Philanthropy Officer, Planned Giving

Philanthropy Officer, Planned Giving

Location: Vancouver – Granville Office, *Hybrid role

Reporting to: Manager, Development

Job status: Permanent Full time, 1.0 FTE (75 hours bi-weekly)

Compensation: $64,146 - $71,567

We want our staff to “thrive” not just survive, so Canuck Place is committed to living our values of care exceeding not just minimum wage but living wage in B.C. This means that regardless of role our entry level salary is a minimum of $25.64 per hour equivalent to $50,000 full-time annually.

ABOUT US

Canuck Place Children’s Hospice (CPCH) is British Columbia’s recognized pediatric palliative care provider. For over two decades, through the many programs and services we provide, we have made a significant difference in the lives of children with life-threatening illnesses and the families who love them. Be part of a talented and innovative team that takes pride in supporting and providing the highest quality pediatric palliative care.

It is the expectation for all roles across the organization to know the organization’s philosophy of pediatric palliative care and uphold a commitment to further ones knowledge. Our philosophy of pediatric palliative care is as follows: Pediatric palliative care improves quality of life, promotes comfort, and reduces suffering for children with life-threatening conditions (serious illness) and their families through a holistic approach addressing; physical, emotional, social and spiritual needs. It is collaborative person & family-centered care delivered using a team-based approach throughout the continuum of care across all ages and stages of illness, including bereavement. It values choice and honest and compassionate communication.

At Canuck Place we understand that uniqueness is powerful. We hold each other accountable for an inclusive environment where employees feel empowered to share their experiences and ideas and know that they belong. We believe diversity drives innovation and the best pediatric palliative care for children and their families therefore we welcome that every person brings an individual perspective and experience to advance our mission. We have more work to do to advance diversity and inclusion and we are building a culture where difference is valued. We have a commitment to inclusion across gender identity or expression, sexual orientation, religion, ethnicity, age, neurodiversity and disability status, to ensure our team members are empowered to bring their full, authentic selves to work. All staff are encouraged to contribute their perspective and lived experience through our internal employee groups such as Care 4 the Caregiver, Culture, DEIB (Diversity, Equity, Inclusion & Belonging), Green Team, Truth and Reconciliation and Wellness Committees.

WHY SHOULD YOU CHOOSE TO WORK HERE?

Canuck Place careers are full of connection, community, and care. We aim to nurture a supportive culture rooted in compassion, collaboration and support while providing expert care to children and families. Our team includes individuals with a special blend of sensitivity, compassion, and appreciation for life. Canuck Place is where no moment is missed. A place where you can make a difference.

We offer competitive compensation and a benefits package focusing on wellness and self-care that includes:

• 20 days’ vacation (pro-rated to your full-time equivalency) to start with ongoing annual anniversary increases up to an organizational maximum of 45 days
• Up to two paid mandatory wellness days a year
• Generous paid leave including compassionate and special leave when you need it
• Municipal Pension Plan (MPP)
• 100% employer paid benefits package from your first day which includes extended health and dental and $1,500 annually for counselling
• Health and Wellness Spending account that provides up to $1,000 annually to ensure you can focus on the benefits that are important to you and your family
• Flexible working options
• Free meals on-site at the hospices
• Continuous paid training and development opportunities so everyone has the opportunity to learn new skills and grow
• Ongoing parental support including top up for maternity and parental leave and paid leave for new grandparents
  
  
• Evidence of Health Canada approved vaccinations must be provided prior to your first day of work.
• Flexibility is necessary, as this position may require occasional weekend and evening work and travel within and outside the Lower Mainland.
  
  

This role is in a hybrid environment, where the incumbent will be responsible for managing all aspects of donor relationships. This will include donor face-to-meetings, and attending stewardship and cultivation events which the Planned Giving Officer will be expected to attend. Additionally, a minimum expectancy of 4 days a month at a physical work location is expected for Development team members. During onboarding, and to meet team needs, some additional time may be required in-office in order to familiarize new hires with the work of our organization, and to meet the needs of the organization and the Major Gifts team.

SUMMARY

Planned giving is in an exciting growth phase at Canuck Place. This is a pivotal time for an enthusiastic candidate to leverage past success, enhance existing fundraising and communications practices, and optimize planned giving systems and data. We support team member creativity, innovation and co-creation of fundraising efforts. We are looking for someone who is energized by and interested in gift and estate planning, and in building lasting relationships with legacy donors. Ideally, the incumbent will be keen to work with a truly collaborative team that integrates planned giving with major gifts, annual, events, 50/50 and direct mail fundraising to help grow legacy giving.

Working closely with and reporting to the Manager of Development, the Philanthropy Officer, Planned Giving is a key member of the Major Gifts team responsible for engaging a donor portfolio focused on planned and legacy giving, overseeing estate administration while working with our Finance team, and supporting communications and marketing strategies focused on Planned Giving program growth. The Philanthropy Officer, Planned Giving is responsible for identifying new relationships with donors as well as strengthening existing long-term relationships with donors that are built on a clear understanding of donors’ passions and values.

RESPONSIBILITIES

• Oversees estate administration in coordination with Finance team, and manages incoming revenue from estates. Maintains files and records for estates, codes estate gifts and corresponds with donors and advisors.
• Raise and increase planned giving revenue by identifying, stewarding and cultivating and soliciting a portfolio of planned giving donors and prospective donors, doing so by working in collaboration with annual giving, events and major gifts. Applies a disciplined moves management approach current and future legacy giving strategies.
• Develops lasting relationships with legacy donors and potential donors, with a focus on in-person meetings and personalized communication.

• Working with the Manager, Development, manages the legacy giving donor recognition program and associated activities.
• Creates and customize donor materials and related organizational communications, including donor briefings, proposals and stewardship materials.
• Works collaboratively with a cross-functional team to lead and host engaging events for legacy donors.
• Supports strategies to engage development team, management team, the Board, and leadership volunteers in the cultivation of new bequest expectancies.
• Monitors and tracks legacy giving expectancies across multiple fiscal years, completes data analysis and evaluation.
• Records all legacy giving donor activity in Virtuous, our donor CRM.
• Assumes other related responsibilities, as assigned.

EDUCATION AND EXPERIENCE

• A related degree or diploma from a recognized educational institute or an equivalent combination of experience and education.
• Ideally 2 - 5 years of experience of progressive non-profit fundraising experience is optimal, including experience working with an individual giving, major gifts or planned giving portfolio.
• Involvement with the Canadian Association of Gift Planners (CAGP) is an asset as are knowledge of tax laws, regulations and compliance issues that govern charitable giving.
• Transferable experience in a legal, finance, grant-making or research environment with experience reviewing complex legal or accounting documents.
• Knowledge of, or interest in acquiring, financial regulations and strategies in relation to tax benefits and strategies used by donors which influence Legacy decision-making. Financial acumen to work with wealth managers advising clients as to giving strategies is an asset.
• Face-to-face experience in soliciting or stewarding donors.

QUALIFICATIONS

What you bring to the role:

• Excellent organization, prioritization, judgement skills; demonstrated ability to think strategically and creatively.
• Superior interpersonal and communication skills; a high degree of professionalism and the ability to confidently interact and build trust with individuals and stakeholders all levels.
• Solution focused and able to consistently make decisions that lead to positive or constructive outcomes.
• Ability to inspire others; to develop and maintain meaningful, respectful, long-term relationships with current and prospective donors, their families and advisors.
• Self-motivated and results-oriented; positive, collaborative work style with the ability to work as part of a multi-disciplinary team.
• Able to thrive and effectively manage priorities in a dynamic environment.
• Demonstrated ability to maintain discretion and confidentiality at all times, in working with sensitive and confidential information.
• Strong Microsoft Office Suite computer skills, and experience with Virtuous, Raiser’s Edge or similar donor CRM system. Exposure to and familiarity with remote work and planning software such as Trello, Slack and Teams would be an asset.
• Public presentation skills, both in person and virtually.
• Strong attention to detail (specifically with Excel, project timelines and database management).
• A commitment to inclusive fundraising practices.
• Clear and valid BC driver’s license

Please note:

RECRUITMENT PROCESS

We understand that the recruitment process is not a one size fits all, our inclusion values and flexibility extend to your hiring experience. Canuck Place is committed to providing inclusive access and accommodations throughout the application and selection process. We are continuously working to improve our systems, policies, and practices to ensure our employees, in all their diversity, can succeed.

Canuck Place Children’s Hospice hires on the basis of merit and is strongly committed to equality and diversity within its community and to a welcoming and inclusive workplace. We especially welcome applications from Indigenous persons, visible minority group members, persons with disabilities, people of all sexual orientations, genders and gender identities, members of the 2SLGBTQIA+ community.

APPLICATION PROCESS

Please submit your cover letter and your resume at https://www.canuckplace.org/about-us/careers/. This posting will remain open until filled. Please note we will be reviewing applications as they are received, so apply early if you are interested in joining our team! We thank all applicants for their interest; however, only those candidates who have been short-listed will be contacted.