Position Title: Manager, Planned Giving

Location:

Toronto, ON

Reports To: Director, Planned Giving

Scope and Summary of Primary Responsibilities

This is a management level position, directly responsible for the engagement, cultivation, and solicitation of planned giving donors across Canada.

The incumbent is part of the CNIB Planned Giving team and will work with internal and external constituents to secure transformational planned gifts as outlined in the CNIB planned giving program.

The incumbent possesses a passion for philanthropy, expertise in donor relationship management, donor cycle, solicitation process, working knowledge of planned giving vehicles and their tax implications, and have experience in making direct donor solicitation.

Essential Functions

This position entails, but is not limited to the following general responsibilities:

• Research, identify, cultivate, solicit and close planned gifts from individuals from a robust prospect and donor portfolio.

• Engage in highly personalized interaction with donors who have a passion for philanthropic impact to maximize revenue to support mission priorities.

• Manage a strategy of meaningful donor engagements, with 70% of time facilitating donor meetings.

• Build, plan, manage, implement and assess the planned giving program across Canada.

• Create strategic and compelling materials for customized proposals, agreements and gift scenarios involving cash, securities, annuities and other planned gift vehicles in order to meet the donor’s personal, estate and financial planning goals.

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Qualifications

Knowledge and Skill Requirements

• High levels of emotional intelligence and empathy during delicate conversations and ability to navigate emotional conversations with sensitivity.

• Superior interpersonal communication skills, including effective relationship building.

• Ability to think and act quickly and effectively under pressure, exercising tact, diplomacy, discretion, and good judgement.

• Strong organization, planning and attention to detail.

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• Exceptional critical thinking, decision making, prioritizing, multitasking and problem-solving skills.

• Excellent written and communication skills.

• Complete respect for confidentiality.

Experience and Education

• Minimum five years of philanthropic experience with a proven track record in securing legacy gifts or equivalent

• Completion of an undergraduate degree

• Familiarity with CAGP (Canadian Association of Gift Planners) and the resources, training, and guideline they provide. CAGP Gift Planning Fundamentals Course or CAGP Original Canadian Gift Planning Course is an asset.

• Experience in legacy gift planning, law, financial planning or accounting, and clear knowledge and understanding of the Canadian tax system, estate planning and various planned giving vehicles.

• Proficient in Microsoft 365 and Salesforce.

Work Environment

• Willingness to work flexible hours when required.

• Occasional travel may be required.

• Professional, fast-paced, high-energy, results-oriented, challenging, dynamic, growing and evolving environment.

CNIB is committed to accommodating applicants with disabilities and will work wit applicants requesting accommodations at any stage of the hiring process.