Lead, Planned Giving

Position Title: Lead, Planned Giving

Full Time, Permanent 

Reports To: Director, Planned Giving

I. Scope and Summary of Primary Responsibilities

The Lead, Planned Giving will work closely with the Director, Planned Giving to support the National Planned Giving team day-to-day activities with a focus on implementation of Planned Giving program, marketing initiatives, administrative support, data management and donor stewardship.

II. Essential Functions

• Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.
• Assists in the implementation and assessment of the Planned Giving program.
• Maintain high quality stewardship practices for active donors including reporting and sustaining detailed records of activities.
• Ensure the internal CNIB team have clear information regarding program/project specific donations and collaborate to meet donor obligations.
• Ensures all donor information provided is accurately entered into SharePoint following established standards, protocols and polices within standard turn-around times.  
• Ensures all inbound and outbound Planned Giving and estate correspondence is addressed in a timely manner, both print and electronic
• Manage special projects/events as required.
• Ensure consistency, quality, accuracy and timeliness of all communications consistent with CNIB's brand.
• Maintain a working knowledge of significant developments and trends in Planned Giving, estates and philanthropy.
• Prepare customized proposals, agreements and gift scenarios involving cash, annuities, and other planned gift vehicle in order to meet the donors personal, estate and financial planning goals.
• Deals directly with professional advisors (legal, financial, etc) when called upon to assist in the creation of the planned gift or for tax receipting.

III. Qualifications

Knowledge and Skill Requirements

• Superior interpersonal skills
• Professional attitude, results oriented, strategic, flexible and ability to function with limited supervision and adapts to fast paced environment.
• Ability to provide strategic solutions to complicated and difficulty problems utilising excellent analytical, problem definition and problem-solving skills.
• Excellent written and oral communication skills; demonstrated success in proposal and stewardship development
• Strong strategic critical thinking skills, with the ability to collect, analyze, interpret and evaluate information, and make recommendations.
• Proven time management, planning, coordinating and organization skills; proactive in initiating multiple projects on an ongoing basis.
• Excellent project management skills
• Strategic mindset and creative approaches to deepening relationships and driving results.
• Familiar with comprehensive Planned Giving functions and regulations, thorough understanding of Planned Giving, Planned Giving vehicles and tax implications.

Experience and Education

• University degree or College diploma in business, marketing and communications, fundraising management
• Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position.
• Proficient in MS Office suite software applications including Teams and SharePoint
• Proficient in using a fundraising database (Sales Force/equivalent)
• Adhere to applicable privacy laws as well as CAGP, AFP and CNIB standards of discretion and confidentiality.
• Familiarity with the issues surrounding vision loss is an asset and a desire to be a passionate advocate for CNIB and those we serve.
• Able to handle and maintain the confidentiality of sensitive information.

Work Environment

• Willingness to work flexible hours when required.
• Occasional travel may be required.