Advancement Officer, Gift & Estate Planning
About the role
Union/Affiliation:
Administrative and Professional Staff (APSA)
Pay range:
$79,884 to $95,287 annually
SFU Department Descr:
Advancement & Alumni Engagement
Position Grade:
9
of openings:
1
Biweekly Hours:
72
Who We Are
Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we do.
SFU’s Advancement & Alumni Engagement (AAE) team fosters lifelong relationships with friends and alumni and thoughtfully connects our partners to the ideas and initiatives that matter most to them. We provide meaningful opportunities and experiences to empower donors to transform lives and communities through philanthropic investment and meaningful engagement.
About the Role
The Advancement Officer is responsible for cultivating and managing relationships of donors who are considering planned gifts for Simon Fraser University through their estates. Through personal contact with prospective donors, the Advancement Officer qualifies donors by determining their affinity, capacity, and interest in legacy giving. The Advancement Officer liaises and coordinates multi-channel marketing initiatives including list development and segmentation, Gift and Estate Planning (GEP) survey development, donor follow up and assignment and ensures data integrity of the GEP portfolio. The Advancement Officer maintains stewardship of the confirmed planned gift, SFU FutureFund, donor portfolio and is responsible for building and formalizing a network of Allied Professionals in the database to advance community engagement. As a member of the Advancement team, the Advancement Officer collaborates and coaches Advancement faculty fundraisers and other units to facilitate and generate philanthropic support through planned giving.
Full
About Simon Fraser University
As Canada’s engaged university, SFU works with communities, organizations and partners to create, share and embrace knowledge that improves life and generates real change. We deliver a world-class education with lifelong value that shapes change-makers, visionaries and problem-solvers. We connect research and innovation to entrepreneurship and industry to deliver sustainable, relevant solutions to today’s problems. With campuses in British Columbia’s three largest cities – Vancouver, Burnaby and Surrey – SFU has eight faculties that deliver 193 undergraduate degree programs and 127 graduate degree programs to more than 35,000 students. The university now boasts more than 160,000 alumni residing in 143 countries.
Advancement Officer, Gift & Estate Planning
About the role
Union/Affiliation:
Administrative and Professional Staff (APSA)
Pay range:
$79,884 to $95,287 annually
SFU Department Descr:
Advancement & Alumni Engagement
Position Grade:
9
of openings:
1
Biweekly Hours:
72
Who We Are
Simon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we do.
SFU’s Advancement & Alumni Engagement (AAE) team fosters lifelong relationships with friends and alumni and thoughtfully connects our partners to the ideas and initiatives that matter most to them. We provide meaningful opportunities and experiences to empower donors to transform lives and communities through philanthropic investment and meaningful engagement.
About the Role
The Advancement Officer is responsible for cultivating and managing relationships of donors who are considering planned gifts for Simon Fraser University through their estates. Through personal contact with prospective donors, the Advancement Officer qualifies donors by determining their affinity, capacity, and interest in legacy giving. The Advancement Officer liaises and coordinates multi-channel marketing initiatives including list development and segmentation, Gift and Estate Planning (GEP) survey development, donor follow up and assignment and ensures data integrity of the GEP portfolio. The Advancement Officer maintains stewardship of the confirmed planned gift, SFU FutureFund, donor portfolio and is responsible for building and formalizing a network of Allied Professionals in the database to advance community engagement. As a member of the Advancement team, the Advancement Officer collaborates and coaches Advancement faculty fundraisers and other units to facilitate and generate philanthropic support through planned giving.
Full
About Simon Fraser University
As Canada’s engaged university, SFU works with communities, organizations and partners to create, share and embrace knowledge that improves life and generates real change. We deliver a world-class education with lifelong value that shapes change-makers, visionaries and problem-solvers. We connect research and innovation to entrepreneurship and industry to deliver sustainable, relevant solutions to today’s problems. With campuses in British Columbia’s three largest cities – Vancouver, Burnaby and Surrey – SFU has eight faculties that deliver 193 undergraduate degree programs and 127 graduate degree programs to more than 35,000 students. The university now boasts more than 160,000 alumni residing in 143 countries.