Legacy Giving Advisor

🔥 5 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

World Vision Canada

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1957

🤲 Charity

🤝 Non-profit

🌍 Social Impact

Charity • Non-profit • Social Impact

World Vision Canada is a Christian humanitarian non-profit that works to end child poverty and support vulnerable children, families and communities. Through child sponsorship, disaster relief/emergency response, community-led development programs and advocacy, it delivers services such as clean water, education, health, protection and food assistance. The organization raises donations and membership support in Canada to fund field programs (the site reports a five-year average allocation of ~85% to field programs and advocacy, ~11% to fundraising and ~4% to administration), coordinates emergency responses (e. g. , Sudan), and partners with churches, corporations and donors to advance children’s rights and wellbeing.

📋 Description

• Develop and implement planned giving strategies focused on identifying, cultivating, and soliciting gifts • Identify creative ways to connect with new legacy prospects, including collaboration and coaching of other advisors • Cultivate and maintain relationships with current and prospective donors throughout the legacy giving journey • Provide information about planned giving options and the impact of contributions • Share planned giving knowledge with internal and external stakeholders • Manage a portfolio of donors and prospects using moves management strategies • Create an Allied Professional Program with the Manager, Legacy Giving and Coordinator, Legacy, and engage professionals consistently • Oversee administration and stewardship of life insurance policies • Create and update planned giving communications and materials • Provide backup support for gifts of securities • Ensure donors’ intentions are clearly understood, documented, and stewarded

🎯 Requirements

• University degree in a relevant field such as marketing, communication, finance, or accounting, or relevant experience • Minimum 10 years of experience in fundraising, client management, or relationship-based sales • CFRE, CAGP, CMA, CPA, CFP, or LLB certification/designation considered an asset • Extremely strong relationship-building and business development skills • Demonstrated experience with multi-stakeholder relationships and complex systems • Very high emotional and spiritual intelligence for sensitive conversations • Appetite to continually learn and develop skills • Understanding of the donor/client lifecycle: identification, cultivation, solicitation, and stewardship • Proficiency with CRM software and data analysis • Strategic thinking and proactive problem-solving • Experience with legacy/planned giving considered a strong asset

🏖️ Benefits

• Health Spending Account • Up to 6% matched pension contributions • Parental leave top-up • Generous paid vacation, sick days, wellness and personal days • Office closed extra days before long weekends (6x/year)