Philanthropy Officer - Planned and Major Gifts
Location: Kelowna, BC
Position Status: OPEN
Salary: $74,000.00-$92,000.00 per year
Our outstanding non-for profit Kelowna, BC client is looking to add a Philanthropy Officer of Planned and Major Gifts to their amazing team. This role is responsible for cultivating relationships with new and potential donors to expand the planned giving program, while also driving revenue through current major gifts to support programs and services.
In collaboration with the VP of Marketing and Philanthropy, key priorities will include developing and managing the Planned Giving program, identifying and working with planned giving prospects to increase the number of confirmed legacy donors, executing planned giving initiatives and events, and stewarding current Legacy donors. The Philanthropy Officer of Planned and Major Gifts will expand the planned giving program by cultivating and maintaining meaningful relationships with prospective and existing donors. This role involves conducting research, utilizing the donor database to identify new prospects and opportunities, and serving as a mentor and resource for the Philanthropy team. This role plays a key role in growing the pipeline of future supporters through thoughtful engagement, stewardship, and solicitation efforts. Additionally, this position serves as an essential connection between the company and its partners in the community.
The position will work closely with the team to ensure that the financial goals of the Philanthropy Department are met and will represent the the company in public and one-on-one situations.
Responsibilities:
Identify, research, and build relationships with prospects which will result in face-to-face meetings and the solicitation of planned and major gifts
Identify, manage and develop a portfolio of planned giving prospects; secure planned gifts; steward planned and major gift donors; work with VP of Marketing & Philanthropy on planned giving strategy and events
Maintain knowledge of various planned giving vehicles, current trends in planned giving and philanthropy, and an understanding of basic estate and financial planning strategies for individuals.
Build effective relationships with professional advisors in the financial and legal sectors.
Arrange and conduct face to face meetings with potential donors while maintaining a high level of professionalism, adhering to ethical standards, and treating relationships with sensitivity, and respect.
Provide excellent donor stewardship, reporting and recognition to facilitate renewal and/or upgrade of future donations.
Write compelling funding proposals and other donor communication materials including letters of intent, proposals, and reports.
Participate in, lead and support the planning and execution of donor events.
Complete solicitations on a timely basis to ensure planned giving targets are met
Ensure accurate donor records by updating donor interactions, giving intentions, communication preferences and recognition in Raiser’s Edge.
Requirements:
5 years experience in fund development with a strong knowledge of the Planned Giving environment and an understanding of legislative tax guidelines.
A degree/diploma in a related field, or an equivalent combination of education, training and experience.
Knowledge of prospect researching with a proven track record in closing annual, major and planned gift asks.
Strong relationship building, strategy development and fundraising skills.
Excellent oral and written communication skills with the ability to write a variety of documents, such as donor communications, proposals and reports.
Strong organizational and critical thinking skills.
Strategic, proactive, and ethical work style.
Ability to work both independently and collaboratively with a team.
Completion of CAGP Gift Planning Fundamentals course and active membership and/or involvement in CAGP an asset
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
