Manager, Planned Giving And Estates

Toronto, ON - Ottawa, ON, Canada

Job Description


What can you expect from a leading organization in the global movement to advance children\'s rights and equality for girls?

Plan International Canada is the first non-profit organization to ever be inducted into Canada\'s Most Admired Corporate Cultures Hall of Fame by Waterstone Human Capital. Here\'s why: together, we have created a climate of trust and inclusivity - where diversity in people, ideas and approaches is not only respected, it\'s encouraged.

We remain agile amid an ever-changing global landscape. Though we continue to evolve, our mission and strategic ambition will not change - and our work has never been so imperative. We will never stop believing in the multiplying power of girls and that every child deserves that right to learn, lead, decide and thrive. Our future success will be founded upon Plan International Canada\'s 80+ year history of focusing on our mission, our , responding to challenges and seizing opportunities with purpose, relevance and impact.

Further information can be found at:

Summary

Organization:

Plan International Canada

Reports to:

Senior Manager, Planned Giving

Location:

Toronto or Ottawa

Status:

Permanent, full-time

Contact level:

B

The Position

As an active, collaborative, key member on the Philanthropy team, the Manager of Planned Giving and Estates, plays an integral role in ensuring the success of Plan Canada\'s operational and marketing work that drives successful fundraising activities in this high-growth portfolio. As a core driver in Plan International Canada\'s strategic plan, the Philanthropy team is focused on high impact and transformational giving opportunities for donors and stakeholders to support children, especially girls, realize their full potential.

We are looking for an estate administration and planned giving champion who will foster a systems-based approach to the administration and promotion of Plan International Canada\'s evolving planned giving program.

What success looks like?

Build positive relationships with donors, prospects and allied professionals across Canada that lead to confirmed expectancies and increased in-life philanthropy;

Lead estate administration, building efficient systems and processes to build, steward and execute on planned and strategic giving; utilizing technical skills to efficiently execute approx. 100+ open estate files and 200+ newly confirmed expectancies annually.

Develop and gain internal support for efficient and integrated systems, SOPs and business rules that reflect industry best practice and support long term growth of the planned giving program;

Integration and automation of reporting tools, CRM and Power BI to articulate the growing Planned Giving pipeline; manage and report on operational elements of Planned Giving including - operational plans, financials, KPI reporting to leadership and board

Execute on-going bequest marketing and stewardship campaigns with internal marketing team and manage our vendors; Lead internal and external promotional opportunities for growth by integrating the planned giving message into various marketing channels throughout the organization.

As our ideal candidate you will have:

A passion for planned giving and for engaging our loyal supporters about children\'s rights and gender equality.

Attention to detail and commitment to executing with excellence along with 3-5 years experience in estate administration in a national/complex non-profit, financial enterprise or legal capacity with the ability to advise on legal/ethical requirements and evolving industry best practices.

Understanding of and/or ability to learn Salesforce CRM, Power BI and other digital tools.

Solution-oriented mindset with a passion for creating efficiency and excellence.

An adaptable work style; open to collaboration with diverse professionals; thrive in a fast-paced, evolving work culture.

How to Apply:

To express interest in this exciting opportunity, submit your resume and cover letter to https://plancanada.ca/apply by July 16, 2023.

Plan International Canada is a hybrid workplace. You will work from the office and from home.

Plan International Canada hires based on merit and is strongly committed to equity and diversity within its community and to providing an inclusive workplace. Plan International Canada especially welcomes applications from Indigenous persons, persons with disabilities, visible minorities, women, persons of all sexual orientations and genders, and others with the skills and knowledge to productively engage with diverse communities.

If you have a disability that may affect your ability to perform in a role in which you are interested, we will be happy to discuss with you what adjustments or arrangements we can make to accommodate your needs. If your disability is likely to affect you adversely within the application process itself, please let us know (as soon as you feel comfortable to do so) by emailing so that we can consider any adjustments to the process that will allow you to be considered fairly for the role.

Consistent with our Safeguarding Children and Young People Policy, the successful candidate must receive clearance by a police background check, including the vulnerable sector screen.

Applicants must be eligible to work in Canada for the duration of the work term. Proof of eligibility will be required.

Plan Canada

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Job Detail

  • Job Id
    JD2201494
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON - Ottawa, ON, Canada
  • Education
    Not mentioned