
Senior Manager, Planned Giving
- Toronto, ON
- $74,000-92,000 per year
- Permanent
- Full-time
- Leads strategies, relationships and solicitations for an optimized portfolio of planned giving donors and prospects making current and deferred gifts through a variety of solicitation methods including face-to-face meetings.
- Manages a portfolio of 150+ planned giving prospects and expectancies across Canada through a donor moves management cycle.
- Compassionately helps donors and prospects support Plan International Canada with strategic and high impact gift plans that celebrate legacy and vision to reduce the time until we are all equal.
- Models, collaborates and executes on Philanthropy growth strategies with an integrated team to increase planned/blended giving and future flexible revenue in a fast-paced environment.
- In partnership with the Major Gifts and Donor Services teams, creates meaningful engagement and stewardship opportunities, including the development and execution of an updated Legacy Circle strategy.
- Meets and drives revenue and KPIs on a monthly, quarterly and annual basis.
- Mentors Philanthropy and Mid-Tier teams on planned giving tactics and strategies to promote blended giving and the culture of philanthropy.
- Demonstrates strong Salesforce CRM utilization and assists in developing core SOPs and business rules for the growing program in partnership with Legal, Finance and Programs.
- In partnership with our Donor Experience team, enhance the engagement and stewardship program with integrated donor journeys.
- A passion for planned giving and for engaging our loyal supporters about children's rights, gender equality, and international development.
- Experience providing strategic input, technical expertise, and compassionate guidance to confirm future and current gifts with donors, prospects and their giving partners (family, business partners, allied professional team); 5-8 years' experience in a major and/or planned giving fundraising role within a national/global organization, with experience in progressively larger and more complex giving.
- Familiarity with planned giving instruments and in-depth understanding of best-in-class techniques and strategies and has an interest in staying on top of evolving gift vehicles and industry trends.
- Knowledge and understanding of tax laws, regulations and compliance issues that govern charitable giving in Canada and globally.
- Interest in high growth fundraising with an understanding and experience with data-based decision making, KPI monitoring and integration of best practices
- Lead relationship management and solicitations for a portfolio of planned giving donors making current and deferred gifts through a variety of solicitation methods including face-to-face meetings
- Business acumen and the ability to influence others by fostering strong business and personal relationships
- A flexible and adaptable work style; open to collaboration with strong personalities and professionals; thrive in a fast-paced evolving work culture
- A passion for mission driven work and personal values aligned with those of Plan International Canada's organizational values
- Ability to travel across Canada, particularly in the GTA is necessary
- Bilingual English and French skills are an asset but not necessary