Planned Giving Estates Officer
2 days ago
This is a 12 month contract covering a parental leave and applicants are encouraged to apply no later than
9:00am EDT on Tuesday, 23 December 2025.
While the preference is for the successful candidate to be located in Toronto or Montreal, candidates outside of the Toronto or Montreal area will be considered for a remote contract on a case by case basis.
At the core of
Doctors Without Borders/Médecins Sans Frontières (MSF)
Canada's
identity is a commitment to medical ethics, independence, neutrality, and impartiality. We go where people's medical needs are greatest. These ideals have driven every aspect of our work – from medical care and logistical coordination, to finance and communications – since MSF was established in 1971.
The Planned Giving Estates Officer manages the estates portfolio of MSF Canada's legacy program, overseeing the administration and status of over 300+ estates to contribute to raising over $19 million of unrestricted funding. Using their relationship management, negotiation, and compliance skills, the Planned Giving Estates Officer is responsible for building meaningful relationships with executors, lawyers, and professional advisors, as well as devising and implementing a strong stewardship plan to maintain these relationships.
MSF Canada is looking for someone to:
- Build strong relationships with family and friend executors, as well as lawyers, notaries, and trust officers. Manage these sensitive relationships with tact, empathy and compassion while simultaneously achieving ambitious Fundraising goals.
- Escalate when executors do not operate with integrity and adhere to donor wishes outlined in the will, applicable laws, regulations, and internal policies. Work with Planned Giving Manager to escalate potential issues and outsource decision making to legal counsel.
- Supervise the day-to-day functioning of the estate's portfolio, administration, projects, and stewardship, ensuring the efficient and effective administration of estates.
- Manage a portfolio of over 300 open estates, keeping track of the status of each one, following up with old, extraordinary, and/or complex estates, and escalating when needed.
The successful candidate will bring MSF Canada:
- Proficiency in English and French
- Strong database management skills, specifically in Raiser's Edge
- Strong interpersonal skills, with an ability to build excellent working relationships with donors, colleagues, field workers, and suppliers to attain goals.
- Capacity to work both independently and with a dynamic team in a fast-paced office environment
- Ability to analyze and synthesize complex and sensitive material and use it to make sound decisions on behalf of MSF and well-informed messages to donors.
- Demonstrated professional experience in the fields of fundraising, planned giving or direct marketing, or equivalent related experience.
- Experience in all aspects of donor cultivation (research, writing, follow-up, and stewardship)
- Experience working with donors, foundation staff, and/or board members.
- Excellent oral and written communication skills
- Strong understanding of Anti-Racism and Anti-Oppression practices and ethics through education or lived experience.
A detailed job description is available HERE.
MSF Canada will provide:
- Starting 4 weeks' of vacation per year
- Access to an Employee and Family Assistance Program (EFAP)
- Flexible work hours and a hybrid working model (minimum 40% in office)
- An accessible open concept, shared office space with bookable workstations (consisting of sit/stand desks, swivel chair, laptop with dock and double monitors) and various sized meeting rooms
- A commitment to incorporating equity, diversity, and inclusion in everything
- 5% RRSP contributions (no employee matching required)
- Health Spending Account
- Group insurance (Life, Dependent Life, AD&D)
- Peace of Mind plan (prescription drugs, accidental dental, hospital care, etc.)
- Annual professional development budget
- A positive and innovative office culture is based on core values of humanity, integrity and results
Candidates must be legally authorized to work in Canada; MSF Canada is not able to support or relocate candidates from outside Canada.
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