comprehensive benefit package including health and dental benefits
- A Health Spending Account
- Access to Consult + (Virtual Doctor Service)
- EFAP program available to employees and family members
- Pension program starting at six months of employment
- Vacation starting at three weeks per year
- Eco-pass program (half-cost bus pass)
- Maternity/Parental Leave Top Up
- Professional Development opportunities
Applications, including a resume and a cover letter, should be submitted by October 28, 2025. All applications must be submitted at winnipeg-foundation/en.
Applicants who do not fully satisfy all the essential requirements are nonetheless encouraged to submit their applications for consideration regarding this position. We firmly believe in the potential for diverse perspectives, skills and experience to enrich our team and contribute to The Foundation's overall success.
The Recruitment Process
As part of The Foundation's commitment to being transparent, the following are the stages of our recruitment process:
- Job posting (2 weeks in circulation)
- Phone screening – (conducted after the closing date; duration: 2 weeks)
- First in-person interview (conducted within 2 weeks after phone screening interviews)
- Written Assignment (Further details will be provided to prospective candidates)
- Second in-person interview and written assignment discussion (within 2 weeks after the first interview)
- Start date:
January 2026
During the recruitment process, prospective candidates will be expected to provide specific examples of situations where they have demonstrated The Foundation's values and core competencies.
The Winnipeg Foundation is committed to an inclusive, barrier-free environment and will accommodate the needs of applicants under the Accessibility for Manitobans Act (AMA) throughout all stages of the recruitment and selection process. We thank all applicants for their interest; only those advancing in the competition will be contacted. If contacted to participate in the process, please advise if you require accommodation.
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