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Planned Giving Associate

4 months ago

Vancouver, Canada St. Paul's Foundation Full time

St. Paul’s Foundation is seeking an energetic, collaborative Planned Giving Associate to join our busy Planned Giving team. You will lead an integral part of the Foundation at an exciting time in our history: we’re on the cusp of building an incredible new hospital, research complex, and health campus.


Our Ideal Candidate

You are a trained professional with a keen eye for detail and a demonstrated ability to contribute to, and participate in, a positive working environment with tact, diplomacy, and a service-oriented attitude. You have the ability to oversee administration, management, marketing and stewardship of the Estate Giving portfolio for St. Paul’s Foundation and can act as subject matter expert for gift and estate matters across the Foundation.



Primary Responsibilities:

  • Proactively manage gift administration for all estate donors from the initial notification to completion, including: communication with executors, lawyers, trust officers, other professionals, and family members.
  • Review and comment upon estate accounts, review and revise releases and other required legal documents and facilitate stewardship and recognition of estates.
  • Ensure data integrity of estate information in the donor database and make timely updates to estate trackers, ensuring all deadlines are met.
  • Conduct analytics on estate portfolio, including generating reports for senior management.
  • Identify issues, analyze and coordinate with external parties, particularly legal counsel, other beneficiaries and other charitable organizations to facilitate gifts from donors‘ estates.
  • Work to prepare for estate litigation, including preparing memos, recommendations for strategy and settlement offers, participation in settlement negotiations and mediations to resolve claims against estates.
  • Provide leadership and support to an Estate Giving team of direct reports.
  • Actively manage a portfolio of current and prospective EG donors and provide ongoing relationship management.
  • Play a key role in the development of the annual business plan and overall budget for the EG program.
  • Lead the strategy for the development and integration of marketing plans, donor communications, and creation of net new materials for the EG program.
  • Develop a program to engage professional advisors to increase their understanding of St. Paul’s Foundation, encourage their partnership in sharing and/or developing expertise about charitable giving vehicles, and encourage their support and advocacy for St. Paul’s Foundation.
  • Act as internal resource on gift & estate planning for all Foundation teams.
  • Keep current on tax aspects of estates, trusts and other charitable gifts and keep informed about new legislation and revenue rulings affecting such gifts.


Qualifications:

  • Completion of post-secondary education in a relevant field; Bachelor of Law degree or STEP Canada designation preferred; or an equivalent combination of education, skills and experience.
  • 5+ years’ relevant experience in estate administration, ideally at a non-profit organization, or within a trust company or law firm in Canada.
  • Strong attention to detail and accuracy
  • Ability to identify strategic solutions to complex problems.
  • Excellent verbal and written communications skills.
  • Sound judgment, tact, and the ability to handle confidential and sensitive material with discretion.
  • Adheres to applicable privacy laws as well as CAGP, AFP and SPF standards of discretion and confidentiality.
  • Intermediate proficiency with MS Office applications, specifically Word and Excel.
  • Experience with Raiser’s Edge NXT or a similar database is a significant asset.
  • Able to work occasional weekends and evenings.
  • Ethical behaviour: you are committed to ensuring your actions are consistent with the mission and values of St. Paul’s Foundation.


Diversity, equity, and inclusion are essential to creating a great workplace. At St. Paul’s Foundation, we are fully committed to building a strong and representative team. To that end, we especially encourage applications from members of all communities who are disadvantaged on any grounds under the BC Human Rights Code, including people of colour, people of all genders and sexualities, people with disabilities, and Indigenous Peoples, who, as a result of colonization, are under-represented in positions of economic, social, and political influence and leadership.


To apply, please send your resume and cover letter to the attention of Cecilia Tupper at SPFCareers@providencehealth.bc.ca. The posting will remain open until the position is filled. Thank you for your interest in working with St. Paul’s Foundation. Only candidates short-listed for interviews will be contacted.


About St. Paul’s Foundation:

St. Paul’s Foundation raises funds to support patients, residents, caregivers, and families at St. Paul’s Hospital and at Providence Health Care’s 17 sites across BC. Our generous donors are an essential part of Providence’s mission to deliver compassionate care, innovative research, and world-class medical training and education.

As we look back on our 130-year history – and forward to our future in the new St. Paul’s Hospital on the Jim Pattison Medical Campus – we are ready to further push the boundaries of innovation, research, and patient-centred care for the people of British Columbia and beyond. Truly, our mission and the support of our community have never been more important. www.helpspauls.com