Planned Giving Officer at Diabetes Canada / National Diabetes Trust | Toronto, Ontario, CA | Rezi

Planned Giving Officer at Diabetes Canada / National Diabetes Trust

Planned Giving Officer

Diabetes Canada / National Diabetes Trust · Toronto, Ontario, CA

2 months ago

Planned Giving Officer

Diabetes Canada / National Diabetes Trust · Toronto, Ontario, CA

2 months ago
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About the Role

The Planned Giving Officer will manage, cultivate, solicit, and steward planned giving prospects and donors, contributing to fundraising growth by providing colleagues with tools, training, and guidance on gift planning. This role aims to increase planned giving expectancies and enhance the program's profile by building relationships with donors and collaborating with stakeholders across Canada.

Responsibilities

  • Develop and execute stewardship activities for existing confirmed legacy donors through various communication channels.
  • Define and implement stewardship touchpoints for PG prospects and expectancies.
  • Effectively communicate and coordinate PG activities across the organization.
  • Maintain and update PG content on the website.
  • Execute digital marketing initiatives for the PG program in collaboration with the Digital Marketing team.
  • Maintain vendor relationships to support program delivery and achieve expectancy targets.
  • Partner with internal teams to integrate PG opportunities into broader fundraising initiatives.
  • Collaborate with team members to identify and support opportunities to increase current and future giving.
  • Participate in and remain accountable for setting goals and strategies to meet revenue objectives.
  • Plan and deliver donor cultivation activities, including webinars and events.
  • Collaborate with Marketing and Communications to align messaging with organizational priorities and audience needs.
  • Ensure all activities align with fundraising best practices and donor-centered approaches.

Requirements

  • 3-5 years of fundraising experience, preferably in planned giving.
  • University degree or diploma in fundraising, communications, or related discipline, or equivalent experience.
  • Canadian Association of Gift Planners (CAGP) certificate is an asset.
  • Ability to support and collaborate with team members in PG conversations and donor engagement strategies.
  • Sound understanding of brand reputation policies, practices and experience working cross-functionally with internal teams.
  • Strong written and oral skills and the ability to synthesize complex information.
  • Solid understanding of charitable giving vehicles and associated tax strategies.
  • Experience working in and understanding current trends in the non-profit sector.
  • Experience working with MS Office applications and CRM systems.
  • Strong organizational, communication, and problem-solving skills.
  • Proven ability to build and maintain effective working relationships with internal and external stakeholders.
  • Commitment to fostering a positive, inclusive and collaborative work environment.
  • Understands and demonstrates a commitment to Diabetes Canada’s Mission, Vision and Core Values.
  • Willingness and ability to travel on occasion.
  • Must be legally eligible to work in Canada.
  • Must hold a valid work permit or study permit that allows fulfillment of role requirements.

Skills

  • Fundraising
  • Planned giving
  • Gift planning
  • Donor relations
  • Digital marketing
  • Communication
  • Collaboration
  • Problem-solving
  • MS Office applications
  • CRM systems

Location

  • 1000 – 170 University Ave. Toronto, Ontario

Work Type

  • Hybrid
  • Remote
  • On-site

Experience Level

  • 3-5 years

Education Level

  • University degree or diploma in fundraising, communications, or related discipline, or equivalent experience.
  • Canadian Association of Gift Planners (CAGP) certificate is an asset.

Salary/Compensations

  • $72,000–$78,000 annually

Benefits

  • Group benefits package
  • Health and dental coverage
  • Life insurance
  • Disability coverage
  • Employee and Family Assistance Program (EFAP)
  • Company-matched Pension/RRSP
  • Mental wellness app
  • Generous time off
  • Additional paid holidays
  • End-of-year office closure

About the Company

  • Diabetes Canada's vision is a world free from the effects of diabetes.
  • They work to improve the lives of those living with diabetes by sharing knowledge and resources, supporting health-care professionals, advocating for policy change, and funding research.
  • They provide tools, resources, and support to make the journey of living with diabetes easier.
  • They are a national organization with an entrepreneurial spirit.
  • They value a workforce that reflects the diversity of the communities they serve.
  • Their core values are ACE-IT: Agility, Collaboration, Excellence, Integrity, Taking Initiative.

Equal Opportunity

  • Diabetes Canada welcomes applications from all qualified individuals, including people of all genders, Indigenous Peoples, persons with disabilities, and members of visible minorities.
  • They are committed to providing accommodations during the recruitment process.