Planned Giving Specialist

Under the direction of the Manager of Major Gifts and Planned Giving, the Fund Development Specialist, Planned Giving will design, implement, manage and evaluate a significantly expand on a comprehensive national strategy for Oxfam Canada’s planned/deferred giving program. The post plays a critical role in contributing to the current and future financial viability of the organization by identifying, cultivating and soliciting prospective donors and building and sustaining relationships with current donors.  The Fund Development Specialist, Planned Giving will significantly grow the number and size of bequests as well as other planned gifts. In carrying out their duties within a fully integrated fund development program, the Fund Development Specialist, Planned Giving will work collaboratively with both internal and external stakeholders across Canada.

MAJOR RESPONSIBILITIES:

Portfolio Management

• Manages donor relationships and stewardship activities for over 200 existing confirmed legacy donors
• Completes personalized meaningful interactions with each donor by implementing well-organized engagement plans and bespoke touchpoints
• Organizes special events with current and prospective legacy donors, encouraging donor stewardship through the Global Visionaries gift club

Portfolio Growth

• Leads on development of a comprehensive, integrated plan for marketing planned giving, including the design, production and content of all planned giving resources and materials
• Works with direct mail vendors on coordination of mailed legacy products
• Works with the digital communications staff to ensure the web-site accurately reflects and promotes the planned giving program and that Will Power and e-giving is leveraged appropriately for planned giving
• Ensures planned giving messaging is woven into the fabric of Oxfam Canada’s communications

• Identifies and pursues planned giving prospects through various marketing strategies
• Cultivates, and secures confirmation from legacy leads via, various communication methods (phone calls, letters, email, face-to-face and online meetings) in a timely manner

• Provides tax and estate planning information to prospective donors outlining the benefits of various planned/deferred giving options
• Organizes and helps conduct training and information sessions for prospective donors, professional financial and estate planners, staff and other related constituencies across Canada
• Maintains current knowledge about gift planning
• Keeps abreast of tax laws and other regulations related to charitable giving;

Estate Administration

• Executes and manages the administrative duties of the position including files for estates, gifts of securities, insurance and other planned/deferred gifts.

• Maintains estate files and correspondence during probate of wills, contacts all estate executors, liaises with legal counsel, and reports all legacy gifts income;
• Responsible for accurate record keeping and reporting of existing and potential legacy gifts;

• Establishes and maintains positive relationships with estate advisors and allied professionals through events and one on one meetings
• Develops and maintains database information and both hard and digital copy files related to planned giving donors and potential donors while respecting the confidentiality of this information

Other

• Monitors and analyses program results
• Prepares regular update reports of program results and performance to the Manager
• Files expenses and invoices in a timely manner
• Supports Manager in related budget and cost centre management and compliance
• Responsible for all administration for the planned giving program
• Acts as first point of contact with Broker for all stock gifts for all gift types
• Provides coverage for the Major Gift Officer during absences

REQUIRED KNOWLEDGE, EXPERIENCE & COMPETENCIES:

• Five years fundraising experience, with a minimum of three years proven experience in a planned giving role in a charitable or non-governmental organization
• University degree or post-secondary diploma or equivalent combination of education and experience in estate or financial management
• CFRE and/or a background in the financial planning sector in an advisory capacity is an asset
• Knowledge, understanding and commitment to global justice, social change, women’s rights and gender equality
• Comprehensive knowledge of planned giving vehicles and demonstrated experience negotiating and securing planned gifts

• As a national organization, this role will be required to work non-traditional hours to meet the needs of donors, volunteers and during times of a disaster response and/ or appeals and will include travel across the country for face-to-face meetings.
• Demonstrated experience conducting meetings with donors or clients, and working directly with staff within and across departments using various communication methods including face-to-face, telephone and electronic platforms such as Zoom
• Possess superior customer service and public relations skills
• Excellent written and spoken skills in English required; including the ability to effectively communicate complex issues in a concise and easily understood manner
• Demonstrated ability to organize and prioritize work and manage multiple projects with high efficiency and accuracy
• Proven capacity to work in a self-directed manner as well as demonstrated capacity to work collaboratively with staff and volunteers
• High proficiency using computer applications including Microsoft Word, Excel, PowerPoint, Box, Teams and an understanding of CRM’s such as Sales Force or Raiser’s Edge database
• Ability to travel both nationally and internationally, sometimes in difficult circumstances
• Willingness to sign and abide by the Oxfam Code of Conduct.

In addition to competitive pay, we offer:

• 35-hour workweek and the ability to work flexible hours
• A hybrid workplace where staff can work from home and the Ottawa office
• 4 weeks paid vacation per year, plus paid office closure between Christmas and New Year
• Extensive health, dental and wellness coverage for you and your dependents
• Paid sick days, and additional time off for personal and care responsibilities
• Pension plan contributions
• Caring, compassionate and supportive work environment that recognizes that work is one of the many responsibilities we have to prioritize in our lives
• Regular opportunities for all staff across Canada to meet – in person and virtually – to learn, connect and grow as a team!

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