Planned Giving Officer

IMPORTANT:  This Advertiser has requested that applicants MUST be National Residents / Valid Work Permit-holders.  Other applicants need not apply.

 

The Nature Conservancy of Canada (NCC) is a private, non-profit organization that prides itself on its entrepreneurial, science-based approach to achieving conservation success through direct action. Since 1962, NCC and its supporters have protected more than 2.6 million acres (1 million hectares) of ecologically significant land across Canada. NCC has experienced dramatic growth in recent years, and is now listed as the 13th largest non-profit organization in Canada, with a national office in Toronto and seven regional offices across the country.

Purpose and General Description:

This is an exciting opportunity to work with a leading, innovative and ever growing organization in the non-for-profit sector. The incumbent will contribute to an area of fundraising that has seen a tremendous growth and that plays a crucial role for the long-term success of the organization. The National Philanthropy & Marketing Planned Giving Officer will assist and support the management of the planned giving program that generates strong donors’ response and large annual revenue from bequests. The incumbent will help in the cultivation and stewardship of the confirmed and prospect planned giving donors.

Reporting Relationships

The National Philanthropy & Marketing Planned Giving Officer reports directly to the Planned Giving Director and will work closely with other members of the National Philanthropy & Marketing team, the Regional development teams and the Finance Department.

Duties and Responsibilities:

• Responsible for the day-to-day administrative support of the National Planned Giving Program, including providing direct support to the Planned Giving Director.
• Administer, under the direction of the Planned Giving Director, all the pending estate files and ensure that bequest revenue is timely received.  Track the administration of each estate in Raiser’s Edge, liaise with lawyers and estate trustees by phone and mail, until all documents and releases are executed;
• Provide exceptional donor service by responding to all inquiries in a timely manner via phone, email or mail and prepare information packages on planned giving opportunities;
• Coordinate the Donor Motivation Program events, prepare the invitation, generate the queries for the invitation list, liaise with the consultant, track the response and work with the Philanthropy and Marketing Events Coordinator  for the execution of the events;
• Coordinate and carry out the day-to-day activities of the program, including writing thank you letters, sending tax receipts, entering all appropriate information in Raiser’s Edge and updating paper files;
• Develop effective working relationships with the regional development teams and provide technical and other assistance to them regarding planned giving strategies;
• Work closely with the Planned Giving Director and the Philanthropy &  Marketing team to coordinate the development, production and distribution of  any material associated with the program;
• Track and report on revenue, expenses against budget and other significant data such as number of prospects gained each year and gift expectancies;
• Receive all planned gifts, including gift of securities, prepare the revenue form, distribute information to the Regions and the Finance department;
• Maintain and regularly update the Raiser’s Edge files of all planned giving donors and prospects while organizing the existing paper filing system.

Required Skills and Attributes:

• Minimum 1-2 years of relevant experience in the non-profit sector;
• Demonstrated exceptional customer service and donor cultivation experience;
• Excellent organizational and administrative skills;
• Self-motivated, self-directed and professional;
• Strong ability to multi-task and manage changing and multiple priorities;
• Excellent attention to detail;
• Proven analytical and problem-solving skills as well as sound judgment;
• Proven ability to set priorities, complete work with minimal supervision and meet deadlines;
• Excellent communication skills including oral and written ability;
• Planned Giving experience and/or knowledge; 
• Financial experience or knowledge an asset;
• Strong interpersonal skills and team player;
• Experience in use of Raiser’s Edge fundraising software, Excel, and general proficiency in the use of other MS Office software (e.g. Word, Access and PowerPoint);
• Working knowledge of French an asset

Accountability

Effective support of the Philanthropy & Marketing team business is essential for the success of NCC. Failure to deliver in this position could cause loss of revenue and have seriously negative consequences for donor relations.

To Apply:

If you have a keen interest in nature, a strong knowledge of planned giving, and are interested in joining our team, email your resume to careers@natureconservancy.ca by March 22, 2013. Please be sure to state the position in the subject line of your email.

We thank everyone who applies for their interest in the Nature Conservancy of Canada; however only candidates selected for an interview will be contacted.