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Planned Giving and Major Gifts Senior Advisor

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Position Title: Planned Giving and Major Gifts Senior Advisor
Reporting to: Director of Fundraising and Supporter Relations
Location: Flexible within Canada
Job Category: 12-month full time contract, renewable

The vision of PWRDF is for a truly just, healthy and peaceful world.

Within that vision, this contract position is responsible for engaging donors and increasing revenue in support of PWRDF and its partners around the world, including in Canada. The incumbent will work closely with others in PWRDF in sharing the results of our programs and the lasting value add of our partnerships.

A significant part of this work is in developing and implementing planned giving strategies to existing and prospective donors. The incumbent will work with staff, volunteers and diocesan and parish clergy and staff in promoting PWRDF as a charity of choice of international humanitarian and development work, around the world, including in Canada.

The role will also focus on major gifts, specifically from foundations. The incumbent will research and recommend foundations whose goals and interests are in line with those of PWRDF, build relationships, prepare funding proposals, and report on the impact of grants.

The incumbent thrives in a diverse and rights-based organization. The incumbent values the historical legacy that PWRDF enjoys with the Anglican Church of Canada and draws on this legacy and scriptural mandate to promote PWRDF as it strives for a fairer and more sustainable and inclusive world.

The incumbent appreciates and complements the work of other ministries and agencies of the Anglican Church of Canada, recognizing the need and opportunity to contribute to our mutual and collaborative engagement with Canadian Anglicans and the communities in which we live and serve.

Specific responsibilities:

1. Planned Giving

  • Increase revenue from planned giving by developing, implementing and evaluating strategies to acquire new planned giving donors and manage relationships with existing donors.
  • Initiate discussions and follow up with individuals who are interested in planned gift opportunities with PWRDF, with a goal of significantly increasing PWRDF’s number of known bequests and other planned gifts.
  • In consultation with the Director, develop and implement a comprehensive plan for the marketing, acquisition and stewardship of planned gifts, including the development of information resource materials.
  • Assist in identifying, contacting, qualifying and cultivating prospective donors and donor groups
  • Develop and manage relationships with allied planned giving professionals
  • Organize and help conduct training and information sessions for prospective donors, professional financial and estate planners, and other constituencies as required
  • Respond to indications of interest in planned giving from donors in a timely manner, provide technical information and follow up to acquire formal confirmation of the gift
  • Develop and maintain an administration system using Donor Perfect to keep records of donor interactions and relationship history
  • Meet personally (virtually or in person) with planned gift prospects, confirmed donors, and their advisors as required
  • Maintains estate files and correspondence during probate of wills, maintains contact with estate executors and legal counsel, ensures required documentation is signed and filed in a timely manner
  • Ensure donors making planned gifts are appropriately acknowledged and recognized

Major Gifts

  • Work closely with volunteers, clergy and others to identify and engage with prospective donors, including foundations, the private sector and other community associations that would wish to support designated or undesignated initiatives of PWRDF and its partners.
  • Conduct research on foundations and grant making organizations to identify those with goals and interests that are in line with those of PWRDF
  • Cultivate relationships with potential donors
  • Prepare and submit grant applications
  • Follow up on unsuccessful grant applications to learn what might be more effective in future applications
  • Report back on the impact of grants received
  • Ensure donors providing grants are appropriately acknowledged and recognized

Team and Organizational Responsibilities

  • Perform routine administrative tasks related to this work
  • Contribute to measuring Team KPIs
  • Undertake speaking engagements, presentations and workshops on behalf of PWRDF
  • Work within PWRDF policy, guidelines and strategic directions
  • Attend organizational meetings as required

2.  Typical Contacts:

  • PWRDF Director, Fundraising and Supporter Relations
  • PWRDF Fundraising and Supporter Relations Staff
  • PWRDF Executive Director
  • PWRDF Diocesan Representatives and other volunteers
  • Diocesan and parish staff/volunteers with planned giving and other fundraising-related responsibilities
  • Bishops and clergy of the Anglican Church of Canada
  • PWRDF donors and potential donors
  • Lawyers and financial advisors

3. Conditions under which work is performed:

  • The incumbent is expected to provide his / her own office space and adhere to security protocols and oversight by PWRDF.
  • Frequent periods are spent standing or sitting in the same location with some opportunity to move about.
  • Need for flexibility in scheduling to respond to availability of parishes, individuals
  • Occasional travel within Canada   

4. Required Experience and Skills:

  • At least five years non-profit fundraising experience, particularly in planned/legacy giving and major gifts
  • Proven track record in promoting various gift vehicles relevant to planned giving including bequests, insurance, securities, private foundations, etc.
  • Current knowledge of the tax aspects of various planned giving vehicles
  • Proven track record in grant acquisition from foundations and other organizations
  • Excellent skills in diplomacy and relationship building
  • Strong public relations skills
  • Exceptional written and oral communication skills
  • Experience in preparing compelling presentations and proposals to help secure planned and major gifts
  • Experience working with fundraising databases (Donor Perfect preferred)
  • Strong understanding of stewardship processes and systems
  • Acceptance and adherence to Imagine Canada and AFP Ethical Fundraising Code – Code of Ethics and Accountability
  • Knowledge of CRA regulations, particularly as they relate to planned giving vehicles
  • General knowledge of international development issues, geography and current affairs
  • Self-starter with the ability to work remotely with minimal supervision
  • High proficiency using computer applications including Office 365 (Microsoft Word, Excel, PowerPoint, etc)

5. Additional Assets:

  • Experience in estate planning or financial planning
  • CAGP membership
  • Experience in sales and/or marketing
  • Familiarity with the Anglican Church of Canada including structure, organization and parish life
  • CFRE credential (or working towards this)