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About the Role
Médecins Sans Frontières (MSF) Canada is seeking a Planned Giving Officer to oversee all aspects of the planned giving unit, including marketing, donor stewardship, estate administration, and mass marketing integration. This role involves cultivating relationships with donors, aligning their philanthropic goals with MSF's mission of providing medical humanitarian aid worldwide.
Responsibilities
- Supervise and lead the Planned Giving Officer, Estate Officer, and Planned Giving Coordinator.
- Demonstrate strong interpersonal skills and industry knowledge to lead donor management, stewardship, and acquisition strategies for the planned giving unit.
- Develop and research best practices for legacy giving recruitment and stewardship.
- Increase revenue from mid-level, major, corporate/foundation, and planned gifts to meet strategic plan objectives.
- Lead MSF Canada's organizational performance management cycle for the planned giving unit, including budgeting, annual planning, and quarterly reporting.
- Ensure responsible use of resources, including budget, contracts, and vendors.
- Recommend new strategies or develop proposals for future needs.
- Work with legal specialists to ensure cash flow, minimize delays in estate distributions, and manage contested estates.
- Possess in-depth knowledge and understanding of estate law and expertise in advising trustees and holding estate lawyers/notaries accountable.
- Collaborate with the fundraising systems unit to support the development of a data-driven fundraising strategy and program.
Requirements
- Experience in non-profit management, business administration, marketing, communications, finance, or law.
- Demonstrated fundraising experience with a strong focus on managing a planned giving portfolio in diverse settings such as charities, NGOs, or the financial sector.
- Proven ability to lead donor acquisition and legacy marketing campaigns, including overseeing multi-channel strategies and audience segmentation.
- Experience managing relationships with third-party vendors and external legal counsel, ensuring compliance and efficiency in planned giving operations.
- Track record of maintaining clear performance metrics and achieving fundraising goals in a planned and legacy giving program.
- Demonstrated success in leading and growing diverse teams, including direct reports, while fostering a positive work environment, providing constructive feedback, and implementing professional development initiatives.
- Skills in strategic stewardship, high-net-worth individuals management, and collaboration with financial advisory, wealth management, and estate law specialists.
- Experience managing CRM systems and donor databases for tracking prospective stewardship, performance, and reporting.
- Aptitude for working with complex financial instruments and tax laws related to charitable giving while collaborating with donors and legal specialists.
- Proficiency in English is mandatory.
- Proficiency in French is desirable.
- Must be legally authorized to work in Canada; MSF Canada cannot support or relocate candidates from outside Canada.
Skills
- Planned Giving
- Donor Stewardship
- Estate Administration
- Marketing
- Donor Relations
- Fundraising
- Budgeting
- Contract Management
- Vendor Management
- Risk Mitigation
- Estate Law
- Data Analysis
- CRM Systems
- Financial Instruments
- Tax Laws
- Interpersonal Skills
- Leadership
- Team Management
- Strategic Planning
- Communication
Location
- Canada
Work Type
- Hybrid
- Contract
Experience Level
- Management experience
- Fundraising experience
- Planned giving portfolio management experience
- Donor acquisition campaign experience
- Vendor relationship management experience
- Team leadership experience
- CRM system management experience
Education Level
- CFRE designation (Certified Fund-Raising Executive) or training in planned giving, estate law, tax law, or financial planning is an asset.
Benefits
- Comprehensive group insurance (health, dental, Employee Assistance Program, life insurance, accidental death and dismemberment insurance)
- 5% RRSP contribution
- 4 weeks of vacation per year
- Health and wellness credits
- Flexible work hours
- Annual professional development budget
- Employee and Family Assistance Program (EFAP)
- Access to internal resources from the psychosocial health unit
About the Company
- At the core of Médecins Sans Frontières (MSF) Canada's identity is a commitment to medical ethics, independence, neutrality, and impartiality.
- We go where the need is greatest.
- Since MSF's creation in 1971, these ideals have guided every aspect of our work, from medical care to logistical coordination, finances, and communications.
Equal Opportunity
- MSF is committed to preventing abuse, inappropriate conduct, breaches of integrity, and financial misconduct in its operations and care settings.
- MSF expects all personnel to adhere to this commitment and help foster an environment where abuse and misconduct are not tolerated.