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About the Role

The Lead, Planned Giving will support the National Planned Giving team's day-to-day activities, focusing on program implementation, marketing initiatives, administrative support, data management, and donor stewardship.

Responsibilities

• Provide donor-centric administrative support to the Planned Giving and Estates team to support the annual revenue needs of the organization.
• Assist 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 has clear information regarding program/project specific donations and collaborate to meet donor obligations.
• Ensure all donor information provided is accurately entered into SharePoint following established standards, protocols, and policies within standard turn-around times.
• Ensure 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 vehicles to meet donors' personal, estate, and financial planning goals.
• Deal directly with professional advisors (legal, financial, etc.) when called upon to assist in the creation of the planned gift or for tax receipting.

Requirements

• Superior interpersonal skills.
• Professional attitude, results-oriented, strategic, flexible, and ability to function with limited supervision and adapt to a fast-paced environment.
• Ability to provide strategic solutions to complicated and difficult problems utilizing 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.
• 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.
• Able to handle and maintain the confidentiality of sensitive information.

Skills

• Interpersonal skills
• Communication skills
• Analytical skills
• Problem-solving skills
• Critical thinking skills
• Time management skills
• Planning skills
• Coordinating skills
• Organization skills
• Project management skills
• Strategic thinking
• Creative approaches
• Planned Giving functions
• Planned Giving vehicles
• Tax implications
• MS Office suite
• Microsoft Teams
• SharePoint
• Fundraising database
• Sales Force

Location

• N/A

Work Type

• Full Time
• Permanent

Experience Level

• Minimum of 2-3 years of experience in a specific fundraising, preferably Planned Giving or direct mail position.

Education Level

• University degree or College diploma in business, marketing and communications, fundraising management

About the Company

• CNIB is committed to accommodating applicants with disabilities and will work with applicants requesting accommodations at any stage of the hiring process.